core/docs/handoff/ADR-0244-D4-IMPLEMENTATION-PLAN.md

ADR-0244 D4 — Wave-Field Identity Manifold: Implementation Plan & Progress Tracker

Owner: Shay (sole worker on this arc) · Authored: 2026-07-17 Arc base: main @ ee38c976 (== forgejo/main) · Worktree: /Users/kaizenpro/Projects/core-adr0244d4 · Branch: feat/adr-0244-d4 Companion ADRs: ADR-0244 (identity consumer) · ADR-0245 (mechanical-sympathy + semantic-rigor foundation — to be committed in Phase 0) Prior audit: adr-0244-cohesion-directive-audit-2026-07-17.md · Q_top proof: evals/adr_0244_qtop_vacuity/

This document is the resume anchor. It is committed to main and updated at every phase boundary. On a cold start: read §0 → §10 status dashboard → the first phase whose status is not ✅, then its Resume notes. Everything needed to continue is here; do not re-derive from the relays or Google-Drive docs (see §3 for why).

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0. Purpose & how to resume

This is a multi-phase, multi-commit arc expected to span rate-limit interruptions. Progress is tracked two ways:

1. This committed doc (durable; survives new sessions) — the source of truth. §10 dashboard + per-phase Status/Resume notes.
2. The in-session harness task list (convenience; lost across sessions).

Resume procedure:

• cd /Users/kaizenpro/Projects/core-adr0244d4 (create the worktree from forgejo/main if gone: see §8).
• Read §10 dashboard. Find the first phase not ✅ DONE. Read its Resume notes.
• Continue from there. Update Status + append to §9 Progress log at each phase boundary.

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1. Scope: the two ADRs and what's already done

ADR-0244 is the identity-layer consumer; ADR-0245 is the mechanical-sympathy + semantic-rigor foundation it sits on. Measured against main @ ee38c976:

ADR-0244 §	Mechanism	Status entering D4
2.1	Gram-subspace identity projection	❌ unbuilt (identity.py is legacy ADR-0010 heuristic)
2.2	Spectral-leakage fail-closed gate + C_id + IdentityGateRefusal	❌ unbuilt as gate (call site exists at chat/runtime.py:2679, but advisory only)
2.3	Q_top topological charge	✅ resolved → retire from egress (proven vacuous, evals/adr_0244_qtop_vacuity)
2.4	Bracketed-local Fibonacci search + γ_id calibration	◐ search-honesty done (D3); calibration half unbuilt
2.5	Serving-boundary f64→f32 cast contract	❌ unbuilt (== ADR-0245 §2.2; the one genuinely-absent seam)
2.6	Rust GP fast-path + parity gate	✅ done (f32 pre-existing + f64 D2, bit-identical)
2.7	Full digests / no default=str / byte-order guard	◐ hot-path done (D1); contemplation content-ids residual
2.8	eigh memoization	✅ done (_cached_eigh, D2)
2.9	Low-discrepancy mode-centroid allocator	✅ primitive built (atlas_packing.py); adoption unwired — needs routing
2.10	Fibonacci-word background scheduler	✅ built + spec-satisfying (fibonacci_word_schedule.py); audit-confirm only

ADR-0245 §	Mechanism	Status entering D4
2.1	PyO3 Rust geometric_product f32 fast-path	✅ done (algebra/backend.py)
2.2	Gated f64→f32 serving boundary	❌ unbuilt (== 0244 §2.5)
2.3	Semantic rigor in content addressing	◐ hot-path done (D1); residual
2.4	_cached_eigh memoization	✅ done
3	Acceptance gate (parity, ≥10× f32 speedup, 0-LAPACK-on-repeat, collision-resistance)	◐ parity ✓, 0-LAPACK partial (test_adr_0244_mechanical_sympathy.py); f32-speedup + collision proofs missing

Net remaining build = ADR-0244 §2.1 + §2.2 (the identity gate rebuild), §2.4 calibration, §2.5/0245§2.2 cast, §2.7 residual, §2.9 wiring, + the ADR-0245 §3 gaps.

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2. Ratified decisions (LOCKED — Shay signed off 2026-07-17)

1. Drop ∧ ΔQ_top = 0 from the §2.2 egress condition. Proven vacuous (Q_top ≡ 0 on every versor; hollow gate). Egress becomes score ≥ threshold (leakage-based). Scope the §2.3 conservation claim to versors only; keep Q_top as a diagnostic, never an admit condition.
2. §2 governs §4. §4's illustrative per-axis-resonance code is rewritten to the §2.1/2.2 Gram/leakage formulation. Remove the (formerly phantom) "ADR-0245" reference by pointing it at the now-real ADR-0245. Replace the bare assert byte-order guard with a typed guard.
3. Commit ADR-0245 as a real companion ADR (currently untracked in ~/Downloads). Cross-link 0244 ↔ 0245.
4. Grade-1 axis lift. Pack direction vectors are dim-3 (verified); lift them to Cl(4,1) 32-vectors by placing the 3 components at the grade-1 e1/e2/e3 blade slots (NOT embed_point, which would make Gram a distance table). Orthonormal axes ⇒ G = I.
5. Signed overlap — never abs() the per-axis inner product; a large negative overlap is anti-alignment (opposition), tracked distinctly from orthogonality.
6. Euclidean leakage norm — ‖S_id‖ is the positive-definite coefficient-Euclidean norm sqrt(Σ S_id[k]²), explicitly not the indefinite ⟨S_id, reverse(S_id)⟩₀ (which can be 0 for nonzero leakage under signature (+,+,+,+,−)). Projection geometry uses the indefinite metric Gram; leakage magnitude uses the Euclidean norm.
7. Activate boundary_ids — hard-boundary evaluation, currently dormant (check() iterates value_axes only).
8. Frozen identity manifold — axis eigenmodes are fixed at pack load and never mutated within a session. Biography holonomy (H_bio ← H_bio·R) accumulates separately and does not rewrite the identity subspace. This preserves inalienability-by-construction.
9. Bounded, abstaining C_id — the corrector may make a bounded corrective displacement toward the manifold; if it cannot recover alignment within the bound it abstains (emits IdentityGateRefusal, live params unchanged). It must NOT arbitrarily rewrite reasoning to force a low leakage score ("good-metric / bad-cognition" guard).
10. Paraphrase-invariance is empirical, not automatic. ADR wording reworded to: "invariant under transformations that preserve the represented trajectory's identity-relevant field geometry; paraphrase robustness is measured across the encoder+propagation pipeline." The eval must measure it, not assert it.

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3. Ground-truth facts (code-verified against main @ ee38c976)

Verified by reading the tree, not the relays (which contain at least one hallucination — LanceDB — and a false "identity.py already refactored on the VM" claim; disk shows identity.py unchanged legacy).

• Fact A — axes are R³ 3-vectors. packs/identity/default_general_v1.json ships direction = dim-3 unit vectors; loader enforces _DIRECTION_LEN. §2.1 assumes 32-vector eigenmodes → requires the grade-1 lift (decision #4).
• Fact B — two field surfaces, not one. §2.2 gate runs on result.final_state.F (cognition-pipeline field, chat/runtime.py:2679). §2.5 ψ_steady cast lives in core/physics/cognitive_lifecycle.py (ADR-0243 lifecycle), which chat/ + core/cognition/ do not import (A-04 off-serve). The ADR conflates them; they are separate contracts in separate files.
• Advisory, not a gate. Current identity_score feeds _build_surface_context (hedge/claim-strength, runtime.py:2705) + telemetry. would_violate is never called in runtime. §2.2 converts advisory → fail-closed = a live-serving behavior change (highest risk).
• psi_traj is never populated. _make_trajectory_from_result (runtime.py:385) builds from result.trajectory or (result.final_state,); no psi_traj attr. The wave-field 32-vector is available as final_state.F (used by versor_condition(result.final_state.F)). Phase 2 must thread it.
• boundary_ids dormant — stored on the manifold, never evaluated (decision #7).
• Filename drift — ADR-0245 + relays reference multimodal_lifecycle.py; it does not exist. The real file is cognitive_lifecycle.py.
• Surrounding substrate already present — wave_manifold.py, chiral_gate.py, trajectory_invariants.py, fibonacci_search.py, atlas_packing.py, fibonacci_word_schedule.py. identity.py is the one unpromoted file.

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4. Folded-in review considerations (from the external grounded critique)

All code-verified or sound; woven into the phases below.

1. Signed overlap (decision #5) → Phase 1/2.
2. Euclidean leakage norm (decision #6) → Phase 1.
3. Paraphrase-invariance empirical (decision #10) → Phase 0 wording + Phase 2 eval.
4. Bounded/abstaining C_id (decision #9) → Phase 2.
5. boundary_ids activation (decision #7) → Phase 2.
6. 5-layer inalienability framing (algebraic / runtime / pipeline / operational / semantic) → Phase 0 ADR rigor.
7. Richer identity verification suite: ablation (legacy-only vs wave-only vs dual — prove incremental detection value), fail-closed malformed-ψ (NaN / wrong-dim / nonfinite / missing-cert / stale-manifold), near-singular-Gram mode-basis, metamorphic, conservation → Phase 2/3.
8. TurnEvent telemetry: psi_leakage_norm: float = 0.0, wave_mode_active: bool = False → Phase 2.

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5. Phase plan

Dependencies: 0 → {1, 4} · 1 → 2 → 3 · 5 after 0 · 6 last. Each phase = its own gated commit (in-worktree smoke → fast lane for code phases → push feat/adr-0244-d4:main, per Shay's direct-to-main authorization for this arc). No auto-merge.

Phase 0 — Governance reconciliation (ADR edits, NO code)

Objective: make the spec self-consistent so nothing downstream is built on a contradiction. Files: docs/adr/ADR-0244-...md, new docs/adr/ADR-0245-cga-unification-mechanical-sympathy-and-semantic-rigor.md, docs/analysis/adr-0244-cohesion-directive-audit-2026-07-17.md. Steps:

• Commit ADR-0245 (from ~/Downloads/ADR-0245-*.md) as Proposed; cross-link 0244↔0245; add a status map (0245 §2.1/2.4 done, §2.3 hot-path done, §2.2 open).
• ADR-0244 §2.2: drop ∧ ΔQ_top = 0; scope §2.3 conservation to versors + cite the proof.
• ADR-0244 §2.1/§2.2: record signed overlap (#5), Euclidean leakage norm (#6), the leakage-ratio score 1 − ‖S_id‖/‖ψ‖, grade-1 lift (#4); rewrite §4 to Gram/leakage; typed guards + isfinite (no bare assert); point the ADR-0245 reference at the real ADR.
• Reword paraphrase-invariance (#10); add 5-layer inalienability framing (#6); label scripture by translation + math-as-analogy disclaimer; note boundary_ids activation + frozen-manifold decision + Fact A/B + filename drift.
• Update audit doc: mark Q4 (Q_top) + the §4-vs-§2 blocker RESOLVED; map 0245 status. Acceptance: both ADRs internally consistent; no ΔQ_top egress conjunct; no phantom refs; no bare assert in normative code blocks; provenance-guard test still green (docs-only, status stays Proposed — flips happen in Phase 6). Gate: smoke 176 (docs-only, but run it) + provenance/ADR pins. Status: ⬜ NOT STARTED Resume notes: —

Phase 1 — §2.1 Gram identity manifold (pure primitive, off-path) — TDD

Objective: the metric-exact projection primitive, no runtime wiring. Files: new core/physics/identity_manifold.py (keep identity.py as compat shell + dual-mode host); tests/test_adr_0244_identity_manifold.py. Steps:

• lift_axis(direction3) → ψ_axis(32): grade-1 embedding at e1/e2/e3 blade indices (VERIFY indices against algebra.cl41 basis ordering first).
• gram(axes) → G (G_ij = scalar_part(gp(ψ_i, reverse(ψ_j)))), symmetric; cond(G) > 1e5 → ManifoldConditioningError (typed).
• project(ψ, axes, Ginv) → P_id(ψ) = Σ ψ_i (G⁻¹)_ij c_j, c_j = ⟨ψ_j, ψ⟩₀ (signed).
• leakage(ψ) = ψ − P_id(ψ); leakage_norm = ‖·‖₂ (Euclidean coeff norm). Acceptance (falsifiable): orthonormal default pack ⇒ G=I; projection idempotent (P_id∘P_id = P_id to 1e-12); in-subspace ψ ⇒ leakage_norm ≈ 0; orthogonal ψ ⇒ leakage_norm ≈ ‖ψ‖; anti-aligned ψ ⇒ negative signed overlap detected; near-degenerate synthetic axes ⇒ ManifoldConditioningError. Deterministic. Gate: smoke + fast lane + new tests. Status: ⬜ NOT STARTED Resume notes: —

Phase 2 — §2.2 fail-closed gate + C_id + boundary_ids + telemetry + eval — TDD

Objective: convert advisory → fail-closed egress gate on final_state.F; wire in-path behind a flag. Files: core/physics/identity.py (dual-mode _axis_projection/check, IdentityGateRefusal, C_id), chat/runtime.py (thread final_state.F as psi_traj; act on verdict behind config flag; TurnEvent fields), evals (evals/adversarial_identity, teaching_injection_resistance, identity_divergence), tests. Steps:

• Dual-mode: psi_traj present → wave-field projection (Phase 1 primitive); absent → legacy ADR-0010 fallback (back-compat). psi_traj present but malformed (NaN/nonfinite/wrong-shape) → typed error, never silent legacy.
• Score = 1 − leakage_norm/‖ψ‖; flagged if < manifold.alignment_threshold; deviation_axes from signed per-axis contributions (opposition ⇒ deviation).
• boundary_ids hard evaluation (design the violation predicate; likely ties to safety-pack boundaries — scope in-phase).
• C_id: bounded corrective displacement; abstain (IdentityGateRefusal, params unchanged) if unrecoverable.
• Wire runtime.py:2679 as fail-closed behind a config flag defaulting to current advisory behavior until Phase 3 calibrates. Add TurnEvent.psi_leakage_norm, wave_mode_active. Acceptance: all three identity eval suites still pass; the gate demonstrably catches the injections; ablation shows wave path adds detection value over legacy; fail-closed tests (NaN/dim/nonfinite/missing-cert/stale-manifold) never fall through permissively; C_id bounded + abstains on unrecoverable; byte-identity of non-identity turns preserved (flag default off). Gate: smoke + fast lane + eval suites + new tests. Status: ⬜ NOT STARTED Resume notes: —

Phase 3 — §2.4 γ_id calibration

Objective: replace the hardcoded threshold with a certifiable, calibrated bound. Files: calibration eval under evals/, uses core/physics/fibonacci_search.py (bracketed-local, already built); tests. Steps: define a BoundedUnimodalObjective over reference traces (ID traces pass, adversarial fail); run the Fibonacci search; emit an audit-logged tuning certificate; pin the calibrated threshold; flip the Phase-2 flag on once evidenced. Acceptance: calibrated threshold separates ID vs adversarial reference sets; certificate reproducible + deterministic; flag-on run keeps eval suites green. Gate: smoke + fast lane + calibration tests. Status: ⬜ NOT STARTED Resume notes: —

Phase 4 — §2.5 / ADR-0245 §2.2 serving-boundary cast (lifecycle-internal, independent)

Objective: governed explicit f64→f32 cast at the certified lifecycle egress. Files: core/physics/cognitive_lifecycle.py (cast psi_steady→f32 at the certified boundary), tests. Steps: add the typed cast contract at the egress hand-off; precision-sufficiency + parity test; keep f64 inside relaxation/eigendecomp. Acceptance: f32 cast only after certification; parity within documented f32 tolerance; f64 preserved upstream; determinism intact. Satisfies both 0244 §2.5 and 0245 §2.2. Gate: smoke + fast lane + cast tests. Status: ⬜ NOT STARTED (may run parallel to 1–3; sequence after 0) Resume notes: —

Phase 5 — §2.7 residual + §2.9 adoption + §2.10 audit + ADR-0245 §3 gate

Objective: finish semantic-rigor residuals, wire the allocator, close the 0245 acceptance gate. Files: core/contemplation/schema.py, plan_preflight.py, miners/articulation_quality.py (full 256-bit digests + typed coercion); core/physics/holographic_vault.py (route standing-wave-mode centroid via atlas_packing.golden_angle_pack, or prove existing registration insertion-order-independent); new benchmark + collision tests. Steps:

• §2.7: full-digest + typed-coercion the three contemplation content-id sites.
• §2.9: wire/verify the allocator into standing-wave-mode registration.
• §2.10: audit-confirm fibonacci_word_schedule.py satisfies the spec (no build).
• ADR-0245 §3: add f32 ≥10× speedup benchmark + _content_id collision-resistance proof (parity + 0-LAPACK already covered). Acceptance: no truncated machine merge keys in contemplation content-ids; allocator insertion-order-independent + wired; 0245 §3 four assertions all green. Gate: smoke + fast lane + new tests. Status: ⬜ NOT STARTED Resume notes: —

Phase 6 — Close-out

Objective: acceptance packets + ratified status flips + memory + cleanup. Files: docs/audit/adr-0244-acceptance-packet-*.md, docs/audit/adr-0245-acceptance-packet-*.md; ADR status flips; memory. Steps: D10-pattern acceptance packets for both ADRs; user-ratified Proposed→Accepted flips (provenance guard: inline **Accepted** — ratified by Joshua Shay <date> + packet ## 8. RULING RECORD); update memory; delete worktree + branch (merge-then-cleanup). Acceptance: both packets complete; provenance-guard green; status flips only on explicit user ratification; worktree/branch swept. Gate: smoke + provenance/ADR pins. Status: ⬜ NOT STARTED Resume notes: —

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6. Out-of-scope backlog (do NOT build in D4)

Forward-looking mechanical-sympathy items from the critique — a separate optimization backlog, not ADR-0244/0245:

• SIMD 64-byte alignment of the Cl(4,1) array.
• Relaxation-propagator precompute cache.
• Columnar TurnEvent audit storage.
• biography.py holonomy versioned storage.
• Parallel Fibonacci branch exploration.

(Gap-3 psi_digest byte-order is already handled by D1's LE guard.)

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7. Open questions

• ✅ Q_top vacuity — RESOLVED (proven, evals/adr_0244_qtop_vacuity).
• ✅ §4-vs-§2 reconciliation — RESOLVED (decision #2; §2 governs).
• ✅ Identity-continuity (mutate vs frozen) — RESOLVED (decision #8; frozen manifold).
• ⚠️ boundary_ids violation predicate — how a trajectory "violates" a stored boundary id is undefined; design in Phase 2 (likely ties to safety-pack boundaries).

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8. Workflow & env notes

• Worktree: /Users/kaizenpro/Projects/core-adr0244d4, branch feat/adr-0244-d4, based on ee38c976 (== forgejo/main). Recreate if gone: git worktree add -b feat/adr-0244-d4 /Users/kaizenpro/Projects/core-adr0244d4 forgejo/main (fetch forgejo first).
• Push target: forgejo remote; land phases via git push forgejo feat/adr-0244-d4:main (Shay authorized direct-to-main for this sole-worker arc), then ff local main. Forgejo→GitHub origin auto-mirrors.
• Local-first CI gates (per phase, before push): in-worktree smoke uv run core test --suite smoke -q (176, doctrinal merge gate) → for code phases, fast lane uv run python -m pytest -n auto -m "not quarantine and not slow" (~9–10 min). [Verification]: line in every commit body.
• Worktree venv: real (not symlinked). First code phase: uv sync in the worktree. core_rs build (if algebra touched): uv run --project /Users/kaizenpro/Projects/core-adr0244d4 maturin develop --release (plain VIRTUAL_ENV+PYO3_PYTHON trips maturin cross-compile detection).
• A-04 serve quarantine: new capability code goes in evals/; in-place core refactors keep the off-serve quarantine (no imports into chat/runtime.py from off-serve modules).
• No auto-merge / no self-Accept. Status flips only on explicit Shay ratification.

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9. Progress log (append-only)

• 2026-07-17 — Arc kicked off. Plan doc authored + committed to main. Worktree core-adr0244d4 created off ee38c976. Both sign-offs recorded (§2). Next: Phase 0.

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10. Status dashboard

Phase	Objective	Status	Landed at
0	Governance reconciliation (ADR-0244 edits + commit ADR-0245)	⬜ NOT STARTED	—
1	§2.1 Gram identity manifold primitive	⬜ NOT STARTED	—
2	§2.2 fail-closed gate + boundary_ids + C_id + telemetry + eval	⬜ NOT STARTED	—
3	§2.4 γ_id calibration	⬜ NOT STARTED	—
4	§2.5 / 0245 §2.2 serving-boundary cast	⬜ NOT STARTED	—
5	§2.7 residual + §2.9 wiring + §2.10 audit + 0245 §3 gate	⬜ NOT STARTED	—
6	Close-out (2 acceptance packets + 2 ratified flips)	⬜ NOT STARTED	—

▶ NEXT: Phase 0 — Governance reconciliation.