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Expand OPT with contract-driven optimization framework - #3

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EmergentMonk merged 229 commits into
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catalog-v2-optimization-framework
Sep 19, 2026
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EmergentMonk merged 229 commits into
mainfrom
catalog-v2-optimization-framework

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@EmergentMonk EmergentMonk commented Sep 15, 2026 •

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Summary

This PR expands OPT beyond its frozen v1.0.0 five-record catalog without modifying the pinned v1 Lean model.

Adds a canonical optimization problem contract

Introduces OPTIMIZATION-PROBLEM.md with:

P = (X, F, f, d, C, B, S)

for search space, feasible set, objective, direction, correctness/semantic constraints, evaluation budget and stopping rule.

Adds 15 post-v1 optimization records

  • OPT-INC-001 — signature-bound incremental execution
  • OPT-COAL-001 — concurrent duplicate-work coalescing
  • OPT-SET-001 — density-adaptive compact sets
  • OPT-CONT-001 — partitioned coordination domains
  • OPT-FAN-001 — shared materialization for fan-out/replay
  • OPT-SEARCH-001 — budget-aware adaptive parameter search
  • OPT-APPROX-001 — contract-bounded approximation
  • OPT-REDUCE-001 — early working-set reduction
  • OPT-CRIT-001 — critical-path prioritization
  • OPT-BUDGET-001 — performance regression budgets
  • OPT-PRUNE-001 — bound-driven search-space pruning
  • OPT-SIMD-001 — evidence-gated native autovectorization
  • OPT-SOA-001 — worker-local SoA tiling
  • OPT-POOL-001 — persistent topology-aware worker pools
  • OPT-AUTO-001 — calibrated host-aware path promotion

The final four records are derived from merged QSOLKCB/GALAXY PRs #10–#14 and preserve the donor's evidence boundaries rather than promoting hardware-specific constants as universal settings.

Provenance/source notes

Adds bounded source notes for:

  • Psycledelics Wonderbuild
  • Jazco performance-engineering articles
  • BayesianOptimization / Hyperopt / NLopt
  • Awesome WPO
  • mathematical + combinatorial optimization
  • GALAXY CPU optimization phases (SIMD, SoA, persistent pools, calibrated host-auto promotion)

Historical/external numbers are explicitly not promoted into portable performance targets.

Machine-facing, catalog and roadmap updates

Updates README.md, CATALOG.md, README4AI.md, AGENTS.md, ROADMAP.md, and the optimization-record template so future records must define the target problem before selecting or tuning a mechanism.

Integrity gate

Adds a dependency-free catalog integrity pipeline split across:

  • scripts/check_catalog.py — public entrypoint;
  • scripts/check_catalog_normalizer.py — isolated normalization/execution boundary;
  • scripts/check_catalog_core.py — record/schema, rendered-link and provenance validation.

The gate checks record identity and heading structure, post-v1 mandatory sections and contract fields, README/CATALOG coverage, visible record-link targets/fragments, source-evidence identities, frozen-v1 presence, and CommonMark/HTML edge cases used by the supported validator subset.

Regression coverage includes both focused parser tests and a public-entrypoint suite derived from external audit reproductions. The public suite exercises positive and negative controls through python3 scripts/check_catalog.py in disposable fixtures rather than only importing internal helpers.

Formalization boundary

This PR deliberately does not edit:

  • Lean/OPTFormal/Core.lean
  • Lean/OPTFormal/FrozenV100.lean
  • Lean/OPTFormal.lean

The v1.0.0 five-record model remains immutable. New records are catalog guidance, not theorem-backed merely by association.

Donor-policy note

Mechanisms are described independently with provenance and licensing boundaries. GPL Wonderbuild implementation code is not copied into this Apache-2.0 repository. GALAXY is also Apache-2.0 at the pinned donor revisions, but these records still promote reusable mechanisms and evidence structure rather than source-project constants or benchmark claims.

Review / merge boundary

The validator has received repeated adversarial review for rendered Markdown/HTML edge cases. Fixes are retained with regression coverage rather than narrowing accepted syntax merely to make CI green. Final merge should remain conditional on the current head passing the catalog, Python and Lean workflows and on any repository approval/conversation rules visible in GitHub.

Final Astra corrective pass

An external Astra High audit of head 31346c5e7f6562d2faa7f5864d50d3711f81d249 was supplied as an audit-only bundle and its ZIP SHA-256 was verified as:

facd684605b2e5355a404e52bb4c4f11e250711730370afa916c3930058ecf0a

The bounded corrective pass addresses audit findings F1–F5 without broad parser refactoring or additional catalog expansion:

  • paragraph-bounded reference-image ownership, including empty-alt and soft-line-break controls;
  • raw textarea remainder preservation plus raw-block HTML end-tag recovery;
  • URL preprocessing for embedded ASCII tab/CR/LF after one HTML attribute decode;
  • protection of complete inline link/image destination/title spans during reference-link rewriting;
  • contextual reference-definition indexes as the authority for non-rendering section lines.

The complete 38-case Astra matrix is retained in tests/test_astra_31346c5_audit.py and passes through the public python3 scripts/check_catalog.py entrypoint. The prior audit suite and symlink write-containment regression remain retained.

Final corrective head: d307158bd37a6dcefc16cd781d587b3fe44ba622.

Validation on that head:

  • catalog-integrity run 35439415337 — success
  • test run 35439415302 — success; 53 tests
  • lean-formal run 35439415297 — success
  • all 38 Astra audit expectations pass
  • all 13 previously unresolved review threads have evidence-backed resolutions
  • branch is 193 commits ahead / 0 behind current main; merge base equals current main
  • the three frozen Lean files and original five optimization records are blob-identical to current main
  • frozen tag v1.0.0 still resolves to 41e2fc3677469839fb298dedefd0ce72caebcc68

This is intended as the final bounded validator-correction pass. Parser consolidation/replacement remains explicitly out of scope for this PR.

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Codex Review Summary

This comment shows the latest Codex review activity on this pull request.

Review Status Commit Review trigger
📝 Code Review ✅ Completed 2026-09-19T16:50:25.772043Z 69db479 Manual request
🔒 Security Review ✅ Completed 2026-09-15T01:10:57.864949Z be2925b PR opened
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Reviewer's Guide

This PR expands OPT with a contract-first optimization framework and 11 provenance-bounded post-v1 records while keeping the pinned v1 Lean formalization immutable. It also updates human- and machine-facing catalog guidance, records licensing/evidence boundaries, and adds a CI integrity gate for record structure and catalog coverage.

Sequence diagram for catalog integrity validation

sequenceDiagram
    participant PR as PullRequest
    participant CI as CatalogIntegrityWorkflow
    participant Check as check_catalog.py
    participant Repo as CatalogFiles

    PR->>CI: trigger catalog-integrity
    CI->>Repo: checkout repository
    CI->>Check: run check_catalog.py
    Check->>Repo: inspect record headings and IDs
    Check->>Repo: validate post-v1 contract sections
    Check->>Repo: verify README/CATALOG links and coverage
    Check-->>CI: pass or fail integrity result
    CI-->>PR: report catalog check
Loading

File-Level Changes

Change Details Files
Introduces a canonical, contract-first model for describing optimization problems before selecting mechanisms.
  • Defines P = (X, F, f, direction, C, B, S) and required problem classifications.
  • Adds guidance for objectives, constraints, exactness, budgets, stopping rules, and target-context measurement.
  • Updates agent guidance, README usage, and the record template to require the contract.
OPTIMIZATION-PROBLEM.md
AGENTS.md
README.md
README4AI.md
templates/OPTIMIZATION-RECORD.md
Expands the catalog with 11 post-v1 optimization records covering reuse, concurrency, representations, search, approximation, prioritization, budgets, and pruning.
  • Adds records with problem definitions, preserved contracts, implementation mechanisms, validation plans, adaptation guidance, failure modes, and rollback triggers.
  • Adds bounded provenance and licensing notes for Wonderbuild, Jazco, optimization libraries, WPO, and mathematical optimization foundations.
  • Separates source observations and external mechanisms from portable performance claims.
optimizations/OPT-INC-001-signature-bound-incremental-execution.md
optimizations/OPT-COAL-001-concurrent-duplicate-work-coalescing.md
optimizations/OPT-SET-001-density-adaptive-compact-sets.md
optimizations/OPT-CONT-001-partitioned-coordination-domains.md
optimizations/OPT-FAN-001-shared-materialization-fanout.md
optimizations/OPT-SEARCH-001-budget-aware-adaptive-search.md
optimizations/OPT-APPROX-001-contract-bounded-approximation.md
optimizations/OPT-REDUCE-001-early-working-set-reduction.md
optimizations/OPT-CRIT-001-critical-path-prioritization.md
optimizations/OPT-BUDGET-001-performance-regression-budgets.md
optimizations/OPT-PRUNE-001-bound-driven-search-space-pruning.md
sources/WONDERBUILD.md
sources/JAZCO.md
sources/OPTIMIZATION-LIBRARIES.md
sources/WPO.md
sources/MATHEMATICAL-OPTIMIZATION.md
Reorganizes the public catalog and explicitly preserves the immutable v1 formalization boundary.
  • Adds post-v1 records to README and CATALOG decision maps and distinguishes them from the frozen five-record v1 catalog.
  • Revises composition guidance to address semantic/resource interactions such as coalescing versus adaptive search, approximation, concurrency, and pruning.
  • Documents that new catalog guidance is not theorem-backed by association and does not modify the pinned Lean files.
README.md
CATALOG.md
README4AI.md
Adds an automated catalog-integrity check and runs it in GitHub Actions.
  • Validates record headings, unique IDs, status fields, required post-v1 sections, catalog coverage, and README/CATALOG links.
  • Adds a pull-request, push, and manual workflow using a pinned checkout action and read-only contents permission.
scripts/check_catalog.py
.github/workflows/catalog-integrity.yml

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Sourcery assessment

Approved.

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@codex please review the current head 809d149a85826349ea0bfa6d4a967444532ead27. The seven latest HTML/CommonMark findings are fixed with retained public-entrypoint regressions for select-closing transitions, heading recovery, noframes raw text, MathML integration points, non-current form removal, code-span leaf-block boundaries, and legacy <image> handling. All review threads are resolved and CI is green: catalog-integrity 35448382984, lean-formal 35448382985, test 35448383181 (58 tests passed).

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@codex please review the current head 0082a1c6dff8ab76ad771c1ff971b82d51126580. The three latest findings are fixed with retained regressions for foreign-content HTML breakouts, </table> reprocessing from cell mode, and hidden DOM ancestry preserved across CommonMark raw-block boundaries. All review threads are resolved and CI is green: catalog-integrity 35449658946, lean-formal 35449658960, test 35449659059 (59 tests passed).

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@codex please review the current head 4d8e39c08067ec53d895d85e0f2fe2b50d530852. The seven latest HTML-state findings are fixed with retained regressions for collector-free visibility tracking, namespace-qualified SVG/MathML integration points, generated paragraph reprocessing, table-mode form handling, nested nobr recovery, foreign CDATA text, and ignored table-only starts outside table context. All review threads are resolved and CI is green: catalog-integrity 35451546708, lean-formal 35451546703, test 35451546686 (60 tests passed).

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@codex please review the current head f530f052ce1a282cba4c4b6aa8bdc3be86e7874a. The five latest findings are fixed with retained regressions for foreign-namespace end tags, generated heading reprocessing, nested-table recovery, ignored body-mode head starts, and namespace-aware SVG xlink:href record links. All review threads are resolved and CI is green: catalog-integrity 35452765442, lean-formal 35452765560, test 35452765466 (60 tests passed).

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@codex please review the current head 8fdf5fa9d5814a70265a0d7bceabb004e0d2d254. The five latest findings are fixed with retained regressions for ignored late frameset starts, formatting-descendant reconstruction, persistent duplicate-body hidden state, self-closing foreign anchors, and type-2–5 raw-token suffix scanning. I also made CATALOG's visible-ID inventory honor HTML hidden state so misnested hidden formatting cannot leak fake visible IDs. All review threads are resolved and CI is green: catalog-integrity 35454156607, lean-formal 35454156706, test 35454156715 (60 tests passed).

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@codex please review

Review this exact SHA 69db479245ea24bf3d1a4f0393dce648234f1c96 against the existing contract. Report only actionable correctness defects, with a minimal reproduction, expected versus actual behavior, and affected lines. State whether each reproduction was executed or statically inferred. Don’t repeat fixed findings without a new failing case. Keep architectural suggestions separate and non-blocking.

Verification context: all current review threads are resolved and CI is green on this SHA — catalog-integrity 35455838865, lean-formal 35455838874, test 35455838872 (61 tests passed; bundled archive inventory complete). The CATALOG code-span visibility defect identified in the prior architectural review was also fixed with a retained public-entrypoint regression.

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

Reviewed commit: 69db479245

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@EmergentMonk
EmergentMonk merged commit 3441c6c into main Sep 19, 2026
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@EmergentMonk
EmergentMonk deleted the catalog-v2-optimization-framework branch September 19, 2026 16:59
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