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Engine 2 β Supply Chain Knowledge Graph with PageRank + Louvain Community Detection.
Maintains a directed graph of drugs, APIs, rare earths, and production provinces.
Provides:
- Personalized PageRank for shock propagation (replaces naive BFS)
- Louvain community detection for supply cluster identification
- HHI concentration scoring
- Combined risk formula: R_i = PR_i Γ (1 - S_i) Γ e^(-B_i/Ο) Γ C_community
Implements:
- GNN-based shock propagation concepts from AAAI 2025
- Causal ML supply chain intervention from arXiv 2024
"""
import math
import logging
from typing import List, Dict, Optional, Any, Literal, Tuple
import networkx as nx
logger = logging.getLogger("shockmap.graph")
# βββ Sector Lead-Time Constants (Ο in days) ββββββββββββββββββββββββββββββββββ
SECTOR_TAU = {
"pharma": 30,
"rare_earth": 60,
"semiconductor": 45,
"ev_battery": 50,
"solar": 40,
"defence": 90,
}
class GraphService:
"""
Engine 2: Maintains a directed graph representation of the multi-sector
supply chain with PageRank propagation and Louvain community detection.
"""
def __init__(self, data_loader: Any):
"""
Initializes the GraphService and builds the DiGraph from seed data.
Args:
data_loader: The data provider for drugs, APIs, rare earths, and dependencies.
"""
self.data_loader = data_loader
self.graph = nx.DiGraph()
self._undirected = None # For Louvain (needs undirected graph)
self._communities = {} # node_id β community_id
self._community_labels = {} # community_id β descriptive label
self._community_detection_enabled = True
self._community_detection_method = "louvain"
self._pagerank_cache = {}
self._build_graph()
self._detect_communities()
# βββ Graph Construction ββββββββββββββββββββββββββββββββββββββββββββββ
def _build_graph(self):
"""Constructs the NetworkX graph from data_loader seed data."""
# Add Drug nodes
for drug in self.data_loader.get_drugs():
self.graph.add_node(
drug.id,
type="drug",
name=drug.name,
sector="pharma",
nlem_tier=drug.nlem_tier,
patient_population_estimate=drug.patient_population_estimate,
has_substitute=drug.has_substitute,
therapeutic_class=drug.therapeutic_class,
current_risk=drug.current_risk or 0.0,
# Engine 2 enrichments
substitutability=self._drug_substitutability(drug),
buffer_days=self._estimate_buffer_days(drug),
strategic_priority=1.0 if drug.nlem_tier.value == "TIER_1" else 0.5,
)
# Add API nodes and collect unique provinces
provinces = set()
for api in self.data_loader.get_apis():
self.graph.add_node(
api.id,
type="api",
name=api.name,
sector="pharma",
china_share=api.china_share,
primary_provinces=api.primary_provinces,
monthly_import_value_usd_millions=api.monthly_import_value_usd_millions,
substitutability=self._api_substitutability(api),
buffer_days=max(5, int(30 * (1 - api.china_share))),
)
for p in api.primary_provinces:
provinces.add(p)
# Add Province nodes
for p_name in provinces:
self.graph.add_node(
p_name,
type="province",
name=p_name,
country="China",
sector="multi",
)
# Add Edges with trade_volume_share
for edge in self.data_loader.get_dependencies():
self.graph.add_edge(
edge.source,
edge.target,
weight=edge.weight,
edge_type=edge.edge_type,
trade_volume_share=edge.weight, # normalized 0-1
)
# Add Rare Earth nodes (from rare_earths.json if available)
self._add_rare_earth_nodes()
logger.info(
f"Graph built: {self.graph.number_of_nodes()} nodes, "
f"{self.graph.number_of_edges()} edges"
)
def _add_rare_earth_nodes(self):
"""Adds rare earth mineral nodes and their province edges."""
try:
import json
import os
seed_dir = self.data_loader.seed_dir
re_path = os.path.join(seed_dir, "rare_earths.json")
if not os.path.exists(re_path):
return
with open(re_path, "r", encoding="utf-8") as f:
rare_earths = json.load(f)
for re in rare_earths:
node_id = re["id"]
self.graph.add_node(
node_id,
type="input",
name=re["name"],
sector="rare_earth",
china_share=re.get("china_share", 0.9),
primary_provinces=re.get("primary_provinces", []),
monthly_import_value_usd_millions=re.get("monthly_import_value_usd_millions", 0),
end_use_sectors=re.get("end_use_sectors", []),
substitutability=max(0.0, 1.0 - re.get("china_share", 0.9)),
buffer_days=re.get("india_stockpile_days", 15),
strategic_priority=1.0 if re.get("criticality", 0) > 0.8 else 0.7,
criticality=re.get("criticality", 0.5),
)
# Create edges to provinces
for prov in re.get("primary_provinces", []):
if not self.graph.has_node(prov):
self.graph.add_node(
prov, type="province", name=prov,
country="China", sector="multi"
)
share = re.get("china_share", 0.9) / max(1, len(re.get("primary_provinces", [prov])))
self.graph.add_edge(
node_id, prov,
weight=share,
edge_type="input_from_province",
trade_volume_share=share,
)
except Exception as e:
logger.warning(f"Failed to load rare earth nodes: {e}")
# βββ Louvain Community Detection βββββββββββββββββββββββββββββββββββββ
def _detect_communities(self):
"""
Runs Louvain community detection on the undirected version of the graph.
Identifies supply chain clusters β groups of nodes that are tightly
interconnected and likely to co-propagate shocks.
"""
try:
import community as community_louvain
self._undirected = self.graph.to_undirected()
self._communities = community_louvain.best_partition(
self._undirected, random_state=42
)
# Build community summaries
community_members: Dict[int, List[str]] = {}
for node_id, comm_id in self._communities.items():
community_members.setdefault(comm_id, []).append(node_id)
# Label each community by its dominant province or sector
for comm_id, members in community_members.items():
provinces = [m for m in members if self.graph.nodes[m].get("type") == "province"]
if provinces:
self._community_labels[comm_id] = f"{', '.join(provinces[:2])} Supply Cluster"
else:
sectors = [self.graph.nodes[m].get("sector", "unknown") for m in members[:3]]
self._community_labels[comm_id] = f"{'|'.join(set(sectors))} Cluster {comm_id}"
logger.info(
f"Louvain detected {len(community_members)} communities "
f"across {len(self._communities)} nodes"
)
except ImportError:
logger.warning("python-louvain not installed. Community detection disabled.")
self._community_detection_enabled = False
self._community_detection_method = "disabled_missing_dependency"
self._communities = {n: 0 for n in self.graph.nodes()}
except Exception as e:
logger.warning(f"Community detection failed: {e}")
self._community_detection_enabled = False
self._community_detection_method = "disabled_runtime_error"
self._communities = {n: 0 for n in self.graph.nodes()}
def get_communities(self) -> Dict[str, Any]:
"""Returns community detection results for the frontend."""
community_data: Dict[int, Dict[str, Any]] = {}
for node_id, comm_id in self._communities.items():
if comm_id not in community_data:
community_data[comm_id] = {
"id": comm_id,
"label": self._community_labels.get(comm_id, f"Cluster {comm_id}"),
"members": [],
"provinces": [],
"drugs": [],
"inputs": [],
"size": 0,
}
entry = community_data[comm_id]
node = self.graph.nodes[node_id]
node_type = node.get("type", "unknown")
entry["members"].append(node_id)
entry["size"] += 1
if node_type == "province":
entry["provinces"].append(node_id)
elif node_type == "drug":
entry["drugs"].append(node_id)
elif node_type in ("api", "input"):
entry["inputs"].append(node_id)
return {
"community_detection_enabled": self._community_detection_enabled,
"community_detection_method": self._community_detection_method,
"total_communities": len(community_data),
"communities": list(community_data.values()),
}
def get_node_community(self, node_id: str) -> Optional[int]:
"""Returns the community ID for a given node."""
return self._communities.get(node_id)
def get_community_amplifier(self, community_id: int) -> float:
"""
Returns the community amplifier C_community.
Larger, more interconnected communities amplify shocks more.
"""
members = [n for n, c in self._communities.items() if c == community_id]
if not members:
return 1.0
# Amplifier based on community density (more edges = more amplification)
subgraph = self._undirected.subgraph(members) if self._undirected else self.graph.subgraph(members)
density = nx.density(subgraph) if len(members) > 1 else 0
return 1.0 + (density * 0.5) # Range: 1.0 to 1.5
# βββ Personalized PageRank βββββββββββββββββββββββββββββββββββββββββββ
def compute_pagerank(
self,
shocked_node: Optional[str] = None,
alpha: float = 0.85,
) -> Dict[str, float]:
"""
Computes Personalized PageRank from a shock origin node.
IMPORTANT: Since graph edges point drugβapiβprovince, we run PageRank
on the REVERSED graph when propagating from a province. This makes
the random walk flow provinceβapiβdrug, correctly modeling how supply
shocks propagate upstream to find affected end products.
Args:
shocked_node: The node where the shock originates (e.g., "Hebei")
alpha: Damping factor (default 0.85)
"""
cache_key = shocked_node or "__global__"
if cache_key in self._pagerank_cache:
return self._pagerank_cache[cache_key]
personalization = None
if shocked_node and self.graph.has_node(shocked_node):
personalization = {shocked_node: 1.0}
# Use reversed graph so PageRank flows from province β api β drug
# This correctly models shock propagation through the supply chain
target_graph = self.graph.reverse(copy=False)
try:
scores = nx.pagerank(
target_graph,
alpha=alpha,
weight="trade_volume_share",
personalization=personalization,
max_iter=200,
)
self._pagerank_cache[cache_key] = scores
return scores
except nx.PowerIterationFailedConvergence:
logger.warning("PageRank failed to converge, using uniform distribution")
n = self.graph.number_of_nodes()
return {node: 1.0 / n for node in self.graph.nodes()}
def compute_province_risk(self, province_id: str, sector: str = "pharma") -> float:
"""
Calculates the aggregated risk score for a Chinese province.
Risk is based on:
- Concentration (HHI) of the products produced in this province.
- Total monthly import value dependent on this province.
- Strategic priority of the dependent products.
"""
if not self.graph.has_node(province_id):
return 0.0
dependent_products = []
# Find APIs/Inputs that are LOCATED_IN or supplied by this province
# In our graph, edges are drug -> api -> province, so predecessors(province) are the APIs
for product_id in self.graph.predecessors(province_id):
node_data = self.graph.nodes.get(product_id, {})
if sector == "both" or node_data.get("sector") == sector:
dependent_products.append(product_id)
if not dependent_products:
return 0.0
total_risk = 0.0
for product_id in dependent_products:
node_data = self.graph.nodes.get(product_id, {})
import_value = node_data.get("monthly_import_value_usd_millions", 1.0)
china_share = node_data.get("china_share", 0.5)
# High import value + High China share = High Dependency Risk
product_risk = (import_value * china_share)
total_risk += product_risk
# Normalize to 0-100 scale (heuristic normalization)
normalized_risk = min(100.0, math.log1p(total_risk) * 15)
return round(normalized_risk, 2)
# βββ Combined Risk Formula βββββββββββββββββββββββββββββββββββββββββββ
def compute_combined_risk(
self,
shocked_node: str,
sector: str = "pharma",
) -> Dict[str, Dict[str, Any]]:
"""
Computes the full risk score using the combined formula:
R_i = PR_i(shock) Γ (1 - S_i) Γ e^(-B_i/Ο) Γ C_community
Where:
PR_i = Personalized PageRank from shock origin (on reversed graph)
S_i = Substitutability (0-1)
B_i = Buffer stock in days
Ο = Sector lead time (pharma=30d, rare_earth=60d)
C = Community amplifier
Returns a dict of {node_id: {score, components}} for all affected nodes.
"""
tau = SECTOR_TAU.get(sector, 30)
pr_scores = self.compute_pagerank(shocked_node)
# Find max PR score for normalization (excluding the shocked node itself)
pr_values = [v for k, v in pr_scores.items() if k != shocked_node and v > 0]
pr_max = max(pr_values) if pr_values else 1.0
results = {}
for node_id, pr_score in pr_scores.items():
if node_id == shocked_node:
continue # Skip the shock origin itself
node_data = self.graph.nodes.get(node_id, {})
node_type = node_data.get("type", "")
# Only score drugs, APIs, and inputs β not provinces
if node_type not in ("drug", "api", "input"):
continue
substitutability = node_data.get("substitutability", 0.3)
buffer_days = max(1, node_data.get("buffer_days", 15))
community_id = self._communities.get(node_id, 0)
community_amp = self.get_community_amplifier(community_id)
# Normalize PR score relative to max (so top node β ~1.0)
pr_normalized = pr_score / pr_max if pr_max > 0 else 0
# The combined formula
non_substitutability = 1.0 - substitutability
buffer_decay = math.exp(-buffer_days / tau)
risk_raw = pr_normalized * non_substitutability * buffer_decay * community_amp
# Scale to 0-100
risk_score_normalized = min(100.0, risk_raw * 100)
if risk_score_normalized > 0.5: # Include anything meaningful
results[node_id] = {
"risk_score": round(risk_score_normalized, 2),
"components": {
"pagerank": round(pr_score, 6),
"pagerank_normalized": round(pr_normalized, 4),
"non_substitutability": round(non_substitutability, 3),
"buffer_decay": round(buffer_decay, 3),
"community_amplifier": round(community_amp, 3),
"community_id": community_id,
"community_label": self._community_labels.get(community_id, ""),
"buffer_days": buffer_days,
"substitutability": round(substitutability, 3),
},
"type": node_type,
"name": node_data.get("name", node_id),
"sector": node_data.get("sector", sector),
}
# Sort by risk score descending
results = dict(
sorted(results.items(), key=lambda x: x[1]["risk_score"], reverse=True)
)
return results
# βββ Existing Methods (Preserved) ββββββββββββββββββββββββββββββββββββ
def get_node(self, node_id: str) -> Optional[Dict[str, Any]]:
"""Returns node data in a flat dictionary format."""
if not self.graph.has_node(node_id):
return None
node_data = self.graph.nodes[node_id]
return {
"id": node_id,
"type": node_data.get("type"),
"name": node_data.get("name"),
"attributes": {k: v for k, v in node_data.items() if k not in ["type", "name"]},
}
def get_neighbors(
self,
node_id: str,
direction: Literal["in", "out", "both"] = "out",
) -> List[str]:
"""Returns the IDs of neighboring nodes based on direction."""
if not self.graph.has_node(node_id):
return []
if direction == "out":
return list(self.graph.successors(node_id))
elif direction == "in":
return list(self.graph.predecessors(node_id))
else:
return list(nx.all_neighbors(self.graph, node_id))
def get_dependency_chain(self, drug_id: str) -> List[List[str]]:
"""
Finds all simple paths of length 1-3 starting from a drug.
Typically captures drug -> api -> province paths.
"""
if not self.graph.has_node(drug_id):
return []
all_paths = []
# Find paths up to length 3 (Drug -> API -> Province)
for target in self.graph.nodes():
if target == drug_id:
continue
# Use short path limits to capture the direct supply chain
paths = list(nx.all_simple_paths(self.graph, source=drug_id, target=target, cutoff=3))
all_paths.extend(paths)
return all_paths
def compute_concentration_hhi(self, drug_id: str) -> float:
"""
Calculates the Herfindahl-Hirschman Index (HHI) for a drug's geographic dependency.
Ranges from 0 to 10000. High values indicate extreme concentration.
"""
if not self.graph.has_node(drug_id):
return 0.0
# 1. Map drug to provinces with effective weights
province_weights: Dict[str, float] = {}
# Get APIs
for api_id in self.graph.successors(drug_id):
edge_da = self.graph[drug_id][api_id]
w_da = edge_da.get("weight", 1.0)
# Get Provinces for this API
for prov_id in self.graph.successors(api_id):
edge_ap = self.graph[api_id][prov_id]
w_ap = edge_ap.get("weight", 1.0)
# Cumulative dependency share on this province
share = w_da * w_ap
province_weights[prov_id] = province_weights.get(prov_id, 0.0) + share
if not province_weights:
return 0.0
# 2. Calculate HHI
total_weight = sum(province_weights.values())
if total_weight == 0:
return 0.0
hhi = 0.0
for weight in province_weights.values():
percentage = (weight / total_weight) * 100
hhi += percentage ** 2
return hhi
def get_drugs_dependent_on_province(self, province_id: str) -> List[str]:
"""
Returns a list of drug IDs that are dependent on the given province
by traversing the graph in reverse.
"""
if not self.graph.has_node(province_id):
return []
dependent_drugs = set()
# Traverse backwards: Province <- API <- Drug
for api_id in self.graph.predecessors(province_id):
for drug_id in self.graph.predecessors(api_id):
node_data = self.graph.nodes[drug_id]
if node_data.get("type") == "drug":
dependent_drugs.add(drug_id)
# Also check rare earth inputs
for input_id in self.graph.predecessors(province_id):
node_data = self.graph.nodes.get(input_id, {})
if node_data.get("type") == "input":
dependent_drugs.add(input_id)
return list(dependent_drugs)
def nodes_by_type(self, node_type: str) -> List[Dict[str, Any]]:
"""Returns all nodes of a specific type (e.g., 'api', 'province')."""
return [
self.get_node(n)
for n, d in self.graph.nodes(data=True)
if d.get("type") == node_type
]
def to_serializable_dict(self) -> Dict[str, Any]:
"""Converts the graph structure to a JSON-serializable dictionary."""
nodes = []
for n, d in self.graph.nodes(data=True):
node_entry = {
"id": n,
"type": d.get("type"),
"name": d.get("name"),
"attributes": {k: v for k, v in d.items() if k not in ["type", "name"]},
}
# Add community info
if n in self._communities:
node_entry["community_id"] = self._communities[n]
nodes.append(node_entry)
edges = []
for u, v, d in self.graph.edges(data=True):
edges.append({
"source": u,
"target": v,
"weight": d.get("weight"),
"edge_type": d.get("edge_type"),
})
return {"nodes": nodes, "edges": edges}
def apply_risk_scores(self, risk_map: Dict[str, float]) -> None:
"""
Updates the 'current_risk' attribute on drug nodes based on a map of {drug_id: risk_score}.
"""
for drug_id, risk in risk_map.items():
if self.graph.has_node(drug_id):
self.graph.nodes[drug_id]["current_risk"] = risk
# βββ Private Helpers βββββββββββββββββββββββββββββββββββββββββββββββββ
@staticmethod
def _drug_substitutability(drug: Any) -> float:
"""Estimates substitutability score for a drug (0=no alternatives, 1=many)."""
if drug.has_substitute:
return 0.6
if drug.nlem_tier.value == "TIER_1":
return 0.1 # Critical, hard to replace
return 0.3
@staticmethod
def _api_substitutability(api: Any) -> float:
"""Estimates substitutability for an API based on China share."""
# Higher China share = fewer alternatives = lower substitutability
return max(0.0, 1.0 - api.china_share)
@staticmethod
def _estimate_buffer_days(drug: Any) -> int:
"""Estimates buffer stock in days based on drug tier and population."""
if drug.nlem_tier.value == "TIER_1":
return 10 # High-demand, low buffer
elif drug.nlem_tier.value == "TIER_2":
return 20
return 30
def invalidate_cache(self):
"""Clears the PageRank cache (call after graph modifications)."""
self._pagerank_cache.clear()
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