Merge pull request #2905 from fermga/copilot/formalizar-u1-u4-restricciones

Formalize U1-U4 Constraints: Anti-patterns, Executable Examples, Cross-references

Author: fermga

docs/grammar/02-CANONICAL-CONSTRAINTS.md

@@ -0,0 +1,374 @@
+# Cross-Reference Index: U1-U4 Constraints
+
+**Complete traceability map for TNFR canonical grammar constraints**
+
+Version: 2.0  
+Last Updated: 2025-11-10  
+Status: CANONICAL
+
+---
+
+## Purpose
+
+This document provides a **complete cross-reference index** for the four canonical TNFR grammar constraints (U1-U4), mapping:
+
+- Theory → Documentation → Implementation → Tests → Examples
+
+**Use this index to:**
+- Find all resources related to a specific constraint
+- Trace a constraint from physics to code
+- Locate tests for validation
+- Find executable examples
+
+---
+
+## U1: STRUCTURAL INITIATION & CLOSURE
+
+### U1a: Initiation
+
+**Physics Basis**: ∂EPI/∂t undefined at EPI=0
+
+**Theory**:
+- [UNIFIED_GRAMMAR_RULES.md § U1](../../UNIFIED_GRAMMAR_RULES.md)
+- [TNFR.pdf § 2.1 - Nodal Equation](../../TNFR.pdf)
+- [AGENTS.md § Invariant #1](../../AGENTS.md)
+
+**Documentation**:
+- [02-CANONICAL-CONSTRAINTS.md § U1a](02-CANONICAL-CONSTRAINTS.md#u1a-initiation-generators)
+
+**Implementation**:
+- `src/tnfr/operators/grammar.py::GrammarValidator.validate_initiation()`
+- `src/tnfr/operators/grammar.py::GENERATORS`
+
+**Tests**:
+- `tests/unit/operators/test_unified_grammar.py::TestU1aInitiation`
+  - `test_epi_zero_requires_generator`
+  - `test_epi_zero_non_generator_fails`
+  - `test_epi_nonzero_no_generator_needed`
+  - `test_all_generators_valid_for_epi_zero`
+- `tests/integration/test_mutation_sequences.py::test_u1a_satisfied_with_emission`
+
+**Examples**:
+- `examples/u1-initiation-closure-examples.py::example_u1a_valid`
+- `examples/u1-initiation-closure-examples.py::example_u1a_invalid`
+- `examples/u1-initiation-closure-examples.py::example_u1a_context_matters`
+
+**Operators**:
+- Generators: `{emission, transition, recursivity}` → `{AL, NAV, REMESH}`
+
+**Anti-Patterns**:
+- Using Reception as initiator
+- Forgetting generator when reusing sequences
+- Assuming EPI exists without checking
+
+---
+
+### U1b: Closure
+
+**Physics Basis**: Sequences as action potentials need endpoints
+
+**Theory**:
+- [UNIFIED_GRAMMAR_RULES.md § U1](../../UNIFIED_GRAMMAR_RULES.md)
+- [AGENTS.md § Invariant #4 - Operator Closure](../../AGENTS.md)
+
+**Documentation**:
+- [02-CANONICAL-CONSTRAINTS.md § U1b](02-CANONICAL-CONSTRAINTS.md#u1b-closure-endpoints)
+
+**Implementation**:
+- `src/tnfr/operators/grammar.py::GrammarValidator.validate_closure()`
+- `src/tnfr/operators/grammar.py::CLOSURES`
+
+**Tests**:
+- `tests/unit/operators/test_unified_grammar.py::TestU1bClosure`
+  - `test_sequence_must_have_closure`
+  - `test_non_closure_end_fails`
+  - `test_all_closures_valid`
+  - `test_empty_sequence_fails_closure`
+- `tests/integration/test_mutation_sequences.py::test_u1b_closure_satisfied`
+- `tests/unit/operators/test_remesh_operator_integration.py::test_remesh_as_closure_U1b`
+
+**Examples**:
+- `examples/u1-initiation-closure-examples.py::example_u1b_valid`
+- `examples/u1-initiation-closure-examples.py::example_u1b_invalid`
+- `examples/u1-initiation-closure-examples.py::example_dual_role_operators`
+
+**Operators**:
+- Closures: `{silence, transition, recursivity, dissonance}` → `{SHA, NAV, REMESH, OZ}`
+
+**Anti-Patterns**:
+- Ending with Coherence (not a closure)
+- Ending with data gathering operations
+- Confusing closure with stabilization
+
+---
+
+## U2: CONVERGENCE & BOUNDEDNESS
+
+**Physics Basis**: ∫νf·ΔNFR dt must converge (integral convergence theorem)
+
+**Theory**:
+- [UNIFIED_GRAMMAR_RULES.md § U2](../../UNIFIED_GRAMMAR_RULES.md)
+- [TNFR.pdf § 2.1 - Integrated Dynamics](../../TNFR.pdf)
+- [AGENTS.md § Convergence & Boundedness](../../AGENTS.md)
+
+**Documentation**:
+- [02-CANONICAL-CONSTRAINTS.md § U2](02-CANONICAL-CONSTRAINTS.md#u2-convergence--boundedness)
+
+**Implementation**:
+- `src/tnfr/operators/grammar.py::GrammarValidator.validate_convergence()`
+- `src/tnfr/operators/grammar.py::STABILIZERS`
+- `src/tnfr/operators/grammar.py::DESTABILIZERS`
+
+**Tests**:
+- `tests/unit/operators/test_unified_grammar.py::TestU2Convergence`
+  - `test_destabilizer_needs_stabilizer`
+  - `test_no_destabilizers_passes`
+  - `test_destabilizer_stabilizer_pairs`
+  - `test_multiple_destabilizers_need_stabilizer`
+  - `test_multiple_destabilizers_without_stabilizer_fail`
+- `tests/integration/test_mutation_sequences.py::test_u2_satisfied_with_stabilizers`
+- `tests/unit/operators/test_canonical_grammar_legacy.py::test_rc2_maps_to_u2`
+- `tests/unit/operators/test_grammar_c1_c3_deprecation.py::test_validate_c2_boundedness_*`
+
+**Examples**:
+- `examples/u2-convergence-examples.py::example_u2_valid`
+- `examples/u2-convergence-examples.py::example_u2_invalid`
+- `examples/u2-convergence-examples.py::example_masking_antipattern`
+- `examples/u2-convergence-examples.py::example_interleaving_pattern`
+
+**Operators**:
+- Destabilizers: `{dissonance, mutation, expansion}` → `{OZ, ZHIR, VAL}`
+- Stabilizers: `{coherence, self_organization}` → `{IL, THOL}`
+
+**Anti-Patterns**:
+- Masking with weak stabilizers (multiple destabilizers, single stabilizer)
+- Assuming order doesn't matter (stabilizer before destabilizer ineffective)
+- Ignoring accumulation effects (long sequence of destabilizers)
+
+---
+
+## U3: RESONANT COUPLING
+
+**Physics Basis**: Resonance physics + AGENTS.md Invariant #5
+
+**Theory**:
+- [UNIFIED_GRAMMAR_RULES.md § U3](../../UNIFIED_GRAMMAR_RULES.md)
+- [AGENTS.md § Invariant #5 - Phase Verification](../../AGENTS.md)
+
+**Documentation**:
+- [02-CANONICAL-CONSTRAINTS.md § U3](02-CANONICAL-CONSTRAINTS.md#u3-resonant-coupling)
+- [03-OPERATORS-AND-GLYPHS.md § Coupling (UM)](03-OPERATORS-AND-GLYPHS.md)
+
+**Implementation**:
+- `src/tnfr/operators/grammar.py::GrammarValidator.validate_resonant_coupling()`
+- `src/tnfr/operators/grammar.py::COUPLING_RESONANCE`
+- Operator preconditions check phase compatibility
+
+**Tests**:
+- `tests/unit/operators/test_unified_grammar.py::TestU3ResonantCoupling`
+  - `test_coupling_requires_phase_awareness`
+  - `test_no_coupling_not_applicable`
+  - `test_coupling_resonance_ops_trigger_u3`
+  - `test_multiple_coupling_ops_trigger_u3`
+- `tests/unit/operators/test_coupling_preconditions.py::test_um_phase_compatibility_*`
+- `tests/unit/metrics/test_phase_compatibility.py::test_grammar_u3_compliance`
+- `tests/unit/operators/test_canonical_grammar_legacy.py::test_rc3_maps_to_u3`
+
+**Examples**:
+- `examples/u3-resonant-coupling-examples.py::example_phase_compatibility`
+- `examples/u3-resonant-coupling-examples.py::example_antipattern_no_check`
+- `examples/u3-resonant-coupling-examples.py::example_antipattern_phase_drift`
+- `examples/u3-resonant-coupling-examples.py::example_wave_interference`
+
+**Operators**:
+- Coupling/Resonance: `{coupling, resonance}` → `{UM, RA}`
+
+**Phase Condition**:
+- Formula: `|φᵢ - φⱼ| ≤ Δφ_max`
+- Typical threshold: `π/2 radians`
+
+**Anti-Patterns**:
+- Coupling nodes without phase check
+- Assuming small phase differences are always OK
+- Ignoring phase drift during sequences
+
+---
+
+## U4: BIFURCATION DYNAMICS
+
+### U4a: Bifurcation Triggers Need Handlers
+
+**Physics Basis**: Contract OZ + bifurcation theory (∂²EPI/∂t² > τ)
+
+**Theory**:
+- [UNIFIED_GRAMMAR_RULES.md § U4a](../../UNIFIED_GRAMMAR_RULES.md)
+- [AGENTS.md § Contract OZ](../../AGENTS.md)
+- [03-OPERATORS-AND-GLYPHS.md § Dissonance (OZ)](03-OPERATORS-AND-GLYPHS.md)
+
+**Documentation**:
+- [02-CANONICAL-CONSTRAINTS.md § U4a](02-CANONICAL-CONSTRAINTS.md#u4a-triggers-need-handlers)
+
+**Implementation**:
+- `src/tnfr/operators/grammar.py::GrammarValidator.validate_bifurcation_triggers()`
+- `src/tnfr/operators/grammar.py::BIFURCATION_TRIGGERS`
+- `src/tnfr/operators/grammar.py::BIFURCATION_HANDLERS`
+
+**Tests**:
+- `tests/unit/operators/test_unified_grammar.py::TestU4aBifurcationTriggers`
+  - `test_triggers_require_handlers`
+  - `test_triggers_without_handlers_fail`
+  - `test_trigger_handler_pairs`
+  - `test_no_triggers_not_applicable`
+  - `test_multiple_triggers_need_handler`
+- `tests/unit/operators/test_controlled_bifurcation.py::test_multiple_bifurcations_*`
+- `tests/unit/operators/test_bifurcation.py::test_bifurcation_above_threshold`
+
+**Examples**:
+- `examples/u4-bifurcation-examples.py::example_u4a_valid`
+- `examples/u4-bifurcation-examples.py::example_u4a_invalid`
+- `examples/u4-bifurcation-examples.py::example_antipattern_cascade`
+
+**Operators**:
+- Triggers: `{dissonance, mutation}` → `{OZ, ZHIR}`
+- Handlers: `{self_organization, coherence}` → `{THOL, IL}`
+
+**Anti-Patterns**:
+- Uncontrolled bifurcation cascades (multiple triggers without handlers)
+- Wrong handler for trigger type
+- Assuming handler proximity doesn't matter
+
+---
+
+### U4b: Transformers Need Context
+
+**Physics Basis**: Threshold energy needed for phase transition
+
+**Theory**:
+- [UNIFIED_GRAMMAR_RULES.md § U4b](../../UNIFIED_GRAMMAR_RULES.md)
+- [AGENTS.md § Contract OZ + ZHIR Requirements](../../AGENTS.md)
+- [U4B_AUDIT_REPORT.md](../../U4B_AUDIT_REPORT.md) - Complete U4b analysis
+
+**Documentation**:
+- [02-CANONICAL-CONSTRAINTS.md § U4b](02-CANONICAL-CONSTRAINTS.md#u4b-transformers-need-context)
+- [03-OPERATORS-AND-GLYPHS.md § Mutation (ZHIR)](03-OPERATORS-AND-GLYPHS.md)
+
+**Implementation**:
+- `src/tnfr/operators/grammar.py::GrammarValidator.validate_transformer_context()`
+- `src/tnfr/operators/grammar.py::TRANSFORMERS`
+- Window size: ~3 operators
+
+**Tests**:
+- `tests/unit/operators/test_unified_grammar.py::TestU4bTransformerContext`
+  - `test_transformer_needs_recent_destabilizer`
+  - `test_transformer_without_destabilizer_fails`
+  - `test_mutation_needs_prior_coherence`
+  - `test_recent_window_is_three_ops`
+  - `test_destabilizer_within_window_valid`
+  - `test_self_organization_needs_destabilizer`
+  - `test_no_transformers_not_applicable`
+- `tests/integration/test_mutation_sequences.py::test_u4b_satisfied_in_canonical_sequence`
+- `tests/unit/operators/test_controlled_bifurcation.py::test_transformer_at_sequence_start_fails`
+- `tests/unit/operators/test_zhir_u4b_validation.py`
+- `tests/unit/operators/test_mutation_metrics_comprehensive.py::test_grammar_u4b_validation`
+
+**Examples**:
+- `examples/u4-bifurcation-examples.py::example_u4b_valid`
+- `examples/u4-bifurcation-examples.py::example_u4b_invalid`
+- `examples/u4-bifurcation-examples.py::example_zhir_requirements`
+- `examples/u4-bifurcation-examples.py::example_antipattern_window`
+
+**Operators**:
+- Transformers: `{mutation, self_organization}` → `{ZHIR, THOL}`
+- Context: Recent destabilizer from `{dissonance, mutation, expansion}`
+- ZHIR specific: Prior coherence (IL) for stable base
+
+**Anti-Patterns**:
+- Transformer without sufficient energy (too far from destabilizer)
+- ZHIR without stable base (missing prior coherence)
+- Confusing context window (which destabilizer provides context?)
+
+---
+
+## JSON Schema
+
+**Schema File**: `schemas/constraints-u1-u4.json`
+
+Complete machine-readable specification with:
+- Operator sets
+- Physics basis
+- Validation functions
+- Test references
+- Example references
+- Anti-patterns
+
+---
+
+## Quick Navigation
+
+**By Document Type**:
+
+| Type | Location |
+|------|----------|
+| Theory | [UNIFIED_GRAMMAR_RULES.md](../../UNIFIED_GRAMMAR_RULES.md) |
+| Physics | [TNFR.pdf](../../TNFR.pdf) |
+| Documentation | [02-CANONICAL-CONSTRAINTS.md](02-CANONICAL-CONSTRAINTS.md) |
+| Implementation | `src/tnfr/operators/grammar.py` |
+| Tests | `tests/unit/operators/test_unified_grammar.py` |
+| Examples | `examples/u*-examples.py` |
+| Schema | `schemas/constraints-u1-u4.json` |
+| Invariants | [AGENTS.md](../../AGENTS.md) |
+
+**By Constraint**:
+
+| Constraint | Theory | Docs | Code | Tests | Examples |
+|------------|--------|------|------|-------|----------|
+| U1a | [Link](../../UNIFIED_GRAMMAR_RULES.md) | [Link](02-CANONICAL-CONSTRAINTS.md#u1a-initiation-generators) | `validate_initiation()` | TestU1aInitiation | u1-examples.py |
+| U1b | [Link](../../UNIFIED_GRAMMAR_RULES.md) | [Link](02-CANONICAL-CONSTRAINTS.md#u1b-closure-endpoints) | `validate_closure()` | TestU1bClosure | u1-examples.py |
+| U2 | [Link](../../UNIFIED_GRAMMAR_RULES.md) | [Link](02-CANONICAL-CONSTRAINTS.md#u2-convergence--boundedness) | `validate_convergence()` | TestU2Convergence | u2-examples.py |
+| U3 | [Link](../../UNIFIED_GRAMMAR_RULES.md) | [Link](02-CANONICAL-CONSTRAINTS.md#u3-resonant-coupling) | `validate_resonant_coupling()` | TestU3ResonantCoupling | u3-examples.py |
+| U4a | [Link](../../UNIFIED_GRAMMAR_RULES.md) | [Link](02-CANONICAL-CONSTRAINTS.md#u4a-triggers-need-handlers) | `validate_bifurcation_triggers()` | TestU4aBifurcationTriggers | u4-examples.py |
+| U4b | [Link](../../UNIFIED_GRAMMAR_RULES.md) | [Link](02-CANONICAL-CONSTRAINTS.md#u4b-transformers-need-context) | `validate_transformer_context()` | TestU4bTransformerContext | u4-examples.py |
+
+---
+
+## Verification Checklist
+
+**To verify a constraint implementation**:
+
+- [ ] Physics derivation in UNIFIED_GRAMMAR_RULES.md
+- [ ] Documentation section in 02-CANONICAL-CONSTRAINTS.md
+- [ ] Implementation in grammar.py
+- [ ] Operator sets defined
+- [ ] Test class exists with multiple test cases
+- [ ] Executable examples with valid/invalid patterns
+- [ ] Anti-patterns documented
+- [ ] JSON schema entry complete
+- [ ] Cross-references working
+
+---
+
+## Update Procedure
+
+**When modifying a constraint**:
+
+1. Update **theory** in UNIFIED_GRAMMAR_RULES.md
+2. Update **documentation** in 02-CANONICAL-CONSTRAINTS.md
+3. Update **implementation** in grammar.py
+4. Update **tests** in test_unified_grammar.py
+5. Update **examples** in u*-examples.py
+6. Update **schema** in constraints-u1-u4.json
+7. Update **this index** if cross-references change
+
+**Maintain bidirectional traceability at all times.**
+
+---
+
+<div align="center">
+
+**Complete traceability: Theory → Docs → Code → Tests → Examples**
+
+---
+
+*Single source of truth for TNFR canonical grammar*
+
+</div>