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Let a diagnostic report its worst case, and a forest its own null - #40

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Let a diagnostic report its worst case, and a forest its own null#40
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fix/diagnostics-and-forest-null

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@choxos choxos commented Sep 7, 2026

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Two summaries reported something better than what they were given.

A worst-case Rhat that filtered out the worst case

check_diagnostics() and the printed fit summary both take a maximum Rhat, and
both filtered the column with is.finite() first. An Rhat of Inf is a
parameter whose chains did not mix at all, which is the single worst outcome
either line exists to show.

Rhat column reported max warning
c(1.001, Inf) before 1.001 none
c(1.001, Inf) after Inf "max = Inf"

A genuinely absent value is a different case: a constant generated quantity
legitimately has no Rhat. Those are now counted and named rather than dropped
from a statistic that calls itself the maximum. The tail-ESS block a few lines
below already did exactly this, and Rhat and bulk ESS now follow it through one
resolver shared with the print method, so a printed summary and a warning
cannot disagree about the same fit.

An unknown transition count read as a clean one

Divergence and treedepth counts went through a reader that maps anything
unusable to 0. The chain counts guard that separately; these two did not, and
0 is the answer that says the sampler behaved. A fit whose sampler behavior
was never reported passed the check in silence. It now says the count is
unavailable and that the check did not happen.

A forest null taken from the axis instead of the measure

mlumr_forest() used ref_line <- if (isTRUE(log_x)) 1 else 0. That agrees
with the measure whenever a ratio is drawn on a log axis and disagrees
otherwise:

frame before after
effect = "HR", linear axis 0 1
effect = "RR" / "TR" / "RMSTR", linear axis 0 1
effect = "RMSTD" / "MD" / "LOR" / "LOG_HR" 0 0
no effect column, log_x = TRUE 1 1
no effect column, linear axis 0 0
explicit ref_line honored honored

.null_ref_for() already existed for this, and its comment says it is "shared
by both forest plots so a measure added to .ratio_measures is right in every
figure at once". That was true of one of them.

Verification

  • Full pure R suite: 3324 pass, 0 fail, 0 error.
  • The forest tests fail against the previous sources (5 failures), so they
    measure the change rather than the absence of a new function. The diagnostic
    tests error there instead, since the helpers are new; the behavioral claim
    they rest on is asserted directly against .finite_numeric_values(), which
    still exists and still drops Inf.
  • lintr clean on every changed file, matching baseline.
  • One existing test asserted the old contract. Its stated subject is Rhat and
    ESS, whose absence remains a message rather than a warning, so that intent is
    preserved; its fixture also set the transition counts to NA, which is the
    case this changes, so that now has a test of its own.

Summary by CodeRabbit

  • Bug Fixes

    • Diagnostic summaries now correctly preserve and display infinite, missing, and unavailable Rhat/ESS values.
    • Divergence and maximum-treedepth counts now distinguish unknown values from confirmed zero counts, with appropriate warnings.
    • Forest plots now select null reference lines from recognized effect measures when available, while retaining axis-based defaults otherwise.
    • Log-scale reference lines continue to require positive values.
  • Documentation

    • Updated guidance for diagnostic reporting and automatic forest-plot reference-line selection.

Two summaries reported something better than what they were given.

`check_diagnostics()` and the printed fit summary both take a worst-case Rhat,
and both filtered the column with `is.finite()` first. An Rhat of Inf is a
parameter whose chains did not mix at all, which is the single worst outcome
either line exists to show, so a fit holding 1.001 and Inf reported a maximum
of 1.001 and raised nothing. Infinite values now reach the statistic. A value
that is genuinely absent is a different case, and a constant generated quantity
legitimately has no Rhat, so those are counted and named rather than dropped
from a number that calls itself the maximum. The tail-ESS block a few lines
below already did exactly this; Rhat and bulk ESS now follow it, through one
resolver shared with the print method so the two cannot disagree about the same
fit.

Divergence and treedepth counts went through a reader that maps anything
unusable to 0. For the chain counts that is guarded separately, but for these
two 0 is the reassuring answer, so a fit whose sampler behavior was never
reported passed the check in silence. They now stay unknown and say so.

`mlumr_forest()` chose its reference line from `log_x`, the axis transform.
That agrees with the measure whenever a ratio is drawn on a log axis and
disagrees otherwise: a hazard ratio, risk ratio or RMST ratio on a linear axis
was given a null at 0, which those measures cannot take. `.null_ref_for()`
already existed for this and its comment says it is shared by both forest
plots, which was true of one of them. A frame carrying an `effect` column now
gets the same null here as it would from the package's own method; without that
column there is nothing to read and the axis stays the only hint.

An existing test asserted that a fit with unavailable diagnostics warns about
nothing. Its stated subject is Rhat and ESS, which still hold: their absence is
a message. It also set the transition counts to NA, and that is the case this
commit changes, so the fixture now gives known counts and the unknown-count
behavior has a test of its own.

Full suite: 3324 pass, 0 fail, 0 error. The forest tests fail against the
previous sources rather than erroring on absent functions, so they measure the
change and not its absence.
Copilot AI lite review requested due to automatic review settings September 7, 2026 23:16

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Copilot was unable to review this pull request because the user who requested the review has reached their quota limit.

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📝 Code Review Completed 2026-09-07T23:56:43.943161Z 3e601c2 Manual request
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@choxos

choxos commented Sep 7, 2026

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  • R/plot.R
  • tests/testthat/test-forest-null-from-effect.R
📝 Walkthrough

Walkthrough

The PR improves diagnostic reporting for missing and non-finite values, distinguishes unavailable transition counts from zero, and updates mlumr_forest() to derive null reference lines from recognized effect measures.

Changes

Diagnostic reporting

Layer / File(s) Summary
Diagnostic handling
R/diagnostics.R, R/mlumr_class.R, NEWS.md, man/dot-*.Rd
Diagnostic checks and fit summaries retain infinite values, report missing values, distinguish unavailable counts from zero, and use shared formatting helpers.
Diagnostic validation coverage
tests/testthat/test-diagnostics-worst-case.R, tests/testthat/test-mlumr-validation.R
Tests cover missing and infinite diagnostics, unavailable transition counts, formatting, warnings, and summary output.

Forest reference lines

Layer / File(s) Summary
Measure-based reference selection
R/plot.R, man/mlumr_forest.Rd, NEWS.md, man/dot-known_measure.Rd
mlumr_forest() uses null 1 for recognized ratios and null 0 for recognized differences. Unknown or absent measures retain axis-based defaults.
Reference-line validation
tests/testthat/test-forest-null-from-effect.R
Tests cover recognized and unknown measures, explicit overrides, axis defaults, and log-axis validation.

Estimated code review effort: 3 (Moderate) | ~20 minutes

Merge Risk: 🔵 Low · up to 3e601

Forest plots can reject otherwise equivalent effect labels that differ only by case, such as "HR" and "hr". This is a bounded input-handling issue but should be addressed before relying on mixed-case effect data.

🚥 Pre-merge checks | ✅ 4 | ❌ 1

❌ Failed checks (1 warning)

Check name Status Explanation Resolution
Description check ⚠️ Warning The description provides a detailed summary, user-facing impact, and verification results, but it omits the required Type of Change, Documentation, and Checklist sections from the repository template. Add the missing template sections. Select the applicable change type, document README/help-page/vignette/NEWS status, and complete the checklist for focus, tests, artifacts, and Code of Conduct compliance.
✅ Passed checks (4 passed)
Check name Status Explanation
Title check ✅ Passed The title clearly summarizes both primary changes: improved worst-case diagnostic reporting and measure-based forest null references.
Docstring Coverage ✅ Passed No functions found in the changed files to evaluate docstring coverage. Skipping docstring coverage check. Docstring coverage is scoped to functions touched by this diff. Analyzed 0 functions across 0…
Linked Issues check ✅ Passed Check skipped because no linked issues were found for this pull request.
Out of Scope Changes check ✅ Passed Check skipped because no linked issues were found for this pull request.

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Reviewed commit: d713dca85a

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Comment thread R/plot.R Outdated
`mlumr_forest()` takes any data frame, so its `effect` column holds whatever
the caller wrote. `.null_ref_for()` answers 0 for every label outside
`.ratio_measures`, which is right for a difference and wrong for a ratio it has
never heard of. A frame labeled "OR" was therefore given a null of 0, and on a
log axis the positivity check refused the plot outright, where reading the axis
had been right before this branch.

An unrecognized label is not a difference; it is an unknown. The measures the
package itself produces are now named on both sides, and only those override
the axis. Anything else, like having no `effect` column at all, leaves the axis
as the only thing there is to read.

A recognized difference on a log axis is still refused, because that is a
genuine contradiction rather than an unknown.

Full suite: 3335 pass, 0 fail, 0 error.
@choxos

choxos commented Sep 7, 2026

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Codex Review: Didn't find any major issues. Breezy!

Reviewed commit: 3e601c2c03

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Caution

Some comments are outside the diff and can’t be posted inline due to platform limitations.

⚠️ Outside diff range comments (1)
R/plot.R (1)

972-977: 🎯 Functional Correctness | 🟡 Minor | ⚡ Quick win

Normalize effect labels before the mixed-scale check.

.known_measure() recognizes labels case-insensitively, but this guard compares raw labels. A frame with effect = c("HR", "hr") is rejected as mixing measures before the new resolver runs. Normalize the labels before this check so case variants of one measure share the same recognized null.

Proposed fix
+  effect_key <- if ("effect" %in% names(df)) {
+    toupper(as.character(df$effect))
+  } else {
+    character()
+  }
-  if ("effect" %in% names(df) && length(unique(df$effect)) > 1L) {
+  if (length(effect_key) && length(unique(effect_key)) > 1L) {
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In `@R/plot.R` around lines 972 - 977, Normalize the values in df$effect using the
same case-insensitive label handling as .known_measure() before the mixed-scale
check. Update the effect guard so case variants such as “HR” and “hr” resolve to
one canonical measure and are not rejected as mixed, while preserving rejection
for genuinely different effects.
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Outside diff comments:
In `@R/plot.R`:
- Around line 972-977: Normalize the values in df$effect using the same
case-insensitive label handling as .known_measure() before the mixed-scale
check. Update the effect guard so case variants such as “HR” and “hr” resolve to
one canonical measure and are not rejected as mixed, while preserving rejection
for genuinely different effects.

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📒 Files selected for processing (15)
  • NEWS.md
  • R/diagnostics.R
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  • man/dot-known_measure.Rd
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  • man/dot-report_missing_diagnostics.Rd
  • man/dot-transition_count.Rd
  • man/dot-usable_diagnostic_values.Rd
  • man/mlumr_forest.Rd
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`.null_ref_for()` and `.known_measure()` both match labels case insensitively.
The mixed-scale guard immediately in front of them compared the raw strings, so
a frame carrying "HR" and "hr" was refused for mixing two effect scales while
the resolver behind that guard would have given both rows the same null. This
branch introduced the second reading; the guard predates it and was consistent
until then.

The comparison is now on the normalized labels. The message still prints them
as the caller wrote them, since that is what they have to go and find, and a
frame genuinely mixing HR with LOG_HR is refused exactly as before.

Full suite: 3339 pass, 0 fail, 0 error.
@choxos

choxos commented Sep 8, 2026

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Fixed in f3d1c58, and the finding was right about a mismatch this branch introduced.

.null_ref_for() and .known_measure() both read labels case insensitively; the mixed-scale guard immediately in front of them compared the raw strings, so effect = c("HR", "hr") was refused for mixing two scales while the resolver behind that guard would have given both rows the same null. The guard predates this branch and was consistent until the case-insensitive resolver arrived.

The comparison now runs on normalized labels, the message still prints them as written, and a frame genuinely mixing HR with LOG_HR is refused as before. All three are asserted.

Worth noting for the record: this finding fell outside the diff, so it produced no review thread and my merge gate, which counts unresolved threads, scored the PR as clean. I have added a check for Outside diff range comments in review bodies.

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