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| 1 | +//! BM25 relevance scoring — the standard ranking function for keyword |
| 2 | +//! retrieval. Pure math; no SQL coupling. |
| 3 | +//! |
| 4 | +//! Resolves Phase 8 plan Q4 + Q5: no stemming and no stop-list. The |
| 5 | +//! caller is responsible for tokenizing both the query and the document |
| 6 | +//! (see [`super::tokenizer::tokenize`]); this module just consumes term |
| 7 | +//! frequencies + corpus stats and produces a score. |
| 8 | +//! |
| 9 | +//! ## Formula (Robertson/Spärck Jones BM25) |
| 10 | +//! |
| 11 | +//! For a document `d` and query `q`: |
| 12 | +//! |
| 13 | +//! ```text |
| 14 | +//! score(d, q) = Σ_{t ∈ q} idf(t) · (tf(t,d) · (k1 + 1)) / |
| 15 | +//! (tf(t,d) + k1 · (1 - b + b · |d| / avgdl)) |
| 16 | +//! |
| 17 | +//! idf(t) = ln(1 + (N - n(t) + 0.5) / (n(t) + 0.5)) |
| 18 | +//! ``` |
| 19 | +//! |
| 20 | +//! - `N` = total documents in corpus |
| 21 | +//! - `n(t)` = number of documents containing term `t` |
| 22 | +//! - `tf(t,d)` = frequency of `t` in `d` |
| 23 | +//! - `|d|` = length of `d` in tokens |
| 24 | +//! - `avgdl` = average document length across the corpus |
| 25 | +//! - `k1`, `b` = tuning constants (Q4 — fixed at SQLite FTS5 defaults) |
| 26 | +//! |
| 27 | +//! The `+ 1` inside the IDF log keeps the term non-negative even when |
| 28 | +//! `n(t) > N/2`, which would otherwise give the classic BM25 negative |
| 29 | +//! IDF and require clipping. This is the "BM25+" / Lucene variant. |
| 30 | +
|
| 31 | +use std::collections::HashMap; |
| 32 | + |
| 33 | +/// Tuning parameters for BM25. Per Phase 8 Q4 the public surface still |
| 34 | +/// exposes these as a struct so we can grow per-call overrides later |
| 35 | +/// without breaking signatures, but the [`Bm25Params::default()`] values |
| 36 | +/// (`k1 = 1.5`, `b = 0.75`) are fixed for the MVP and match SQLite FTS5. |
| 37 | +#[derive(Debug, Clone, Copy, PartialEq)] |
| 38 | +pub struct Bm25Params { |
| 39 | + /// Term-frequency saturation. Higher → less aggressive saturation |
| 40 | + /// (each additional occurrence keeps adding to the score). Typical |
| 41 | + /// range is `[1.2, 2.0]`; SQLite FTS5 ships `1.5`. |
| 42 | + pub k1: f64, |
| 43 | + /// Length-normalization weight. `0.0` → no length normalization, |
| 44 | + /// `1.0` → fully proportional. SQLite FTS5 ships `0.75`. |
| 45 | + pub b: f64, |
| 46 | +} |
| 47 | + |
| 48 | +impl Default for Bm25Params { |
| 49 | + fn default() -> Self { |
| 50 | + Self { k1: 1.5, b: 0.75 } |
| 51 | + } |
| 52 | +} |
| 53 | + |
| 54 | +/// Compute the BM25 score for a single (document, query) pair. |
| 55 | +/// |
| 56 | +/// - `query_terms` is the pre-tokenized query. Duplicate tokens are |
| 57 | +/// summed naturally — if the user typed `"rust rust db"`, the `rust` |
| 58 | +/// contribution gets counted twice, matching the standard formulation. |
| 59 | +/// - `term_freq` maps each *unique* term in the document to its |
| 60 | +/// frequency within that document. The caller can build this from |
| 61 | +/// [`super::tokenizer::tokenize`] output. |
| 62 | +/// - `n_docs_with` is the corpus statistic — for each term, how many |
| 63 | +/// distinct documents contain it. Only entries for query terms are |
| 64 | +/// read; extra entries are ignored. |
| 65 | +/// - Returns `0.0` for the empty query, the empty corpus |
| 66 | +/// (`total_docs == 0`), or a document whose terms don't intersect the |
| 67 | +/// query. |
| 68 | +pub fn score( |
| 69 | + query_terms: &[String], |
| 70 | + term_freq: &HashMap<String, u32>, |
| 71 | + doc_len: u32, |
| 72 | + avg_doc_len: f64, |
| 73 | + n_docs_with: &HashMap<String, u32>, |
| 74 | + total_docs: u32, |
| 75 | + params: &Bm25Params, |
| 76 | +) -> f64 { |
| 77 | + if query_terms.is_empty() || total_docs == 0 { |
| 78 | + return 0.0; |
| 79 | + } |
| 80 | + |
| 81 | + let n = total_docs as f64; |
| 82 | + let dl = doc_len as f64; |
| 83 | + // avgdl == 0 only if every doc is empty; guard the division. |
| 84 | + let length_norm = if avg_doc_len > 0.0 { |
| 85 | + params.b * (dl / avg_doc_len) |
| 86 | + } else { |
| 87 | + 0.0 |
| 88 | + }; |
| 89 | + let denom_base = params.k1 * (1.0 - params.b + length_norm); |
| 90 | + |
| 91 | + let mut total = 0.0; |
| 92 | + for term in query_terms { |
| 93 | + let tf = term_freq.get(term).copied().unwrap_or(0) as f64; |
| 94 | + if tf == 0.0 { |
| 95 | + continue; |
| 96 | + } |
| 97 | + let n_t = n_docs_with.get(term).copied().unwrap_or(0) as f64; |
| 98 | + // BM25+ IDF: ln(1 + (N - n_t + 0.5) / (n_t + 0.5)) |
| 99 | + let idf = (1.0 + (n - n_t + 0.5) / (n_t + 0.5)).ln(); |
| 100 | + let numerator = tf * (params.k1 + 1.0); |
| 101 | + let denominator = tf + denom_base; |
| 102 | + total += idf * (numerator / denominator); |
| 103 | + } |
| 104 | + total |
| 105 | +} |
| 106 | + |
| 107 | +#[cfg(test)] |
| 108 | +mod tests { |
| 109 | + use super::*; |
| 110 | + |
| 111 | + fn p() -> Bm25Params { |
| 112 | + Bm25Params::default() |
| 113 | + } |
| 114 | + |
| 115 | + fn tf(pairs: &[(&str, u32)]) -> HashMap<String, u32> { |
| 116 | + pairs.iter().map(|(k, v)| ((*k).to_string(), *v)).collect() |
| 117 | + } |
| 118 | + |
| 119 | + #[test] |
| 120 | + fn empty_query_or_corpus_returns_zero() { |
| 121 | + assert_eq!(score(&[], &tf(&[]), 0, 0.0, &tf(&[]), 0, &p()), 0.0); |
| 122 | + let q = vec!["rust".to_string()]; |
| 123 | + assert_eq!( |
| 124 | + score( |
| 125 | + &q, |
| 126 | + &tf(&[("rust", 3)]), |
| 127 | + 10, |
| 128 | + 10.0, |
| 129 | + &tf(&[("rust", 1)]), |
| 130 | + 0, |
| 131 | + &p() |
| 132 | + ), |
| 133 | + 0.0 |
| 134 | + ); |
| 135 | + } |
| 136 | + |
| 137 | + #[test] |
| 138 | + fn zero_term_freq_yields_zero_score() { |
| 139 | + let q = vec!["rust".to_string()]; |
| 140 | + let s = score( |
| 141 | + &q, |
| 142 | + &tf(&[("python", 5)]), |
| 143 | + 10, |
| 144 | + 10.0, |
| 145 | + &tf(&[("rust", 1), ("python", 1)]), |
| 146 | + 5, |
| 147 | + &p(), |
| 148 | + ); |
| 149 | + assert_eq!(s, 0.0); |
| 150 | + } |
| 151 | + |
| 152 | + #[test] |
| 153 | + fn higher_tf_strictly_higher_score_at_fixed_length() { |
| 154 | + let q = vec!["rust".to_string()]; |
| 155 | + let n_docs_with = tf(&[("rust", 2)]); |
| 156 | + let s_low = score(&q, &tf(&[("rust", 1)]), 10, 10.0, &n_docs_with, 100, &p()); |
| 157 | + let s_hi = score(&q, &tf(&[("rust", 5)]), 10, 10.0, &n_docs_with, 100, &p()); |
| 158 | + assert!(s_hi > s_low, "tf=5 ({}) should beat tf=1 ({})", s_hi, s_low); |
| 159 | + } |
| 160 | + |
| 161 | + #[test] |
| 162 | + fn longer_doc_scores_lower_at_same_tf() { |
| 163 | + // Same term-frequency, longer document → length normalization |
| 164 | + // (b > 0) drags the score down. |
| 165 | + let q = vec!["rust".to_string()]; |
| 166 | + let n_docs_with = tf(&[("rust", 2)]); |
| 167 | + let s_short = score(&q, &tf(&[("rust", 3)]), 10, 50.0, &n_docs_with, 100, &p()); |
| 168 | + let s_long = score(&q, &tf(&[("rust", 3)]), 200, 50.0, &n_docs_with, 100, &p()); |
| 169 | + assert!( |
| 170 | + s_short > s_long, |
| 171 | + "short ({}) should beat long ({}) at same tf", |
| 172 | + s_short, |
| 173 | + s_long |
| 174 | + ); |
| 175 | + } |
| 176 | + |
| 177 | + #[test] |
| 178 | + fn rare_term_dominates_common_term() { |
| 179 | + // "the" appears in every doc (n_t == N) → IDF ≈ 0.4 (positive but |
| 180 | + // small, BM25+ doesn't go negative). "quasar" appears in 1 doc → |
| 181 | + // IDF much larger. Same TF + length, the rare term wins. |
| 182 | + let q_common = vec!["the".to_string()]; |
| 183 | + let q_rare = vec!["quasar".to_string()]; |
| 184 | + let n_docs_with = tf(&[("the", 1000), ("quasar", 1)]); |
| 185 | + let s_common = score( |
| 186 | + &q_common, |
| 187 | + &tf(&[("the", 2)]), |
| 188 | + 20, |
| 189 | + 20.0, |
| 190 | + &n_docs_with, |
| 191 | + 1000, |
| 192 | + &p(), |
| 193 | + ); |
| 194 | + let s_rare = score( |
| 195 | + &q_rare, |
| 196 | + &tf(&[("quasar", 2)]), |
| 197 | + 20, |
| 198 | + 20.0, |
| 199 | + &n_docs_with, |
| 200 | + 1000, |
| 201 | + &p(), |
| 202 | + ); |
| 203 | + assert!( |
| 204 | + s_rare > s_common * 5.0, |
| 205 | + "rare term ({}) should dominate common term ({})", |
| 206 | + s_rare, |
| 207 | + s_common |
| 208 | + ); |
| 209 | + } |
| 210 | + |
| 211 | + #[test] |
| 212 | + fn hand_computed_reference_three_doc_corpus() { |
| 213 | + // 3-doc corpus, query = ["rust"]: |
| 214 | + // doc1: "rust rust db" tf=2, len=3 |
| 215 | + // doc2: "rust db lang" tf=1, len=3 |
| 216 | + // doc3: "python db tool" tf=0, len=3 |
| 217 | + // n("rust") = 2, N = 3, avgdl = 3.0, k1=1.5, b=0.75 |
| 218 | + // |
| 219 | + // length_norm = 0.75 * (3 / 3) = 0.75 |
| 220 | + // denom_base = 1.5 * (1 - 0.75 + 0.75) = 1.5 |
| 221 | + // idf("rust") = ln(1 + (3 - 2 + 0.5) / (2 + 0.5)) |
| 222 | + // = ln(1 + 1.5/2.5) = ln(1.6) = 0.47000362924... |
| 223 | + // |
| 224 | + // doc1: 0.47000362924... * (2 * 2.5) / (2 + 1.5) |
| 225 | + // = 0.47000362924... * 5 / 3.5 |
| 226 | + // = 0.67143375606... |
| 227 | + // doc2: 0.47000362924... * (1 * 2.5) / (1 + 1.5) |
| 228 | + // = 0.47000362924... * 2.5 / 2.5 |
| 229 | + // = 0.47000362924... |
| 230 | + // doc3: 0.0 (no rust) |
| 231 | + let q = vec!["rust".to_string()]; |
| 232 | + let n_docs_with = tf(&[ |
| 233 | + ("rust", 2), |
| 234 | + ("db", 3), |
| 235 | + ("lang", 1), |
| 236 | + ("python", 1), |
| 237 | + ("tool", 1), |
| 238 | + ]); |
| 239 | + let avgdl = 3.0; |
| 240 | + let s1 = score( |
| 241 | + &q, |
| 242 | + &tf(&[("rust", 2), ("db", 1)]), |
| 243 | + 3, |
| 244 | + avgdl, |
| 245 | + &n_docs_with, |
| 246 | + 3, |
| 247 | + &p(), |
| 248 | + ); |
| 249 | + let s2 = score( |
| 250 | + &q, |
| 251 | + &tf(&[("rust", 1), ("db", 1), ("lang", 1)]), |
| 252 | + 3, |
| 253 | + avgdl, |
| 254 | + &n_docs_with, |
| 255 | + 3, |
| 256 | + &p(), |
| 257 | + ); |
| 258 | + let s3 = score( |
| 259 | + &q, |
| 260 | + &tf(&[("python", 1), ("db", 1), ("tool", 1)]), |
| 261 | + 3, |
| 262 | + avgdl, |
| 263 | + &n_docs_with, |
| 264 | + 3, |
| 265 | + &p(), |
| 266 | + ); |
| 267 | + |
| 268 | + let idf = (1.0_f64 + (3.0 - 2.0 + 0.5) / (2.0 + 0.5)).ln(); |
| 269 | + let expected_s1 = idf * (2.0 * (1.5 + 1.0)) / (2.0 + 1.5); |
| 270 | + let expected_s2 = idf * (1.0 * (1.5 + 1.0)) / (1.0 + 1.5); |
| 271 | + let tol = f64::EPSILON * 16.0; |
| 272 | + assert!( |
| 273 | + (s1 - expected_s1).abs() < tol, |
| 274 | + "doc1 score {} vs expected {}", |
| 275 | + s1, |
| 276 | + expected_s1 |
| 277 | + ); |
| 278 | + assert!( |
| 279 | + (s2 - expected_s2).abs() < tol, |
| 280 | + "doc2 score {} vs expected {}", |
| 281 | + s2, |
| 282 | + expected_s2 |
| 283 | + ); |
| 284 | + assert_eq!(s3, 0.0); |
| 285 | + assert!(s1 > s2, "doc1 (tf=2) should outrank doc2 (tf=1)"); |
| 286 | + } |
| 287 | + |
| 288 | + #[test] |
| 289 | + fn duplicate_query_tokens_compound() { |
| 290 | + let q_one = vec!["rust".to_string()]; |
| 291 | + let q_two = vec!["rust".to_string(), "rust".to_string()]; |
| 292 | + let n_docs_with = tf(&[("rust", 2)]); |
| 293 | + let s1 = score(&q_one, &tf(&[("rust", 1)]), 5, 5.0, &n_docs_with, 10, &p()); |
| 294 | + let s2 = score(&q_two, &tf(&[("rust", 1)]), 5, 5.0, &n_docs_with, 10, &p()); |
| 295 | + assert!( |
| 296 | + (s2 - 2.0 * s1).abs() < f64::EPSILON * 8.0, |
| 297 | + "duplicated query token should double the score: 2*s1={}, s2={}", |
| 298 | + 2.0 * s1, |
| 299 | + s2 |
| 300 | + ); |
| 301 | + } |
| 302 | +} |
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