v0.2.0rc1

[0.2.0] - 2026-05-20

An rc1 - testing release note. Install for soak with: pip install --pre "odmlib==0.2.0rc1".

Added

Context Manager write_on_exit Opt-Out

• odmlib/context.py: added write_on_exit: bool = True parameter to
  ODMContext, DefineContext, open_odm, and open_define. Passing
  write_on_exit=False suppresses the auto-save on clean exit, enabling
  read-only inspection through the context managers without modifying or
  creating any file. The default (True) preserves the documented
  in-place save behaviour ? additive change, no compat impact.
• tests/test_context_managers.py: 10 new tests covering the opt-out
  (XML, JSON, open_odm, open_define, and the input-preservation
  regression guard for the default-output-file footgun) plus explicit
  default-still-writes guards.

ODM v2.0 Model/XSD Alignment (safe subset)

• odmlib/data/valuesets.json: added 12 missing odm_2_0 value-set keys
  (ReturnValue.DataType, ItemRef.Core/Repeat/Other/IsNonStandard/HasNoData,
  CodeListItem.Other, Telecom.TelecomType, ItemGroupDef.IsNonStandard/HasNoData,
  CodeList.IsNonStandard, ODM.Context) bound to the ODM 2.0
  ODM-enumerations.xsd value lists.
• tests/test_odm_2_0_model.py: new construction + XML/JSON round-trip suite
  for the major ODM 2.0 classes.
• tests/test_odm_2_0_known_gaps.py: new strict-xfail markers pinning the
  five deferred structural ODM 2.0 model/XSD gaps so CI documents the known
  state and fails loudly if a gap is silently fixed or regressed. (Its
  ItemDef test is now a passing regression guard ? see Changed below.)

Changed

• ODM 2.0 TranslatedText.Type is now required (odmlib/odm_2_0/model.py),
  matching the XSD (use="required", free-text media type). ODMBuilder
  now defaults Type="text/plain" for the ODM 2.0 model shape only via a new
  _translated_text() helper.

• odmlib/valueset.py: ValueSet.value_set() no longer raises for an
  unknown attribute ? it returns the new ValueSet.UNKNOWN_ATTRIBUTE
  sentinel so validate() returns False and the SKIP_VALUESET permissive
  guard can bypass an unregistered value set. Unknown version still raises.
  Behavioral note: in strict mode an unregistered value-set attribute now
  raises OdmlibTypeError (from ValidValues.__set__) instead of the former
  OdmlibValidationError (from value_set()).

• ODM v2.0 ItemDef aligned with the ODM 2.0 XSD
  (odmlib/odm_2_0/model.py). Removed the XSD-rejected attributes
  FractionDigits, DatasetVarName, and SDSVarName; added the
  XSD-defined optional attributes DisplayFormat and VariableSet. Code
  that set the removed attributes on an odm_2_0 ItemDef should migrate ?
  those values were schema-invalid and are no longer serialized. (Closes
  the ROADMAP v0.2.1 ItemDef gap / ODM20-MODEL-XSD-DIFFERENCES_PLAN.md
  �3.7; the XSD ItemDef/ValueListRef child element remains deferred.)

Known Limitations

• ODM v2.0 structural model/XSD gaps deferred to v0.2.1. Five features
  produce schema-invalid output if used under model_package="odm_2_0":
  ConditionDef (no required MethodSignature), text-based
  FormalExpression, Protocol.StudyEventRef (removed in the 2.0 schema),
  MetaDataVersion.StudyTiming placement, and StudyEventGroupDef (missing
  required child group). The affected ODMBuilder helpers carry docstring
  caveats. See ROADMAP "v0.2.1 ? ODM v2.0 Model/XSD Alignment" and
  ODM20-MODEL-XSD-DIFFERENCES_PLAN.md.

ODM v2.0 XSD Schema Validation

• odmlib/schema_manager.py: registered ("odm", "2.0") ? "ODM.xsd"
  in _MAIN_SCHEMA. ODMSchemaValidator(standard="odm", version="2.0")
  now resolves the bundled odmlib/schemas/odm/2.0/ODM.xsd (target
  namespace http://www.cdisc.org/ns/odm/v2.0) and exposes the same
  validate_tree() / validate_file() API used for ODM 1.3.2 and
  Define-XML.
• The v2.0 XSD set (ODM.xsd + ODM-foundation.xsd + 7 modular
  includes + xlink/xml/xhtml) was already shipping in
  odmlib/schemas/odm/2.0/ via the schemas/**/*.xsd package-data
  glob; the registry entry is the only missing wiring.
• tests/test_schema_manager.py: 4 new tests verifying
  get_schema_dir("odm", "2.0"), get_schema_path("odm", "2.0"),
  the resolved filename (ODM.xsd), and the integration
  file-existence check.
• tests/test_odm_validator.py: new TestODMv20Validator class
  validating tests/data/odmv2_example.xml and
  tests/data/cdash_demo_v20.xml end to end, plus a regression test
  that an ODM 1.3.2 document fails v2.0 validation. New
  test_explicit_odm_v20_works() in
  TestODMValidatorConstructorContract.
• docs/source/guides/validation.rst: rewrote the "Schema Validation"
  section to document ODMSchemaValidator (the previous text
  referenced a nonexistent SchemaManager class).

Permissive Loading Mode

• New odmlib/mode.py module with ValidationMode flag enum and
  permissive() context manager for loading non-conformant ODM documents
• ValidationMode.STRICT (default) ? all validation enforced (existing
  behavior, unchanged)
• ValidationMode.SKIP_REQUIRED ? omit required-attribute checks during
  construction and access
• ValidationMode.SKIP_TYPE ? omit type checks (Typed, Integer, Float,
  ODMObject, ODMListObject, Positive, NonNegative, and unknown-attribute
  rejection)
• ValidationMode.SKIP_FORMAT ? omit format validators (datetime, SAS
  name/format, email, URL, filename, regex, sized string)
• ValidationMode.SKIP_VALUESET ? omit ValidValues and
  ExtendedValidValues enforcement
• ValidationMode.PERMISSIVE ? composite flag that skips all validation
  categories
• permissive() context manager with automatic cleanup via
  contextvars.ContextVar; supports graduated control via flag
  combinations
• open_odm() and open_define() context managers accept
  permissive=True or a specific ValidationMode combination
• ValidationMode, permissive, get_mode, set_mode exported from
  odmlib package root
• New how-to guide: docs/source/guides/permissive_loading.rst
• tests/test_permissive_mode.py ? 70 tests covering all validation
  categories, context manager safety, integration with loaders, and the
  load-fix-validate workflow

Error Reporting and Diagnostics

• New odmlib/exceptions.py module with a structured exception hierarchy
• OdmlibError ? base class for all odmlib exceptions
• OdmlibValidationError ? replaces bare ValueError for validation failures; includes
  element_path, hint, attribute, element_type, and actual_value attributes
• OdmlibRequiredAttributeError ? raised when a required attribute is missing at construction
• OdmlibOIDError ? raised for OID uniqueness or ref/def integrity failures
• OdmlibConformanceError ? raised when Cerberus conformance validation fails; exposes
  raw cerberus_errors dict for programmatic inspection
• OdmlibElementOrderError ? raised when child elements violate ODM-spec ordering
• OdmlibTypeError ? replaces bare TypeError for type/enum validation failures
• OdmlibParsingError ? raised when an XML or JSON document cannot be parsed
• OdmlibLoaderStateError ? raised when a loader method is called before the document is opened
• OdmlibSerializationError ? raised when the model cannot be serialized to XML or JSON
• OdmlibNamespaceError ? raised for namespace registration or lookup failures
• OdmlibWarning, OdmlibDeprecationWarning, OdmlibInteroperabilityWarning ? warning hierarchy
• ErrorCollector ? accumulates validation errors instead of raising on the first failure;
  has_errors, add_error(), add_warning(), raise_if_errors() API
• ODMElement.validate() method ? unified validation entry point supporting both
  fail-fast (default) and collect-all-errors (collect_errors=True) modes
• All exceptions and ErrorCollector exported from odmlib package root
• tests/test_exceptions.py ? 47 tests covering hierarchy, formatting, backward compat, and model integration
• tests/test_collect_errors.py ? 10 tests covering fail-fast and collect-all-errors validation modes

Dataset-JSON v1.1 ODMElement Model

• New odmlib/dataset_json_1_1/ package ? spec-conformant Dataset-JSON v1.1 support using
  the ODMElement/descriptor pattern (one dataset per file, matching the v1.1 specification)
  • DatasetJSON ? root element with to_json(), from_json(), write_json(), read_json(),
    write_ndjson(), read_ndjson(), to_dict(), from_dict(), add_row(), add_column(),
    column_names property
  • Column ? column metadata with validated dataType and optional targetDataType,
    length, displayFormat, keySequence
  • SourceSystem ? optional nested source system metadata object
  • DatasetJSONElement base class disables XML serialization (to_xml() raises
    NotImplementedError) and handles mixed list types in to_dict()
• New odmlib/dataset_json_1_1/define_flattener.py ? converts Define-XML v2.1 metadata into
  11 tabular Dataset-JSON datasets (study, standards, datasets, variables, value_level,
  where_clauses, methods, comments, documents, codelists, codelist_terms)
  • DefineFlattener.flatten_all() returns dict of dataset name ? DatasetJSON
  • DefineFlattener.write_all(output_dir) writes individual JSON files
  • O(1) ItemDef and WhereClauseDef lookups via index
  • _safe_get() utility for traversing deeply nested optional attributes
• New odmlib/dataset_json_1_1/converter.py ? bidirectional Dataset-XML ? Dataset-JSON v1.1
  • dataset_xml_to_dataset_json(odm_obj) returns dict[str, DatasetJSON] (one per ItemGroupOID)
  • dataset_json_to_dataset_xml(dataset_json, model) converts back to Dataset-XML
• Updated odmlib/dataframe.py ? Pandas integration for the new model
  • dataset_json_to_dataframe() ? DatasetJSON v1.1 ? DataFrame
  • define_metadata_to_dataframes(odm_root) ? Define-XML v2.1 ? dict of DataFrames
  • dataframe_to_dataset_json(df, name, label, oid) ? DataFrame ? DatasetJSON v1.1
• DatasetJSON, Column, SourceSystem, DefineFlattener, dataset_xml_to_dataset_json,
  dataset_json_to_dataset_xml exported from odmlib package root
• New how-to guide: docs/source/guides/dataset_json.rst
• New API reference page: docs/source/odmlib.dataset_json_1_1.rst
• New tests: tests/test_dataset_json_1_1_model.py (68 tests),
  tests/test_define_flattener.py (45 tests),
  tests/test_dataset_json_1_1_converter.py (21 tests),
  tests/test_dataframe_phase3.py (39 tests)

Interoperability and Format Support

• New odmlib/dataframe.py ? optional Pandas DataFrame integration
  • metadata_to_dataframe(mdv, element_type, attributes=None) ? exports odmlib metadata
    elements (ItemDef, ItemGroupDef, CodeList, etc.) as a DataFrame
  • clinical_data_to_dataframe(clinical_data, item_group_oid) ? flattens ODM 1.3.2
    hierarchical clinical data (SubjectData ? StudyEventData ? FormData ? ItemGroupData)
    into a tabular DataFrame
  • dataset_to_dataframe(clinical_data) ? flattens Dataset-XML 1.0.1 ClinicalData
    (flat structure, no SubjectData) into a DataFrame
  • dataframe_to_items(df, model_module, element_type, column_mapping=None) ? creates
    odmlib element instances from a DataFrame (one row per element); skips invalid rows
  • Graceful degradation: importing the module always succeeds; calling any function
    raises ImportError with install hint when pandas is absent
• Optional dependency group dataframe added to pyproject.toml:
  pip install odmlib[dataframe] installs pandas ? 1.5
• pandas ? 1.5 added to the dev dependency group so the full test suite
  runs against pandas in CI development environments
• New tests/test_dataframe.py ? tests for DataFrame integration
  (skipped automatically when pandas is not installed)
• New how-to guide: docs/source/guides/interoperability.rst
• New API reference page: odmlib.dataframe added to Sphinx index.rst

Packaging Modernization

• pyproject.toml for modern Python packaging (replaces setup.py as primary config)
• GitHub Actions CI: automated testing on Python 3.9?3.13
• GitHub Actions: automated PyPI publishing on tagged releases
• CHANGELOG.md for tracking changes going forward
• Semantic versioning policy starting at 0.2.0

Changed

Exception Hierarchy: OdmlibSchemaValidationError

• OdmlibSchemaValidationError now inherits from OdmlibValidationError
  (and therefore from OdmlibError). Previously it inherited only from
  Exception and was excluded from the unified hierarchy. A single
  except OdmlibValidationError now catches both XSD violations raised by
  ODMSchemaValidator.validate_file() and in-memory model validation
  failures (required-attr, OID, conformance, element order).
• The class has moved from odmlib/odm_parser.py to odmlib/exceptions.py.
  from odmlib.odm_parser import OdmlibSchemaValidationError continues to
  work via re-export ? no migration required for existing callers.
• Also exported from the package root: from odmlib import OdmlibSchemaValidationError.
• Backward compatibility: ex.args[0] still returns the wrapped
  xmlschema exception, so callers using ex.args[0].msg are unaffected.
  The wrapped exception is also accessible via the new ex.wrapped
  attribute.

Minimum Python Version

• Bumped minimum supported Python version from 3.9 to 3.10. Python 3.9
  reached end-of-life in October 2025 and is no longer tested in CI.
  Users on 3.9 should upgrade; install requires requires-python = ">=3.10".
• CI matrix now tests Python 3.10, 3.11, 3.12, and 3.13.
• Workflow hardening: fail-fast: false (all matrix versions report
  independently), action versions bumped to Node 24-compatible releases
  (actions/checkout@v5, actions/setup-python@v6,
  peaceiris/actions-gh-pages@v4), least-privilege GITHUB_TOKEN
  permissions, and a concurrency group so superseded runs on the same
  ref are cancelled.

Permissive Loading Mode

• odmlib/descriptor.py: Descriptor.__get__ returns None for unset
  required attributes when SKIP_REQUIRED mode is active (previously
  always raised OdmlibRequiredAttributeError)
• odmlib/odm_element.py: ODMElement.__init__ and __setattr__
  bypass unknown-attribute rejection and required-attribute enforcement
  when appropriate mode flags are active
• odmlib/typed.py: all 25 __set__ methods check the current
  ValidationMode before raising validation exceptions
• odmlib/context.py: open_odm() and open_define() accept a new
  permissive parameter; ODMContext and DefineContext manage mode
  lifecycle in __enter__/__exit__

Structured odmlib Exceptions

• All ~70 ValueError/TypeError raises across 16 files replaced with structured odmlib exceptions
• odmlib/odm_element.py: verify_order() now raises OdmlibElementOrderError with a hint to use
  reorder_object(); reorder_object() issues an OdmlibWarning before silently reordering
• odmlib/odm_1_3_2, odmlib/define_2_0, odmlib/define_2_1 conformance checkers now raise
  OdmlibConformanceError with structured cerberus_errors attribute instead of ValueError(dict)

Dynamic OID Ref/Def Generation

• New odmlib/oid_generator.py module with fully dynamic OID ref/def checking derived
  from model class introspection ? eliminates manual maintenance of oid_ref.py files
• DynamicOIDRef class ? drop-in replacement for the manual OIDRef classes with the
  same add_oid(), add_oid_ref(), check_oid_refs(), and check_unreferenced_oids() API
• create_oid_checker(model_package, extra_skip_attrs=None, extra_skip_elems=None) factory
  function ? primary public API for creating OID checkers; exported from odmlib package root
• odmlib/oid_generator_config.py ? per-model skip-attribute and skip-element configuration
• ODM 2.0 OID checking now supported for the first time via create_oid_checker("odm_2_0")
• Manual OIDRef classes in rules/oid_ref.py for all three model packages
  (odm_1_3_2, define_2_0, define_2_1) now emit OdmlibDeprecationWarning on
  instantiation; they remain functional and will be removed in v0.3.0
• tests/test_oid_generator.py ? 57 new tests covering model introspection, mapping
  correctness, DynamicOIDRef behavior, end-to-end validation, and deprecation warnings

ARM 1.0 Model Support

• New odmlib/arm_1_0/ package ? CDISC Analysis Results Metadata (ARM) v1.0 model using
  the ODMElement/descriptor pattern
  • Supports ARM elements: AnalysisResultDisplays, ResultDisplay, AnalysisResult,
    AnalysisDatasets, AnalysisDataset, AnalysisVariable, ProgrammingCode, Code,
    Documentation, AnalysisDocumentation, and supporting elements
  • Integrates with Define-XML 2.1 for analysis results metadata
  • ARM namespace (arm) registered automatically on import

Valueset Regex Validation

• odmlib/valueset.py: ValueSet.validate(value) ? validates a value against the
  valueset's allowed values, including regex pattern matching for string-type entries
• odmlib/valueset.py: ValueSet.describe() ? returns a human-readable description
  of the valid values for error messages
• odmlib/data/valuesets.json: MetaDataVersion.DefineVersion converted from enumerated
  list to regex pattern ^2\.[01](\.\d+)?$ for flexible version matching
• tests/test_valueset.py ? 30 tests for regex validation and describe functionality

Element Search Methods

• ODMElement.find_all(element_type, attribute, value) ? find all matching child elements
  in a list attribute
• ODMElement.find_by(**kwargs) ? find a child element matching multiple attribute criteria

ODMBuilder Fluent API

• New odmlib/builder.py ? ODMBuilder class providing a fluent/chained API for building
  ODM documents programmatically with add_study(), add_metadata_version(),
  add_item_group_def(), add_item_def(), add_code_list(), and build() methods

Updated Packaging

• Unified version to 0.2.0 across pyproject.toml, odmlib/__init__.py, and docs/source/conf.py
• odmlib/__version__ now read dynamically from installed package metadata via importlib.metadata
• Installation: pip install -e ".[dev]" replaces python setup.py develop
• Installation: pip install -e . replaces python setup.py install
• requirements.txt aligned to match pyproject.toml dependency minimum versions

ODMSchemaValidator requires an explicit schema choice

• odmlib/odm_parser.py: ODMSchemaValidator.__init__ no longer silently
  defaults to standard="odm", version="1.3.2". The signature is now
  (xsd_file=None, standard: Optional[str] = None, version: Optional[str] = None).
  Callers must provide either an xsd_file path, or both standard and
  version; otherwise a ValueError is raised at construction time. The
  silent ODM 1.3.2 fallback was a footgun ? for example, a Define-XML 2.1
  document could be validated against the ODM 1.3.2 schema without any
  warning. Existing call sites that already pass standard= and version=
  explicitly are unaffected. The ValueError hint explicitly points users
  with custom or local schemas (anything not in
  schema_manager._MAIN_SCHEMA) at the xsd_file=<path> escape hatch, so
  they don't accidentally fall back to a packaged schema lookup that
  doesn't apply to them.
• tests/test_odm_validator.py: new TestODMValidatorConstructorContract
  class with 8 tests locking in the new error contract (no-args raises,
  hint mentions xsd_file=, partial-args raises, both-args works, xsd_file
  works, xsd_file precedence, custom out-of-tree xsd works).

Schema-Ordered Child Serialization in to_xml()

• odmlib/odm_element.py: ODMElement.to_xml() now emits child elements
  in model declaration order (driven by _elems) instead of attribute
  insertion order (self.__dict__). Previously, when a user assigned
  child attributes in an order that diverged from the schema declaration
  ? for example mutating igd.Description.TranslatedText after the
  list-typed ItemRef had already been pre-populated by __init__, or
  assigning igd.Class last ? the saved XML put <Description> after
  the <ItemRef> block and <def:Class> after <ItemRef> but before
  <def:leaf> only by coincidence of the __dict__ ordering. Define-XML
  2.1 XSD validation rejected such files.
• The fix matches what verify_order() and reorder_object() already
  trusted: declaration order from the class body, captured by ODMMeta
  into _elems. Users no longer need to call reorder_object() before
  serializing ? assignment order is fully decoupled from emission order.
• tests/test_schema_ordered_serialization.py ? 7 tests pinning the new
  behaviour: ItemDef/ItemGroupDef children come out in schema order
  regardless of assignment order; the Define-XML 2.1 ItemGroupDef pattern
  from notebooks/first_define.ipynb (Description ? ItemRef* ?
  def:Class ? def:leaf) is locked in; unset optional children are
  silently skipped; attribute serialization and _content emission are
  unchanged.

Fixed

XML Loader Namespace Handling

• XMLDefineLoader namespace mismatch: the default
  ns_uri was set to a Define-XML 2.0 default regardless of model_package,
  causing def:-namespaced child of MetaDataVersion
  (Standard, CommentDef, ValueListDef, WhereClauseDef, leaf,
  ?) to be dropped when loading Define-XML 2.1 documents (when no ns_uri was provided).
  The ns_uri argument is now Optional[str] and, when omitted, derived
  from model_package (define_2_0 ? ?/v2.0, define_2_1 ? ?/v2.1).
  Explicit values still override the derived default.
• XMLODMLoader ns_uri parameter was dead code: the constructor
  accepted an ns_uri argument but _set_namespace used the
  default ODM 1.3 URI. The parameter is now stored on the loader and used by
  _set_namespace; default is derived from model_package (odm_1_3_2
  ? ?/v1.3, odm_2_0 ? ?/v2.0).
• XMLArmLoader._set_registry documented in-place: ARM 1.0 is
  intentionally paired with ODM 1.3 and Define-XML 2.1, no behavior
  change.
• New regression suite: tests/test_loader_ns_defaults.py ? 12 tests
  covering Define 2.0/2.1 derivation, ODM 1.3.2/2.0 derivation, explicit
  override behavior, fallback for unknown model_package, and the
  end-to-end Define-XML 2.1 OID-index regression that reproduced the
  original bug report.
• XMLODMLoader.__init__ no longer mutates the global
  NamespaceRegistry Borg singleton at construction time. Pre-fix,
  __init__ unconditionally called _set_namespace(None), which
  registered odm ? self.nos_uri immediately. When users passed a
  non-canonical wrapper URI (e.g. library-xml/v1.0 for the CDISC
  Library CDASH endpoint), the canonical odm ? http://www.cdisc.org/ns/odm/v1.3
  mapping was silently overwritten in the global Borg, breaking any code
  in the same process that depended on it. XMLODMLoader.__init__ now
  mirrors XMLDefineLoader.__init__: it stores self.ns_uri but assigns
  an empty NamespaceRegistry() view to self.nsr and defers the actual
  prefix registration to create_document /
  create_document_from_string. create_document was also updated to
  call _set_namespace(namespace_registry) unconditionally so that the
  deferred registration still happens when no caller-supplied registry
  is provided. The nsr= constructor argument continues to be honored
  immediately.
• tests/test_loader_ns_defaults.py: added
  TestODMLoaderConstructionDoesNotMutateBorg (4 tests) covering the
  no-mutation contract, the canonical-URI symmetry case, the explicit
  nsr= constructor argument, and deferred-registration-at-parse-time;
  updated test_odm_explicit_ns_uri_now_takes_effect to trigger the
  deferred registration before asserting on loader.nsr.

Trailing Spaces Removed

• Trailing space bugs in odmlib/odm_1_3_2/rules/oid_ref.py _init_def_ref():
  "SignatureOID " corrected to "SignatureOID" and "ItemOID " corrected to "ItemOID";
  these would have caused silent failures in check_unreferenced_oids()

Packaging

• MANIFEST.in typo: test/data corrected to tests/data
• Version inconsistency: was 0.1.4 (setup.py), 0.1.2 (__init__.py), 0.1.0 (docs/)
• Missing odmlib.odm_2_0 package in build configuration (now auto-discovered via packages.find)

Deprecation Notice

In v0.2.x, odmlib validation and type exceptions dual-inherit from ValueError/TypeError so that
all existing except ValueError and except TypeError clauses continue to work unchanged.

---

rc1 - testing release. Not promoted to default pip install odmlib.
Install for soak with: pip install --pre "odmlib==0.2.0rc1".