File: cluster

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#!/usr/bin/env perl
# /=====================================================================\ #
# |  cluster                                                            | #
# | determine similary style files by signature                         | #
# |=====================================================================| #
# | support tools for LaTeXML:                                          | #
# |  Public domain software, produced as part of work done by the       | #
# |  United States Government & not subject to copyright in the US.     | #
# |---------------------------------------------------------------------| #
# | Bruce Miller <bruce.miller@nist.gov>                        #_#     | #
# | http://dlmf.nist.gov/LaTeXML/                              (o o)    | #
# \=========================================================ooo==U==ooo=/ #
use strict;
use warnings;
use Getopt::Long qw(:config no_ignore_case);
use Pod::Usage;
use FindBin;
# Assume we're in the tools directory of a development version of latexml (next to lib, blib..)
use lib "$FindBin::RealBin/../blib/lib";
use LaTeXML::Util::Pathname;

#======================================================================
# Tool to group similar style/class files (eg. in arXiv)
#
# Use something like the following commands to precompute the file signatures
#    texscan --signature --quiet *.cls > class.signatures
#    texscan --signature --quiet *.sty > style.signatures

my $identity = 'cluster';
my ($help) = (0);
local $::MAXDIFF   = 20;
local $::VERBOSITY = 0;
our $MAXSIMILAR = 3;
my $CLUSTERTOOSMALL = 5;
my $sigfile         = 'signatures';
my ($workplan, $dosimilar) = (undef, 1);
GetOptions("signaturefile=s" => \$sigfile,
  "help"            => \$help,
  "verbose"         => sub { $::VERBOSITY++; },
  "quiet"           => sub { $::VERBOSITY--; },
  "maxdifference=i" => \$::MAXDIFF,
  "similar!"        => \$dosimilar,
  "workplan!"       => \$workplan,
) or pod2usage(-message => $identity, -exitval => 1, -verbose => 0, -output => \*STDERR);
pod2usage(-message => $identity, -exitval => 1, -verbose => 2, -output => \*STDOUT) if $help;
pod2usage(-message => $identity, -exitval => 1, -verbose => 0, -output => \*STDOUT) unless $sigfile;
#======================================================================
local $::LTXMLDIR   = "$FindBin::RealBin/../blib/lib/LaTeXML";
local $::ARXMLIVDIR = ".";

my %files    = ();
my %clusters = ();

local $| = 1;    # Flush!

if ($workplan) {
  print '' . ('%' x 60) . "\n Workplan for LaTeXML implementation\n" . ('%' x 60) . "\n"; }

#======================================================================
# Read Usage statistics
#======================================================================
my $usagefile = 'usage.counts';
print STDERR "Loading usage statistics from $usagefile...\n";
my %usage = ();
my $USAGE_FH;
open($USAGE_FH, '<', $usagefile) or die "Couldn't read usage statistics from $usagefile! $!";
while (<$USAGE_FH>) {
  next if /^\s*#/;
  if (/^(.*?)=(\d+)$/) {
    my ($name, $n) = ($1, $2);
    $usage{$name} = $n; } }
close($USAGE_FH);

#======================================================================
# Read signatures
#======================================================================
print STDERR "Loading signatures from $sigfile...\n";
my $SIG_FH;
open($SIG_FH, '<', $sigfile) or die "Couldn't read signatures from $sigfile! $!";
my $neverused = 0;
while (<$SIG_FH>) {
  next if /^\s*#/;
  if (/^(.*?):(.*?):(.*)$/) {
    my ($path, $declname, $sig) = ($1, $2, $3);
    next if @ARGV && !grep { $path eq $_ } @ARGV;
    my ($dir, $name, $type) = pathname_split($path);
    my $usage = $usage{$name};
    if (!$usage) {
      $neverused++; next; }
    my $file = File->new($path, $declname, $sig, $usage);
    $files{ $file->name } = $file; } }
close($SIG_FH);

print STDERR "Read " . scalar(keys %files) . " style/class signatures"
  . "  (after ignoring $neverused files never used(?))\n";

#======================================================================
# Check for broken class files
#======================================================================
my @broken = ();
foreach my $name (keys %files) {
  my $file = $files{$name};
  if (($name =~ /\.cls$/) && !$$file{declaredname}
    && grep { !$$file{signature}{$_} } qw(\section \theequation)) {
    push(@broken, $file);
    delete $files{$name}; } }
if (@broken) {
  print STDERR "The following " . scalar(@broken) . " files appear not to be valid classes:\n"
    . '   ' . join(', ', map { $_->show } @broken) . "\n"; }

print STDERR "Summary: " . File::showUsage(values %files) . "\n";

#======================================================================
# Group into Identical clusters
#======================================================================
my @toscan = (@ARGV ? grep { $_ } map { $files{$_} } @ARGV : values %files);
print "Grouping " . scalar(@toscan) . " files into identical clusters ...\n";
while (@toscan) {
  my $file1    = shift(@toscan);
  my @same     = ($file1);
  my @scanning = @toscan;
  foreach my $file2 (@scanning) {
    my ($nextra1, $nextra2) = $file1->difference($file2);
    if ($nextra1 + $nextra2 == 0) {    # files are identical
      push(@same, $file2);
      @toscan = grep { $_ ne $file2 } @toscan; }    # Don't need to compare this one anymore
    else {
      $file1->noteSimilar($file2, $nextra2, $nextra1);
      $file2->noteSimilar($file1, $nextra1, $nextra2); } }
  my $cluster = Cluster->new(@same);
  $clusters{ $cluster->name } = $cluster; }

print "Comparison yielded " . scalar(keys %clusters) . " identical clusters.\n";

#======================================================================
# Further group clusters that are simple subsets of others and combine.
#======================================================================
if ($dosimilar) {
  print "Looking for simple subsets...\n";
  my $nsub = 0;
  foreach my $cluster (values %clusters) {
    if (!$cluster->isDistribution) {    # Don't merge distribution files into superclasses!
      local $::MAXDIFF = $::MAXDIFF;
      $::MAXDIFF = $$cluster{nsymbols} if $::MAXDIFF > $$cluster{nsymbols};
      # Look for the closest superset to this cluster; if found, merge into it.
      my $supersets = $cluster->mergeSimilarities('superset');
      my ($superdiff, $super) = $supersets->closest;
      if ($super) {
        delete $clusters{ $$cluster{name} };
        $super = $$super{parent} if $$super{parent};  # in case superset has, itself, already been absorbed!
        $$cluster{parent} = $super;
        $nsub++;
        #      absorb the files of that cluster into the superset
        # NOTE: Would be nice to record the fact that the file is a subset!!
        foreach my $f (@{ $$cluster{files} }) {
          $super->adoptFile($f, $superdiff); }
  } } }
  print "Combined $nsub subsets, resulting in " . scalar(keys %clusters) . " similar clusters\n";
}
#======================================================================
# Report on clusters.
#======================================================================
my @core = grep { $_->isDistribution } values %clusters;
my $nsmall = scalar(grep { $$_{usage} <= $CLUSTERTOOSMALL } values %clusters);

print "There are $nsmall clusters with usage less than $CLUSTERTOOSMALL.\n" if $nsmall;
foreach my $cluster (sort { $$b{usage} <=> $$a{usage} } values %clusters) {
  #  next if $$cluster{usage} <= $CLUSTERTOOSMALL;
  local $::MAXDIFF = $::MAXDIFF;
  $::MAXDIFF = $$cluster{nsymbols} if $::MAXDIFF > $$cluster{nsymbols};

  print "\n%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%\n";
  $cluster->describe;
  $cluster->classify(@core) unless $cluster->isDistribution;

  #  $cluster->mergeSimilarities('subset')->describe('  Subsets'); #  if ? ...
  #  $cluster->mergeSimilarities('superset')->describe('  Supersets');
  $cluster->mergeSimilarities('similar')->describe('  Similar Clusters', $MAXSIMILAR);

  $cluster->workplan if $workplan;
}

#%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%
# File object
#%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%
package File;
use LaTeXML::Util::Pathname;

sub new {
  my ($class, $name, $declname, $signature, $usage) = @_;
  my $distribution = pathname_find("$name.ltxml", paths => [$::LTXMLDIR], installation_subdir => 'Package');
  my $self = bless { name => $name,
    declaredname => $declname,
    signature    => { map { ($_ => 1) } split(/,\s*/, $signature) },
    usage        => $usage || 0,
    distribution => $distribution,
    implemented  => $distribution || pathname_find("$name.ltxml", paths => [$::ARXMLIVDIR]),
    cluster      => undef, clusterdiff => 0 }, $class;
  $$self{nsymbols} = scalar(keys %{ $$self{signature} });
  $$self{subset}   = Similarity->new($self);
  $$self{superset} = Similarity->new($self);
  $$self{similar}  = Similarity->new($self);
  return $self; }

sub name {
  my ($self) = @_;
  return $$self{name}; }

sub isDistribution {
  my ($self) = @_;
  return $$self{distribution}; }

sub isImplemented {
  my ($self) = @_;
  return $$self{implemented}; }

sub status {
  my ($self) = @_;
  return ($$self{distribution} ? "D" : ($$self{implemented} ? "I" : 'U')); }

sub show {
  my ($self) = @_;
  return $$self{name} . '[' . $self->status . ',u=' . $$self{usage} . ',n=' . $$self{nsymbols} . ',d=' . $$self{clusterdiff} . ']'; }

# not a method!
sub showUsage {
  my (@files) = @_;
  my ($ndist, $udist, $nimpl, $uimpl, $nun, $uun) = (0, 0, 0, 0, 0, 0);
  foreach my $file (@files) {
    if ($$file{distribution}) {
      $ndist++; $udist += $$file{usage}; }
    elsif ($$file{implemented}) {
      $nimpl++; $uimpl += $$file{usage}; }
    else {
      $nun++; $uun += $$file{usage}; } }
  my $ntot = $ndist + $nimpl + $nun;
  my $utot = $udist + $uimpl + $uun;
  return join(', ',
    grep { $_ }
      ($ntot ? "$ntot files (u=$utot)"           : ''),
    ($ndist  ? "$ndist in dist. (u=$udist)"      : ''),
    ($nimpl  ? "$nimpl `implemented' (u=$uimpl)" : ''),
    ($nun    ? "$nun not-done (u=$uun)"          : '')); }

#======================================================================
# Question: How good should the match be?
# Now we  should compare the clusters;
# We'll find that some clusters only differ in that some styles define a "few" extra commands.
# Those `superset' styles would probably be acceptable representatives of both clusters!
# What does that mean, exactly?
#   A & B have significant overlap
#   A has a "few" undefined in B,
#   B does not have any undefined in A
# Watch out for supersets of supersets too, though (affects pruning?)
#======================================================================

sub difference {
  my ($self, $file2) = @_;
  my %sig1 = %{ $$self{signature} };
  my %sig2 = %{ $$file2{signature} };
  my $same = 0;
  foreach my $cs (keys %sig1) {
    if ($sig2{$cs}) {
      delete $sig1{$cs};
      delete $sig2{$cs};
      $same++; } }
  return (scalar(keys %sig1), scalar(keys %sig2)); }

sub differenceSignature {
  my ($self, $file2) = @_;
  my %sig1 = %{ $$self{signature} };
  my %sig2 = %{ $$file2{signature} };
  my $same = 0;
  foreach my $cs (keys %sig1) {
    if ($sig2{$cs}) {
      delete $sig1{$cs};
      delete $sig2{$cs};
      $same++; } }
  return (join(',', sort keys %sig1), join(',', sort keys %sig2)); }

sub noteSimilar {
  my ($self, $other, $nadded, $nmissing) = @_;
  if ($nadded == 0) {
    $$self{subset}->add($other, $nmissing); }
  elsif ($nmissing == 0) {
    $$self{superset}->add($other, $nadded); }
  $$self{similar}->add($other, $nadded + $nmissing);
  return; }

#%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%
# Cluster object
#%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%
package Cluster;

sub new {
  my ($class, @files) = @_;
  my @f;
  # Choose a Representative file from the set
  # Prefer Distribution over Implemented over unimplemented, then choose the shortest.
  if    ((@f) = grep { $_->isDistribution } @files) { }
  elsif ((@f) = grep { $_->isImplemented } @files)  { }
  else                                              { @f = @files; }
  @f = sort { ($$b{usage} <=> $$a{usage}) || (length($$a{name}) <=> length($$b{name})); } @f;
  my $representative = $f[0];
  my $self = bless { name => $representative->name, representative => $representative, files => [], nsymbols => 0 }, $class;

  foreach my $file (@files) {
    $self->adoptFile($file, 0); }
  return $self; }

sub name {
  my ($self) = @_;
  return $$self{name}; }

sub adoptFile {
  my ($self, $file, $d) = @_;
  push(@{ $$self{files} }, $file);
  $$file{cluster} = $self;
  $$file{clusterdiff} += $d || 0;
  $$self{usage} += $$file{usage};
  $$self{declarednames}{ $$file{declaredname} } = 1;
  $$self{nsymbols} = $$file{nsymbols} if $$self{nsymbols} < $$file{nsymbols};
  return $file; }

sub show {
  my ($self) = @_;
  return $$self{name} . '[' . $$self{representative}->status . ',u=' . $$self{usage} . ',n=' . $$self{nsymbols} . ']'; }

sub isDistribution {
  my ($self) = @_;
  return $$self{representative}{distribution}; }

sub isImplemented {
  my ($self) = @_;
  return $$self{representative}{implemented}; }

sub difference {
  my ($self, $cluster2) = @_;
  return $$self{representative}->difference($$cluster2{representative}); }

sub differenceSignature {
  my ($self, $cluster2) = @_;
  return $$self{representative}->differenceSignature($$cluster2{representative}); }

sub describe {
  my ($self) = @_;
  print "Cluster " . $self->show . "\n";
  #  print "  Declared as: ".join(', ',sort keys %{$$self{declarednames}})."\n";
  print "  Summary: " . File::showUsage(@{ $$self{files} }) . "\n";
  print "  Files: " . join(', ', map { $_->show }
      sort { ($$b{usage} <=> $$a{usage}) || (length($$a{name}) <=> length($$b{name})); }
      @{ $$self{files} }) . "\n";
  return; }

# Generate a "Work Plan" for producing the implementation files for this cluster.
sub workplan {
  my ($self) = @_;
  my $name = $$self{name};
  print '#' . ('=' x 40) . "\n#  Work Plan:\n";

  my $base = ($$self{nsymbols} ? "--base=$name " : '');
# Typical commands to implement, test & commit the implementation of the representative for the cluster.
  if (!($self->isDistribution || $self->isImplemented)) {
    print "#======\n# Generate base file\n"
      . "  texscan --stub $name\n"
      . "# Edit if needed to complete the implementation\n"
      . "# Verify base file $$self{name}\n"
      . "  texscan $$self{name}\n"
      . "# Add to svn or distribution and commit, as needed.\n"
      . "  svn add $name.ltxml\n"
      . "  svn commit -m 'Initial implementation of $name by texscan' $name.ltxml\n"; }
  else {
    print "#======\n# Verify base file $$self{name} and edit as needed\n"
      . "  texscan $name\n"
      . "# Commit to svn, as needed.\n"
      . "  svn commit -m 'Corrected implementation of $name' $name\n"; }

  my @variants = sort { ($$b{usage} <=> $$a{usage}) || (length($$a{name}) <=> length($$b{name})); }
    grep { $$_{name} ne $name } @{ $$self{files} };
  my @implvar = grep { $_->isDistribution || $_->isImplemented } @variants;
  my @unimvar = grep { !$_->isDistribution && !$_->isImplemented } @variants;
  if (@implvar) {
    my $files   = join(' ', map { $$_{name} } @implvar);
    my $derived = join(' ', map { $$_{name} . ".ltxml" } @implvar);
    print "#======\n# Verify Implemented variant files" . File::showUsage(@implvar) . "\n"
      . "  texscan $files\n"
      . "# OR regenerate them\n"
      . "  texscan --stub $base $files\n";
    print "# Commit to svn if needed\n"
      . "  svn commit -m 'Derived implementation by texscan' $derived\n"; }

  if (@unimvar) {
    my $files   = join(' ', map { $$_{name} } @unimvar);
    my $derived = join(' ', map { $$_{name} . ".ltxml" } @unimvar);
    print "#======\n# Generate UN-Implemented variant files" . File::showUsage(@unimvar) . "\n"
      . "  texscan --stub $base $files\n";
    print "# Add to svn if needed\n"
      . "  svn add $derived\n"
      . "  svn commit -m 'Derived implementation by texscan' $derived\n";
  }
  print '' . ('=' x 40) . "\n";
  return; }

sub classify {
  my ($self, @corestyles) = @_;
  my ($best, $nmissing, $nextra) = (undef, 999999999, 999999999);
  foreach my $core (@corestyles) {
    my ($missing, $extra) = $self->difference($core);
    if (($missing < $nmissing) || (($missing == $nmissing) && ($extra < $nextra))) {
      $nmissing = $missing;
      $nextra   = $extra;
      $best     = $core; } }
  if ($best) {
    print "Closest Core file: " . $best->show
      . join(';', (grep { $_ } ($nmissing ? " missing $nmissing" : ''),
        ($nextra ? " extra $nextra" : ''))) . "\n";
  }
  return; }

# Merge the similarity data from the cluster's files
# $setname is one of 'superset', 'subset', 'similar'
sub mergeSimilarities {
  my ($self, $setname) = @_;
  my $sim = Similarity->new($self);
  foreach my $file (@{ $$self{files} }) {
    next if $$file{clusterdiff}; # if non-zero, this file was added as a `subset', so its diffs aren't correct
    my $fileset = $$file{$setname}{diffs};    # get the diff table from the Similarity
    foreach my $d (keys %{$fileset}) {
      foreach my $f (values %{ $$fileset{$d} }) {
        next if $$f{clusterdiff};
        $sim->add($$f{cluster}, $d); } } }
  return $sim; }

#%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%
# Similarity object
#%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%
# This is basically a 2 level hash recording a set of objects
# that differ from an object by certain amounts.
package Similarity;

sub new {
  my ($class, $object) = @_;
  return bless { object => $object, diffs => {} }, $class; }

sub add {
  my ($self, $object, $ndiffs) = @_;
  $$self{diffs}{$ndiffs}{ $$object{name} } = $object;
  return; }

sub describe {
  my ($self, $label, $nmax) = @_;
  my $object   = $$self{object};
  my $nsim     = 0;
  my $labelled = 0;
  my $indent   = '';
  if ($label =~ /^(\s*)/) {
    $indent = $1 . $1; }
  foreach my $d (sort keys %{ $$self{diffs} }) {
    last if ($d > $::MAXDIFF) || (($d > 1) && $nmax && ($nsim > $nmax));
    foreach my $ob (sort { $$b{usage} <=> $$a{usage} } values %{ $$self{diffs}{$d} }) {
      my ($extra, $missing) = $ob->differenceSignature($object);
      if (!$labelled) {
        print $label. "\n"; $labelled = 1; }
      print $indent. $ob->show . " with $d differences\n"
        . ($extra   ? $indent . "   adds : $extra\n"   : '')
        . ($missing ? $indent . "  misses: $missing\n" : '');
      $nsim++; } }
  return; }

sub closest {
  my ($self) = @_;
  my (@d)    = sort keys %{ $$self{diffs} };
  if (@d && ($d[0] < $::MAXDIFF)) {
    my (@s) = keys %{ $$self{diffs}{ $d[0] } };
    if (scalar(@s) == 1) {
      ($d[0], $$self{diffs}{ $d[0] }{ $s[0] }); } }
  return; }

#%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%

__END__

=head1 NAME

C<cluster> I<options> [I<files>]

=head1 SYNOPSIS

cluster [options] [files]

cluster attempts to characterize a collection of (La)TeX class and style
files to assist in creating implementations. It uses a set of
I<signatures> generated by C<texscan> to cluster the files into
sets that seem to be defining the same set of macros.

Options:

  [files]              Specifies the files to compare. If not provided,
                       compares all files in the signature file.
  --signaturefile=file Specifies the file of signatures to use.
  --maxdifference=#    Specifies the maximum difference
  --similar            Tries to group clusters with small differences.
                       (default)
  --nosimilar          Doesn't try to group similar clusters
  --workplan           Generates a "Work Plan" for implementation

  --help               Shows this help message.
  --quiet              Runs more quietly
  --verbose            Runs more noisily

=head1 Preparation

Use something like the following commands to precompute the file signatures

    texscan --signature --quiet *.cls > class.signatures
    texscan --signature --quiet *.sty > style.signatures

You also need a file of usage statistics, C<usage.counts>, consisting
of lines of the form: I<file>C<=>I<count>.  Currently, this
was obtained by scraping pages from arXMLiv, and I<unfortunately>
omits the file extension; thus we cannot distinguish the usage
of a class file from the same named style file!

=head1 Hints

It is probably most useful to treat style files (C<.sty>) and
class files (C<.cls>) separately.

To compare two files, use

  cluster --sig=sigfile --max=inf file1 file2

=head1 Internal

Do a test using internal symbols; I expect it adds too much
irrelevant noise. OTOH, it really clusters very closely related files.

Another strategy could be to add internal to the signature,
but provide an option here to remove them....
Or, weight them less?

=head1 Bugs

cluster needs supervision.

texscan and cluster do not detect the parameter patterns of
control sequences; it's impractical, really.  Thus, identical
control sequences defined in two different files may not, in
fact, be even remotely related.  However, the heuristic used
here is that if two files define the same I<set> of control
sequences, they are likely to be related or implementing the
same API.  The larger the overlap, the more likely this can
be expected to be true.

Another assumption made is that if a file redefines a macro
from a core file, that the redefinition has no visible effect
on the xml document. Often this is not the case, such as
redefining eg. C<\theequation>.  cluster makes it easy
to overlook such definitions.

=cut