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IndisputableMonolith.Foundation.LogicAsFunctionalEquation

IndisputableMonolith/Foundation/LogicAsFunctionalEquation.lean · 441 lines · 21 declarations

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   1/-
   2  LogicAsFunctionalEquation.lean
   3
   4  DRAFT for the precursor paper "The Law of Logic as Functional Equation:
   5  A Logical Formalization of the Recognition Composition Law."
   6
   7  Intended canonical location:
   8    reality/IndisputableMonolith/Foundation/LogicAsFunctionalEquation.lean
   9
  10  Status:
  11    Level 1 of three (translation theorem; takes the d'Alembert Inevitability
  12    Theorem and the canonical reciprocal cost uniqueness theorem as published
  13    citations and invokes them as black boxes).
  14
  15  Strategy:
  16    1. Define a ComparisonOperator C : ℝ → ℝ → ℝ.
  17    2. Encode the four Aristotelian constraints (identity, non-contradiction,
  18       excluded middle, route-independence) as Lean predicates on C, with
  19       scale-invariance as the bridge from C-level to F-level statements.
  20    3. Define the derived cost function F(r) := C(r, 1).
  21    4. Prove the four constraints imply the hypotheses of
  22       `bilinear_family_forced` (Inevitability.lean) and
  23       `law_of_logic_forces_jcost` (FunctionalEquation.lean).
  24    5. Conclude the Recognition Composition Law and the canonical reciprocal
  25       cost J(x) = ½(x + 1/x) − 1 are the unique functional form and the
  26       unique continuous cost compatible with the laws of logic on continuous
  27       comparisons of positive ratios.
  28
  29  Honest caveat (carried in the precursor paper's Discussion):
  30    The polynomial restriction on the route-independence combiner is a
  31    regularity assumption inherited from the d'Alembert Inevitability Theorem.
  32    Level 2 (planned in `Foundation/GeneralizedDAlembert.lean`) will replace
  33    polynomiality with continuity using the classical Aczél–Kannappan–Stetkær
  34    classification of continuous d'Alembert solutions.
  35
  36  References:
  37    - Washburn, Zlatanović, Allahyarov.
  38      "The d'Alembert Inevitability Theorem."
  39      Mathematics (MDPI), 2026.
  40      Lean module: `IndisputableMonolith.Foundation.DAlembert.Inevitability`.
  41    - Washburn, Zlatanović.
  42      "Uniqueness of the Canonical Reciprocal Cost."
  43      Mathematics 14 (2026), 935.
  44      Lean module: `IndisputableMonolith.Cost.FunctionalEquation`.
  45-/
  46
  47import Mathlib
  48import IndisputableMonolith.Foundation.DAlembert.Inevitability
  49import IndisputableMonolith.Cost.FunctionalEquation
  50
  51namespace IndisputableMonolith
  52namespace Foundation
  53namespace LogicAsFunctionalEquation
  54
  55open Real
  56open IndisputableMonolith.Foundation.DAlembert.Inevitability
  57
  58/-! ## The Comparison Operator -/
  59
  60/-- A comparison operator on positive reals takes two positive quantities and
  61returns a real-valued cost of comparing them. The four Aristotelian
  62constraints below are the structural content of comparison being a
  63well-posed operation. -/
  64abbrev ComparisonOperator := ℝ → ℝ → ℝ
  65
  66/-- The cost function derived from a comparison operator by fixing the
  67second argument at the multiplicative identity. Under scale invariance,
  68this is well-defined on the multiplicative group of positive ratios. -/
  69@[simp] def derivedCost (C : ComparisonOperator) : ℝ → ℝ :=
  70  fun r => C r 1
  71
  72/-! ## The Four Aristotelian Constraints
  73
  74We encode the classical laws of logic as structural constraints on a
  75comparison operator. The mapping from Aristotle's propositional
  76formulations to functional constraints on C is:
  77
  78  Identity (A = A)             ↦  C(x, x) = 0
  79                                  comparison of a thing with itself is trivial
  80  Non-contradiction (¬(A ∧ ¬A))↦  C(x, y) = C(y, x)
  81                                  the cost is single-valued under reordering
  82                                  (with scale invariance, this gives reciprocity
  83                                   F(x) = F(1/x))
  84  Excluded middle (A ∨ ¬A)     ↦  C is continuous and total on its domain
  85                                  every comparison returns a definite value
  86  Composition consistency      ↦  Route-independence (the d'Alembert form)
  87                                  comparisons assembled forward and backward
  88                                  must compose by a fixed combining rule
  89-/
  90
  91/-- **Identity**: comparing a thing with itself costs zero. The mathematical
  92counterpart of the Aristotelian law A = A. -/
  93def Identity (C : ComparisonOperator) : Prop :=
  94  ∀ x : ℝ, 0 < x → C x x = 0
  95
  96/-- **Non-contradiction (reciprocal symmetry)**: the cost of comparing x to y
  97equals the cost of comparing y to x. The mathematical counterpart of the
  98Aristotelian law ¬(A ∧ ¬A): if comparison were not single-valued under
  99reordering, the same comparison would simultaneously hold and not hold. -/
 100def NonContradiction (C : ComparisonOperator) : Prop :=
 101  ∀ x y : ℝ, 0 < x → 0 < y → C x y = C y x
 102
 103/-- **Excluded middle (totality and continuity)**: every comparison returns a
 104definite real value and small perturbations of inputs give small
 105perturbations of cost. The mathematical counterpart of the Aristotelian
 106law A ∨ ¬A applied to continuous comparisons: there is no "neither" outcome
 107on the comparison's domain. -/
 108def ExcludedMiddle (C : ComparisonOperator) : Prop :=
 109  ContinuousOn (Function.uncurry C) (Set.Ioi (0 : ℝ) ×ˢ Set.Ioi (0 : ℝ))
 110
 111/-- **Scale invariance**: the cost of a comparison depends only on the
 112ratio of the two quantities. This is the structural bridge from a
 113two-argument comparison operator to a one-argument cost on positive ratios.
 114It is what allows the four laws of logic, which make no reference to absolute
 115scale, to be expressed as constraints on the multiplicative group ℝ₊. -/
 116def ScaleInvariant (C : ComparisonOperator) : Prop :=
 117  ∀ x y lam : ℝ, 0 < x → 0 < y → 0 < lam →
 118    C (lam * x) (lam * y) = C x y
 119
 120/-- **Route-independence (the d'Alembert form)**: the cost of any composite
 121comparison, taken in its symmetric forward-and-backward form on positive
 122ratios, is a polynomial function of the constituent ratio costs.
 123Concretely: assembling a comparison of ratio xy with a comparison of ratio
 124x/y (the symmetric forward+backward decomposition) gives a total cost that
 125is some fixed polynomial in the costs of the individual ratios x and y.
 126The polynomial restriction is the Level-1 regularity assumption; Level 2
 127will replace it with continuity. -/
 128def RouteIndependence (C : ComparisonOperator) : Prop :=
 129  ∃ P : ℝ → ℝ → ℝ,
 130    -- P is a polynomial in two variables of degree ≤ 2.
 131    (∃ a b c d e f : ℝ, ∀ u v, P u v = a + b*u + c*v + d*u*v + e*u^2 + f*v^2) ∧
 132    -- P is symmetric (consequence of non-contradiction at the combiner level).
 133    (∀ u v, P u v = P v u) ∧
 134    -- The d'Alembert composition law on the derived cost function.
 135    (∀ x y : ℝ, 0 < x → 0 < y →
 136       derivedCost C (x * y) + derivedCost C (x / y)
 137       = P (derivedCost C x) (derivedCost C y))
 138
 139/-- A comparison operator is **non-trivial** if there exists at least one
 140positive ratio with non-zero cost. (Without this assumption the constant zero
 141function vacuously satisfies all the constraints.) -/
 142def NonTrivial (C : ComparisonOperator) : Prop :=
 143  ∃ x : ℝ, 0 < x ∧ derivedCost C x ≠ 0
 144
 145/-- A comparison operator **satisfies the laws of logic** if all four
 146Aristotelian constraints hold, together with scale invariance (the bridge
 147from two-argument to one-argument form) and non-triviality (so that the
 148derived cost is not vacuously zero). -/
 149structure SatisfiesLawsOfLogic (C : ComparisonOperator) : Prop where
 150  identity            : Identity C
 151  non_contradiction   : NonContradiction C
 152  excluded_middle     : ExcludedMiddle C
 153  scale_invariant     : ScaleInvariant C
 154  route_independence  : RouteIndependence C
 155  non_trivial         : NonTrivial C
 156
 157/-- Public short name for the continuous positive-ratio Law of Logic.
 158
 159The longer historical name `SatisfiesLawsOfLogic` remains the underlying
 160structure used by existing proofs.  This alias is the theorem-facing formula:
 161a comparison operator satisfies the Law of Logic exactly when it satisfies
 162identity, non-contradiction, excluded middle/continuity, scale invariance,
 163route independence, and non-triviality. -/
 164abbrev LawOfLogic (C : ComparisonOperator) : Prop :=
 165  SatisfiesLawsOfLogic C
 166
 167/-- Expanded formula for the continuous positive-ratio Law of Logic. -/
 168theorem lawOfLogic_iff (C : ComparisonOperator) :
 169    LawOfLogic C ↔
 170      Identity C ∧
 171      NonContradiction C ∧
 172      ExcludedMiddle C ∧
 173      ScaleInvariant C ∧
 174      RouteIndependence C ∧
 175      NonTrivial C := by
 176  constructor
 177  · intro h
 178    exact ⟨h.identity, h.non_contradiction, h.excluded_middle,
 179      h.scale_invariant, h.route_independence, h.non_trivial⟩
 180  · rintro ⟨hId, hNC, hEM, hSI, hRI, hNT⟩
 181    exact
 182      { identity := hId
 183        non_contradiction := hNC
 184        excluded_middle := hEM
 185        scale_invariant := hSI
 186        route_independence := hRI
 187        non_trivial := hNT }
 188
 189/-! ## Translation Lemmas
 190
 191The four Aristotelian constraints, applied to the derived cost function
 192F(r) := C(r, 1), produce the hypotheses of the d'Alembert Inevitability
 193Theorem.
 194-/
 195
 196/-- **Translation lemma 1 (Identity ⇒ Normalization)**: If a comparison
 197operator satisfies Identity, then the derived cost function takes value
 198zero at the multiplicative identity. -/
 199theorem identity_implies_normalized (C : ComparisonOperator)
 200    (hId : Identity C) :
 201    IsNormalized (derivedCost C) := by
 202  unfold IsNormalized derivedCost
 203  exact hId 1 one_pos
 204
 205/-- **Translation lemma 2 (Non-contradiction + Scale invariance ⇒ Reciprocity)**:
 206If a comparison operator is single-valued under argument reordering and
 207depends only on ratios, then the derived cost function is invariant under
 208inversion of its argument: F(x) = F(1/x).
 209
 210The chain of equalities:
 211  F(x) = C(x, 1)                       definition of derivedCost
 212       = C(1, x)                       non-contradiction
 213       = C(x⁻¹·1, x⁻¹·x)               scale invariance (multiply both args by x⁻¹)
 214       = C(x⁻¹, 1)                     simplify (x⁻¹·1 = x⁻¹, x⁻¹·x = 1)
 215       = F(x⁻¹)                        definition of derivedCost
 216-/
 217theorem non_contradiction_and_scale_imply_reciprocal
 218    (C : ComparisonOperator)
 219    (hNC : NonContradiction C)
 220    (hSI : ScaleInvariant C) :
 221    IsSymmetric (derivedCost C) := by
 222  intro x hx
 223  have hxinv : (0 : ℝ) < x⁻¹ := inv_pos.mpr hx
 224  have hx_ne : (x : ℝ) ≠ 0 := ne_of_gt hx
 225  -- Step 1: C(x, 1) = C(1, x) by non-contradiction.
 226  have h1 : C x 1 = C 1 x := hNC x 1 hx one_pos
 227  -- Step 2: scale invariance with x' = 1, y' = x, λ = x⁻¹ gives
 228  --   C(x⁻¹·1, x⁻¹·x) = C(1, x), so C(1, x) = C(x⁻¹·1, x⁻¹·x).
 229  have h2 : C 1 x = C (x⁻¹ * 1) (x⁻¹ * x) :=
 230    (hSI 1 x x⁻¹ one_pos hx hxinv).symm
 231  -- Step 3: simplify x⁻¹·1 = x⁻¹ and x⁻¹·x = 1.
 232  have h3 : C (x⁻¹ * 1) (x⁻¹ * x) = C x⁻¹ 1 := by
 233    rw [mul_one, inv_mul_cancel₀ hx_ne]
 234  show derivedCost C x = derivedCost C x⁻¹
 235  unfold derivedCost
 236  exact h1.trans (h2.trans h3)
 237
 238/-- **Translation lemma 3 (Excluded middle ⇒ Continuity)**: If a comparison
 239operator is jointly continuous in both arguments on the positive quadrant,
 240then the derived cost function is continuous on (0, ∞).
 241
 242The derivedCost C is the composition r ↦ (r, 1) ↦ C(r, 1). The pair-map is
 243continuous everywhere; the uncurried C is continuous on the positive
 244quadrant by ExcludedMiddle. The pair-map sends (0, ∞) into the positive
 245quadrant. Hence the composition is continuous on (0, ∞). -/
 246theorem excluded_middle_implies_continuous
 247    (C : ComparisonOperator)
 248    (hEM : ExcludedMiddle C) :
 249    ContinuousOn (derivedCost C) (Set.Ioi 0) := by
 250  -- Pair-map r ↦ (r, 1) is continuous everywhere.
 251  have h_pair_cont : Continuous (fun s : ℝ => ((s, (1 : ℝ)) : ℝ × ℝ)) :=
 252    continuous_id.prodMk continuous_const
 253  have h_pair_on : ContinuousOn (fun s : ℝ => ((s, (1 : ℝ)) : ℝ × ℝ))
 254      (Set.Ioi (0 : ℝ)) :=
 255    h_pair_cont.continuousOn
 256  -- Pair-map sends (0,∞) into the positive quadrant.
 257  have h_maps : Set.MapsTo (fun s : ℝ => ((s, (1 : ℝ)) : ℝ × ℝ))
 258      (Set.Ioi (0 : ℝ)) (Set.Ioi (0 : ℝ) ×ˢ Set.Ioi (0 : ℝ)) := by
 259    intro s hs
 260    refine ⟨?_, ?_⟩
 261    · exact hs
 262    · show (0 : ℝ) < 1
 263      exact one_pos
 264  -- Compose to get continuity of (uncurry C) ∘ pair on (0,∞).
 265  have h_comp : ContinuousOn
 266      ((Function.uncurry C) ∘ fun s : ℝ => ((s, (1 : ℝ)) : ℝ × ℝ))
 267      (Set.Ioi (0 : ℝ)) :=
 268    hEM.comp h_pair_on h_maps
 269  -- The composition equals derivedCost C definitionally.
 270  have h_eq : ((Function.uncurry C) ∘ fun s : ℝ => ((s, (1 : ℝ)) : ℝ × ℝ))
 271              = derivedCost C := by
 272    funext s
 273    rfl
 274  rw [h_eq] at h_comp
 275  exact h_comp
 276
 277/-- **Translation lemma 4 (Route-independence ⇒ Multiplicative consistency
 278with a symmetric polynomial combiner)**: extracted directly from the
 279definition of `RouteIndependence`. -/
 280theorem route_independence_implies_multiplicative_consistency
 281    (C : ComparisonOperator)
 282    (hRI : RouteIndependence C) :
 283    ∃ P : ℝ → ℝ → ℝ,
 284      (∃ a b c d e f : ℝ, ∀ u v, P u v = a + b*u + c*v + d*u*v + e*u^2 + f*v^2) ∧
 285      (∀ u v, P u v = P v u) ∧
 286      HasMultiplicativeConsistency (derivedCost C) P := by
 287  obtain ⟨P, hPoly, hSym, hCons⟩ := hRI
 288  refine ⟨P, hPoly, hSym, ?_⟩
 289  intro x y hx hy
 290  exact hCons x y hx hy
 291
 292/-! ## The Translation Theorem -/
 293
 294/-- **Translation Theorem**: A comparison operator satisfying the four
 295Aristotelian constraints, together with scale invariance and non-triviality,
 296satisfies the hypotheses of the d'Alembert Inevitability Theorem on its
 297derived cost function.
 298
 299This is the core technical content of the precursor paper. Once this is in
 300hand, the existing peer-reviewed and machine-verified theorems
 301(`bilinear_family_forced`, `law_of_logic_forces_jcost`) close the chain. -/
 302theorem laws_of_logic_imply_dalembert_hypotheses
 303    (C : ComparisonOperator) (hLaws : SatisfiesLawsOfLogic C) :
 304    IsNormalized (derivedCost C) ∧
 305    IsSymmetric (derivedCost C) ∧
 306    (∃ P : ℝ → ℝ → ℝ,
 307      (∃ a b c d e f : ℝ, ∀ u v, P u v = a + b*u + c*v + d*u*v + e*u^2 + f*v^2) ∧
 308      (∀ u v, P u v = P v u) ∧
 309      HasMultiplicativeConsistency (derivedCost C) P) ∧
 310    ContinuousOn (derivedCost C) (Set.Ioi 0) ∧
 311    (∃ x : ℝ, 0 < x ∧ derivedCost C x ≠ 0) := by
 312  refine ⟨?_, ?_, ?_, ?_, ?_⟩
 313  · exact identity_implies_normalized C hLaws.identity
 314  · exact non_contradiction_and_scale_imply_reciprocal C
 315      hLaws.non_contradiction hLaws.scale_invariant
 316  · exact route_independence_implies_multiplicative_consistency C
 317      hLaws.route_independence
 318  · exact excluded_middle_implies_continuous C hLaws.excluded_middle
 319  · exact hLaws.non_trivial
 320
 321/-! ## Main Theorem: RCL is the Unique Functional Form of the Laws of Logic -/
 322
 323/-- **Main theorem (Logical Formalization Theorem)**: For a comparison
 324operator satisfying the four Aristotelian constraints with scale invariance
 325and non-triviality, the route-independence combiner is necessarily of the
 326Recognition Composition Law form: `P(u,v) = 2u + 2v + c·uv` for some
 327constant c ∈ ℝ.
 328
 329In other words: the unique functional form the laws of logic can take on
 330continuous comparisons of positive ratios, under the polynomial regularity
 331assumption, is the Recognition Composition Law.
 332
 333This is an immediate corollary of `laws_of_logic_imply_dalembert_hypotheses`
 334combined with `bilinear_family_forced` (Inevitability.lean), which has been
 335peer-reviewed in:
 336
 337  Washburn, Zlatanović, Allahyarov.
 338  "The d'Alembert Inevitability Theorem."
 339  Mathematics (MDPI), 2026.
 340-/
 341theorem RCL_is_unique_functional_form_of_logic
 342    (C : ComparisonOperator) (hLaws : SatisfiesLawsOfLogic C) :
 343    ∃ (P : ℝ → ℝ → ℝ) (c : ℝ),
 344      HasMultiplicativeConsistency (derivedCost C) P ∧
 345      (∀ u v, P u v = 2*u + 2*v + c*u*v) := by
 346  obtain ⟨hNorm, _hSym, ⟨P, hPoly, hSymP, hCons⟩, hCont, hNontriv⟩ :=
 347    laws_of_logic_imply_dalembert_hypotheses C hLaws
 348  obtain ⟨c, hP_form, _⟩ :=
 349    bilinear_family_forced (derivedCost C) P hNorm hCons hPoly hSymP hNontriv hCont
 350  exact ⟨P, c, hCons, hP_form⟩
 351
 352/-! ## Cost Corollary: J is the Unique Continuous Cost Function of Logic
 353
 354The companion uniqueness result for the cost function itself, citing
 355`law_of_logic_forces_jcost` from FunctionalEquation.lean. Under the four
 356Aristotelian constraints plus the canonical calibration, the unique
 357continuous cost on positive ratios is the canonical reciprocal cost
 358J(x) = ½(x + 1/x) − 1.
 359-/
 360
 361open Cost Cost.FunctionalEquation in
 362/-- **Cost Corollary (J is forced by the laws of logic + calibration)**:
 363Under the four Aristotelian constraints, the canonical c = 2 normalization,
 364and the unit log-curvature calibration, the unique continuous cost function
 365on positive ratios is the canonical reciprocal cost J.
 366
 367This invokes the peer-reviewed and Lean-verified result:
 368
 369  Washburn, Zlatanović. "Uniqueness of the Canonical Reciprocal Cost."
 370  Mathematics 14 (2026), 935.
 371-/
 372theorem J_is_unique_cost_under_logic
 373    (C : ComparisonOperator) (hLaws : SatisfiesLawsOfLogic C)
 374    [AczelSmoothnessPackage]
 375    -- The route-independence combiner is the canonical c = 2 RCL.
 376    (hRCL : SatisfiesCompositionLaw (derivedCost C))
 377    -- The derived cost satisfies the unit log-curvature calibration.
 378    (hCalib : IsCalibrated (derivedCost C)) :
 379    ∀ x : ℝ, 0 < x → derivedCost C x = Cost.Jcost x := by
 380  obtain ⟨hNorm, hSym, _, hCont, _⟩ :=
 381    laws_of_logic_imply_dalembert_hypotheses C hLaws
 382  -- Express IsSymmetric in the form needed by law_of_logic_forces_jcost.
 383  have hRecip : IsReciprocalCost (derivedCost C) := by
 384    intro x hx
 385    exact hSym x hx
 386  exact law_of_logic_forces_jcost (derivedCost C) hRecip hNorm hRCL hCalib hCont
 387
 388/-! ## Public Law-of-Logic theorem aliases
 389
 390These theorem-facing names are the canonical public surface for Pith and
 391downstream citation pages. The older names above remain in place because they
 392describe the proof internals. -/
 393
 394/-- **Law of Logic forces the Recognition Composition Law**:
 395the continuous positive-ratio Law of Logic forces the route-independence
 396combiner to have the RCL form `P(u,v) = 2u + 2v + c*u*v`. -/
 397theorem law_of_logic_forces_recognition_composition_law
 398    (C : ComparisonOperator) (hLogic : LawOfLogic C) :
 399    ∃ (P : ℝ → ℝ → ℝ) (c : ℝ),
 400      HasMultiplicativeConsistency (derivedCost C) P ∧
 401      (∀ u v, P u v = 2*u + 2*v + c*u*v) := by
 402  exact RCL_is_unique_functional_form_of_logic C hLogic
 403
 404/-- **Law of Logic forces the canonical cost**:
 405under the canonical RCL normalization and unit log-curvature calibration, the
 406unique continuous positive-ratio cost satisfying the Law of Logic is
 407`J(x) = ½(x + x⁻¹) - 1`. -/
 408theorem law_of_logic_forces_canonical_cost
 409    (C : ComparisonOperator) (hLogic : LawOfLogic C)
 410    [Cost.FunctionalEquation.AczelSmoothnessPackage]
 411    (hRCL : Cost.FunctionalEquation.SatisfiesCompositionLaw (derivedCost C))
 412    (hCalib : Cost.FunctionalEquation.IsCalibrated (derivedCost C)) :
 413    ∀ x : ℝ, 0 < x → derivedCost C x = Cost.Jcost x := by
 414  exact J_is_unique_cost_under_logic C hLogic hRCL hCalib
 415
 416/-! ## Summary
 417
 418The chain established by this module:
 419
 420  Four Aristotelian laws on a comparison operator
 421        ↓  (Translation Theorem, this module)
 422  Hypotheses of the d'Alembert Inevitability Theorem
 423        ↓  (bilinear_family_forced, Inevitability.lean)
 424  Recognition Composition Law: P(u,v) = 2u + 2v + c·uv
 425        ↓  (law_of_logic_forces_jcost, FunctionalEquation.lean)
 426  Canonical reciprocal cost: J(x) = ½(x + 1/x) − 1
 427
 428The chain is machine-verified end to end. The Aristotelian framing is
 429the only new content of this module; the underlying uniqueness machinery
 430is the work of two already-published Mathematics (MDPI) papers.
 431
 432Polynomiality of the route-independence combiner remains a regularity
 433assumption at this level. Level 2 (`Foundation/GeneralizedDAlembert.lean`)
 434will close that gap by formalizing the classical continuous-combiner
 435classification (Aczél 1966, Kannappan 2009, Stetkær 2013).
 436-/
 437
 438end LogicAsFunctionalEquation
 439end Foundation
 440end IndisputableMonolith
 441

source mirrored from github.com/jonwashburn/shape-of-logic