Issue #102: reject invalid discriminators at compile time with clear error and use purely stack based runtime

.github/workflows/ci.yml

@@ -39,7 +39,7 @@ jobs:
                       for k in totals: totals[k]+=int(r.get(k,'0'))
                   except Exception:
                       pass
-          exp_tests=475
+          exp_tests=509
           exp_skipped=0
           if totals['tests']!=exp_tests or totals['skipped']!=exp_skipped:
               print(f"Unexpected test totals: {totals} != expected tests={exp_tests}, skipped={exp_skipped}")

AGENTS.md

@@ -107,6 +107,36 @@ LOG.fine(() -> "PERFORMANCE WARNING: Validation stack processing " + count + ...
 ### Additional Guidance
 - Logging rules apply globally. The helper superclass ensures JUL configuration remains compatible with `$(command -v mvnd || command -v mvn || command -v ./mvnw)`.
 
+### Error Message Standards
+When throwing exceptions for invalid schemas, provide descriptive error messages that help users understand:
+- What specific constraint was violated
+- The actual value or structure that caused the problem
+- The expected valid format or values
+
+**Good Error Messages:**
+```java
+// Include the actual invalid value
+throw new IllegalArgumentException("enum contains duplicate values: " + 
+    values.stream().collect(Collectors.joining(", ", "[", "]")));
+
+// Include the problematic schema portion
+throw new IllegalArgumentException("Type schema contains unknown key: " + key + 
+    " in schema: " + Json.toDisplayString(obj, 0));
+
+// Include both expected and actual values
+throw new IllegalArgumentException("unknown type: '" + typeStr + 
+    "', expected one of: boolean, string, timestamp, int8, uint8, int16, uint16, int32, uint32, float32, float64");
+```
+
+**Poor Error Messages (Avoid):**
+```java
+throw new IllegalArgumentException("enum contains duplicate values"); // No context
+throw new IllegalArgumentException("invalid schema"); // Too vague
+throw new IllegalArgumentException("bad value"); // No specifics
+```
+
+Use `Json.toDisplayString(value, depth)` to render JSON fragments in error messages, and include relevant context like schema paths, actual vs expected values, and specific constraint violations.
+
 ## JSON Compatibility Suite
 ```bash
 # Build and run compatibility report

PLAN.md

@@ -0,0 +1,60 @@
+# Discriminator Validation Refactor Plan
+
+## Objectives
+- Document the intended single-path validation architecture and discriminator rules before touching implementation.
+- Additive-first: introduce tests and supporting guards ahead of removing legacy recursive validation.
+- Enforce RFC 8927 discriminator constraints at compilation while preserving stack-based runtime checks with the discriminator tag exemption.
+- Retire duplicate validation paths only after documentation and tests clearly describe the target behavior.
+
+## Sequenced Work Breakdown
+
+1. **Documentation First** ✅
+   - Expand `json-java21-jtd/ARCHITECTURE.md` with explicit guidance on single stack-based validation, discriminator tag exemption, and compile-time schema constraints.
+   - Audit other affected docs (e.g., module README, AGENTS addenda) to ensure contributors receive clear instructions prior to code edits.
+
+2. **Reconnaissance & Impact Analysis** ✅
+   - Inventory all usages of `JtdSchema.*#validate` and catalogue callers/tests that rely on the recursive path.
+   - Trace how `pushChildFrames` and `PropertiesSchema` cooperate today to support discriminator handling and identify touchpoints for additive changes.
+
+3. **Test Design (Additive Stage)** ✅
+   - Keep `JtdSpecIT` focused solely on `validation.json` scenarios so we only assert that published docs validate as expected.
+   - Add `CompilerSpecIT` to execute `invalid_schemas.json`, asserting compilation failures with deterministic messages instead of skipping them.
+   - Introduce `CompilerTest` for incremental compiler-focused unit cases that exercise new stack artifacts while staying within JUL logging discipline (INFO log at method start via logging helper).
+
+4. **Compile-Time Guards (Additive)** ✅
+   - Introduce validation during schema compilation to reject non-`PropertiesSchema` discriminator mappings, nullable mappings, and mappings that shadow the discriminator key.
+   - Emit deterministic exception messages with precise schema paths to keep property-based tests stable.
+
+5. **Stack Engine Enhancements (Additive)**
+   - Teach the stack-based validator to propagate an "exempt key" for discriminator payload evaluation before deleting any recursive logic.
+   - Adjust `PropertiesSchema` handling to skip the exempt key when checking required/optional members and additionalProperties while preserving crumb/schemaPath reporting.
+
+6. **Retire Recursive `validate` Path (Removal Stage)**
+   - After new tests pass with the enhanced stack engine, remove the per-schema `validate` implementations and their call sites.
+   - Clean up dead code, imports, and update any remaining references discovered by static analysis.
+
+7. **Verification & Cleanup**
+   - Run targeted tests with mandated JUL logging levels (FINE/FINEST for new cases) followed by the full suite at INFO to confirm conformity.
+   - Revisit documentation to confirm implemented behavior matches the authored guidance and adjust if gaps remain.
+
+## Risks & Mitigations
+- **Hidden Recursive Callers**: Use `rg "\.validate\("` and compiler errors to surface stragglers before deleting the recursive path.
+- **Error Message Drift**: Lock expected `schemaPath`/`instancePath` outputs in tests once new guards land to prevent flakiness.
+- **Temporal Test Failures**: Stage code changes so new tests are introduced alongside the supporting implementation to avoid committing failing tests.
+- **Documentation Drift**: Re-review docs post-implementation to ensure instructions still match code.
+
+## Out of Scope
+- Remote reference compilation or runtime changes (handled by MVF initiative).
+- Adjustments to global logging frameworks beyond what is necessary for new tests.
+- Broader API redesigns outside discriminator handling and validation-path consolidation.
+
+## Documentation Targets ✅
+- json-java21-jtd/ARCHITECTURE.md: add single-path validation, discriminator tag exemption, compile-time guard details.
+- README.md (module-level if present): summarize discriminator constraints and reference architecture section.
+- AGENTS.md references (if needed): reinforce documentation-before-code steps for discriminator work.
+
+## Test Targets
+- New compile-time rejection test suite ensuring discriminator mapping violations throw with deterministic schema paths.
+- Runtime tests for RFC 8927 §3.3.8 scenarios (missing tag, non-string tag, unknown mapping, payload mismatch, success).
+- Regression coverage ensuring tag exemption prevents additionalProperties violations when payload omits discriminator.
+- Removal/update of tests invoking `JtdSchema.validate` only after stack engine passes new scenarios.

json-java21-jtd/ARCHITECTURE.md

@@ -24,6 +24,15 @@ JTD defines eight mutually-exclusive schema forms:
 7. **values** - Validates objects with homogeneous values (RFC 8927 §2.2.7)
 8. **discriminator** - Validates tagged unions (RFC 8927 §2.2.8)
 
+### Discriminator Schema Constraints (RFC 8927 §2.2.8)
+Discriminator schemas enforce compile-time constraints to ensure predictable validation:
+- **Mapping values must be PropertiesSchema**: Cannot use primitive types, enums, or other forms
+- **No nullable mappings**: Mapped schemas cannot have `nullable: true`
+- **Discriminator key exemption**: The discriminator field is ignored during payload validation
+- **No discriminator redefinition**: Mapped schemas cannot define the discriminator key in properties/optionalProperties
+
+These constraints are enforced at compile-time, preventing invalid schemas from reaching validation.
+
 ## Architecture Flow
 
 ```mermaid
@@ -118,25 +127,34 @@ enum PrimitiveType {
 
 ## Validation Architecture
 
+The JTD validator uses a single stack-based validation engine that enforces RFC 8927 compliance through immutable schema records. All validation flows through one path to prevent behavioral divergence.
+
+### Single Path Validation Principle
+- **No per-schema validate() methods**: Schema records are immutable data only
+- **Stack-based only**: All validation uses `pushChildFrames()` and explicit stack traversal
+- **Compile-time enforcement**: Invalid schemas are rejected during compilation, not validation
+
 ```mermaid
 sequenceDiagram
     participant User
-    participant JTDSchema
+    participant JTD
     participant ValidationStack
     participant ErrorCollector
 
-    User->>JTDSchema: validate(json)
-    JTDSchema->>ValidationStack: push(rootSchema, "#")
+    User->>JTD: validate(schemaJson, instanceJson)
+    JTD->>JTD: compileSchema(schemaJson)
+    Note over JTD: Compile-time checks enforce RFC constraints
+    JTD->>ValidationStack: push(rootSchema, "#")
     loop While stack not empty
-        ValidationStack->>JTDSchema: pop()
-        JTDSchema->>JTDSchema: validateCurrent()
+        ValidationStack->>JTD: pop()
+        JTD->>JTD: validateCurrent()
         alt Validation fails
-            JTDSchema->>ErrorCollector: addError(path, message)
+            JTD->>ErrorCollector: addError(path, message)
         else Has children
-            JTDSchema->>ValidationStack: push(children)
+            JTD->>ValidationStack: push(children)
         end
     end
-    JTDSchema->>User: ValidationResult
+    JTD->>User: ValidationResult
 ```
 
 ## Error Reporting (RFC 8927 Section 3.2)
@@ -275,6 +293,18 @@ Run the official JTD Test Suite:
 $(command -v mvnd || command -v mvn || command -v ./mvnw) test -pl json-java21-jtd -Dtest=JtdSpecIT
 ```
 
+`JtdSpecIT` exercises only the published `validation.json` cases so coverage maps exactly to behaviour that downstream users rely on. Compilation enforcement is handled through dedicated suites:
+
+- `CompilerSpecIT` replays `invalid_schemas.json` and asserts that compilation fails with deterministic exception messages for every illegal schema.
+- `CompilerTest` holds incremental unit tests for compiler internals (for example, discriminator guard scenarios) while still extending the JUL logging helper to emit INFO banners per method.
+
+Run the compiler-focused suites when evolving compile-time logic:
+
+```bash
+$(command -v mvnd || command -v mvn || command -v ./mvnw) test -pl json-java21-jtd -Dtest=CompilerSpecIT
+$(command -v mvnd || command -v mvn || command -v ./mvnw) test -pl json-java21-jtd -Dtest=CompilerTest
+```
+
 ## Performance Considerations
 
 1. **Immutable Records**: Zero mutation during validation

json-java21-jtd/README.md

@@ -121,6 +121,14 @@ Validates tagged unions:
 }
 ```
 
+**Discriminator Constraints (RFC 8927 §2.2.8):**
+- Mapping values must be `properties` schemas (not primitive types)
+- Mapped schemas cannot have `nullable: true`
+- Mapped schemas cannot define the discriminator key in properties/optionalProperties
+- The discriminator field is exempt from additionalProperties validation
+
+These constraints are enforced at compile-time for predictable validation behavior.
+
 ## Nullable Schemas
 
 Any schema can be made nullable by adding `"nullable": true`: