ConformalLabpp/doc/roadmap/phase-orchestration.md

Phase Orchestration — DAG × Models × Gates (forward pipeline)

Forward counterpart of ../reviewer/finding-orchestration.md. Where that file schedules audit findings, this one schedules the roadmap phases (phases.md) and research questions (research-track.md) into model-assigned sessions with spike → go/no-go, validation, and review gates.

System design: feature-dev-agentic-system.md. Ready-to-paste prompts: phase-prompts.md.

Two systems, one loop. Feature-dev (this plan) lands new modules; the audit system re-audits them. Every merge here appends an "audit module X" entry to the audit backlog.

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How to use this

1. Compute the ready-set = 🔲 phases whose prerequisites are all ✅ (table below).
2. Pick one; copy its block from phase-prompts.md; set the named model.
3. Port items go straight to Porter→Validation. Research items go Theorist→Spike (go/no-go)→Implement→Validation.
4. Every item ends with a review gate (Opus) + the validation battery for its type, then Integrate → CI → human merge → mark ✅ → unblock dependents.

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Model / role assignment (forward heuristic)

Work	Role · Model
Faithful Java→C++ translation (golden-oracle parity)	Porter · Sonnet (Haiku for trivial CLI/glue)
Derive discrete formulas from papers, design validation, LaTeX note	Theorist · Opus
Throwaway numeric proof-of-correctness before production	Prototyper · Opus→Sonnet
Productionise validated research math	Research Implementer · Opus→Sonnet
Test battery (oracle / invariant / convergence / cross-lib)	Validation · Sonnet
Math-soundness + parity + correctness gate	Reviewer · Opus
references.md, math-note polish, user/CLI docs	Scholar · Haiku
Branch/PR/CI/rebase/merge	Integrator · Sonnet (shared with audit)
Research direction · discretisation sign-off · precision substrate · G0	Human

Routing rule: port → cheapest faithful model; research → Opus owns the math, cheaper models productionise once the spike says GO.

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Master phase table

Type: 🔌 port (Java oracle) · 🔬 research (papers only) · 🧱 infra Status: ✅ done · 🔲 ready/planned · ⏸ planned-blocked-by-prereq · ⛔ blocked (G0)

Phase	Type	Status	Prerequisites	Role · Model	Chain	Effort
1–7 (special fns → holonomy)	🔌	✅	—	—	—	done
9a.1 CP-Euclidean	🔌	✅	—	—	—	done
9a.2 inversive-distance	🔬	✅	—	—	—	done
9b block-FD HyperIdeal Hessian	🔬	✅	—	—	—	done
9g.1 conformal-quality measures	🔌	✅ 1375878	none	Porter · Sonnet	quick	~3 d
9h.1 CLI --tol/--max-iter	🧱	✅ 1375878	none	Haiku/Sonnet	quick	~30 m
9h.2 CLI cp/inv-dist models	🧱	✅ 1375878	9a ✅	Sonnet	quick	2–4 h
9d.3 stereographic layout (S²→ℂ)	🔌	✅ 1375878	none	Porter · Sonnet	sphere	~3 d
9d.4 Möbius-centering functional	🔌	🔲 ready	Phase 7 ✅	Porter · Sonnet	sphere	~3 d
9e circle-pattern layout	🔌	🔲 ready	9a.1 ✅	Porter · Sonnet	—	~1 wk
9d.1 ConesUtility (Euclidean)	🔌	🔲 ready	none	Porter · Sonnet	cones	~1 wk
9b-analytic HyperIdeal Hessian (Schläfli)	🔬	🔲 ready	9b ✅	Theorist · Opus	—	10–14 d
9f polygon Laplacian	🔬	🔲 ready	none	Theorist · Opus	—	~3 wk
Phase 12 decorated DCE + transition	🔬	🔲 ready	landed code only	Theorist · Opus	A	medium
9d.2 non-Euclidean cones	🔬	🔲 ready	9d.1	Theorist · Opus	cones	medium
9g.2 period-matrix convergence study	🔬	🔲 ready	period_matrix ✅	Validation · Sonnet	—	~3 d
9c 4g-gon fundamental domain	🔌+🔬	⏸	high-precision substrate	Theorist+Porter · Opus	B	~5 wk
holonomy-bug fix (+cpp_dec_float_50)	🔬	⏸	— (architecture call)	Opus + Human	B	~1 wk
10a DEC layer + 1-forms	🔌+🔬	⏸	9c	Porter+Theorist · Opus	B	~6 wk
10b Siegel period matrix Ω	🔬	⏸	10a	Theorist · Opus	B	~1 wk
10c Fuchsian-group / H²/Γ	🔬	⏸	10a+10b+9c	Theorist · Opus	B	large
13 canonical tessellations (capstone)	🔬	⏸	9c+10a+10b+10c+holonomy(+12)	Theorist · Opus	B	very large
Phase 8 CGAL packaging	🧱	⛔	G0 (porting rights)	Opus+Human	—	large
11a/11b/11c, 10d–10g, GC-1/2/3	🔬	⏸/opt	various	Theorist · Opus	later	large

Ready-set right now (no open prerequisites): 9g.1, 9h.1, 9h.2, 9d.3, 9d.4, 9e, 9d.1, 9b-analytic, 9f, Phase 12, 9g.2. The Chain-B spine and Phase 8 stay ⏸/⛔.

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Recommended sequence

Wave 0 — quick wins (Porter/Haiku, parallel, build confidence)

9g.1 (quality measures) · 9h.1+9h.2 (CLI) · 9d.3 (stereographic). All 🔌/🧱, no theory, golden-oracle or trivial validation. Land fast, exercise the forward pipeline cheaply, strengthen the genus-0/1 validation story.

Wave A — first research (Chain A, the spike gate's debut)

Phase 12 decorated DCE. Theorist (Opus) derives the Penner-coordinate decoration as a reparametrisation of the shipped inversive-distance/hyper-ideal/spherical functionals → spike: round-trip I_ij ↔ (r_i,r_j,ℓ) + κ-transition invariant → Research Implementer → invariant/GB battery. Builds on landed code only; no genus-g dependency.

Wave B — research on shipped modules (parallel with A)

9b-analytic (Schläfli analytic HyperIdeal Hessian, with doc/math/ LaTeX note, FD-vs-analytic cross-check against today's block-FD) · 9f (polygon Laplacian) · 9e / 9d.1 / 9d.4 (further Java ports).

Wave C — the genus-g≥2 spine (Chain B, strictly DAG-gated)

holonomy-bug fix + cpp_dec_float_50 → 9c → 10a (+DEC layer) → 10b → 10c → Phase 13 capstone. The Orchestrator keeps each ⏸ until its prereqs are ✅; 13 never dispatches early. Land Phase 12 first so the Penner machinery exists.

Blocked

Phase 8 (CGAL packaging) — ⛔ until G0 (authors emailed, awaiting reply).

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Per-item gates (what "done" requires)

• Spike go/no-go (research only): numeric correctness on a spike/** branch before production code. A NO-GO is a recorded result, not a failure.
• Validation battery (by type — see feature-dev-agentic-system.md §4):
  • 🔌 port → Java golden values bit-for-bit + FD-gradient + Gauss–Bonnet.
  • 🔬 with cross-impl → geometry-central agreement after normalisation.
  • 🔬 no oracle → analytic-limit match + invariant conservation (GB, ∏[aᵢ,bᵢ]=Id) + FD-vs-analytic + convergence-under-refinement.
• Review gate (Opus): math sound? parity intact (HardJava-style defaults)? public surface intentional + documented? precision-prerequisite respected?
• Integrate: PR with /test-cgal (+ /quality-gates where relevant); model attribution in commits; mark ✅ here; append audit-backlog handoff.

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Status log

• 2026-06-01: plan created. Ready-set open (Wave 0/A/B). Chain B + Phase 8 gated. Audit system delivered S1+S2 (finding-orchestration.md); its Integrator/CI/review machinery is reused here.