13-EFT.WP.Methods.SimStack v1.0 | Appendix B: Strategy Templates & Configuration

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Appendix B: Strategy Templates & Configuration

I. Scope & Objectives

• This appendix provides ready-to-apply strategy templates and configuration checklists spanning coupling, time advancement, synchronization and time bases, backpressure and rate control, conservation and quality gates, observability and metrics, benchmarks and scoring, fitting loops, data persistence and conventions, reproducibility and compliance, failure/retry/rollback, and strategy composition priorities.
• All templates and key names are written in English, plain text. Units and dimensions must pass check_dim(expr). The tau_mono ↔ ts time conventions and gamma(ell) path conventions follow Chapters 5 and 6. Concurrency and observability fields use the TS.* taxonomy (see Chapters 3 and 7).

II. Terms & Symbols

• Time & paths: tau_mono, ts, ts = alpha + beta * tau_mono, gamma(ell), d ell, c_ref.
• Two arrival-time forms: T_arr = ( 1 / c_ref ) * ( ∫ n_eff d ell ); T_arr = ( ∫ ( n_eff / c_ref ) d ell ); discrepancy delta_form.
• Conservation & gates: eps_mass, eps_norm, gate.mass, gate.norm.
• Observability & metrics: TS.latency.p50, TS.latency.p99, TS.jitter, TS.bp.queue_depth, TS.hb.gaps, P99.
• Spectra & windows: S_xx(f), U_w, ENBW.
• Parallelism & scheduling: G=(V,E), w(v), c(e), crit(G), T_make(G), hb, bp.

III. Coupling Strategy Templates (Coupling)

1. ST-C1 Strong synchronous coupling (barrier sync)
   • Use when: strongly interacting domains, stiff cross-domain feedback.
   • Required config
     1. coupling.mode = "strong"
     2. interfaces = [{producer, consumer, bc, units.map}]
     3. timebase = {alpha, beta}
     4. path.gamma.list = [...]; c_ref
   • Gates & alerts
     skew.max (seconds, ts), and TS.hb.gaps <= 0.
   • Fallback
     On E_DEADLINE, downgrade to ST-C2 and set compensate=true.
2. ST-C2 Loose coupling (asynchronous packet exchange)
   • Use when: cross-scale or weak coupling, throughput first.
   • Required config
     1. coupling.mode = "loose"
     2. packet.batch = N, packet.max_lag = L (on tau_mono)
     3. dedup_key = "path:seqno"
   • Quality items
     Publish TS.jitter and delta_form. Align with compensation transactions from Chapter 4.
3. ST-C3 Operator splitting
   • Use when: mixed explicit/implicit advancement.
   • Required config
     1. split.order = "AB" | "ABA"
     2. split.weights = [theta_i] with sum theta_i = 1
     3. stability.cfl_max

IV. Time-Stepping Strategy Templates (Time Stepping)

1. ST-T1 CFL + PID adaptive step
   • Parameters
     1. scheme = "explicit"
     2. cfl_max = 0.8
     3. err_tol = 1e-3
     4. safety = 0.9
     5. dt_min, dt_max
   • Update law
     dt_new = clamp( dt * safety * ( err_tol / err_est )^(k_p) * ( err_prev / err_est )^(k_d) , dt_min , dt_max )
   • Failure
     If cfl > cfl_max or err_est > err_tol, set stable=false, roll back, scale dt = 0.5 * dt, retry up to retry.max.
2. ST-T2 Implicit steady advancement (nonlinear inner solve)
   • Parameters
     1. scheme = "implicit"
     2. nl.max_iter, nl.tol, lin.tol
     3. precond = "ILU|AMG"
   • Convergence
     Require residual <= nl.tol; otherwise raise E_CFL_UNSTABLE and recommend stronger damping.
3. ST-T3 Event-driven stepping (discrete-event priority)
   Parameters
   • event.thresholds = {...}
   • dt.align_to = "event|grid"
   • max_events_per_dt

V. Timebase & Synchronization Strategy Templates (Timebase & Sync)

1. ST-S1 Periodic barrier synchronization
   • Parameters
     1. barrier.period = B (ts)
     2. skew.max = S
     3. clock.model = {alpha, beta}
   • Clause
     Each period, run check_ts_alignment(alpha, beta); if S exceeded, re-estimate the time base.
2. ST-S2 Soft time alignment (no barrier)
   • Parameters
     1. skew.budget = Sb, drift.budget = Db
     2. resample = "linear|hold"
   • Convention
     Compute both T_arr.general and T_arr.factorized in parallel and publish delta_form.
3. ST-S3 Compensating transactions
   • Parameters
     1. txn.idempotent = true, txn.timeout = D
     2. txn.compensate = {undo, reconcile}
   • Semantics
     Preserve hb ordering; on failure enter compensation and record the audit trail (see Chapter 4).

VI. Backpressure & Rate Control Strategy Templates (Backpressure & Rate Control)

1. ST-BP1 Leaky-bucket rate limit
   • Parameters
     1. rate.limit = R (items/s)
     2. queue.max = Qmax
     3. drop.policy = "tail|head"
     4. retry.backoff = {base, factor, max}
   • Alert
     Trigger ALERT.BP_NEAR_FULL when TS.bp.queue_depth / Qmax >= 0.9.
2. ST-BP2 Token-bucket burst
   • Parameters
     1. token.rate = r, burst = b
     2. borrow = false
   • Use when
     Short bursts permitted, long-term average enforced.
3. ST-BP3 WRED dropping
   • Parameters
     p_drop(depth) = a * depth + b (piecewise linear)
   • Note
     Combine with dedup_key to mitigate duplicates.

VII. Conservation & Quality Gate Strategies (Gates)

1. ST-G1 Mass-conservation gate
   • Criterion
     abs(eps_mass) <= gate.mass, with window = {t0, t1, dt}.
   • On failure
     Reduce step size and recompute; after 3 consecutive failures, raise E_CONSERVATION_FAIL.
2. ST-G2 Probability-normalization gate
   abs(eps_norm) <= gate.norm. If spectra are present, declare U_w and ENBW.Criterion
3. ST-G3 Dimension & unit gate
   check_dim(expr) == true; the unit mapping units.map is frozen during coupling.Criterion

VIII. Observability & Metrics Collection Strategies (Observability, TS.*)

1. ST-O1 Sampling & aggregation
   • Parameters
     1. probe.list = [...]
     2. sample.period = Ps (tau_mono)
     3. agg.window = Wa (ts)
   • Outputs
     TS.latency.p50, TS.latency.p99, TS.jitter, TS.throughput, TS.bp.queue_depth, TS.hb.gaps.
2. ST-O2 Alerts & fallback
   • Triggers
     TS.latency.p99 > SLO.latency.p99 or TS.hb.gaps > 0.
   • Actions
     First locally slow down (rate.limit *= 0.8), then scale out or replay.

IX. Benchmark & Scoring Strategy Templates (Benchmark & Scoring)

1. ST-BM1 Benchmark suite
   • suite = {micro: K1, system: K2, cross_scale: K3}
   • For each case, record correctness, stability, throughput, SLO.
2. ST-BM2 Score synthesis
   • Definition
     1. Score = w_c * correctness + w_s * stability + w_t * throughput + w_o * SLO_pass_rate
     2. w_c + w_s + w_t + w_o = 1, defaults: w_c=0.4, w_s=0.2, w_t=0.2, w_o=0.2.
   • Convention
     If path delays are used, publish both T_arr forms and delta_form in parallel.

X. Fitting Loop Strategy Templates (Fitting Loop)

1. ST-F1 LM / Gauss-Newton
   • Parameters
     optimizer = "LM", lambda0, lambda_max, stop.grad, stop.delta, max_iter.
   • Linearization
     H mapping and units must align with Chapter 10.
2. ST-F2 SGD / Adam
   • Parameters
     1. lr, beta1, beta2, weight_decay, schedule = "cosine|step"
     2. early_stop = {patience, min_delta}
   • Constraints
     Publish cov or approximate confidence intervals for error-budget use.

XI. Data Lake & Manifest Strategy Templates (Data Lake & Manifest)

1. ST-D1 Manifest persistence
   • Parameters
     1. schema = "simstack/v1", namespace, version, checksum = "sha256"
     2. Explicit units.*, paths.gamma.list, c_ref, timebase = {alpha,beta}.
   • Constraint
     If publishing S_xx(f), provide U_w and ENBW.
2. ST-D2 Dataset write
   • Parameters
     window = {t0, t1, dt, path.gamma.id}, compression, partition.by = "t1|path|case"
   • Result
     Return write count and content-addressable cid.

XII. Reproducibility & Compliance Strategy Templates (Repro & Compliance)

1. ST-R1 Environment lock
   freeze = true; output EnvLock = {oci_digest, deps.lock, H_env}.
2. ST-R2 Run attestation
   Record Attest = {run.id, H_env, sha256(artifacts), TS.*}.
3. ST-R3 Compliance tiers
   • CL0 (describable), CL1 (replayable), CL2 (env-locked), CL3 (cross-platform deterministic).
   • Publish ReproPack with the audit trail attached.

XIII. Failure, Retry & Rollback Strategy Templates (Failure & Rollback)

1. ST-FR1 Retry with backoff
   • retry = {max, wait.base, wait.factor, wait.max}
   • Geometric backoff: wait_k = min( wait.max , wait.base * ( wait.factor )^k ).
2. ST-FR2 Checkpoint & rollback
   • checkpoint.period, checkpoint.kind = "state|delta"
   • On error, roll back to the latest consistent snapshot.
3. ST-FR3 Poison pill & dead-letter queue
   poison.threshold, dead_letter.sink; preserve dedup_key for auditing.

XIV. Strategy Composition & Priority Resolution

1. Resolution order
   • Conventions & units (ST-G3)
   • Time base & synchronization (ST-S*)
   • Coupling (ST-C*)
   • Time stepping (ST-T*)
   • Backpressure & rate control (ST-BP*)
   • Conservation & quality gates (ST-G1/G2)
   • Observability & alerting (ST-O*)
   • Data persistence & reproducibility (ST-D* / ST-R*)
2. Priority rules
   Conservation gates take precedence over throughput tuning. Time-base alignment takes precedence over loose-coupling throughput. When E_CONSERVATION_FAIL and E_DEADLINE fire together, first execute fidelity rollback, then attempt capacity scaling.

XV. Minimal Chaining Example (key–value form)

• ST-R1 + ST-C2 + ST-S2
• ST-T1 (cfl_max=0.8, err_tol=1e-3, safety=0.9)
• ST-BP2 (token.rate=r, burst=b)
• ST-G1 (gate.mass=1e-6) and ST-G2 (gate.norm=1e-6)
• ST-O1 (Ps=0.1, Wa=5.0)
• ST-D1 + ST-D2 (explicit units.*, U_w, ENBW)
• ST-BM2 (default weights)
• ST-R2 + ST-R3 (export ReproPack)

XVI. New Terms & Symbols in this Appendix (to memorize)

• Strategy families: ST-C* (Coupling), ST-T* (Time stepping), ST-S* (Sync), ST-BP* (Backpressure), ST-G* (Gates), ST-O* (Observability), ST-BM* (Benchmark), ST-F* (Fitting), ST-D* (Data), ST-R* (Repro), ST-FR* (Failure & rollback).
• Key config keys: cfl_max, err_tol, safety, barrier.period, skew.max, rate.limit, queue.max, gate.mass, gate.norm, sample.period, agg.window, namespace, checksum.
• Dependent conventions: ts = alpha + beta * tau_mono; both T_arr formulations with delta_form; G=(V,E) with
  T_make(G) = max_{path} ( ∑ w(v) + ∑ c(e) ).