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100 changes: 100 additions & 0 deletions research/paid-history-quotient/README.md
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# Additional paid returns with retained observations

This package gives an exact finite-dimensional audit of additional paid returns.
It includes every supplied initial observation before it applies a lower bound.
A correctly versioned observation can remove a charge. A copy of an old version
need not remove it. The complete kappa calculation does not change.

## Statement and proof

Let R be a finite-dimensional unital matrix algebra over Q, with dimension r.
A field row is a d by dN rational matrix on N named independent input fields.
Let H be the left R-module generated by the supplied initial rows. Let T be
the left R-module generated by all required final rows. Set

```
Delta = dim_Q(H + T) - dim_Q(H).
m >= ceil(Delta / r).
```

Here m counts additional paid calls. Each call returns one actual new field
row at the same capacity. The call can act on a row that uses earlier paid
returns. Ordinary operations are left actions by R and scalar row combinations.
They preserve the current history module. Each actual paid return t adds Rt,
whose dimension is at most r. Keep a conceptual copy of every paid return,
even after physical overwrite or clear. After m returns the history dimension
is at most dim(H)+mr. It contains H+T at completion. Subtraction proves the bound.
No commutation or R-linearity of a paid operator is needed. All rows must denote
linear maps on the same independent input space. Target rows include required
dirty returns; zero scratch has no independent input column.

The bound is necessary. Delta=0 means that the target rows lie in the supplied
ordinary closure. It does not prove that the required storage, scalar operations,
ownership, access, or final erasure are free. The dimension bound need not be a
sharp return count for a restricted paid alphabet.

The code forms R from the identity and the supplied ordinary generators. It
repeatedly left-multiplies new basis elements by each generator. Stabilization
occurs after at most d squared independent elements. The resulting span contains
every generator word, so products omitted from an initial generator list cannot
create a false positive charge. Exact rational elimination computes H and H+T.
There is no floating-point rank decision. The direct tool accepts JSON with
`dimension`, distinct `inputs`, `ordinary_generators`, `initial`, and `targets`.
Each initial or target row has d rows and d times N columns. Use integer values
or rational strings. Example: d=2, inputs=["x"], no ordinary generators,
initial=[I_2], targets=[diag(1,-1)] gives Delta=1 and m>=1. Supplying the target
as an initial observation gives Delta=0.

## Evidence and reproduction

```sh
python3 -B scripts/research_package.py --package research/paid-history-quotient
python3 -B research/paid-history-quotient/audit.py /path/to/interface.json
```

Python 3.12 and its standard library suffice. The registered normal and optimized
checks cover all cached subsets for one through five distinct inputs, 96 literal
programs with feedback and overwrite, and all 1152 prefixes. Controls distinguish
old and current versions, require full ordinary closure, and reject ambiguous
input names, malformed matrices, floats and zero denominators. Every check uses
an explicit exception. The written proof gives the general finite-matrix result;
the finite tests do not prove an all-width native statement.

## Scope and overlap

This answers an algebraic part of the retained-observation question in
[PR #5446](https://github.com/CrocSwap/integer-mult-bounds/pull/5446), at
`0d0bcf3fa261c9591e7e60ed5926c6e04d360f9e`. Its
[pointwise proof](https://github.com/Clear1nsight/integer-mult-bounds/blob/0d0bcf3fa261c9591e7e60ed5926c6e04d360f9e/docs/research/standalone-history-scalar-ceiling/proofs/pointwise-lemma-v1.md)
supplies the actual-return history principle and the distinction from a parent
cut with observations. This package supplies a finite rational computation for
an explicit initial module. It neither repeats its tensor-width theorem nor
claims to have extracted the current physical caller.

[PR #5427](https://github.com/CrocSwap/integer-mult-bounds/pull/5427) tests specific
frozen formal-word observations. [PR #5441](https://github.com/CrocSwap/integer-mult-bounds/pull/5441)
checks finite-memory endpoint tables and routing ranks. Those are different
contracts. The overlap search covered 319 open PRs, 4715 Discussion records,
and all 7402 tracked in-scope notes on canonical main
`32890bc5de034ab8fc93ac88ead7279a6a416d04`, priority revision 7. Arbitrary diffs,
unpublished work, and exhaustive historical PR bodies remain outside coverage.
The selected baseline helper stopped on omitted sparse source inputs; no
baseline or selected cold-replay pass is claimed.

## Open next questions

Extract one actual boundary's complete current rows and ordinary generators.
Verify source versions, phases, ownership, access and final returns, then apply
the audit. This could prevent a duplicate charge or certify a necessary added
cost. The missing physical row and availability ledger is the blocker. Do not
replace it with a list of desired observations. Semisimple component bounds
may strengthen the dimension ratio; that is a separate algebraic task.

## Credit

Chris R / Clear1nsight and the retained PR5425/PR5446 authors supply the paid-history
argument and application question. Classical module dimension and rational
elimination supply the mathematical method. This package does not claim those
principles as new. The exact source is linked above; no predecessor code is
imported or changed. Ali Romman with substantial OpenAI Codex assistance.
Apache-2.0. No independent human review or proof-kernel acceptance is claimed.
27 changes: 27 additions & 0 deletions research/paid-history-quotient/SOURCES.json
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{
"schema_version": 1,
"base_commit": "32890bc5de034ab8fc93ac88ead7279a6a416d04",
"files": [
{
"path": "certificates/selected-result.json",
"usage": "provenance",
"git_blob": "fc3d4ba105e1f097d0d7d051a308281e86ab1446",
"sha256": "66974efdced4083c00025f97d95d83909a226cdf801edb9301c195c6641f6903"
},
{
"path": "docs/research/agent-task-catalog.json",
"usage": "provenance",
"git_blob": "f126dd2e2dad2b669e75d1d0d0bd05c600725602",
"sha256": "f7a48bfa2659b88378282a8eee7d9fe52cdf505594124c4d1686b58510fffd72"
}
],
"external_provenance": [
{
"repository": "Clear1nsight/integer-mult-bounds",
"commit": "0d0bcf3fa261c9591e7e60ed5926c6e04d360f9e",
"path": "docs/research/standalone-history-scalar-ceiling/proofs/pointwise-lemma-v1.md",
"git_blob": "5aeadc6617e81e66b3918eab4e248ba263cdd2a9",
"usage": "Read-only proof precedent; no runtime import."
}
]
}
95 changes: 95 additions & 0 deletions research/paid-history-quotient/TASK.json
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{
"schema_version": 1,
"task_id": "formal-interface-lemma",
"priority_revision": 7,
"base_commit": "32890bc5de034ab8fc93ac88ead7279a6a416d04",
"original_card": {
"id": "formal-interface-lemma",
"question": "Can one uncovered interface implication be formalized with exact caller and certificate bindings?",
"starting_points": [
"docs/research/research-family-status.md",
"certificates/selected-result.json",
"research/gate-operand-parity-lean/README.md",
"research/staged544-certified-endpoint/README.md",
"research/unconditional-batched-crt/README.md"
],
"methods": [
"Formalize a missing boundary lemma identified by the selected review.",
"Audit a formal theorem-to-certificate binding independently."
],
"acceptance_gate": "State the exact formalized proposition and remaining assumptions; avoid duplicate arithmetic formalizations already present.",
"first_step": {
"command": [
"python3",
"-B",
"scripts/research_baseline.py"
],
"expected": "PASS_RESEARCH_BASELINE_BINDINGS_ONLY",
"inspect": "Inventory the gate-operand parity lemma (#3807) and certified endpoint arithmetic (#3857). Neither is a full multiplication proof. For #4100, audit the compact-switch statement and its hypotheses before formalizing it.",
"scope": "Source-binding orientation only; no scientific replay, theorem acceptance or supplier admission. Budget any heavy replay separately."
},
"first_experiment": "Write one missing statement with quantified hypotheses, actual caller and existing coverage. A compact-switch lemma is a candidate only after its mathematical contract is reviewed. Establish a bounded proof plan before a separately budgeted proof-assistant build; do not rerun large Lean jobs as orientation.",
"bottleneck_link": "A missing interface proof can reduce the conditional gap even if it does not change kappa.",
"allowed_variations": [
"Narrow to one formal lemma or one theorem-to-certificate binding."
],
"scope_change_triggers": [
"Formalizing already-covered arithmetic and claiming the full multiplication theorem."
],
"overlap_terms": [
"hyperplane end",
"formal interface",
"Lean binding",
"3807",
"3857",
"4100",
"gate-operand-parity-lean",
"staged544-certified-endpoint",
"unconditional-batched-crt"
],
"existing_checks": [
{
"scope": "PR #3807: scoped gate-operand parity formalization.",
"evidence": "research/gate-operand-parity-lean/README.md",
"remaining": "Exact theorem-to-caller binding and genuinely uncovered interface lemmas.",
"status": "author-checked",
"source_commit": "4c3530f42a6abcc48e7a6bcffd6c901911dc8269",
"selected_record_sha256": "bb2eaa58647b353f88d0aec2eafb9d30df1be53589231b23e12ceef3e4bad129"
},
{
"scope": "PR #3857: certified real-power moment/endpoint arithmetic.",
"evidence": "research/staged544-certified-endpoint/README.md",
"remaining": "Uniform algorithmic implications, not another endpoint digit.",
"status": "author-checked",
"source_commit": "ef4315b8caa605e47a2515004845eb2d2ed71a86",
"selected_record_sha256": "bb2eaa58647b353f88d0aec2eafb9d30df1be53589231b23e12ceef3e4bad129"
},
{
"scope": "PR #4100: compact-switch formalization proposed as future validation.",
"evidence": "research/unconditional-batched-crt/README.md",
"remaining": "Audit the statement and assumptions before a formal proof campaign.",
"status": "author-checked",
"source_commit": "337d04939571a637aeab54a0f58f54fde811663a",
"selected_record_sha256": "bb2eaa58647b353f88d0aec2eafb9d30df1be53589231b23e12ceef3e4bad129"
}
]
},
"scope_status": "changed",
"actual_scope": "Exact finite rational lower bound on additional paid returns with supplied initial observations.",
"scope_change_reason": "Take the PR5446 handoff as a written interface lemma and exact audit instead of a Lean formalization.",
"bottleneck_link": "Avoid a duplicate standalone charge at a caller boundary that already has useful paid observations.",
"budget_minutes": 60,
"stop_rule": "Prove the dimension bound and test finite chronological programs; do not construct a caller.",
"outcome": "completed",
"evidence": "README.md proof; verify.py exact cache and chronological checks.",
"author": "Ali Romman",
"ai_assistance": "Substantial OpenAI Codex assistance.",
"open_questions": [
{
"question": "What is the exact initial module at one actual caller boundary?",
"why_it_matters": "It determines which additional paid charges are necessary.",
"first_step": "Extract complete versioned physical rows and ordinary generators.",
"blocked_by": "No physical availability, ownership or source-version ledger is supplied here."
}
]
}
30 changes: 30 additions & 0 deletions research/paid-history-quotient/VERIFY.json
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{
"schema_version": 1,
"status": "ready",
"python": "3.12",
"requirements": [],
"inputs": [],
"commands": [
{
"argv": [
"{python}",
"-I",
"-B",
"{package}/verify.py"
],
"timeout_seconds": 120,
"checks": "Exact cache cases, complete chronological prefixes, version and closure controls."
},
{
"argv": [
"{python}",
"-I",
"-B",
"-O",
"{package}/verify.py"
],
"timeout_seconds": 120,
"checks": "Exact cache cases, complete chronological prefixes, version and closure controls."
}
]
}
112 changes: 112 additions & 0 deletions research/paid-history-quotient/audit.py
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#!/usr/bin/env python3
"""Compute an exact lower bound for a finite paid-history interface.

Ali Romman with substantial OpenAI Codex assistance. Apache-2.0.
"""
import argparse
from fractions import Fraction as Q
import json
from pathlib import Path


def scalar(value):
if type(value) not in (int, str):
raise ValueError("use integers or rational strings")
return Q(value)


def matrix(value, rows, columns):
if not isinstance(value, list) or len(value) != rows:
raise ValueError("invalid row count")
if any(not isinstance(row, list) or len(row) != columns for row in value):
raise ValueError("invalid column count")
return tuple(tuple(scalar(x) for x in row) for row in value)


def identity(d):
return tuple(tuple(Q(i == j) for j in range(d)) for i in range(d))


def multiply(a, b):
return tuple(tuple(sum(x * y for x, y in zip(row, col))
for col in zip(*b)) for row in a)


def flat(a):
return tuple(x for row in a for x in row)


class Span:
def __init__(self):
self.rows = {}

def add(self, vector):
row = list(vector)
for pivot, basis in sorted(self.rows.items()):
c = row[pivot]
row = [x - c * y for x, y in zip(row, basis)]
pivot = next((i for i, x in enumerate(row) if x), None)
if pivot is None:
return False
c = row[pivot]
self.rows[pivot] = tuple(x / c for x in row)
return True

def __len__(self):
return len(self.rows)


def algebra(d, generators):
basis, span = [identity(d)], Span()
span.add(flat(basis[0]))
index = 0
while index < len(basis):
for generator in generators:
product = multiply(generator, basis[index])
if span.add(flat(product)):
basis.append(product)
index += 1
return basis


def audit(data):
d = data['dimension']
if type(d) is not int or d < 1:
raise ValueError("dimension must be a positive integer")
names = data['inputs']
if (not isinstance(names, list) or not names
or any(not isinstance(x, str) or not x for x in names)
or len(set(names)) != len(names)):
raise ValueError("input versions must have distinct nonempty names")
generators = [matrix(x, d, d) for x in data['ordinary_generators']]
initial = [matrix(x, d, d * len(names)) for x in data['initial']]
targets = [matrix(x, d, d * len(names)) for x in data['targets']]
ordinary = algebra(d, generators)
span = Span()
for row in initial:
for a in ordinary:
span.add(flat(multiply(a, row)))
initial_rank = len(span)
for row in targets:
for a in ordinary:
span.add(flat(multiply(a, row)))
delta = len(span) - initial_rank
return {'ordinary_dimension': len(ordinary), 'initial_dimension': initial_rank,
'joint_dimension': len(span), 'target_quotient_dimension': delta,
'additional_return_lower_bound': (delta + len(ordinary) - 1) // len(ordinary),
'targets_in_initial_ordinary_closure': delta == 0}


def main():
parser = argparse.ArgumentParser(description=__doc__)
parser.add_argument('input', type=Path)
args = parser.parse_args()
try:
result = audit(json.loads(args.input.read_text(encoding='utf-8')))
except (ValueError, KeyError, TypeError, ZeroDivisionError) as error:
parser.error(str(error))
print(json.dumps(result, sort_keys=True))


if __name__ == '__main__':
main()
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