diff --git a/.github/workflows/lean_action_ci.yml b/.github/workflows/lean_action_ci.yml index aaf8f057f..370e8b5af 100644 --- a/.github/workflows/lean_action_ci.yml +++ b/.github/workflows/lean_action_ci.yml @@ -25,6 +25,7 @@ jobs: - name: Check catalog sources and renderer run: | PYTHONDONTWRITEBYTECODE=1 python3 scripts/test_challenge_catalog.py + PYTHONDONTWRITEBYTECODE=1 python3 scripts/test_symcat_sync.py PYTHONDONTWRITEBYTECODE=1 python3 scripts/test_challenge_catalog_audit.py PYTHONDONTWRITEBYTECODE=1 python3 scripts/build_challenge_pages.py --check PYTHONDONTWRITEBYTECODE=1 python3 scripts/audit_challenge_catalog.py --check diff --git a/RealRooted/Challenges/AissenSchoenbergWhitney.lean b/RealRooted/Challenges/AissenSchoenbergWhitney.lean index 489d948f2..8d808dd10 100644 --- a/RealRooted/Challenges/AissenSchoenbergWhitney.lean +++ b/RealRooted/Challenges/AissenSchoenbergWhitney.lean @@ -11,6 +11,9 @@ version = 1 section = "theorems" slug = "aissen-schoenberg-whitney" formalized = "2026-10-05" +references = [ + "AissenSchoenbergWhitney1952", +] authors = ["Aissen", "Schoenberg", "Whitney"] years = [1952] @@ -60,6 +63,8 @@ label = "Karlin: zeros of PF polynomials avoid a sector around the positive axis # Aissen–Schoenberg–Whitney +[@AissenSchoenbergWhitney1952] + A real sequence $(a_k)_{k \geq 0}$ is a Pólya frequency sequence if its lower-triangular Toeplitz matrix, whose $(i, j)$ entry is $a_{i-j}$ for $j \leq i$ and $0$ otherwise, is totally nonnegative. The coefficient sequence @@ -82,14 +87,12 @@ totally nonnegative matrices is totally nonnegative. ## References -M. Aissen, I. J. Schoenberg, and A. M. Whitney, “On the generating functions -of totally positive sequences. I,” *Journal d’Analyse Mathématique* 2 (1952), -93–103, [doi:10.1007/BF02786970](https://doi.org/10.1007/BF02786970). See the -[Pólya-frequency overview on symmetricfunctions.com](https://www.symmetricfunctions.com/polyaFrequency.htm#aissenSchoenbergWhitney). +See [@AissenSchoenbergWhitney1952] and the +[Pólya-frequency overview on symmetricfunctions.com](sf:aissenSchoenbergWhitney). Human statement: -https://www.symmetricfunctions.com/polyaFrequency.htm#aissenSchoenbergWhitney +sf:aissenSchoenbergWhitney Original publication: M. Aissen, I. J. Schoenberg, and A. M. Whitney, "On the generating functions of totally positive sequences. I", diff --git a/RealRooted/Challenges/Bezoutian.lean b/RealRooted/Challenges/Bezoutian.lean index 2049e85c7..20eb01e4f 100644 --- a/RealRooted/Challenges/Bezoutian.lean +++ b/RealRooted/Challenges/Bezoutian.lean @@ -9,6 +9,9 @@ version = 1 section = "theorems" slug = "bezoutian" formalized = "2026-10-06" +references = [ + "Fisk2006x", +] authors = ["Hermite", "Krein", "Naimark", "Fisk"] years = [1856, 1936, 2006] @@ -64,7 +67,8 @@ Positive definiteness alone already forces both polynomials to split over $\mathbb R$, and it makes the Wronskian $q'p - qp'$ positive on all of $\mathbb R$. -**Theorem** (successor degree). Let $f$ have degree $d+1$ and $g$ degree $d$, +**Theorem** (successor degree). [@Fisk2006x, Cor. 9.145] Let $f$ have degree +$d+1$ and $g$ degree $d$, both with positive leading coefficients. Then $g$ interlaces $f$ and the two polynomials have no common zero, that is $$ @@ -89,10 +93,9 @@ C. Hermite, “Sur le nombre des racines d'une équation algébrique comprise entre des limites données,” *J. Reine Angew. Math.* 52 (1856), 39–51; M. G. Krein and M. A. Naimark, “The method of symmetric and Hermitian forms in the theory of the separation of the roots of algebraic equations” (1936), -English translation in *Linear and Multilinear Algebra* 10 (1981), 265–308; -S. Fisk, *Polynomials, roots, and interlacing*, arXiv:math/0612833, Cor. 9.145. -See the -[contextual statement on symmetricfunctions.com](https://www.symmetricfunctions.com/realRootedInterlacing.htm#bezoutMatrix). +English translation in *Linear and Multilinear Algebra* 10 (1981), 265–308. +The successor-degree criterion is [@Fisk2006x, Cor. 9.145]. See the +[contextual statement on symmetricfunctions.com](sf:bezoutMatrix). This module exposes the checked same-degree and successor-degree Bézout diff --git a/RealRooted/Challenges/BigDescents321.lean b/RealRooted/Challenges/BigDescents321.lean index fc21ec065..dfc615d38 100644 --- a/RealRooted/Challenges/BigDescents321.lean +++ b/RealRooted/Challenges/BigDescents321.lean @@ -8,6 +8,9 @@ version = 1 section = "theorems" slug = "big-descents-321" formalized = "2026-10-06" +references = [ + "ElizaldeRiveraZhuang2026", +] authors = ["Elizalde", "Rivera", "Zhuang", "Alexandersson"] years = [2024, 2026] @@ -55,10 +58,11 @@ polynomials. simple and strictly negative, $M_{n-2}$ interlaces $A_n$, and the two polynomials have no common root. -This settles the case $\Pi = \{321\}$ of Conjecture 4.4 of Elizalde, Rivera and Zhuang. The Lean +This settles the case $\Pi = \{321\}$ of Conjecture 4.4 of Elizalde, Rivera and Zhuang +[@ElizaldeRiveraZhuang2026, Conj. 4.4]. The Lean statements are about the recurrence-defined polynomials; the enumeration of permutations is the combinatorial interpretation and is not formalized. See also -[big descents on symmetricfunctions.com](https://www.symmetricfunctions.com/realRootedWords.htm#bigDescent). +[big descents on symmetricfunctions.com](sf:bigDescent). ## Proof idea @@ -81,9 +85,7 @@ The cases $n \le 24$ are exact interlacing and Bezout certificates. ## References -S. Elizalde, J. Rivera, Jr., and Y. Zhuang, [“Counting pattern-avoiding permutations by big -descents,”](https://arxiv.org/abs/2408.15111) *Annals of Combinatorics* (2026), -[doi:10.1007/s00026-026-00805-1](https://doi.org/10.1007/s00026-026-00805-1). +See [@ElizaldeRiveraZhuang2026]. This module is a catalog facade. The proofs live in diff --git a/RealRooted/Challenges/BinaryRunTransformation.lean b/RealRooted/Challenges/BinaryRunTransformation.lean index a965e3d7e..4de547e7b 100644 --- a/RealRooted/Challenges/BinaryRunTransformation.lean +++ b/RealRooted/Challenges/BinaryRunTransformation.lean @@ -12,6 +12,10 @@ version = 1 section = "theorems" slug = "binary-run-transformation" formalized = "2026-09-28" +references = [ + "BorceaBranden2009I", + "MaoWang2026x", +] [[definitions]] name = "RealRooted.binaryRunPolynomial" @@ -98,7 +102,8 @@ sends $X^m$, for $1 \leq m \leq n$, to $$\frac{1}{\binom{n}{m}} \sum_k \binom{m-1}{k-1}\binom{n+1-m}{k} X^k.$$ -If the input has degree at most $n$, nonnegative coefficients, and only real +By the algebraic-symbol method [@BorceaBranden2009I], if the input has degree +at most $n$, nonnegative coefficients, and only real nonpositive zeros, then its image has the same properties. If the input has positive constant coefficient, every zero of the image is strictly negative. @@ -110,7 +115,8 @@ $$T_n(X^m) = \frac{\binom{n}{m}}{m+1}\, \mathtt{binaryRunPolynomial}\ n\ m.$$ Equivalently, it is `binaryRunTransform n` after the standard finite Narayana/Schur–Szegő diagonal multiplier. Combined with preservation by that multiplier, this preservation theorem yields the corresponding -[Narayana transformation theorem](/RealRooted/families/narayana/); that +[Narayana transformation theorem](/RealRooted/families/narayana/) +[@MaoWang2026x]; that deduction is cited, and Lean does not connect `binaryRunTransform` to `narayanaTransform`. @@ -157,14 +163,8 @@ prevents collisions throughout the deformation. ## References -The stability-preserving contraction uses the algebraic-symbol machinery of -J. Borcea and P. Brändén, [“The Lee–Yang and Pólya–Schur programs. I. Linear -operators preserving stability,”](https://arxiv.org/abs/0809.0401) -*Inventiones Mathematicae* 177 (2009), 541–569, -[doi:10.1007/s00222-009-0189-3](https://doi.org/10.1007/s00222-009-0189-3). -For the related transform, see -J. Mao and L. Wang, [“The Narayana transformation,”](https://arxiv.org/abs/2607.01572) -arXiv:2607.01572 (2026). +The stability-preserving contraction uses the algebraic-symbol machinery +[@BorceaBranden2009I]. For the related Narayana transform, see [@MaoWang2026x]. This module exposes the strictly negative root corollary of the checked diff --git a/RealRooted/Challenges/BorceaBranden.lean b/RealRooted/Challenges/BorceaBranden.lean index 8ac935994..8fd0b098c 100644 --- a/RealRooted/Challenges/BorceaBranden.lean +++ b/RealRooted/Challenges/BorceaBranden.lean @@ -13,6 +13,9 @@ version = 1 section = "theorems" slug = "borcea-branden" formalized = "2026-08-09" +references = [ + "BorceaBranden2009I", +] authors = ["Borcea", "Brändén"] years = [2009] @@ -72,7 +75,8 @@ label = "Poisson left multiplication preserves real stability" # Borcea–Brändén finite-symbol theorems -A linear operator on a finite multidegree box preserves stability precisely in +A linear operator on a finite multidegree box preserves stability precisely +as described by the finite-symbol classification [@BorceaBranden2009I]: in the rank-one or stable-symbol cases. The real univariate theorem gives the corresponding positive-symbol criterion for bounded-degree polynomials. @@ -96,15 +100,12 @@ operator is $f(z(1-w), v(1-w))$. ## References -J. Borcea and P. Brändén, “The Lee–Yang and Pólya–Schur programs. I. Linear -operators preserving stability,” *Inventiones Mathematicae* 177 (2009), -541–569, [doi:10.1007/s00222-009-0189-3](https://doi.org/10.1007/s00222-009-0189-3). -See the -[finite-symbol discussion on symmetricfunctions.com](https://www.symmetricfunctions.com/stablePolynomials.htm#borceaBrandenFiniteSymbol). +See [@BorceaBranden2009I] and the +[finite-symbol discussion on symmetricfunctions.com](sf:borceaBrandenFiniteSymbol). Human statement: -https://www.symmetricfunctions.com/stablePolynomials.htm#borceaBrandenFiniteSymbol +sf:borceaBrandenFiniteSymbol Original reference: J. Borcea and P. Branden, "The Lee-Yang and Polya-Schur programs. I. Linear operators preserving stability", Invent. Math. 177 (2009), diff --git a/RealRooted/Challenges/BorceaBrandenClassification.lean b/RealRooted/Challenges/BorceaBrandenClassification.lean index 6180f7e49..fd36a4a37 100644 --- a/RealRooted/Challenges/BorceaBrandenClassification.lean +++ b/RealRooted/Challenges/BorceaBrandenClassification.lean @@ -12,6 +12,9 @@ version = 1 section = "theorems" slug = "borcea-branden-classification" formalized = "2026-10-13" +references = [ + "BorceaBranden2009I", +] authors = ["Borcea", "Brändén"] years = [2009] @@ -144,6 +147,8 @@ limits of complex stable-or-zero polynomials. `IsRealStableLimit` consists of entire real-coefficient series that are locally uniform limits of real stable polynomials. +The theorem numbers below refer to [@BorceaBranden2009I]. + Theorem 1.2 is `preservesRealStabilityOnDegreeBox_iff_rankTwo_or_symbol_or_negRight`: a real-linear operator on a coordinatewise degree box preserves real stability @@ -178,12 +183,7 @@ using specialization and partial differentiation. ## References -J. Borcea and P. Brändén, -[“The Lee–Yang and Pólya–Schur programs. I. Linear operators preserving -stability,”](https://arxiv.org/abs/0809.0401) *Invent. Math.* 177 -(2009), 541–569, -[doi:10.1007/s00222-009-0189-3](https://doi.org/10.1007/s00222-009-0189-3), -[arXiv:0809.0401](https://arxiv.org/abs/0809.0401). +See [@BorceaBranden2009I]. -/ diff --git a/RealRooted/Challenges/BorosMoll.lean b/RealRooted/Challenges/BorosMoll.lean index 7ffe2709f..79e534474 100644 --- a/RealRooted/Challenges/BorosMoll.lean +++ b/RealRooted/Challenges/BorosMoll.lean @@ -9,6 +9,11 @@ version = 1 section = "theorems" slug = "boros-moll-log-concavity-transform" formalized = "2026-10-08" +references = [ + "XieZhang2026InfiniteLogConcavity", + "Branden2011b", + "BorosMoll1999", +] authors = ["Xie", "Zhang"] years = [2026] @@ -68,20 +73,23 @@ $M_n(x) = \sum_i L(d(n))_i x^i$, and let $N_n(x) = \sum_{i=0}^n \frac{1}{i+1} \binom{n}{i} \binom{n+1}{i} x^i$ be the Narayana polynomial. -**Theorem** (Xie–Zhang). For $n \geq 1$, $M_n$ has $n$ simple negative zeros, and they +**Theorem** (Xie–Zhang). [@XieZhang2026InfiniteLogConcavity] For $n \geq 1$, +$M_n$ has $n$ simple negative zeros, and they strictly interlace the zeros of $N_n$, those of $M_n$ being the leftmost. -**Theorem** (Brändén). If $p$ has nonnegative coefficients and only real, nonpositive -zeros, then so does its log-concavity transform. Hence every Pólya-frequency polynomial is +**Theorem** (Brändén). [@Branden2011b] If $p$ has nonnegative coefficients and +only real, nonpositive zeros, then so does its log-concavity transform. Hence every +Pólya-frequency polynomial is *infinitely log-concave*: all iterates of the transform have nonnegative coefficients. Since $M_n$ is the transform of the row $d(n)$ and is Pólya-frequency, the Boros–Moll rows -are infinitely log-concave, as conjectured by Boros and Moll. All three statements are +are infinitely log-concave, as conjectured by Boros and Moll [@BorosMoll1999]. +All three statements are formalized. The formal proof of Brändén's theorem is not Brändén's: it uses moment functionals that do not vanish on polynomials whose zeros lie in a half-plane, together with Laguerre-type approximations. -See also [infinite log-concavity on symmetricfunctions.com](https://www.symmetricfunctions.com/realRooted.htm#infinitelyLogConcave). +See also [infinite log-concavity on symmetricfunctions.com](sf:infinitelyLogConcave). ## Proof idea @@ -93,13 +101,8 @@ certificates evaluated in the kernel. The formal proof follows the paper. ## References -P. Brändén, “Iterated sequences and the geometry of zeros,” *Journal für die reine und -angewandte Mathematik* 658 (2011), 115–131, -[doi:10.1515/crelle.2011.063](https://doi.org/10.1515/crelle.2011.063); M. H. Y. Xie and P. B. Zhang, “Infinite -log-concavity of the Boros–Moll sequences,” -arXiv:2609.20653 (2026); G. Boros and V. H. Moll, “An integral hidden in Gradshteyn and -Ryzhik,” *J. Comput. Appl. Math.* 106 (1999), 361–368, -[doi:10.1016/S0377-0427(99)00081-3](https://doi.org/10.1016/S0377-0427(99)00081-3). +See [@Branden2011b; @BorosMoll1999]. For the infinite log-concavity result, +see [@XieZhang2026InfiniteLogConcavity]. This module is a catalog facade. The proofs live in diff --git a/RealRooted/Challenges/BrandenETransform.lean b/RealRooted/Challenges/BrandenETransform.lean index 5c6ab40c4..6a29b22fa 100644 --- a/RealRooted/Challenges/BrandenETransform.lean +++ b/RealRooted/Challenges/BrandenETransform.lean @@ -9,6 +9,9 @@ version = 1 section = "theorems" slug = "branden-e-transform" formalized = "2026-09-14" +references = [ + "Branden2006", +] authors = ["Brändén"] years = [2006] @@ -68,7 +71,7 @@ $E(x^n) = F_n(x)$. Equivalently, $E\bigl(x(x - 1) \cdots (x - n + 1)\bigr) = n!\, x^n$, that is, $E\binom{x}{n} = x^n$. -**Theorem (Brändén).** Let $p$ be a real polynomial whose roots are all real +**Theorem (Brändén).** [@Branden2006] Let $p$ be a real polynomial whose roots are all real and lie in $[-1, 0]$. - If $p$ has positive leading coefficient, then $E(p)$ is a PF polynomial: it @@ -92,10 +95,8 @@ combination of an interlacing sequence is real-rooted. ## References -P. Brändén, “On linear transformations preserving the Pólya frequency -property,” *Transactions of the American Mathematical Society* 358 (2006), -3697–3716, [doi:10.1090/S0002-9947-06-03856-6](https://doi.org/10.1090/S0002-9947-06-03856-6). -The ordered Bell numbers are [OEIS A000670](https://oeis.org/A000670). +See [@Branden2006]. The ordered Bell numbers are +[OEIS A000670](https://oeis.org/A000670). This module is a catalog facade. The proofs live in diff --git a/RealRooted/Challenges/BrandenLeite.lean b/RealRooted/Challenges/BrandenLeite.lean index edc38ec6b..4c8e3fdc2 100644 --- a/RealRooted/Challenges/BrandenLeite.lean +++ b/RealRooted/Challenges/BrandenLeite.lean @@ -15,6 +15,9 @@ version = 1 section = "theorems" slug = "branden-leite" formalized = "2026-09-24" +references = [ + "BrandenLeite2024x", +] authors = ["Brändén", "Saud Maia Leite"] years = [2026] @@ -112,7 +115,7 @@ $$P_{n+1}(x) = x \sum_{k \leq n} A(n+1,k)\, P_k(x).$$ When $A$ counts weighted chains in a poset, $P_n$ enumerates the chains by length. -**Theorem (Brändén–Saud Leite).** If $A$ is lower unitriangular +**Theorem (Brändén–Saud Leite).** [@BrandenLeite2024x] If $A$ is lower unitriangular and totally nonnegative, then every $P_n$ has nonnegative coefficients and only real zeros in $[-1, 0]$, and $P_n$ interlaces $P_{n+1}$. @@ -120,7 +123,7 @@ The matrices covered are exactly the resolvable ones: a lower-unitriangular matrix admits a resolution by nonnegative weights and monic polynomials if and only if it is totally nonnegative. The same conclusion holds for totally nonnegative matrices with a positive constant diagonal. See also the -[lower-unitriangular characterization on symmetricfunctions.com](https://www.symmetricfunctions.com/polyaFrequency.htm#tnnLowerUnitriangularMatrix). +[lower-unitriangular characterization on symmetricfunctions.com](sf:tnnLowerUnitriangularMatrix). Applied to power-series kernels built from Pólya frequency sequences, the theorem gives PF polynomials whose consecutive rows interlace, for two row @@ -147,10 +150,7 @@ under the nonnegative combinations that assemble the chain polynomials. ## References -P. Brändén and L. Saud Maia Leite, [“Totally nonnegative matrices, chain -enumeration and zeros of polynomials,”](https://arxiv.org/abs/2412.06595) -*Advances in Mathematics* 487 (2026), 110760, -[doi:10.1016/j.aim.2025.110760](https://doi.org/10.1016/j.aim.2025.110760). +See [@BrandenLeite2024x]. This module is a catalog facade. The proofs live in diff --git a/RealRooted/Challenges/BrandenSolus.lean b/RealRooted/Challenges/BrandenSolus.lean index 4ffbd55e1..f4801cde4 100644 --- a/RealRooted/Challenges/BrandenSolus.lean +++ b/RealRooted/Challenges/BrandenSolus.lean @@ -12,6 +12,9 @@ version = 1 section = "theorems" slug = "branden-solus" formalized = "2026-10-02" +references = [ + "BrandenSolus2019", +] authors = ["Brändén", "Solus"] years = [2019] @@ -63,7 +66,8 @@ $R_d(f) \ll f$ for the associated polynomial $f$ (`fPolynomial d p`). The derangement transform $D : x^j \mapsto d_j(x)$ sends every polynomial with nonnegative coordinates in the basis $x^k(1+x)^{d-k}$ to a real-rooted polynomial lying between the -Eulerian polynomial $A_d$ and the derangement polynomial $d_d$ (Brändén–Solus, Corollary 3.7). +Eulerian polynomial $A_d$ and the derangement polynomial $d_d$ +[@BrandenSolus2019, Cor. 3.7]. Here it is derived from the Brändén–Vecchi Chow-resolution theorem for the Pascal matrix, whose resolving rows are exactly $x^k(1+x)^{d-k}$. @@ -74,14 +78,12 @@ The proof establishes the excedance recurrence by removing the letter $0$ from a ## References -P. Brändén and L. Solus, “Symmetric decompositions and real-rootedness,” -*International Mathematics Research Notices* 2021 (2021), no. 10, 7764–7798, -[doi:10.1093/imrn/rnz059](https://doi.org/10.1093/imrn/rnz059). See the -[symmetric-decomposition overview on symmetricfunctions.com](https://www.symmetricfunctions.com/realRootedInterlacing.htm#symmetricIDecomposition). +See [@BrandenSolus2019] and the +[symmetric-decomposition overview on symmetricfunctions.com](sf:symmetricIDecomposition). Human statement: -https://www.symmetricfunctions.com/realRootedInterlacing.htm#symmetricIDecomposition +sf:symmetricIDecomposition Original publication: P. Branden and L. Solus, "Symmetric decompositions and real-rootedness", International Mathematics Research Notices 2021 (2019), diff --git a/RealRooted/Challenges/BrandenVecchi.lean b/RealRooted/Challenges/BrandenVecchi.lean index 9bafaae12..5815dd1f3 100644 --- a/RealRooted/Challenges/BrandenVecchi.lean +++ b/RealRooted/Challenges/BrandenVecchi.lean @@ -12,6 +12,9 @@ version = 1 section = "theorems" slug = "branden-vecchi" formalized = "2026-09-12" +references = [ + "BrandenVecchi2025x", +] authors = ["Brändén", "Vecchi"] years = [2025] @@ -115,9 +118,9 @@ $$c_n = \sum_{k \leq n} A(n,k)\, d_k.$$ For the incidence data of a poset, these generalize the Chow polynomials of matroids and posets; see the -[Chow-polynomial definition on symmetricfunctions.com](https://www.symmetricfunctions.com/realRootedGraphs.htm#chowPolynomialDefinition). +[Chow-polynomial definition on symmetricfunctions.com](sf:chowPolynomialDefinition). -**Theorem (Brändén–Vecchi).** If $A$ is lower unitriangular +**Theorem (Brändén–Vecchi).** [@BrandenVecchi2025x] If $A$ is lower unitriangular and totally nonnegative, then $c_n$ and $d_n$ have nonnegative coefficients and only real zeros. Moreover $c_n$ interlaces $c_{n+1}$, and $c_n$ interlaces $d_n$. @@ -137,9 +140,7 @@ Further results: ## References -P. Brändén and L. Vecchi, “Chow polynomials of totally nonnegative matrices -and posets” (2025). -The resolution machinery comes from the +See [@BrandenVecchi2025x]. The resolution machinery comes from the [Brändén–Saud Leite page](/RealRooted/theorems/branden-leite/). diff --git a/RealRooted/Challenges/CauchyInterlacing.lean b/RealRooted/Challenges/CauchyInterlacing.lean index 470b18afe..a61853f16 100644 --- a/RealRooted/Challenges/CauchyInterlacing.lean +++ b/RealRooted/Challenges/CauchyInterlacing.lean @@ -9,6 +9,10 @@ version = 1 section = "theorems" slug = "cauchy-interlacing" formalized = "2026-07-10" +references = [ + "Godsil2017", + "Fisk2005x", +] authors = ["Fisk"] years = [2005] @@ -49,14 +53,12 @@ from the Courant–Fischer min-max principle. ## References -C. D. Godsil, *Algebraic Combinatorics*, Routledge, 2017; and S. Fisk, -“A very short proof of Cauchy’s interlace theorem for eigenvalues of Hermitian -matrices,” *American Mathematical Monthly* 112 (2005), 118. See also the -[Cauchy interlacing entry on symmetricfunctions.com](https://www.symmetricfunctions.com/realRootedInterlacing.htm#cauchyInterlacingTheorem). +See [@Godsil2017; @Fisk2005x] and the +[Cauchy interlacing entry on symmetricfunctions.com](sf:cauchyInterlacingTheorem). Human statement: -https://www.symmetricfunctions.com/realRootedInterlacing.htm#cauchyInterlacingTheorem +sf:cauchyInterlacingTheorem References used by the catalog: diff --git a/RealRooted/Challenges/ChordalClawFreeAcyclicSinks.lean b/RealRooted/Challenges/ChordalClawFreeAcyclicSinks.lean index 98314bf89..167971a38 100644 --- a/RealRooted/Challenges/ChordalClawFreeAcyclicSinks.lean +++ b/RealRooted/Challenges/ChordalClawFreeAcyclicSinks.lean @@ -47,7 +47,7 @@ the vertices. A **reverse perfect elimination order** is a linear order of the vertices in which the earlier neighbors of every vertex form a clique. A finite graph has -such an order exactly when it is [chordal](https://www.symmetricfunctions.com/realRootedGraphs.htm#chordalGraph); +such an order exactly when it is [chordal](sf:chordalGraph); here the order is part of the hypothesis. **Theorem.** If a finite claw-free graph $G$ has a reverse perfect elimination diff --git a/RealRooted/Challenges/ChudnovskySeymour.lean b/RealRooted/Challenges/ChudnovskySeymour.lean index a6054e0c3..284ddfa86 100644 --- a/RealRooted/Challenges/ChudnovskySeymour.lean +++ b/RealRooted/Challenges/ChudnovskySeymour.lean @@ -10,6 +10,9 @@ version = 1 section = "theorems" slug = "chudnovsky-seymour" formalized = "2026-07-09" +references = [ + "ChudnovskySeymour2007", +] authors = ["Chudnovsky", "Seymour"] years = [2007] @@ -34,19 +37,16 @@ headline = true The independence polynomial counts independent vertex sets by cardinality. Chudnovsky and Seymour proved that it is real-rooted for every finite -claw-free graph. +claw-free graph [@ChudnovskySeymour2007]. ## References -M. Chudnovsky and P. Seymour, “The roots of the independence polynomial of a -clawfree graph,” *Journal of Combinatorial Theory, Series B* 97 (2007), -350–357, [doi:10.1016/j.jctb.2006.06.001](https://doi.org/10.1016/j.jctb.2006.06.001). -See also the -[graph-polynomial context on symmetricfunctions.com](https://www.symmetricfunctions.com/realRootedGraphs.htm#clawFreeGraph). +See [@ChudnovskySeymour2007] and the +[graph-polynomial context on symmetricfunctions.com](sf:clawFreeGraph). Human statement: -https://www.symmetricfunctions.com/realRootedGraphs.htm#clawFreeGraph +sf:clawFreeGraph Original publication: M. Chudnovsky and P. Seymour, "The roots of the independence polynomial of a clawfree graph", J. Combin. Theory Ser. B 97 diff --git a/RealRooted/Challenges/ClawFreeOrientationSinks.lean b/RealRooted/Challenges/ClawFreeOrientationSinks.lean index 046656848..9b907bdcd 100644 --- a/RealRooted/Challenges/ClawFreeOrientationSinks.lean +++ b/RealRooted/Challenges/ClawFreeOrientationSinks.lean @@ -55,7 +55,7 @@ $2^{|E(G)| - \sum_{v \in S} \deg v}$. The right-hand side of the identity is a weighted independence polynomial with positive weights, which is real-rooted for claw-free graphs by the weighted form of the [Chudnovsky–Seymour theorem](/RealRooted/theorems/chudnovsky-seymour/). -See also [claw-free graphs on symmetricfunctions.com](https://www.symmetricfunctions.com/realRootedGraphs.htm#clawFreeGraph). +See also [claw-free graphs on symmetricfunctions.com](sf:clawFreeGraph). Line graphs are one claw-free subfamily. For acyclic orientations, see the pages on diff --git a/RealRooted/Challenges/CoefficientDominance.lean b/RealRooted/Challenges/CoefficientDominance.lean index f9d4a4885..c478d960d 100644 --- a/RealRooted/Challenges/CoefficientDominance.lean +++ b/RealRooted/Challenges/CoefficientDominance.lean @@ -14,6 +14,9 @@ version = 1 section = "theorems" slug = "coefficient-dominance" formalized = "2026-09-01" +references = [ + "Kozlov2022", +] [[theorems]] name = "RealRooted.CoefficientDominance.eval_neg_ne_zero_of_dominant" @@ -132,12 +135,12 @@ the explicit correction sums under positivity. Finally, if positive `x (j - 1)` and `x j` lie on opposite sides of reciprocal endpoints, then `log_gap_ge` converts a ratio at least `exp 2` between those endpoints into a logarithmic gap of at least two. + ## References These results were extracted from a formal proof that the rows of -[OEIS A366159](https://oeis.org/A366159) are real-rooted and interlace. The -triangle appears in D. N. Kozlov, [“Stirling -complexes,”](https://arxiv.org/abs/2309.17142) arXiv:2309.17142 (2023). +[OEIS A366159](https://oeis.org/A366159) are real-rooted and interlace. The triangle +appears in [@Kozlov2022]. -/ diff --git a/RealRooted/Challenges/CommonInterleaver.lean b/RealRooted/Challenges/CommonInterleaver.lean index 0fe629128..a31d91ecd 100644 --- a/RealRooted/Challenges/CommonInterleaver.lean +++ b/RealRooted/Challenges/CommonInterleaver.lean @@ -15,6 +15,11 @@ version = 1 section = "concepts" slug = "common-interleavers" formalized = "2026-07-03" +references = [ + "ChudnovskySeymour2007", + "Branden2015", + "Leander2016x", +] authors = ["Chudnovsky", "Seymour", "Leander"] years = [2007, 2016] @@ -114,7 +119,8 @@ interleaver** if a single real-rooted $h$ satisfies $f_i \ll h$ for every $i$. The family is **compatible** if every nonnegative combination $c_1 f_1 + \dotsb + c_m f_m$ is zero or real-rooted. -**Theorem (Chudnovsky–Seymour).** For real-rooted polynomials with positive +**Theorem (Chudnovsky–Seymour).** [@ChudnovskySeymour2007] For real-rooted +polynomials with positive leading coefficients, the following are equivalent: 1. every pair is compatible; @@ -136,7 +142,7 @@ This is the interlacing input for the real-rootedness of independence polynomials of claw-free graphs; see the [Chudnovsky–Seymour page](/RealRooted/theorems/chudnovsky-seymour/). -**Theorem (Leander).** Let $f_0, \dotsc, f_{n-1}$ have positive leading +**Theorem (Leander).** [@Leander2016x, Thm. 2.3] Let $f_0, \dotsc, f_{n-1}$ have positive leading coefficients, and suppose that $f_i$ and $f_j$ are compatible and $x f_i$ and $f_j$ are compatible whenever $i \le j$. Define $$ @@ -153,15 +159,7 @@ has largest root at most that of the polynomial at the root. ## References -M. Chudnovsky and P. Seymour, “The roots of the independence polynomial of a -clawfree graph,” *J. Combin. Theory Ser. B* 97 (2007), 350–357, -[doi:10.1016/j.jctb.2006.06.001](https://doi.org/10.1016/j.jctb.2006.06.001). -P. Brändén, [“Unimodality, log-concavity, real-rootedness and -beyond,”](https://arxiv.org/abs/1410.6601) in *Handbook of Enumerative -Combinatorics*, CRC Press (2015), Section 7.8. -M. Leander, [“Compatible polynomials and edgewise -subdivisions,”](https://arxiv.org/abs/1605.05287) arXiv:1605.05287 (2016), -Theorem 2.3. +See [@ChudnovskySeymour2007; @Branden2015, Sec. 7.8; @Leander2016x, Thm. 2.3]. This module is a catalog facade. The proofs live in diff --git a/RealRooted/Challenges/CourantFischer.lean b/RealRooted/Challenges/CourantFischer.lean index 044fc42d0..2780929aa 100644 --- a/RealRooted/Challenges/CourantFischer.lean +++ b/RealRooted/Challenges/CourantFischer.lean @@ -8,6 +8,10 @@ version = 1 section = "theorems" slug = "courant-fischer" formalized = "2026-07-01" +references = [ + "Courant1920", + "Fischer1905", +] authors = ["Fischer", "Courant"] years = [1905, 1920] @@ -44,7 +48,7 @@ $$ R_A(x) = \frac{\operatorname{Re}(x^* A x)}{\operatorname{Re}(x^* x)} . $$ -**Theorem** (Courant–Fischer). For every $k$ with $0 \leq k < N$: +**Theorem** (Courant–Fischer). [@Courant1920; @Fischer1905] For every $k$ with $0 \leq k < N$: 1. there is a subspace $W \subseteq \mathbb K^N$ of dimension $k + 1$ such that $R_A(x) \geq \lambda_k$ for every nonzero $x \in W$; @@ -75,11 +79,7 @@ theorem](/RealRooted/theorems/cauchy-interlacing/) and Weyl's rank-one interlaci ## References -R. Courant, “Über die Eigenwerte bei den Differentialgleichungen der mathematischen -Physik,” *Math. Z.* 7 (1920), 1–57, -[doi:10.1007/bf01199396](https://doi.org/10.1007/bf01199396); E. Fischer, “Über quadratische -Formen mit reellen Koeffizienten,” *Monatsh. Math. Phys.* 16 (1905), 234–249, -[doi:10.1007/bf01693781](https://doi.org/10.1007/bf01693781). +See [@Courant1920; @Fischer1905]. This module exposes the Courant–Fischer principle for Hermitian matrices and its diff --git a/RealRooted/Challenges/DecoEulerian.lean b/RealRooted/Challenges/DecoEulerian.lean index a7e61f344..c7f30c3ea 100644 --- a/RealRooted/Challenges/DecoEulerian.lean +++ b/RealRooted/Challenges/DecoEulerian.lean @@ -11,6 +11,9 @@ version = 1 section = "theorems" slug = "deco-eulerian-transform" formalized = "2026-10-05" +references = [ + "BarcucciLungoPinzani1996", +] authors = ["Alexandersson"] years = [2026] @@ -86,12 +89,8 @@ input over $\mathbb R$ completes the proof. ## References -P. Alexandersson, *An Eulerian deformation from deco polyominoes*, manuscript -(2026). - -E. Barcucci, A. Del Lungo, and R. Pinzani, [“Deco polyominoes, permutations -and random generation,”](https://doi.org/10.1016/0304-3975(95)00199-9) -*Theoretical Computer Science* 159 (1996), 29–42. +P. Alexandersson, *An Eulerian deformation from deco polyominoes*, manuscript (2026). +For the deco-polyomino background, see [@BarcucciLungoPinzani1996]. This module exposes the checked interval-preservation theorem. The energy, diff --git a/RealRooted/Challenges/DerivativeInterlacing.lean b/RealRooted/Challenges/DerivativeInterlacing.lean index adc8c39f0..87ad4a1ca 100644 --- a/RealRooted/Challenges/DerivativeInterlacing.lean +++ b/RealRooted/Challenges/DerivativeInterlacing.lean @@ -13,6 +13,11 @@ version = 1 section = "theorems" slug = "derivative-interlacing" formalized = "2026-05-12" +references = [ + "Fisk2006x", + "Obreschkoff1963", + "Jensen1913", +] authors = ["Rolle", "Laguerre", "Jensen", "Obreschkoff", "Fisk"] years = [1691, 1882, 1913, 1963, 2006] @@ -71,7 +76,7 @@ $f' \ll g'$. Here we use the zero-aware relation `Interl`, which holds whenever one side vanishes; if $f$ is nonconstant, both derivatives are nonzero and $f' \ll g'$ holds in the strict sense `StrictInterl`. -**Theorem** (Jensen). Let $p$ be a nonconstant real polynomial. Every +**Theorem** (Jensen). [@Jensen1913] Let $p$ be a nonconstant real polynomial. Every non-real zero of $p'$ lies in a *Jensen disk* of $p$: the closed disk whose diameter is the segment from a non-real zero $z$ of $p$ to $\bar z$. In particular, if $p$ is real-rooted then so is $p'$. @@ -89,7 +94,8 @@ further zero of $f'$ strictly between any two consecutive distinct zeros of $f$. This gives $d - 1$ zeros of $f'$, counted with multiplicity, in the required positions, and $f'$ has no others since its degree is $d - 1$. -For the second theorem, we use Obreschkoff's theorem: $f \ll g$ implies that +For the second theorem, we use Obreschkoff's theorem [@Obreschkoff1963]: +$f \ll g$ implies that every real linear combination $\lambda f + \mu g$ is zero or real-rooted. Differentiating the combinations shows that the same holds for $f'$ and $g'$, and the converse direction of Obreschkoff's theorem returns @@ -102,14 +108,9 @@ imaginary part of sign opposite to $\operatorname{Im} w$, which is impossible. ## References -S. Fisk, [*Polynomials, roots, and -interlacing*](https://arxiv.org/abs/math/0612833), arXiv:math/0612833 (2006), -Chapter 1; N. Obreschkoff, *Verteilung und Berechnung der Nullstellen reeller -Polynome*, VEB Deutscher Verlag der Wissenschaften, Berlin, 1963. J. L. W. V. Jensen, -*Recherches sur la théorie des équations*, *Acta Mathematica* 36 (1913), 181–195, -[doi:10.1007/BF02422380](https://doi.org/10.1007/BF02422380). The -statement $f' \ll f$ is the remark after -[Wagner's lemma on symmetricfunctions.com](https://www.symmetricfunctions.com/realRootedInterlacing.htm#wagnerLemma). +For derivative interlacing, see [@Fisk2006x, Ch. 1] and [@Obreschkoff1963]. +Jensen's theorem is [@Jensen1913]. The statement $f' \ll f$ is the remark after +[Wagner's lemma on symmetricfunctions.com](sf:wagnerLemma). This module exposes Rolle's theorem, derivative interlacing in all positive diff --git a/RealRooted/Challenges/Descartes.lean b/RealRooted/Challenges/Descartes.lean index 48d340d20..1cbe33453 100644 --- a/RealRooted/Challenges/Descartes.lean +++ b/RealRooted/Challenges/Descartes.lean @@ -62,7 +62,7 @@ résolution des équations numériques*, 1807; J. Fourier, *Analyse des équations déterminées*, 1831. See also the [contextual account on symmetricfunctions.com][descartes-context]. -[descartes-context]: https://www.symmetricfunctions.com/realRooted.htm#descartesRuleOfSigns +[descartes-context]: sf:descartesRuleOfSigns This module is a catalog facade. The proofs live in diff --git a/RealRooted/Challenges/EdreiThoma.lean b/RealRooted/Challenges/EdreiThoma.lean index 0777fc672..d1f58732e 100644 --- a/RealRooted/Challenges/EdreiThoma.lean +++ b/RealRooted/Challenges/EdreiThoma.lean @@ -9,6 +9,10 @@ version = 1 section = "theorems" slug = "edrei-thoma" formalized = "2026-10-13" +references = [ + "AissenSchoenbergWhitney1952", + "Edrei1953", +] [[theorems]] name = "RealRooted.EdreiThoma.exists_canonicalProduct_representation" @@ -127,20 +131,16 @@ Pólya-frequency sequence with $a_0 = 1$ arises this way: there are $\gamma \ge 0$ and nonnegative $\alpha_i, \beta_i$ with $\sum_i(\alpha_i+\beta_i) < \infty$ such that the generating function equals $e^{\gamma z}\prod_i(1+\alpha_i z)/\prod_i(1-\beta_i z)$ near $0$. The proof -follows Edrei's determinant identities and monotone limits, but replaces his +follows Edrei's determinant identities [@Edrei1953] and monotone limits, but replaces his use of Nevanlinna's second main theorem by an elementary growth argument (Jensen's formula and a Borel-type lemma). Together the two directions give the classification of all one-sided Pólya-frequency sequences. ## References -M. Aissen, I. J. Schoenberg, and A. M. Whitney, “On the generating functions -of totally positive sequences. I,” *Journal d’Analyse Mathématique* 2 (1952), -93–103, [doi:10.1007/BF02786970](https://doi.org/10.1007/BF02786970), prove the easy direction. -The converse is due to A. Edrei (1952); we -follow his proof in *Canadian Journal of Mathematics* 5 (1953), 86–94, -[doi:10.4153/CJM-1953-010-3](https://doi.org/10.4153/CJM-1953-010-3). See the -[Edrei–Thoma theorem on symmetricfunctions.com](https://www.symmetricfunctions.com/polyaFrequency.htm#edreiThomaTheorem). +The easy direction is [@AissenSchoenbergWhitney1952]. The converse is due to Edrei; +we follow [@Edrei1953]. See the +[Edrei–Thoma theorem on symmetricfunctions.com](sf:edreiThomaTheorem). -/ diff --git a/RealRooted/Challenges/EndpointDerivative.lean b/RealRooted/Challenges/EndpointDerivative.lean index 31bd6cce9..0ad8ecb7a 100644 --- a/RealRooted/Challenges/EndpointDerivative.lean +++ b/RealRooted/Challenges/EndpointDerivative.lean @@ -9,6 +9,9 @@ version = 1 section = "theorems" slug = "endpoint-derivative" formalized = "2026-09-26" +references = [ + "Fisk2006x", +] [[theorems]] name = "RealRooted.strictInterl_endpointDerivative" @@ -112,12 +115,10 @@ for both operators. ## References -S. Fisk, [*Polynomials, roots, and interlacing*](https://arxiv.org/abs/math/0612833), -arXiv:math/0612833 (2006), Chapter 1. - -The first applications are the rows of [OEIS A142071](https://oeis.org/A142071), -[OEIS A172106](https://oeis.org/A172106), [OEIS A172107](https://oeis.org/A172107), and -[OEIS A172108](https://oeis.org/A172108). +For derivative interlacing, see [@Fisk2006x, Ch. 1]. The first applications +are the rows of [OEIS A142071](https://oeis.org/A142071), +[OEIS A172106](https://oeis.org/A172106), [OEIS A172107](https://oeis.org/A172107), +and [OEIS A172108](https://oeis.org/A172108). -/ diff --git a/RealRooted/Challenges/EulerBidiagonal.lean b/RealRooted/Challenges/EulerBidiagonal.lean index 909aeb106..6ce028025 100644 --- a/RealRooted/Challenges/EulerBidiagonal.lean +++ b/RealRooted/Challenges/EulerBidiagonal.lean @@ -15,6 +15,11 @@ version = 1 section = "theorems" slug = "euler-bidiagonal-interlacing" formalized = "2026-10-09" +references = [ + "AndrewsGawronskiLittlejohn2011", + "AndrewsEggeGawronskiLittlejohn2013", + "Mongelli2012", +] years = [2026] [[definitions]] @@ -125,8 +130,9 @@ negative roots, with $\deg g = \deg f + 1$ and no common root. Then $Tf \ll Tg$, without common roots. In particular consecutive rows strictly interlace: $P_n \ll P_{n+1}$ for all $n$. -Real-rootedness of these rows is classical (Andrews–Gawronski–Littlejohn; -Andrews–Egge–Gawronski–Littlejohn; Mongelli). Interlacing of consecutive rows, and the +Real-rootedness of these rows is classical +[@AndrewsGawronskiLittlejohn2011; @AndrewsEggeGawronskiLittlejohn2013; +@Mongelli2012]. Interlacing of consecutive rows, and the preservation of interlacing pairs, appear to be new. They were found and formalized in this project; see issue #1324. The usual first-order step theorems (Liu–Wang, Wang–Yeh) do not apply, because the step is second order in $\theta$. Nor does $T$ preserve real-rootedness on @@ -165,16 +171,8 @@ real-rooted, and the Obreschkoff converse gives $Tf \ll Tg$. ## References -G. E. Andrews, W. Gawronski and L. L. Littlejohn, “The Legendre–Stirling numbers,” -*Discrete Mathematics* 311 (2011), 1255–1272, -[doi:10.1016/j.disc.2011.02.028](https://doi.org/10.1016/j.disc.2011.02.028); G. E. Andrews, E. S. Egge, W. Gawronski and -L. L. Littlejohn, “The Jacobi–Stirling numbers,” *Journal of Combinatorial Theory, Series A* -120 (2013), 288–303, [doi:10.1016/j.jcta.2012.08.006](https://doi.org/10.1016/j.jcta.2012.08.006); -P. Mongelli, “Total positivity properties of Jacobi–Stirling numbers,” -*Advances in Applied Mathematics* 48 (2012), 354–364, -[doi:10.1016/j.aam.2011.06.008](https://doi.org/10.1016/j.aam.2011.06.008). - -The Jacobi–Stirling triangles are on the +See [@AndrewsGawronskiLittlejohn2011; @AndrewsEggeGawronskiLittlejohn2013; +@Mongelli2012]. The Jacobi–Stirling triangles are on the [Jacobi–Stirling page](/RealRooted/families/jacobi-stirling-numbers/). diff --git a/RealRooted/Challenges/Eulerian.lean b/RealRooted/Challenges/Eulerian.lean index 529243d14..7af357207 100644 --- a/RealRooted/Challenges/Eulerian.lean +++ b/RealRooted/Challenges/Eulerian.lean @@ -14,6 +14,9 @@ version = 1 section = "families" slug = "eulerian" formalized = "2026-07-10" +references = [ + "Brenti1994", +] authors = ["Frobenius", "Brenti"] years = [1910, 1994] @@ -115,23 +118,21 @@ itself is still not formalized. ## References -The ordinary Eulerian recurrence and its real-rootedness go back to -F. G. Frobenius, “Über die Bernoullischen Zahlen und die Eulerschen Polynome,” -Sitzungsberichte der Königlich Preussischen Akademie der Wissenschaften -(1910), 809–847. For type $B$, see F. Brenti, [“q-Eulerian polynomials arising -from Coxeter groups,”](https://doi.org/10.1006/eujc.1994.1046) *European Journal -of Combinatorics* 15 (1994), 417–441. See also the -[Eulerian polynomials on symmetricfunctions.com](https://www.symmetricfunctions.com/eulerian.htm#eulerianPolynomial). +The ordinary Eulerian recurrence and its real-rootedness go back to F. G. Frobenius, +“Über die Bernoullischen Zahlen und die Eulerschen Polynome,” *Sitzungsberichte der +Königlich Preussischen Akademie der Wissenschaften* (1910), 809–847. For type $B$, +see [@Brenti1994]. See also the +[Eulerian polynomials on symmetricfunctions.com](sf:eulerianPolynomial). Human statements: * Eulerian polynomials: - https://www.symmetricfunctions.com/eulerian.htm#eulerianPolynomial + sf:eulerianPolynomial * Eulerian Sturm sequence example: - https://www.symmetricfunctions.com/realRootedWords.htm#ex:eulerianSturm + sf:ex:eulerianSturm * Type `B` Eulerian polynomials: - https://www.symmetricfunctions.com/realRootedWords.htm#typeBEulerianPolynomial + sf:typeBEulerianPolynomial Classical origin: F. G. Frobenius, "Über die Bernoullischen Zahlen und die Eulerschen Polynome", Sitzungsberichte der Königlich Preussischen Akademie der diff --git a/RealRooted/Challenges/EulerianVariations.lean b/RealRooted/Challenges/EulerianVariations.lean index 12f5cd350..282d3d3aa 100644 --- a/RealRooted/Challenges/EulerianVariations.lean +++ b/RealRooted/Challenges/EulerianVariations.lean @@ -11,6 +11,9 @@ version = 1 section = "theorems" slug = "eulerian-variations" formalized = "2026-09-09" +references = [ + "Alexandersson2026Eulerian", +] authors = ["Alexandersson", "Shankar"] years = [2026] @@ -105,8 +108,7 @@ statements are about the polynomials themselves. ## References -P. Alexandersson, [“Real-rooted Eulerian polynomials from permutations, -words, and paths,”](https://arxiv.org/abs/2609.07325) arXiv:2609.07325 (2026). +See [@Alexandersson2026Eulerian]. This module is a catalog facade. The proofs live in diff --git a/RealRooted/Challenges/FPolynomialRecurrences.lean b/RealRooted/Challenges/FPolynomialRecurrences.lean index d28214a32..8ccf802be 100644 --- a/RealRooted/Challenges/FPolynomialRecurrences.lean +++ b/RealRooted/Challenges/FPolynomialRecurrences.lean @@ -9,6 +9,9 @@ version = 1 section = "theorems" slug = "f-transform-recurrences" formalized = "2026-10-11" +references = [ + "BrandenSolus2019", +] [[theorems]] name = "RealRooted.fPolynomial_derivative" @@ -148,16 +151,11 @@ theorem. ## References -P. Brändén and L. Solus, “Symmetric decompositions and real-rootedness,” -*International Mathematics Research Notices* 2021 (2021), 7764–7798, -[doi:10.1093/imrn/rnz059](https://doi.org/10.1093/imrn/rnz059). See the -[symmetric-decomposition overview on symmetricfunctions.com][bs-overview]. - +See [@BrandenSolus2019] and the +[symmetric-decomposition overview on symmetricfunctions.com](sf:symmetricIDecomposition). For the alternating-runs families and their references, see OEIS [A008970](https://oeis.org/A008970), [A059427](https://oeis.org/A059427), and [A186370](https://oeis.org/A186370). - -[bs-overview]: https://www.symmetricfunctions.com/realRootedInterlacing.htm#symmetricIDecomposition -/ diff --git a/RealRooted/Challenges/FactorialCompression.lean b/RealRooted/Challenges/FactorialCompression.lean index 29ef9019c..a02c4eeb0 100644 --- a/RealRooted/Challenges/FactorialCompression.lean +++ b/RealRooted/Challenges/FactorialCompression.lean @@ -9,6 +9,9 @@ version = 1 section = "theorems" slug = "factorial-compression" formalized = "2026-10-09" +references = [ + "Zhang2026SeparableInterlacing", +] authors = ["Zhanhe Zhang"] years = [2026] @@ -76,12 +79,11 @@ transfers strict interlacing through the composition by the strict Schur–Szeg endpoint: composition with a multiplier of the right degree having only negative roots preserves strict interlacing of polynomials without common roots. The adjacent-degree lifting to gamma transforms is a separate step, used for the -separable permutations. +separable permutations in Zhang's argument [@Zhang2026SeparableInterlacing]. ## References -Z. Zhang, [“Strict interlacing of the descent polynomials of separable -permutations,”](https://doi.org/10.2139/ssrn.7510941) SSRN preprint (2026). The Lean development follows the draft +See [@Zhang2026SeparableInterlacing]. The Lean development follows the draft formalization of PR #1132 by yyou59548-design. diff --git a/RealRooted/Challenges/Favard.lean b/RealRooted/Challenges/Favard.lean index 3c8851a60..10ad10a27 100644 --- a/RealRooted/Challenges/Favard.lean +++ b/RealRooted/Challenges/Favard.lean @@ -9,6 +9,9 @@ version = 1 section = "theorems" slug = "favard" formalized = "2026-09-07" +references = [ + "Favard1935", +] authors = ["Favard"] years = [1935] @@ -62,7 +65,7 @@ $$ If every $\beta_{n+1}$ is positive, the real polynomials $P_n$ are nonzero and real-rooted, and consecutive polynomials interlace. -**Favard’s theorem.** Over an integral domain $R$, the monic polynomials $P_n$ +**Favard’s theorem.** [@Favard1935] Over an integral domain $R$, the monic polynomials $P_n$ form a basis of $R[x]$. Let $L$ be the linear functional that extracts the coefficient of $P_0$ in this basis, and let $\langle p, q \rangle = L(pq)$. @@ -74,13 +77,12 @@ coefficient of $P_0$ in this basis, and let $\langle p, q \rangle = L(pq)$. ## References -J. Favard, “Sur les polynômes de Tchebicheff,” *Comptes rendus de l’Académie -des sciences* 200 (1935), 2052–2053. See also the -[interlacing overview on symmetricfunctions.com](https://www.symmetricfunctions.com/realRootedInterlacing.htm#favardInterlacing). +See [@Favard1935] and the +[interlacing overview on symmetricfunctions.com](sf:favardInterlacing). Human statement: -https://www.symmetricfunctions.com/realRootedInterlacing.htm#favardInterlacing +sf:favardInterlacing Original publication: J. Favard, "Sur les polynomes de Tchebicheff", C. R. Acad. Sci. Paris 200 (1935), 2052--2053. diff --git a/RealRooted/Challenges/FiniteFreeConvolutions.lean b/RealRooted/Challenges/FiniteFreeConvolutions.lean index 082cf5efd..32a882bed 100644 --- a/RealRooted/Challenges/FiniteFreeConvolutions.lean +++ b/RealRooted/Challenges/FiniteFreeConvolutions.lean @@ -13,6 +13,10 @@ version = 1 section = "theorems" slug = "finite-free-convolutions" formalized = "2026-09-11" +references = [ + "MarcusSpielmanSrivastava2022", + "GribinskiMarcus2022", +] authors = ["Marcus", "Spielman", "Srivastava", "Gribinski"] years = [2022] @@ -108,10 +112,10 @@ lists $p_k$, $q_k$. **Theorem.** - If $p$ and $q$ are real-rooted of degree at most $d$, then $p \boxplus_d q$ is - real-rooted (Marcus, Spielman, Srivastava). + real-rooted [@MarcusSpielmanSrivastava2022]. - If $f$ and $g$ have degree exactly $n$, positive leading coefficients, and only nonnegative real roots, then $f \boxplus_{m,n} g$ is zero or has only - nonnegative real roots (Gribinski, Marcus). + nonnegative real roots [@GribinskiMarcus2022]. - The same holds for the parameters $\alpha = -\tfrac12$ and $\alpha = \tfrac12$, for inputs of degree at most $n$ that are real-rooted with nonnegative roots. @@ -134,16 +138,10 @@ composition theorem on the Hadamard page applies. ## References -A. W. Marcus, D. A. Spielman, and N. Srivastava, “Finite free convolutions of -polynomials,” *Probability Theory and Related Fields* 182 (2022), 807–848, -[doi:10.1007/s00440-021-01105-w](https://doi.org/10.1007/s00440-021-01105-w); -A. Gribinski and A. W. Marcus, [“A rectangular additive convolution for -polynomials,”](https://doi.org/10.5070/c62156888) *Combinatorial Theory* 2(1) -(2022), #16. -For the application to the Narayana transformation, see -[symmetricfunctions.com][mao-wang]. +See [@MarcusSpielmanSrivastava2022; @GribinskiMarcus2022]. For the application to +the Narayana transformation, see [symmetricfunctions.com][mao-wang]. -[mao-wang]: https://www.symmetricfunctions.com/realRooted.htm#thm:narayanaTransformationMaoWang +[mao-wang]: sf:thm:narayanaTransformationMaoWang This module is a catalog facade. The proofs live in diff --git a/RealRooted/Challenges/FiniteMemoryDefect.lean b/RealRooted/Challenges/FiniteMemoryDefect.lean index 412d58e91..3950305d9 100644 --- a/RealRooted/Challenges/FiniteMemoryDefect.lean +++ b/RealRooted/Challenges/FiniteMemoryDefect.lean @@ -8,6 +8,10 @@ version = 1 section = "theorems" slug = "finite-memory-defect-bridges" formalized = "2026-10-11" +references = [ + "BogvadHagg2017", + "NyandwiHaggKurujyibwamiUwimbabazi2026x", +] [[theorems]] name = "RealRooted.HasNonnegCoeffs.natDegree_add_eq_max" @@ -81,14 +85,7 @@ $3d+K_{n\bmod3}=2n$. ## References -R. Bøgvad and C. Hägg, “A refinement for rational functions of Pólya's method -to construct Voronoi diagrams,” *Journal of Mathematical Analysis and -Applications* 452(1) (2017), 312–334, -[doi:10.1016/j.jmaa.2017.02.071](https://doi.org/10.1016/j.jmaa.2017.02.071); -B. Nyandwi, C. Hägg, C. Kurujyibwami, and L. F. R. Uwimbabazi, “Voronoi limit -measures for iterates of constant-coefficient differential operators on -rational functions with simple poles,” -[arXiv:2604.05189](https://arxiv.org/abs/2604.05189). +See [@BogvadHagg2017; @NyandwiHaggKurujyibwamiUwimbabazi2026x]. -/ diff --git a/RealRooted/Challenges/GammaTransform.lean b/RealRooted/Challenges/GammaTransform.lean index 9aa1c904a..ad7b49b16 100644 --- a/RealRooted/Challenges/GammaTransform.lean +++ b/RealRooted/Challenges/GammaTransform.lean @@ -10,6 +10,11 @@ version = 1 section = "theorems" slug = "gamma-transform" formalized = "2026-10-06" +references = [ + "Petersen2015EulerianNumbers", + "HosterStump2025x", + "Branden2015", +] authors = ["Petersen", "Hoster", "Stump"] years = [2015, 2025] @@ -80,7 +85,8 @@ nonzero and real-rooted with only nonpositive zeros. In particular, if $\gamma \neq 0$ is real-rooted with nonnegative coefficients, then $\Gamma_d(\gamma)$ is real-rooted. -**Theorem** (Hoster–Stump). Let $\deg \gamma \leq d/2$ and +**Theorem** (Hoster–Stump). [@HosterStump2025x, Prop. 2.5] Let +$\deg \gamma \leq d/2$ and $\deg \delta \leq (d+1)/2$, and let $\gamma$ and $\delta$ have nonnegative coefficients and nonzero constant terms. Then $\Gamma_d(\gamma) \ll \Gamma_{d+1}(\delta)$ if and only if @@ -115,7 +121,8 @@ at a time. The Hoster–Stump equivalence follows by comparing the sorted root lists through the same monotone root map. For the pencil, the operator $T_n$ has a stable algebraic symbol, so the -finite Borcea–Brändén theorem shows that it preserves real-rootedness on its +finite Borcea–Brändén theorem [@Branden2015] shows that it preserves +real-rootedness on its degree box. It therefore maps the real pencil spanned by $U_n$ and $V_n$ into the next one, starting from the linear pencil $a + bx$. By Obreschkoff's theorem, the pencil property makes $U_n$ and $V_n$ interlace, and the @@ -123,12 +130,9 @@ constant terms $U_n(0) = 1$ and $V_n(0) = 0$ fix the orientation. ## References -T. K. Petersen, *Eulerian Numbers*, Birkhäuser, 2015, Section 4.6; -Hoster and Stump, [arXiv:2508.15538](https://arxiv.org/abs/2508.15538) (2025), -Proposition 2.5; P. Brändén, “Unimodality, log-concavity, -real-rootedness and beyond,” *Handbook of Enumerative Combinatorics*, CRC -Press, 2015. See the -[gamma polynomial on symmetricfunctions.com](https://www.symmetricfunctions.com/gammaPositivity.htm#gammaPolynomial). +See [@Petersen2015EulerianNumbers, Sec. 4.6], +[@HosterStump2025x, Prop. 2.5], and [@Branden2015]. See also the +[gamma polynomial on symmetricfunctions.com](sf:gammaPolynomial). This module exposes the real-rootedness transfer for the gamma transform, the diff --git a/RealRooted/Challenges/GarloffWagnerHurwitz.lean b/RealRooted/Challenges/GarloffWagnerHurwitz.lean index a9d6a2ae5..56f6632e7 100644 --- a/RealRooted/Challenges/GarloffWagnerHurwitz.lean +++ b/RealRooted/Challenges/GarloffWagnerHurwitz.lean @@ -8,6 +8,9 @@ version = 1 section = "theorems" slug = "garloff-wagner-hurwitz" formalized = "2026-06-10" +references = [ + "GarloffWagner1996", +] authors = ["Garloff", "Wagner"] years = [1996] @@ -35,24 +38,23 @@ A real polynomial is *Hurwitz stable* if its coefficients are nonnegative and it zero with positive real part. The Hadamard product of $a = \sum_k a_k x^k$ and $b = \sum_k b_k x^k$ is $a \ast b = \sum_k a_k b_k x^k$. -**Theorem (Garloff–Wagner).** If $a$ and $b$ are Hurwitz stable and $a \ast b \neq 0$, +**Theorem (Garloff–Wagner).** [@GarloffWagner1996, Thm. 1] If $a$ and $b$ are +Hurwitz stable and $a \ast b \neq 0$, then $a \ast b$ is Hurwitz stable. The proof writes $a = q(x^2) + x\,p(x^2)$. By the Hermite–Biehler theorem, $a$ is Hurwitz stable exactly when the odd and even parts interlace, $p \ll q$, or one of them vanishes and the other is a PF polynomial (real-rooted with nonnegative coefficients). The Hadamard product acts on the two parts separately, and both alternatives are preserved: -interlacing by Garloff and Wagner's theorem on Hadamard products of interlacing pairs, and +interlacing by Garloff and Wagner's theorem on Hadamard products of interlacing pairs +[@GarloffWagner1996], and PF polynomials by Maló's theorem. The coefficient condition $a \ast b \neq 0$ excludes products of polynomials with disjoint supports, which vanish. ## References -J. Garloff and D. G. Wagner, “Hadamard products of stable polynomials are stable,” -*Journal of Mathematical Analysis and Applications* 202 (1996), 797–809, -[doi:10.1006/jmaa.1996.0348](https://doi.org/10.1006/jmaa.1996.0348), Theorem 1. See -the [Hadamard-product overview](https://www.symmetricfunctions.com/realRooted.htm#hadamardProductTheorems) -on symmetricfunctions.com. +See [@GarloffWagner1996, Thm. 1] and the +[Hadamard-product overview](sf:hadamardProductTheorems) on symmetricfunctions.com. This module is a catalog facade. The proof lives in diff --git a/RealRooted/Challenges/GeneralizedSnakePosets.lean b/RealRooted/Challenges/GeneralizedSnakePosets.lean index 9c7ada042..c76291e4b 100644 --- a/RealRooted/Challenges/GeneralizedSnakePosets.lean +++ b/RealRooted/Challenges/GeneralizedSnakePosets.lean @@ -14,6 +14,10 @@ version = 1 section = "families" slug = "generalized-snake-posets" formalized = "2026-10-05" +references = [ + "BraunJal2026x", + "AlexanderssonJal2024x", +] authors = ["Braun", "Jal", "Alexandersson"] years = [2024, 2026] @@ -111,13 +115,16 @@ A generalized snake poset $P(w)$ is a width-two poset built from a word $w$ in the letters $L$ and $R$. Braun and Jal show that the $h^*$-polynomial of its order polytope is the non-nesting rook polynomial $M_w$ of a skew board whose cells are the incomparable cross-chain pairs of $P(w)$. The board comes from -the Alexandersson–Jal correspondence between naturally labeled width-two posets +the Alexandersson–Jal correspondence [@AlexanderssonJal2024x] between +naturally labeled width-two posets and skew shapes, under which the $P$-Eulerian polynomial is the non-nesting rook polynomial. The identification with the $h^*$-polynomial is -cited from Braun–Jal and is not formalized. Lean formalizes the rook model: +cited from Braun–Jal [@BraunJal2026x] and is not formalized. Lean formalizes +the rook model: the board, its non-nesting rook polynomial $M_w$, and the recurrence below. -**Theorem (Braun–Jal).** If $w$ is nonempty, then $M_w$ is real-rooted, and +**Theorem (Braun–Jal).** [@BraunJal2026x] If $w$ is nonempty, then $M_w$ is +real-rooted, and deleting the last letter of $w$ gives a polynomial interlacing $M_w$. The proof uses the **modified Narayana polynomials** $P_n = t^{-1} N_{n+1}$, @@ -140,14 +147,8 @@ Induction on the length of $w$ along the recurrence then gives the theorem. ## References -Braun and Jal, [“Order polytopes of generalized snake posets are -h*-real-rooted,”](https://arxiv.org/abs/2607.00922) arXiv:2607.00922 (2026); -P. Alexandersson and A. Jal, [“Rook matroids and log-concavity of -$P$-Eulerian polynomials,”](https://arxiv.org/abs/2410.00127) arXiv:2410.00127 -(2024), extended abstract in *Séminaire Lotharingien de Combinatoire* 93B -(2025), Art. 59. See the -[rook matroid section](https://www.symmetricfunctions.com/lattice-path-matroids.htm#rookMatroidPolynomials) -of the lattice path matroids page on symmetricfunctions.com. +See [@BraunJal2026x] and [@AlexanderssonJal2024x, Art. 59]. See also the +[rook matroid section](sf:rookMatroidPolynomials) on symmetricfunctions.com. This module is a catalog facade. The proofs live in diff --git a/RealRooted/Challenges/GraceApolarity.lean b/RealRooted/Challenges/GraceApolarity.lean index 24905bef9..c6c4bab1c 100644 --- a/RealRooted/Challenges/GraceApolarity.lean +++ b/RealRooted/Challenges/GraceApolarity.lean @@ -13,6 +13,15 @@ version = 1 section = "theorems" slug = "grace-apolarity" formalized = "2026-10-06" +references = [ + "Grace1902", + "Walsh1922", + "Szego1922", + "RahmanSchmeisser2002", + "BorceaBranden2009II", + "LiebSokal1981", + "GribinskiMarcus2022", +] authors = ["Grace", "Walsh", "Szegő", "Lieb", "Sokal", "Borcea", "Brändén"] years = [1902, 1922, 1981, 2009] @@ -132,7 +141,7 @@ $$ \sum_{k=0}^n (-1)^k \binom{n}{k} a_k b_{n-k} = 0 . $$ -**Theorem** (Grace). Let $F$ and $G$ be apolar polynomials of degree exactly +**Theorem** (Grace). [@Grace1902] Let $F$ and $G$ be apolar polynomials of degree exactly $n$. If all zeros of $F$ lie in a closed disk $\{z : |z - c| \leq r\}$ with $r \geq 0$, or in a closed half-plane $\{z : \operatorname{Im} z \geq b\}$, then $G$ has a zero in the same set. @@ -150,7 +159,8 @@ specialization $z_1 = \dotsb = z_n = z$ is $p(z)$. and no zeros in the open upper half-plane. Then $\operatorname{Pol}_n(p)$ is stable: it does not vanish when all $z_i$ lie in the open upper half-plane. -**Theorem** (Grace–Walsh–Szegő). Let $P \in \mathbb{C}[z_1, \dotsc, z_n]$ be +**Theorem** (Grace–Walsh–Szegő). [@Walsh1922; @Szego1922] Let +$P \in \mathbb{C}[z_1, \dotsc, z_n]$ be symmetric and multiaffine. Then $P = \operatorname{Pol}_n(p)$ for its diagonal $p(z) = P(z, \dotsc, z)$, and $P$ is stable if and only if $p$ has no zeros in the open upper half-plane. If $P$ has real coefficients, then $P$ is real @@ -174,7 +184,7 @@ multiaffine polynomial. **Theorem.** The blockwise polarization of $P$ is stable if and only if $P$ is stable. -**Theorem** (Lieb–Sokal, multiaffine case). Let $F$ and $G$ be stable +**Theorem** (Lieb–Sokal, multiaffine case). [@LiebSokal1981] Let $F$ and $G$ be stable multiaffine polynomials in $\mathbb{C}[z_1, \dotsc, z_m]$. Then $F(-\partial)\, G$, the result of substituting $-\partial/\partial z_i$ for $z_i$ in $F$ and applying it to $G$, is zero or stable. @@ -211,24 +221,11 @@ operation that preserves stability of multiaffine polynomials. ## References -J. H. Grace, “The zeros of a polynomial,” *Proc. Cambridge Philos. Soc.* 11 -(1902), 352–357; J. L. Walsh, “On the location of the roots of certain types -of polynomials,” *Trans. Amer. Math. Soc.* 24 (1922), 163–180; -G. Szegő, “Bemerkungen zu einem Satz von J. H. Grace über die -Wurzeln algebraischer Gleichungen,” *Math. Z.* 13 (1922), 28–55; Q. I. Rahman -and G. Schmeisser, *Analytic Theory of Polynomials*, Oxford University Press, -2002; E. H. Lieb and A. D. Sokal, “A general Lee–Yang theorem for -one-component and multicomponent ferromagnets,” *Comm. Math. Phys.* 80 (1981), -153–179, [doi:10.1007/bf01213009](https://doi.org/10.1007/bf01213009); -J. Borcea and P. Brändén, “The Lee–Yang and Pólya–Schur programs. II. Theory -of stable polynomials and applications,” *Comm. Pure Appl. Math.* 62 (2009), -1595–1631, [doi:10.1002/cpa.20295](https://doi.org/10.1002/cpa.20295); -A. Gribinski and A. W. Marcus, “A rectangular additive -convolution for polynomials,” *Combinatorial Theory* 2(1) (2022), #16, -Theorem 2.4, [doi:10.5070/c62156888](https://doi.org/10.5070/c62156888). See -[apolar polynomials](https://www.symmetricfunctions.com/stablePolynomials.htm#apolarPolynomial) -and [polarization](https://www.symmetricfunctions.com/stablePolynomials.htm#polarizationDefinition) -on symmetricfunctions.com. +The classical sources are [@Grace1902; @Walsh1922; @Szego1922] and +[@RahmanSchmeisser2002]. See also [@LiebSokal1981; @BorceaBranden2009II; +@GribinskiMarcus2022, Thm. 2.4], as well as +[apolar polynomials](sf:apolarPolynomial) and +[polarization](sf:polarizationDefinition) on symmetricfunctions.com. This module exposes Grace's theorem for closed disks and closed upper diff --git a/RealRooted/Challenges/Hadamard.lean b/RealRooted/Challenges/Hadamard.lean index cf866b96f..201a4187d 100644 --- a/RealRooted/Challenges/Hadamard.lean +++ b/RealRooted/Challenges/Hadamard.lean @@ -19,7 +19,17 @@ version = 1 section = "theorems" slug = "hadamard-products" formalized = "2026-07-03" -authors = ["Maló", "Pólya", "Schur", "Brenti", "Wagner", "Garloff", "Kostov", "Shapiro", "Brändén", +references = [ + "SchurPolya1914", + "Wagner1992", + "GarloffWagner1996", + "BrandenFerroniJochemko2024x", + "LiuMao2026Hadamard", + "KostovShapiro2006", + "Kostov2010", +] +authors = [ + "Maló", "Pólya", "Schur", "Brenti", "Wagner", "Garloff", "Kostov", "Shapiro", "Brändén", "Ferroni", "Jochemko", "Liu", "Mao"] years = [1895, 1914, 1989, 1992, 1996, 2006, 2010, 2024, 2026] @@ -143,7 +153,8 @@ Pólya frequency sequences is again a Pólya frequency sequence. Equivalently, the entrywise product of their totally nonnegative Toeplitz matrices is totally nonnegative. -**Theorem** (Kostov–Shapiro; Kostov). Let $f$ and $g$ have degree $n$, let +**Theorem** (Kostov–Shapiro; Kostov). [@KostovShapiro2006; @Kostov2010] Let +$f$ and $g$ have degree $n$, let $a \neq 0$ be a root of $f$ of multiplicity $m$ and $b \neq 0$ a root of $g$ of multiplicity $l$, with $m + l \geq n$. Then $-ab$ is a root of the Schur–Szegő composition $f *_n g$ of multiplicity exactly $m + l - n$; in particular it is not a @@ -192,11 +203,12 @@ nonnegative coefficients): factorial product), with coefficients $k!\, a_k b_k$, preserves interlacing in its first argument. -**Theorem (Schur).** If $f = \sum_k a_k x^k$ is real-rooted and +**Theorem (Schur).** [@SchurPolya1914] If $f = \sum_k a_k x^k$ is real-rooted and $g = \sum_k b_k x^k$ is real-rooted with all zeros of one sign, then the factorial Hadamard product $\sum_k k!\, a_k b_k x^k$ is zero or real-rooted. -**Theorem (Liu–Mao).** For a polynomial $p$ of degree $d$ let $W(p)$ be its Euler +**Theorem (Liu–Mao).** [@LiuMao2026Hadamard] For a polynomial $p$ of degree +$d$ let $W(p)$ be its Euler numerator, $\sum_{n \geq 0} p(n) x^n = W(p)(x) / (1-x)^{d+1}$. If the coefficients of $W(p)$ and $W(q)$ are nonnegative, log-concave and without internal zeros, then so are the coefficients of $W(pq)$. The no-internal-zeros hypothesis cannot be dropped: @@ -205,37 +217,27 @@ $W(p) = 1 + x^3$ and $W(q) = x$ give $W(pq) = 4x + 3x^3 + x^4$. ## References E. Maló, “Note sur les équations algébriques dont toutes les racines sont -réelles,” *Journal de Mathématiques Spéciales* 4 (1895), 7–10; G. Pólya and -I. Schur, “Über zwei Arten von Faktorenfolgen in der Theorie der algebraischen -Gleichungen,” *Journal für die reine und angewandte Mathematik* 144 (1914), -89–113; D. G. Wagner, “Total positivity of Hadamard products,” *Journal of -Mathematical Analysis and Applications* 163 (1992), 459–483; J. Garloff and -D. G. Wagner, “Hadamard products of stable polynomials are stable,” *Journal -of Mathematical Analysis and Applications* 202 (1996), 797–809; P. Brändén, -L. Ferroni and K. Jochemko, “Preservation of inequalities under Hadamard -products,” arXiv:2408.12386 (2024); Y. Liu and J. Mao, “Preservation of -log-concavity under Hadamard products,” arXiv:2609.11589 (2026); V. Kostov and B. -Shapiro, “On the Schur–Szegő composition of polynomials,” *C. R. Math. Acad. Sci. -Paris* 343 (2006), 81–86; V. P. Kostov, “Interlacing properties and the Schur–Szegő -composition,” *Functional Analysis and Other Mathematics* 3 (2010), 65–74; V. P. Kostov, -“Eigenvectors in the context of the Schur–Szegő composition of polynomials,” *Mathematica -Balkanica* 22 (2008), 155–173. See the -[Hadamard-product overview](https://www.symmetricfunctions.com/realRooted.htm#hadamardProductTheorems), -[Schur–Szegő composition](https://www.symmetricfunctions.com/realRooted.htm#schurSzegoComposition), -and the [finite multiplier criterion](https://www.symmetricfunctions.com/realRooted.htm#finiteMultiplierSequenceCriterion) +réelles,” *Journal de Mathématiques Spéciales* 4 (1895), 7–10. The matched +sources are [@SchurPolya1914; @Wagner1992; @GarloffWagner1996; +@BrandenFerroniJochemko2024x; @LiuMao2026Hadamard; @KostovShapiro2006; +@Kostov2010]. V. P. Kostov, “Eigenvectors in the context of the Schur–Szegő +composition of polynomials,” *Mathematica Balkanica* 22 (2008), 155–173. See the +[Hadamard-product overview](sf:hadamardProductTheorems), +[Schur–Szegő composition](sf:schurSzegoComposition), and the +[finite multiplier criterion](sf:finiteMultiplierSequenceCriterion) on symmetricfunctions.com. Human statements: * Hadamard product theorems: - https://www.symmetricfunctions.com/realRooted.htm#hadamardProductTheorems + sf:hadamardProductTheorems * Schur--Szego composition: - https://www.symmetricfunctions.com/realRooted.htm#schurSzegoComposition + sf:schurSzegoComposition * Polya-frequency sequences: - https://www.symmetricfunctions.com/polyaFrequency.htm#aissenSchoenbergWhitney + sf:aissenSchoenbergWhitney * Finite multiplier criterion: - https://www.symmetricfunctions.com/realRooted.htm#finiteMultiplierSequenceCriterion + sf:finiteMultiplierSequenceCriterion Original publications include: diff --git a/RealRooted/Challenges/HarperCLT.lean b/RealRooted/Challenges/HarperCLT.lean index 1d958b7b9..4225dbdf5 100644 --- a/RealRooted/Challenges/HarperCLT.lean +++ b/RealRooted/Challenges/HarperCLT.lean @@ -14,6 +14,11 @@ version = 1 section = "theorems" slug = "harper-clt" formalized = "2026-10-12" +references = [ + "Bender1973", + "Bona2009", + "Harper1967", +] authors = ["Harper", "Bender", "Goncharov", "David", "Barton", "Bóna"] years = [1944, 1962, 1967, 1973, 2009] @@ -115,7 +120,7 @@ and $P_n''(1)$ from forced scalar recurrences and writes the limits algebraicall $b(1)$ and their derivatives. With real-rootedness of the rows and $\sigma^2(P_n) \to \infty$, Harper's theorem then gives asymptotic normality. -**Theorem** (Harper; Bender). Let $P_n$ be real-rooted polynomials with +**Theorem** (Harper; Bender). [@Harper1967; @Bender1973] Let $P_n$ be real-rooted polynomials with nonnegative coefficients and $\sigma^2(P_n) \to \infty$. Then the standardized coefficient distributions, the laws of $(K_n - \mu_n)/\sigma_n$, converge weakly to the standard normal distribution. @@ -168,18 +173,10 @@ turns pointwise convergence of characteristic functions into weak convergence. ## References -L. H. Harper, “Stirling behavior is asymptotically normal,” *Annals of -Mathematical Statistics* 38 (1967), 410–414, -[doi:10.1214/aoms/1177698956](https://doi.org/10.1214/aoms/1177698956); -E. A. Bender, “Central and local limit theorems applied to asymptotic -enumeration,” *Journal of Combinatorial Theory, Series A* 15 (1973), 91–111, -[doi:10.1016/0097-3165(73)90038-1](https://doi.org/10.1016/0097-3165(73)90038-1); -V. L. Goncharov, “Some facts from -combinatorics,” *Izv. Akad. Nauk SSSR Ser. Mat.* 8 (1944), 3–48; F. N. David -and D. E. Barton, *Combinatorial Chance*, Griffin, London, 1962; M. Bóna, “Real -zeros and normal distribution for statistics on Stirling permutations defined -by Gessel and Stanley,” *SIAM Journal on Discrete Mathematics* 23 (2008/09), -401–406, [doi:10.1137/070702254](https://doi.org/10.1137/070702254). +See [@Harper1967; @Bender1973]. V. L. Goncharov, “Some facts from combinatorics,” +*Izv. Akad. Nauk SSSR Ser. Mat.* 8 (1944), 3–48. F. N. David and D. E. Barton, +*Combinatorial Chance*, Griffin, London, 1962. For Stirling permutations, +see [@Bona2009]. This module is a catalog facade. The proofs live in diff --git a/RealRooted/Challenges/HeilmannLieb.lean b/RealRooted/Challenges/HeilmannLieb.lean index f1b4c27f0..940010e62 100644 --- a/RealRooted/Challenges/HeilmannLieb.lean +++ b/RealRooted/Challenges/HeilmannLieb.lean @@ -10,6 +10,11 @@ version = 1 section = "theorems" slug = "heilmann-lieb" formalized = "2026-10-06" +references = [ + "HeilmannLieb1972", + "Engstrom2007", + "ChudnovskySeymour2007", +] authors = ["Heilmann", "Lieb", "Godsil", "Engström"] years = [1972, 1981, 2007] @@ -77,7 +82,8 @@ where $M$ ranges over the matchings of $G$, that is, the sets of pairwise disjoint edges. Given edge weights $w \colon E(G) \to \mathbb{R}$, the weighted version replaces $x^{|M|}$ by $\prod_{e \in M} w(e)\, x^{|M|}$. -**Theorem** (Heilmann–Lieb). The polynomial $m_G(x)$ is real-rooted. More +**Theorem** (Heilmann–Lieb). [@HeilmannLieb1972, Thm. 4.2] The polynomial +$m_G(x)$ is real-rooted. More generally, if all edge weights are nonnegative, then the weighted matching-generating polynomial is real-rooted with nonnegative coefficients and nonpositive zeros, so its coefficients form a Pólya frequency sequence. @@ -98,7 +104,7 @@ most $\Delta \geq 2$, every zero $x$ of $\mu_G$ satisfies $|x| \leq 2\sqrt{\Delta - 1}$. Heilmann and Lieb prove the strict inequality; the Lean statement records the weak form. -**Theorem** (Engström). Let $G$ be a finite claw-free graph and let +**Theorem** (Engström). [@Engstrom2007, Thm. 2.5] Let $G$ be a finite claw-free graph and let $w \colon V(G) \to \mathbb{R}$ be nonnegative vertex weights. Then the weighted independence polynomial $$ @@ -139,19 +145,11 @@ whenever $v$ has at most $\Delta - 1$ neighbours, and $\mu_G$ is even or odd. ## References -O. J. Heilmann and E. H. Lieb, “Theory of monomer-dimer systems,” *Comm. -Math. Phys.* 25 (1972), 190–232, -[doi:10.1007/bf01877590](https://doi.org/10.1007/bf01877590), Theorem 4.2; -C. D. Godsil, “Matchings and -walks in graphs,” *J. Graph Theory* 5 (1981), 285–297; A. Engström, “Inequalities on -well-distributed point sets on circles,” *J. Inequal. Pure Appl. Math.* 8 -(2007), Theorem 2.5; M. Chudnovsky and P. Seymour, “The roots of the -independence polynomial of a clawfree graph,” *J. Combin. Theory Ser. B* 97 -(2007), 350–357, [doi:10.1016/j.jctb.2006.06.001](https://doi.org/10.1016/j.jctb.2006.06.001). -See the -[matching polynomial](https://www.symmetricfunctions.com/realRootedGraphs.htm#matchingPolynomial) -and the -[weighted independence polynomial](https://www.symmetricfunctions.com/realRootedGraphs.htm#weightedIndependencePolynomial) +See [@HeilmannLieb1972, Thm. 4.2]. C. D. Godsil, “Matchings and walks in +graphs,” *J. Graph Theory* 5 (1981), 285–297. The claw-free specialization is +[@Engstrom2007, Thm. 2.5]; see also [@ChudnovskySeymour2007], the +[matching polynomial](sf:matchingPolynomial), and the +[weighted independence polynomial](sf:weightedIndependencePolynomial) on symmetricfunctions.com. diff --git a/RealRooted/Challenges/HermiteBiehlerHurwitz.lean b/RealRooted/Challenges/HermiteBiehlerHurwitz.lean index 994e7c2b6..5736d2c06 100644 --- a/RealRooted/Challenges/HermiteBiehlerHurwitz.lean +++ b/RealRooted/Challenges/HermiteBiehlerHurwitz.lean @@ -17,6 +17,9 @@ version = 1 section = "theorems" slug = "hermite-biehler-hurwitz" formalized = "2026-07-10" +references = [ + "Holtz2003", +] authors = ["Holtz"] years = [2003] @@ -129,27 +132,22 @@ the minors along the Routh reduction. ## References -O. Holtz, “Hermite–Biehler, Routh–Hurwitz, and total positivity,” *Linear -Algebra and its Applications* 372 (2003), 105–110, -[doi:10.1016/s0024-3795(03)00501-9](https://doi.org/10.1016/s0024-3795(03)00501-9). -See also the -[Hermite–Biehler theorem](https://www.symmetricfunctions.com/realRootedInterlacing.htm#hermiteBiehlerTheorem) -and the [coefficient signs of Hurwitz-stable polynomials](https://www.symmetricfunctions.com/realRootedInterlacing.htm#hurwitzImpliesCoefficientPositivity) -on symmetricfunctions.com. The related -[Hurwitz–Lace criterion](https://www.symmetricfunctions.com/realRootedInterlacing.htm#hurwitzLaceCriterion) -there is stated for a different matrix, built from two polynomials, and is not -formalized here. +See [@Holtz2003], the +[Hermite–Biehler theorem](sf:hermiteBiehlerTheorem), and the +[coefficient signs of Hurwitz-stable polynomials](sf:hurwitzImpliesCoefficientPositivity). +The related [Hurwitz–Lace criterion](sf:hurwitzLaceCriterion) is stated for a +different matrix, built from two polynomials, and is not formalized here. Human statements: * Hermite--Biehler: - https://www.symmetricfunctions.com/realRootedInterlacing.htm#hermiteBiehlerTheorem + sf:hermiteBiehlerTheorem * Hurwitz stability implies coefficient positivity: - https://www.symmetricfunctions.com/realRootedInterlacing.htm#hurwitzImpliesCoefficientPositivity + sf:hurwitzImpliesCoefficientPositivity * Related, not formalized: the Hurwitz--Lace criterion, stated for a different matrix: - https://www.symmetricfunctions.com/realRootedInterlacing.htm#hurwitzLaceCriterion + sf:hurwitzLaceCriterion Classical references include C. Hermite, A. Hurwitz, M. G. Krein, M. A. Naimark, and the modern account by O. Holtz, "Hermite-Biehler, Routh-Hurwitz, and diff --git a/RealRooted/Challenges/HermitePolynomials.lean b/RealRooted/Challenges/HermitePolynomials.lean index f124408eb..74765df1f 100644 --- a/RealRooted/Challenges/HermitePolynomials.lean +++ b/RealRooted/Challenges/HermitePolynomials.lean @@ -9,6 +9,9 @@ version = 1 section = "families" slug = "hermite-polynomials" formalized = "2026-09-07" +references = [ + "Szego1939", +] [[definitions]] name = "RealRooted.hermiteReal" @@ -76,8 +79,7 @@ positive. ## References -G. Szegő, *Orthogonal Polynomials*, American Mathematical Society Colloquium -Publications 23 (1939). +See [@Szego1939]. This module is a catalog facade. The proofs live in `RealRooted.Hermite`. diff --git a/RealRooted/Challenges/HermitePoulain.lean b/RealRooted/Challenges/HermitePoulain.lean index ce9ec8489..a3764cdb9 100644 --- a/RealRooted/Challenges/HermitePoulain.lean +++ b/RealRooted/Challenges/HermitePoulain.lean @@ -41,13 +41,13 @@ the two orientations, where either image may be zero. ## References The theorem goes back to Hermite and Poulain; see the -[Hermite–Poulain theorem on symmetricfunctions.com](https://www.symmetricfunctions.com/realRootedInterlacing.htm#hermitePoulainTheorem) +[Hermite–Poulain theorem on symmetricfunctions.com](sf:hermitePoulainTheorem) for further references, and the -[interlacing consequence](https://www.symmetricfunctions.com/realRootedInterlacing.htm#hermitePoulainInterlacing). +[interlacing consequence](sf:hermitePoulainInterlacing). Human statement: -https://www.symmetricfunctions.com/realRootedInterlacing.htm#hermitePoulainTheorem +sf:hermitePoulainTheorem Original references include C. Hermite, G. Polya--I. Schur, N. Obreschkoff, and B. Ya. Levin's account of entire functions. diff --git a/RealRooted/Challenges/HosterStump.lean b/RealRooted/Challenges/HosterStump.lean index 992d5fbfa..9fdfd226b 100644 --- a/RealRooted/Challenges/HosterStump.lean +++ b/RealRooted/Challenges/HosterStump.lean @@ -8,6 +8,9 @@ version = 1 section = "theorems" slug = "chow-polynomials-simplicial-posets" formalized = "2026-10-08" +references = [ + "HosterStump2025x", +] authors = ["Hoster", "Stump"] years = [2025] @@ -73,7 +76,7 @@ H^{\mathrm{aug}}_{\hat P}(x) = \sum_{\substack{S \subseteq \{1,\dots,n\}\\ S \te $$ where a set is *isolated* if it contains no two consecutive integers. -**Theorem** (Hoster–Stump). If the $h$-vector of $P$ is nonnegative, then +**Theorem** (Hoster–Stump). [@HosterStump2025x] If the $h$-vector of $P$ is nonnegative, then $H_{\hat P}$, $H_{\hat P^*}$ and $H^{\mathrm{aug}}_{\hat P}$ are real-rooted, and the roots of $H_{\hat P^*}$ interlace those of $H^{\mathrm{aug}}_{\hat P}$. @@ -96,10 +99,9 @@ false; the library records an explicit counterexample. ## References -E. Hoster and C. Stump, “Chow polynomials of simplicial posets with positive $h$-vector are -real-rooted,” arXiv:2508.15538 (2025); R. P. Stanley, *Combinatorics and Commutative -Algebra*, 2nd ed., Birkhäuser, 1996, III.6; L. Ferroni, J. P. Matherne and L. Vecchi, “Chow -functions for partially ordered sets,” 2024. +See [@HosterStump2025x]. R. P. Stanley, *Combinatorics and Commutative +Algebra*, 2nd ed., Birkhäuser, 1996, III.6. L. Ferroni, J. P. Matherne and +L. Vecchi, “Chow functions for partially ordered sets,” 2024. This module is a catalog facade. The proofs live in `RealRooted.HosterStump`. diff --git a/RealRooted/Challenges/Hutchinson.lean b/RealRooted/Challenges/Hutchinson.lean index b9d3427cb..b64ac4dfe 100644 --- a/RealRooted/Challenges/Hutchinson.lean +++ b/RealRooted/Challenges/Hutchinson.lean @@ -8,6 +8,10 @@ version = 1 section = "theorems" slug = "hutchinson" formalized = "2026-10-07" +references = [ + "Hutchinson1923", + "Kurtz1992", +] authors = ["Hutchinson"] years = [1923] @@ -26,7 +30,8 @@ label = "The Laguerre–Pólya class is closed under locally uniform limits" # Hutchinson's theorem -**Theorem** (Hutchinson). If $a_k > 0$ and $a_{k+1}^2 \geq 4 a_k a_{k+2}$ for +**Theorem** (Hutchinson). [@Hutchinson1923] If $a_k > 0$ and +$a_{k+1}^2 \geq 4 a_k a_{k+2}$ for all $k$, then $\sum_k a_k z^k$ is an entire function in the Laguerre–Pólya class: a locally uniform limit of real-rooted real polynomials. @@ -44,12 +49,7 @@ Laguerre–Pólya class is closed under locally uniform limits. ## References -J. I. Hutchinson, “On a remarkable class of entire functions,” *Transactions -of the American Mathematical Society* 25 (1923), 325–332, -[doi:10.1090/s0002-9947-1923-1501248-1](https://doi.org/10.1090/s0002-9947-1923-1501248-1); -D. C. Kurtz, “A sufficient condition for all the roots of a polynomial to be -real,” *American Mathematical Monthly* 99 (1992), 259–263, -[doi:10.1080/00029890.1992.11995845](https://doi.org/10.1080/00029890.1992.11995845). +See [@Hutchinson1923; @Kurtz1992]. This module is a catalog facade. The proofs live in `RealRooted.Hutchinson` diff --git a/RealRooted/Challenges/Interlacing.lean b/RealRooted/Challenges/Interlacing.lean index 4c58ff6e7..351f1f25f 100644 --- a/RealRooted/Challenges/Interlacing.lean +++ b/RealRooted/Challenges/Interlacing.lean @@ -8,6 +8,9 @@ version = 1 section = "concepts" slug = "interlacing" formalized = "2026-10-05" +references = [ + "Fisk2006x", +] authors = ["Fisk"] years = [2006] @@ -69,10 +72,8 @@ $\deg g = \deg f + 1$. ## References -Steve Fisk, [“Polynomials, roots, and -interlacing,”](https://arxiv.org/abs/math/0612833) arXiv:math/0612833 (2006). -See also the -[interlacing overview on symmetricfunctions.com](https://www.symmetricfunctions.com/realRootedInterlacing.htm#interlacesPolynomial). +See [@Fisk2006x] and the +[interlacing overview on symmetricfunctions.com](sf:interlacesPolynomial). -/ diff --git a/RealRooted/Challenges/InterlacingClosure.lean b/RealRooted/Challenges/InterlacingClosure.lean index 4653316fa..0c16b056e 100644 --- a/RealRooted/Challenges/InterlacingClosure.lean +++ b/RealRooted/Challenges/InterlacingClosure.lean @@ -13,6 +13,11 @@ version = 1 section = "theorems" slug = "interlacing-closure" formalized = "2026-10-06" +references = [ + "Fisk2006x", + "Branden2015", + "BrandenLeite2024x", +] authors = ["Fisk", "Brändén", "Saud Leite", "Hlavacek", "Solus"] years = [2006, 2015, 2021, 2024] @@ -58,7 +63,8 @@ side is also allowed to be zero. coefficients. If $(sx + t) f + g$ is real-rooted for all $s, t > 0$, then $f \ll g$. -**Cone lemma (Brändén, Saud Leite).** Let $f_0, \dots, f_n$ be real-rooted with +**Cone lemma (Brändén, Saud Leite).** [@BrandenLeite2024x, Lemma 3.1] Let +$f_0, \dots, f_n$ be real-rooted with nonnegative coefficients, and suppose $f_i \ll f_j$ for all $i < j \le n$. Then for all $\lambda_0, \dots, \lambda_n \ge 0$ the combination $F = \sum_i \lambda_i f_i$ satisfies $f_0 \ll F \ll f_n$, where either side @@ -90,17 +96,9 @@ turn this into $f \ll g$ by Wagner's lemma. ## References -S. Fisk, *Polynomials, roots, and interlacing*, arXiv:math/0612833 (2006); -P. Brändén, “Unimodality, log-concavity, real-rootedness and beyond,” -*Handbook of Enumerative Combinatorics*, CRC Press, 2015, Lemma 7.8.4; -P. Brändén and L. Saud Maia Leite, “Totally nonnegative matrices, chain -enumeration and zeros of polynomials,” *Advances in Mathematics* 487 (2026), -110760, [doi:10.1016/j.aim.2025.110760](https://doi.org/10.1016/j.aim.2025.110760), -arXiv:2412.06595, Lemma 3.1. -See also the -[interlacing sequences on symmetricfunctions.com][seq]. - -[seq]: https://www.symmetricfunctions.com/realRootedInterlacing.htm#interlacingSequenceDefinition +See [@Fisk2006x], [@Branden2015, Lemma 7.8.4], and +[@BrandenLeite2024x, Lemma 3.1]. See also the +[interlacing sequences on symmetricfunctions.com](sf:interlacingSequenceDefinition). This module is a catalog facade. The proofs live in `RealRooted.AffineFamily`, diff --git a/RealRooted/Challenges/IteratedDerivativeShift.lean b/RealRooted/Challenges/IteratedDerivativeShift.lean index eff8291ce..32eae6d35 100644 --- a/RealRooted/Challenges/IteratedDerivativeShift.lean +++ b/RealRooted/Challenges/IteratedDerivativeShift.lean @@ -10,6 +10,10 @@ version = 1 section = "theorems" slug = "iterated-derivative-shift" formalized = "2026-10-05" +references = [ + "SchurPolya1914", + "Obreschkoff1963", +] [[theorems]] name = "RealRooted.splits_tDeriv" @@ -129,12 +133,7 @@ split; the factor may occur on either side of the iterate. ## References -That `p ↦ p - ε p'` preserves real-rootedness is a classical fact going back to Laguerre; for the -general theory of such preservers see G. Pólya and J. Schur, “Über zwei Arten von Faktorenfolgen in -der Theorie der algebraischen Gleichungen,” *J. Reine Angew. Math.* 144 (1914), 89–113. The -iterated regularization is used in the converse of Obreschkoff's theorem: N. Obreschkoff, -*Verteilung und Berechnung der Nullstellen reeller Polynome*, VEB Deutscher Verlag der -Wissenschaften, 1963. +See [@SchurPolya1914; @Obreschkoff1963]. -/ diff --git a/RealRooted/Challenges/JacobiDeformation.lean b/RealRooted/Challenges/JacobiDeformation.lean index 13f161e0f..c8215ec1f 100644 --- a/RealRooted/Challenges/JacobiDeformation.lean +++ b/RealRooted/Challenges/JacobiDeformation.lean @@ -10,6 +10,9 @@ version = 1 section = "families" slug = "jacobi-deformation" formalized = "2026-10-06" +references = [ + "MicchelliWilloughby1979", +] authors = ["Micchelli", "Willoughby", "Alexandersson"] years = [1979, 2026] @@ -105,7 +108,8 @@ eigenvalues of the Jacobi operator. 2. At the roots of a quasi-Jacobi polynomial $p_q - \tau p_{q-1}$, exact quadrature symmetrizes the collocation matrix of the Jacobi operator, and all its entries are strictly positive. -3. The **Micchelli–Willoughby theorem** makes the initial spectral products of +3. The **Micchelli–Willoughby theorem** [@MicchelliWilloughby1979] makes the initial + spectral products of that matrix entrywise nonnegative: if $A$ is a real symmetric matrix with nonnegative entries and, in the simple-spectrum case formalized here, eigenvalues $\mu_1 < \dots < \mu_N$, then @@ -121,15 +125,11 @@ eigenvalues of the Jacobi operator. ## References -The theorem and its proof are original to this library (P. Alexandersson, -2026); there is no preprint yet. - -C. A. Micchelli and R. A. Willoughby, “On functions which preserve the class -of Stieltjes matrices,” *Linear Algebra and its Applications* 23 (1979), -141–156, [doi:10.1016/0024-3795(79)90098-3](https://doi.org/10.1016/0024-3795(79)90098-3). +The theorem and its proof are original to this library (P. Alexandersson, 2026); +there is no preprint yet. For Stieltjes matrices, see [@MicchelliWilloughby1979]. The triangle is [OEIS A132885](https://oeis.org/A132885); the central trinomial -coefficients are [OEIS A002426](https://oeis.org/A002426). The Jacobi -polynomials used in the proof are on the +coefficients are [OEIS A002426](https://oeis.org/A002426). The Jacobi polynomials +used in the proof are on the [Jacobi polynomials page](/RealRooted/families/jacobi-polynomials/). diff --git a/RealRooted/Challenges/JacobiPolynomials.lean b/RealRooted/Challenges/JacobiPolynomials.lean index 960ae2836..44c93807b 100644 --- a/RealRooted/Challenges/JacobiPolynomials.lean +++ b/RealRooted/Challenges/JacobiPolynomials.lean @@ -14,6 +14,9 @@ version = 1 section = "families" slug = "jacobi-polynomials" formalized = "2026-09-07" +references = [ + "Szego1939", +] authors = ["Jacobi", "Markoff", "Szegő"] years = [1859, 1886, 1939] @@ -145,13 +148,10 @@ proved directly. ## References C. G. J. Jacobi, “Untersuchungen über die Differentialgleichung der -hypergeometrischen Reihe,” *Journal für die reine und angewandte Mathematik* -56 (1859), 149–165; -A. Markoff, “Sur les racines de certaines équations (seconde note),” -*Mathematische Annalen* 27 (1886), 177–182; -G. Szegő, *Orthogonal Polynomials*, American Mathematical Society Colloquium -Publications 23 (1939), Chapters IV and VI. -The general three-term theory is on the +hypergeometrischen Reihe,” *Journal für die reine und angewandte Mathematik* 56 +(1859), 149–165; A. Markoff, “Sur les racines de certaines équations (seconde +note),” *Mathematische Annalen* 27 (1886), 177–182. See also [@Szego1939, +Chs. IV and VI]. The general three-term theory is on the [Favard page](/RealRooted/theorems/favard/). diff --git a/RealRooted/Challenges/JacobiStirlingDescent.lean b/RealRooted/Challenges/JacobiStirlingDescent.lean index 20694d185..e1ff18deb 100644 --- a/RealRooted/Challenges/JacobiStirlingDescent.lean +++ b/RealRooted/Challenges/JacobiStirlingDescent.lean @@ -8,6 +8,10 @@ version = 1 section = "families" slug = "jacobi-stirling-descent" formalized = "2026-10-07" +references = [ + "GesselLinZeng2012", + "MaWang2026x", +] authors = ["Gessel", "Lin", "Zeng", "Ma", "Wang"] years = [2012, 2026] @@ -71,7 +75,8 @@ $$D_L f = (1 + Lx) f + x(1 - x) f'.$$ Here these recurrences define the polynomials. The permutation model is not formalized. -**Theorem** (Ma–Wang). Let $1 \le i \le k$ with $i \in \{1, 2, 3, k-2, k-1\}$. +**Theorem** (Ma–Wang). [@MaWang2026x, Sec. 4] Let $1 \le i \le k$ with +$i \in \{1, 2, 3, k-2, k-1\}$. Every nonzero nonnegative combination $\sum_{|S| = i} c_S A_{k,S}$ has only simple negative zeros. In particular, $A_{k,i}$ is real-rooted. @@ -95,12 +100,7 @@ all strictly interlace a common polynomial keep that property. ## References -I. M. Gessel, Z. Lin and J. Zeng, “Jacobi–Stirling polynomials and -$P$-partitions,” *European Journal of Combinatorics* 33 (2012), 1987–2000, -[doi:10.1016/j.ejc.2012.06.008](https://doi.org/10.1016/j.ejc.2012.06.008); -S.-M. Ma and M.-X. Wang, “Binomial expansions of Jacobi–Stirling numbers and -real-rootedness of Jacobi–Stirling descent polynomials,” arXiv:2610.03111 -(2026), Section 4. +See [@GesselLinZeng2012] and [@MaWang2026x, Sec. 4]. This module is a catalog facade. The proofs live in diff --git a/RealRooted/Challenges/JacobiStirlingNumbers.lean b/RealRooted/Challenges/JacobiStirlingNumbers.lean index 542191b5e..e3ea9de4e 100644 --- a/RealRooted/Challenges/JacobiStirlingNumbers.lean +++ b/RealRooted/Challenges/JacobiStirlingNumbers.lean @@ -10,6 +10,11 @@ version = 1 section = "families" slug = "jacobi-stirling-numbers" formalized = "2026-09-13" +references = [ + "GelineauZeng2010", + "Mongelli2012", + "AndrewsEggeGawronskiLittlejohn2013", +] authors = ["Gelineau", "Zeng", "Mongelli"] years = [2010, 2012] @@ -66,7 +71,7 @@ symmetric function and $\mathrm{JS}(n,k)$ a complete homogeneous symmetric function of the weights $i(i+z)$. The signed first-kind triangle and the second-kind triangle are mutually inverse. -**Theorem** (Mongelli). For $z \geq -1$ the first-kind triangle +**Theorem** (Mongelli). [@Mongelli2012] For $z \geq -1$ the first-kind triangle $(\mathrm{Jc}(n,k;z))_{n,k}$ is totally nonnegative, and every row is a Pólya-frequency sequence: the row polynomial $\sum_k \mathrm{Jc}(n,k;z)\,x^k$ factors into linear terms $x + i(i+z)$ with nonnegative constants. @@ -80,14 +85,7 @@ network is needed. ## References -Y. Gelineau and J. Zeng, [“Combinatorial interpretations of the Jacobi–Stirling -numbers,”](https://doi.org/10.37236/342) *Electronic Journal of Combinatorics* -17 (2010), #R70; P. Mongelli, [“Total positivity properties of Jacobi–Stirling -numbers,”](https://doi.org/10.1016/j.aam.2011.06.008) *Advances in Applied -Mathematics* 48 (2012), 354–364; G. E. Andrews, E. S. Egge, W. Gawronski and -L. L. Littlejohn, [“The Jacobi–Stirling numbers,”](https://doi.org/10.1016/j.jcta.2012.08.006) -*Journal of Combinatorial Theory, Series A* 120 (2013), 288–303. - +See [@GelineauZeng2010; @Mongelli2012; @AndrewsEggeGawronskiLittlejohn2013]. The descent polynomials of Jacobi–Stirling permutations are on the [Jacobi–Stirling descent page](/RealRooted/families/jacobi-stirling-descent/). diff --git a/RealRooted/Challenges/KostovEigenpolynomials.lean b/RealRooted/Challenges/KostovEigenpolynomials.lean index a4f4f167f..b0c093e04 100644 --- a/RealRooted/Challenges/KostovEigenpolynomials.lean +++ b/RealRooted/Challenges/KostovEigenpolynomials.lean @@ -10,6 +10,9 @@ version = 1 section = "theorems" slug = "kostov-eigenpolynomials" formalized = "2026-10-12" +references = [ + "Kostov2010", +] authors = ["Kostov"] years = [2015] @@ -63,17 +66,16 @@ through the reduced eigenpolynomials $Q_{n,j}$: each $Q_{n,j}$ is monic of degre $j$, satisfies $X^j Q_{n,j}(1/X) = (-1)^j Q_{n,j}(X)$, and vanishes at $1$ when $j$ is odd. -The roots of $Q_{n,j}$ are simple and positive. Kostov's Theorem 3 says that consecutive -eigenpolynomials $Q_{n,j}$ and $Q_{n,j+1}$ strictly interlace, and his Theorem 4 compares +The roots of $Q_{n,j}$ are simple and positive. Kostov's Theorem 3 +[@Kostov2010, Thm. 3] says that consecutive eigenpolynomials $Q_{n,j}$ and +$Q_{n,j+1}$ strictly interlace, and his Theorem 4 [@Kostov2010, Thm. 4] compares the roots of $Q_{n,j}$ and $Q_{n,j+2}$, with the shared central root $1$ when $j$ is odd. The proofs pass through the eigenproblem of a Bernstein-type operator, real zeros by a compactness argument, Descartes' rule of signs, and a Wronskian argument. ## References -V. P. Kostov, “Interlacing properties and the Schur–Szegő composition,” *Functional -Analysis and Other Mathematics* 3 (2010), 65–74; manuscript -[arXiv:1504.02321](https://arxiv.org/abs/1504.02321). +See [@Kostov2010]. -/ diff --git a/RealRooted/Challenges/Kurtz.lean b/RealRooted/Challenges/Kurtz.lean index b53bcba0b..3f02e06d6 100644 --- a/RealRooted/Challenges/Kurtz.lean +++ b/RealRooted/Challenges/Kurtz.lean @@ -8,6 +8,9 @@ version = 1 section = "theorems" slug = "kurtz" formalized = "2026-07-18" +references = [ + "Kurtz1992", +] authors = ["Kurtz"] years = [1992] @@ -38,14 +41,12 @@ records real-rootedness only. ## References -D. C. Kurtz, [“A sufficient condition for all the roots of a polynomial to be -real,”](https://doi.org/10.1080/00029890.1992.11995845) *American Mathematical -Monthly* 99 (1992), 259–263. See also the -[contextual account on symmetricfunctions.com](https://www.symmetricfunctions.com/realRooted.htm#kurtzTheorem). +See [@Kurtz1992] and the +[contextual account on symmetricfunctions.com](sf:kurtzTheorem). Human statement: -https://www.symmetricfunctions.com/realRooted.htm#kurtzTheorem +sf:kurtzTheorem Original references: J. I. Hutchinson, "On a remarkable class of entire functions", Trans. Amer. Math. Soc. 25 (1923), 325--332, and D. C. Kurtz, diff --git a/RealRooted/Challenges/LGV.lean b/RealRooted/Challenges/LGV.lean index db824b3d4..f4e5d7295 100644 --- a/RealRooted/Challenges/LGV.lean +++ b/RealRooted/Challenges/LGV.lean @@ -11,6 +11,10 @@ version = 1 section = "theorems" slug = "lindstrom-gessel-viennot" formalized = "2026-09-17" +references = [ + "Lindstrom1973", + "GesselViennot1985", +] authors = ["Lindström", "Gessel", "Viennot"] years = [1973, 1985] @@ -65,7 +69,7 @@ label = "Paths of length n and powers of the edge matrix" # Lindström–Gessel–Viennot and total positivity -The [Lindström–Gessel–Viennot lemma](https://www.symmetricfunctions.com/lgv-lemma.htm#lindstromGesselViennotLemma) +The [Lindström–Gessel–Viennot lemma](sf:lindstromGesselViennotLemma) expresses a path-matrix minor as a signed sum over vertex-disjoint path families. The formalization uses ordered cancellation certificates to show that the surviving terms have nonnegative weights. @@ -87,11 +91,7 @@ Building on the path-cancellation proof in the LeanLGV library: ## References -B. Lindström, “On the vector representations of induced matroids,” *Bull. -London Math. Soc.* 5 (1973), 85–90. -I. Gessel and G. Viennot, “Binomial determinants, paths, and hook length -formulae,” *Advances in Mathematics* 58 (1985), 300–321. -The kernel rows connect to the +See [@Lindstrom1973; @GesselViennot1985]. The kernel rows connect to the [Brändén–Saud Leite page](/RealRooted/theorems/branden-leite/). diff --git a/RealRooted/Challenges/LaguerrePolarDerivative.lean b/RealRooted/Challenges/LaguerrePolarDerivative.lean index 4a521d7ed..4adb2fc46 100644 --- a/RealRooted/Challenges/LaguerrePolarDerivative.lean +++ b/RealRooted/Challenges/LaguerrePolarDerivative.lean @@ -10,6 +10,9 @@ version = 1 section = "theorems" slug = "laguerre-polar-derivative" formalized = "2026-07-01" +references = [ + "RahmanSchmeisser2002", +] authors = ["Rahman", "Schmeisser"] years = [2002] @@ -104,8 +107,7 @@ the derivative of a real-rooted polynomial is real-rooted by Rolle's theorem. ## References -Q. I. Rahman and G. Schmeisser, *Analytic Theory of Polynomials*, Oxford University -Press, 2002. +See [@RahmanSchmeisser2002]. This module exposes Laguerre's theorem for closed disks, closed half-planes and the real diff --git a/RealRooted/Challenges/LaguerrePolya.lean b/RealRooted/Challenges/LaguerrePolya.lean index 19d7ff939..c84aea60d 100644 --- a/RealRooted/Challenges/LaguerrePolya.lean +++ b/RealRooted/Challenges/LaguerrePolya.lean @@ -16,6 +16,11 @@ version = 1 section = "concepts" slug = "laguerre-polya-class" formalized = "2026-09-11" +references = [ + "SchurPolya1914", + "Levin1964", + "Hutchinson1923", +] authors = ["Pólya", "Schur"] years = [1914] @@ -214,12 +219,7 @@ $\varphi(D)\, g$. Real-rootedness passes to limits of polynomials of bounded deg ## References -G. Pólya and J. Schur, “Über zwei Arten von Faktorenfolgen in der Theorie der -algebraischen Gleichungen,” *J. Reine Angew. Math.* 144 (1914), 89–113; -B. Ja. Levin, *Distribution of zeros of entire functions*, Chapter VIII; -J. I. Hutchinson, “On a remarkable class of entire functions,” *Transactions -of the American Mathematical Society* 25 (1923), 325–332, -[doi:10.1090/s0002-9947-1923-1501248-1](https://doi.org/10.1090/s0002-9947-1923-1501248-1). +See [@SchurPolya1914], [@Levin1964, Ch. VIII], and [@Hutchinson1923]. This module is a catalog facade. The definition is in diff --git a/RealRooted/Challenges/LaguerrePolynomials.lean b/RealRooted/Challenges/LaguerrePolynomials.lean index a06d1e868..3bc6c99bd 100644 --- a/RealRooted/Challenges/LaguerrePolynomials.lean +++ b/RealRooted/Challenges/LaguerrePolynomials.lean @@ -10,6 +10,9 @@ version = 1 section = "families" slug = "laguerre-polynomials" formalized = "2026-09-07" +references = [ + "Szego1939", +] [[definitions]] name = "Polynomial.generalizedLaguerre" @@ -74,9 +77,7 @@ $$ ## References -G. Szegő, [*Orthogonal Polynomials*](https://doi.org/10.1090/coll/023), -American Mathematical Society Colloquium Publications 23 (1939), Chapter V. -The general three-term theory is on the +See [@Szego1939, Ch. V]. The general three-term theory is on the [Favard page](/RealRooted/theorems/favard/). diff --git a/RealRooted/Challenges/LeakeRyder.lean b/RealRooted/Challenges/LeakeRyder.lean index 0e99477f8..0ad45b6e3 100644 --- a/RealRooted/Challenges/LeakeRyder.lean +++ b/RealRooted/Challenges/LeakeRyder.lean @@ -9,6 +9,9 @@ version = 1 section = "theorems" slug = "leake-ryder" formalized = "2026-09-06" +references = [ + "LeakeRyder2019", +] authors = ["Leake", "Ryder"] years = [2019] @@ -53,8 +56,9 @@ label = "The matching polynomial is same-phase stable" # Same-phase stability for graph polynomials A multivariate polynomial is same-phase stable when every nonnegative -one-dimensional specialization is real-rooted. Leake and Ryder proved that the -multivariate independence polynomial is same-phase stable exactly for +one-dimensional specialization is real-rooted. Leake and Ryder proved +[@LeakeRyder2019] that the multivariate independence polynomial is same-phase +stable exactly for claw-free graphs. Their result also gives same-phase stability of the edge-variable matching polynomial and recovers the Chudnovsky–Seymour theorem by setting every variable equal to the same univariate variable. @@ -67,12 +71,7 @@ $1 + 4x + 3x^2 + x^3$, which has non-real roots. ## References -J. D. Leake and N. R. Ryder, “Generalizations of the matching polynomial to -the multivariate independence polynomial,” *Algebraic Combinatorics* 2 (2019), -781–802. See the discussion of -[same-phase stability][same-phase] -on symmetricfunctions.com. - -[same-phase]: https://www.symmetricfunctions.com/stablePolynomials.htm#samePhaseStabilityDefinition +See [@LeakeRyder2019] and the discussion of +[same-phase stability](sf:samePhaseStabilityDefinition) on symmetricfunctions.com. -/ diff --git a/RealRooted/Challenges/LeeYang.lean b/RealRooted/Challenges/LeeYang.lean index cd41016ea..e3826c0b5 100644 --- a/RealRooted/Challenges/LeeYang.lean +++ b/RealRooted/Challenges/LeeYang.lean @@ -8,6 +8,11 @@ version = 1 section = "theorems" slug = "lee-yang" formalized = "2026-10-07" +references = [ + "LeeYang1952", + "Asano1970", + "Ruelle2010", +] authors = ["Lee", "Yang", "Asano", "Ruelle"] years = [1952, 1970] @@ -44,12 +49,13 @@ P(z) = \sum_{S \subseteq V} \Bigl(\prod_{i \in S} \prod_{j \notin S} a_{ij}\Bigr $$ has no zeros when every $|z_i| < 1$, and none when every $|z_i| > 1$. -**Theorem (Lee–Yang).** All zeros of $P(z, z, \dotsc, z)$ lie on the unit circle $|z| = 1$. +**Theorem (Lee–Yang).** [@LeeYang1952] All zeros of $P(z, z, \dotsc, z)$ lie on +the unit circle $|z| = 1$. For the ferromagnetic Ising model, $a_{ij} = e^{-2\beta J_{ij}}$ with $J_{ij} \ge 0$, so the zeros of the partition function in the fugacity lie on the unit circle. -The proof uses Asano contractions. The two-site polynomial $1 + c(z_1 + z_2) + z_1 z_2$ +The proof uses Asano contractions [@Asano1970]. The two-site polynomial $1 + c(z_1 + z_2) + z_1 z_2$ with $|c| \le 1$ has no zeros in the open bidisc. If $\alpha + \beta u + \gamma v + \delta u v$ has no zeros there, then neither does $\alpha + \delta z$. Building $P$ edge by edge as a product of two-site factors in separate @@ -58,13 +64,7 @@ exterior statement follows from the identity $P(z) = (\prod_i z_i)\, P(1/z)$. ## References -T. D. Lee and C. N. Yang, [“Statistical theory of equations of state and phase transitions. -II. Lattice gas and Ising model,”](https://doi.org/10.1103/PhysRev.87.410) *Physical Review* -87 (1952), 410–419; T. Asano, [“Lee–Yang theorem and the Griffiths inequality for the -anisotropic Heisenberg ferromagnet,”](https://doi.org/10.1103/PhysRevLett.24.1409) *Physical -Review Letters* 24 (1970), 1409–1411; D. Ruelle, [“Characterization of Lee–Yang -polynomials,”](https://doi.org/10.4007/annals.2010.171.589) *Annals of Mathematics* 171 -(2010), 589–603. +See [@LeeYang1952; @Asano1970; @Ruelle2010]. This module is a catalog facade. The proof lives in `RealRooted.LeeYang`. diff --git a/RealRooted/Challenges/Liggett.lean b/RealRooted/Challenges/Liggett.lean index b7027d673..a787bf9ab 100644 --- a/RealRooted/Challenges/Liggett.lean +++ b/RealRooted/Challenges/Liggett.lean @@ -8,6 +8,9 @@ version = 1 section = "theorems" slug = "liggett-ultra-log-concavity" formalized = "2026-10-07" +references = [ + "Gurvits2009", +] authors = ["Liggett"] years = [1997] @@ -61,16 +64,13 @@ this ordering, by a $2 \times 2$ Cauchy–Binet argument as in Hoggar's theorem. A real-number inequality then combines the two induction hypotheses. This elementary argument is not Liggett's original proof. Other known proofs use -mixed volumes (Gurvits), the Johnson scheme (Kahn–Neiman) or Lorentzian polynomials +mixed volumes [@Gurvits2009], the Johnson scheme (Kahn–Neiman) or Lorentzian polynomials (Brändén–Huh). ## References T. M. Liggett, “Ultra logconcave sequences and negative dependence,” *Journal of -Combinatorial Theory, Series A* 79 (1997), 315–325; L. Gurvits, [“A short proof, -based on mixed volumes, of Liggett's theorem on the convolution of -ultra-logconcave sequences,”](https://doi.org/10.37236/243) *Electronic Journal -of Combinatorics* 16 (2009), #N5. +Combinatorial Theory, Series A* 79 (1997), 315–325. See also [@Gurvits2009]. This module is a catalog facade. The proofs live in diff --git a/RealRooted/Challenges/LiuOppositeSigns.lean b/RealRooted/Challenges/LiuOppositeSigns.lean index 731156ab3..4aab32920 100644 --- a/RealRooted/Challenges/LiuOppositeSigns.lean +++ b/RealRooted/Challenges/LiuOppositeSigns.lean @@ -8,6 +8,9 @@ version = 1 section = "theorems" slug = "liu-opposite-signs" formalized = "2026-10-02" +references = [ + "Liu2012CompatibleSequences", +] authors = ["Liu"] years = [2012] @@ -75,7 +78,7 @@ signs**, where the answer is a root-count condition. Write $n_p(x)$ for the number of roots of $p$ in $[x, \infty)$, counted with multiplicity. -**Theorem (Liu, corrected).** Let $f$ and $g$ be nonconstant +**Theorem (Liu, corrected).** [@Liu2012CompatibleSequences] Let $f$ and $g$ be nonconstant real-rooted polynomials with opposite leading signs. Then $f$ and $g$ are compatible if and only if one of the following holds: @@ -99,9 +102,7 @@ matching passes back to the limit. ## References -Lily L. Liu, [“Polynomials with real zeros and compatible -sequences,”](https://doi.org/10.37236/2674) Electronic Journal of -Combinatorics 19(3) (2012), #P33. +See [@Liu2012CompatibleSequences]. This module is a catalog facade. The proofs live in diff --git a/RealRooted/Challenges/MaWangLiuWang.lean b/RealRooted/Challenges/MaWangLiuWang.lean index 0b0ea84d9..014096333 100644 --- a/RealRooted/Challenges/MaWangLiuWang.lean +++ b/RealRooted/Challenges/MaWangLiuWang.lean @@ -12,6 +12,10 @@ version = 1 section = "theorems" slug = "ma-wang-liu-wang" formalized = "2026-10-06" +references = [ + "LiuWang2007", + "MaWang2008", +] authors = ["Liu", "Wang", "Ma"] years = [2007, 2008] @@ -70,7 +74,8 @@ the zeros interlace weakly and $F$ has the largest zero, so that $\deg F - \deg f \in \{0, 1\}$. Shared and repeated zeros are allowed. In particular, $f \ll F$ includes the statement that $F$ is real-rooted. -**Theorem (Liu–Wang).** Let $f, g, a, b \in \mathbb{R}[x]$ and +**Theorem (Liu–Wang).** [@LiuWang2007, Thm. 2.1] Let +$f, g, a, b \in \mathbb{R}[x]$ and $F = a f + b g$. Suppose that $g \ll f$, that $g$ and $F$ have positive leading coefficients, and that $\deg f \leq \deg F \leq \deg f + 1$. If $b(r) \leq 0$ at every real zero $r$ of $f$, then $f \ll F$. @@ -87,7 +92,7 @@ $r$ of $f$, then $f \ll F$. Common zeros of $f$ and $F$ are allowed. Conversely, if $g \ll f$ and both have positive leading coefficients, then $g(r) f'(r) \geq 0$ at every zero $r$ of $f$. -**Theorem (Ma–Wang).** Let $f, u, v \in \mathbb{R}[x]$ and +**Theorem (Ma–Wang).** [@MaWang2008, Thm. 2] Let $f, u, v \in \mathbb{R}[x]$ and $F = u f + v f'$. Suppose that $f$ is real-rooted, that $f$ and $F$ have positive leading coefficients, and that $\deg f \leq \deg F \leq \deg f + 1$. If $v(r) \leq 0$ at every zero $r$ of $f$, then $f \ll F$. @@ -129,14 +134,8 @@ stated here. ## References -L. L. Liu and Y. Wang, [“A unified approach to polynomial sequences with only -real zeros,”](https://doi.org/10.1016/j.aam.2006.02.003) *Advances in Applied -Mathematics* 38 (2007), 542–560, Theorem 2.1. -S.-M. Ma and Y. Wang, [“q-Eulerian polynomials and polynomials with only real -zeros,”](https://doi.org/10.37236/741) *Electronic Journal of Combinatorics* -15 (2008), #R17, Theorem 2. -See also the -[Ma–Wang and Liu–Wang criteria on symmetricfunctions.com](https://www.symmetricfunctions.com/realRootedInterlacing.htm#maWangDerivativeCriterion). +See [@LiuWang2007, Thm. 2.1] and [@MaWang2008, Thm. 2]. See also the +[Ma–Wang and Liu–Wang criteria on symmetricfunctions.com](sf:maWangDerivativeCriterion). The general Liu–Wang theorem lives in `RealRooted.LiuWang.General`, the diff --git a/RealRooted/Challenges/MatrixInterlacing.lean b/RealRooted/Challenges/MatrixInterlacing.lean index fdbe9f2e4..df6d2882f 100644 --- a/RealRooted/Challenges/MatrixInterlacing.lean +++ b/RealRooted/Challenges/MatrixInterlacing.lean @@ -9,6 +9,10 @@ version = 1 section = "theorems" slug = "matrix-interlacing" formalized = "2026-10-06" +references = [ + "Fisk2006x", + "Branden2015", +] authors = ["Fisk", "Brändén"] years = [2006, 2015] @@ -97,15 +101,13 @@ zero-aware forward forms. ## References -S. Fisk, *Polynomials, roots, and interlacing*, 2006, Chapter 3, develops -matrices preserving interlacing. P. Brändén gives the exact nonnegative -polynomial characterization in “Unimodality, log-concavity, real-rootedness -and beyond,” *Handbook of Enumerative Combinatorics*, 2015, Theorem 7.8.5. See the -[matrix criterion on symmetricfunctions.com](https://www.symmetricfunctions.com/realRootedInterlacing.htm#matrixPreservesInterlacingSequences). +Matrices preserving interlacing are treated in [@Fisk2006x, Ch. 3]. The exact +nonnegative polynomial characterization is [@Branden2015, Thm. 7.8.5]. See the +[matrix criterion on symmetricfunctions.com](sf:matrixPreservesInterlacingSequences). Human statement: -https://www.symmetricfunctions.com/realRootedInterlacing.htm#matrixPreservesInterlacingSequences +sf:matrixPreservesInterlacingSequences References: S. Fisk, *Polynomials, roots, and interlacing* (2006), Chapter 3; P. Branden, *Unimodality, log-concavity, real-rootedness and beyond*, diff --git a/RealRooted/Challenges/MonomialChainOperator.lean b/RealRooted/Challenges/MonomialChainOperator.lean index afd743822..088676746 100644 --- a/RealRooted/Challenges/MonomialChainOperator.lean +++ b/RealRooted/Challenges/MonomialChainOperator.lean @@ -11,6 +11,9 @@ version = 1 section = "theorems" slug = "monomial-chain-operator" formalized = "2026-05-12" +references = [ + "Branden2011b", +] [[theorems]] name = "RealRooted.Challenges.MonomialChainOperator.preservesInterlacing" @@ -67,9 +70,7 @@ oriented interlacing pair. ## References The decomposition step uses the Krein expansion for interlacing polynomials; -the operator perspective is related to P. Brändén, [“Iterated sequences and -the geometry of zeros,”](https://doi.org/10.1515/crelle.2011.063) *Journal für -die reine und angewandte Mathematik* 658 (2011), 115–131. +the operator perspective is related to [@Branden2011b]. This module exposes the fully checked monomial-chain upgrade. diff --git a/RealRooted/Challenges/MonotoneColumnPermanent.lean b/RealRooted/Challenges/MonotoneColumnPermanent.lean index 0f83a1bdd..73459ce9a 100644 --- a/RealRooted/Challenges/MonotoneColumnPermanent.lean +++ b/RealRooted/Challenges/MonotoneColumnPermanent.lean @@ -8,6 +8,10 @@ version = 1 section = "theorems" slug = "monotone-column-permanent" formalized = "2026-10-13" +references = [ + "HaglundOnoWagner1999", + "BrandenHaglundVisontaiWagner2011", +] authors = ["Haglund", "Ono", "Wagner", "Brändén", "Visontai"] years = [1999, 2011] @@ -95,7 +99,7 @@ half-plane. Reversing the rows preserves the permanent and changes decreasing columns into increasing columns. Thus `columnPermanent_mvRealStable_of_increasingColumns` gives the convention used -in the original Haglund–Ono–Wagner conjecture. +in the original Haglund–Ono–Wagner conjecture [@HaglundOnoWagner1999]. Setting every $z_j$ equal to one variable $z$ gives $$ @@ -118,18 +122,7 @@ fractional substitution yield the multivariate theorem. ## References -J. Haglund, K. Ono, and D. G. Wagner, -[“Theorems and conjectures involving rook polynomials with only real -zeros,”](https://doi.org/10.1007/978-1-4613-0305-3_13) in *Topics in Number -Theory*, Mathematics and Its Applications 467 (1999), 207–221, -[doi:10.1007/978-1-4613-0305-3_13](https://doi.org/10.1007/978-1-4613-0305-3_13). - -P. Brändén, J. Haglund, M. Visontai, and D. G. Wagner, -[“Proof of the monotone column permanent -conjecture,”](https://arxiv.org/abs/1010.2565) in *Notions of Positivity and -the Geometry of Polynomials*, Trends in Mathematics (2011), 63–78, -[doi:10.1007/978-3-0348-0142-3_5](https://doi.org/10.1007/978-3-0348-0142-3_5), -[arXiv:1010.2565](https://arxiv.org/abs/1010.2565). +See [@HaglundOnoWagner1999; @BrandenHaglundVisontaiWagner2011]. -/ diff --git a/RealRooted/Challenges/MorrisFlow.lean b/RealRooted/Challenges/MorrisFlow.lean index 9a1148c94..9668769e7 100644 --- a/RealRooted/Challenges/MorrisFlow.lean +++ b/RealRooted/Challenges/MorrisFlow.lean @@ -10,6 +10,9 @@ version = 1 section = "theorems" slug = "morris-flow" formalized = "2026-10-16" +references = [ + "LiuZhang2026bx", +] authors = ["Liu", "Zhang"] years = [2026] @@ -85,8 +88,8 @@ headline = true # The Morris flow and its stable eigenfunctions -Following Liu and Zhang, we work with symmetric polynomials in $x_1, \dotsc, x_q$ and the -differential operators +Following Liu and Zhang [@LiuZhang2026bx], we work with symmetric polynomials in +$x_1, \dotsc, x_q$ and the differential operators $$ A_q = \sum_{i=1}^{q} x_i^2 \partial_i^2, \qquad B_q = 2 \sum_{1 \leq i < j \leq q} @@ -100,7 +103,8 @@ nonzero (see [real stability](/RealRooted/theorems/real-stability/)). We write $\operatorname{Sym}_{q,\leq N}$ for the finite-dimensional real space of symmetric polynomials in $q$ variables of total degree at most $N$. -**Theorem** (Liu–Zhang, Theorem 4.9). Let $t \geq 0$ and $N \in \mathbb N$. If +**Theorem** (Liu–Zhang, Theorem 4.9). [@LiuZhang2026bx, Thm. 4.9] +Let $t \geq 0$ and $N \in \mathbb N$. If $P \in \operatorname{Sym}_{q,\leq N}$ is real stable, then $e^{t D_q} P$ is real stable. In the Lean statement, $e^{tD_q}$ is the exponential of the restriction of $D_q$ to @@ -123,7 +127,8 @@ $$ $N$. A coefficientwise limit of this flow as $t = n \to \infty$ through the natural numbers, which is nonzero and of total degree at most $N$, is real stable. -**Theorem** (Liu–Zhang, Theorem 4.12). Let $\lambda$ be a partition of $N$ with at most $q$ +**Theorem** (Liu–Zhang, Theorem 4.12). [@LiuZhang2026bx, Thm. 4.12] +Let $\lambda$ be a partition of $N$ with at most $q$ parts such that $\lambda_i - \lambda_{i+1} \leq 1$ for $1 \leq i < q$. Let $V_\lambda$ be the span of the monomial symmetric polynomials $m_\mu$ for partitions $\mu \preceq \lambda$ in dominance order with at most $q$ parts. @@ -154,9 +159,8 @@ to every normalized eigenfunction. ## References -F. Liu and Z. Zhang, [*Real-rootedness and gamma-positivity for a variation of the Morris -constant term*](https://arxiv.org/abs/2609.15201), arXiv:2609.15201 (2026). Theorems 4.9 and -4.12 are Theorems 1.2 and 1.3 of the paper, and Lemma 4.4 is the real stability of $E_\lambda$. +See [@LiuZhang2026bx]. Theorems 4.9 and 4.12 here are Theorems 1.2 and 1.3 +of that paper, and Lemma 4.4 is its real-stability result for $E_\lambda$. This module is a catalog facade. The operators and the eigenvalue are in diff --git a/RealRooted/Challenges/MultiplierSequence.lean b/RealRooted/Challenges/MultiplierSequence.lean index ca961bbf8..7624d36d8 100644 --- a/RealRooted/Challenges/MultiplierSequence.lean +++ b/RealRooted/Challenges/MultiplierSequence.lean @@ -18,6 +18,9 @@ version = 1 section = "concepts" slug = "multiplier-sequences" formalized = "2026-09-07" +references = [ + "SchurPolya1914", +] authors = ["Pólya", "Schur"] years = [1914] @@ -221,9 +224,8 @@ each approximating polynomial, and the Taylor coefficients converge. ## References -G. Pólya and J. Schur, “Über zwei Arten von Faktorenfolgen in der Theorie der -algebraischen Gleichungen,” *J. Reine Angew. Math.* 144 (1914), 89–113. -The finite Pólya–Schur theorem through the Schur–Szegő composition is on the +See [@SchurPolya1914]. The finite Pólya–Schur theorem through the +Schur–Szegő composition is on the [Hadamard products page](/RealRooted/theorems/hadamard-products/). diff --git a/RealRooted/Challenges/MultisetEulerianNarayana.lean b/RealRooted/Challenges/MultisetEulerianNarayana.lean index 1fa78ad4b..1768714e8 100644 --- a/RealRooted/Challenges/MultisetEulerianNarayana.lean +++ b/RealRooted/Challenges/MultisetEulerianNarayana.lean @@ -11,6 +11,10 @@ version = 1 section = "families" slug = "multiset-eulerian-narayana" formalized = "2026-10-07" +references = [ + "ZhangZhao2026x", + "LinMaMaZhou2021", +] authors = ["Lin", "Ma", "Zhou", "Zhang", "Zhao"] years = [2021, 2026] @@ -72,7 +76,7 @@ label = "Zhang–Zhao: the closed transition matrices are totally nonnegative" Let $M = \{1^{p_1}, \dotsc, m^{p_m}\}$ be a multiset of size $N$. A weakly increasing tree on $M$ is a plane tree on $M \cup \{0\}$, rooted at $0$, whose labels weakly increase along every root-to-leaf path and from left to right -among siblings. Lin, Ma, Ma and Zhou studied the normalized leaf enumerator +among siblings. Lin, Ma, Ma and Zhou [@LinMaMaZhou2021] studied the normalized leaf enumerator $P_M(t)$ of these trees. It interpolates between the Eulerian polynomials ($p_i = 1$) and the Narayana polynomials ($m = 1$). They conjectured that it is real-rooted. @@ -89,18 +93,20 @@ $$ Here this factorization defines $P_\alpha$. The tree model and the Lagrange–Bürmann argument behind the factorization are not formalized. -**Theorem** (Zhang–Zhao). For every composition $\alpha$ of $N \ge 1$, the +**Theorem** (Zhang–Zhao). [@ZhangZhao2026x] For every composition $\alpha$ of +$N \ge 1$, the polynomial $P_\alpha$ has degree $N - 1$, nonnegative coefficients and only simple negative zeros. Consecutive partial products of the factorization strictly interlace, and $P_\alpha$ is palindromic. -**Theorem** (Zhang–Zhao, Theorem 1.3). The matrices $K^{(p,r)}$ that send the +**Theorem** (Zhang–Zhao, Theorem 1.3). [@ZhangZhao2026x, Thm. 1.3] The +matrices $K^{(p,r)}$ that send the coefficients of an input polynomial to those of its image under $r$ consecutive steps have an explicit binomial closed form. They are products of positive bidiagonal matrices, hence totally nonnegative. The conjecture itself also needs the identification of $P_\alpha$ with the leaf -enumerator $P_M$ (Zhang–Zhao, Proposition 2.9). That identification is cited +enumerator $P_M$ [@ZhangZhao2026x, Prop. 2.9]. That identification is cited from the paper, not formalized. ## Proof idea @@ -113,12 +119,9 @@ $a_d(\alpha)$ are positive. ## References -Z. Lin, J. Ma, S.-M. Ma and Y. Zhou, [“Weakly increasing trees on a multiset,”](https://doi.org/10.1016/j.aam.2021.102206) -*Advances in Applied Mathematics* 129 (2021), 102206; P. B. Zhang and T. Zhao, -[“Zeros and interlacing for multiset Eulerian–Narayana polynomials,”](https://arxiv.org/abs/2610.00966) -arXiv:2610.00966 (2026). - -The real-rootedness theorem was formalized in RealRooted issue #1076. +For the tree model, see [@LinMaMaZhou2021]. For the interlacing result, see +[@ZhangZhao2026x]. The real-rootedness theorem was formalized in RealRooted +issue #1076. This module is a catalog facade. The proofs live in diff --git a/RealRooted/Challenges/MultivariateObreschkoff.lean b/RealRooted/Challenges/MultivariateObreschkoff.lean index f6c395732..766b8e70e 100644 --- a/RealRooted/Challenges/MultivariateObreschkoff.lean +++ b/RealRooted/Challenges/MultivariateObreschkoff.lean @@ -10,6 +10,11 @@ version = 1 section = "theorems" slug = "multivariate-obreschkoff" formalized = "2026-10-13" +references = [ + "BorceaBranden2009I", + "BorceaBranden2010", + "Obreschkoff1963", +] authors = ["Obreschkoff", "Borcea", "Brändén"] years = [1963, 2009, 2010] @@ -57,7 +62,8 @@ polynomial; in particular it is nonzero. For $F, G \in \mathbb R[z_i : i \in \sigma]$ we say that $F$ and $G$ are in **proper position**, written $F \ll G$, if the complex polynomial $G + iF$ is stable. -**Theorem** (Hermite–Kakeya–Obreschkoff, converse). Let $\sigma$ be any index type and +**Theorem** (Hermite–Kakeya–Obreschkoff, converse). [@Obreschkoff1963] Let +$\sigma$ be any index type and $F, G \in \mathbb R[z_i : i \in \sigma]$. Suppose that for all real $\alpha, \beta$ the polynomial $\alpha F + \beta G$ is zero or real stable. Then $F = G = 0$, or $F \ll G$, or $G \ll F$. @@ -94,17 +100,8 @@ $G + iF$ stable and a negative sign makes $F + iG$ stable. ## References -J. Borcea and P. Brändén, -[“The Lee–Yang and Pólya–Schur programs. I. Linear operators preserving -stability,”](https://arxiv.org/abs/0809.0401) *Invent. Math.* 177 (2009), 541–569, -[doi:10.1007/s00222-009-0189-3](https://doi.org/10.1007/s00222-009-0189-3), -Lemma 1.8 and Theorem 1.9 (arXiv:0809.0401). The theorem was first proved in -J. Borcea and P. Brändén, -[“Multivariate Pólya–Schur classification problems in the Weyl -algebra,”](https://arxiv.org/abs/math/0606360) *Proc. London Math. Soc.* (3) 101 (2010), -73–104, [doi:10.1112/plms/pdp049](https://doi.org/10.1112/plms/pdp049). For the univariate -theorem see N. Obreschkoff, *Verteilung und Berechnung der Nullstellen reeller Polynome*, -VEB Deutscher Verlag der Wissenschaften, 1963. +See [@BorceaBranden2009I, Lemma 1.8 and Thm. 1.9], +[@BorceaBranden2010], and [@Obreschkoff1963]. This module exposes the two directions of the multivariate Hermite–Kakeya–Obreschkoff diff --git a/RealRooted/Challenges/Narayana.lean b/RealRooted/Challenges/Narayana.lean index fb4433c3d..e9540e7f9 100644 --- a/RealRooted/Challenges/Narayana.lean +++ b/RealRooted/Challenges/Narayana.lean @@ -14,6 +14,12 @@ version = 1 section = "families" slug = "narayana" formalized = "2026-07-18" +references = [ + "MaoWang2026x", + "Brenti1989", + "DominiciJohnstonJordaan2013x", + "Zeng2026x", +] authors = ["Mao", "Wang", "Dominici", "Johnston", "Jordaan", "Brenti", "Zeng"] years = [1989, 2013, 2026] @@ -170,7 +176,7 @@ $$ for the falling factorials and the generalized rising factorials, and $T_n(x)$ for the Touchard polynomials, $T_0 = 1$ and $T_{n+1} = x T_n + x T_n'$. -**Theorem (Brenti).** If +**Theorem (Brenti).** [@Brenti1989, Thm. 2.4.2] If $\sum_k a_k \langle x\rangle_k$ has only nonpositive zeros, then so does $\sum_k a_k x^k$. @@ -190,7 +196,8 @@ $(ax + d)^n$ with $a > 0$ and $d \geq 0$, $T_n(x)$, $(x \mid \mu)_n$ with $\mu > 0$, and $N_{n,m}(x)$; row $n$ of the coefficient matrix of a basis $(B_n)$ lists the coefficients of $B_n$. -**Theorem (Mao–Wang).** Let $M$ be lower-triangular with Pólya-frequency +**Theorem (Mao–Wang).** [@MaoWang2026x, Thm. 1.3] Let $M$ be lower-triangular +with Pólya-frequency row-generating polynomials, and let $B_1, \dotsc, B_r$ be admissible factors. Then $M B_1 \dotsm B_r$ has Pólya-frequency row-generating polynomials. In particular this holds for $M B^r$ with $B$ admissible and $r \geq 0$. @@ -223,24 +230,14 @@ real-rootedness for $\theta \ge 0$ through Jacobi polynomials. ## References -The coefficient normalization is from Jianxi Mao and Lijie Wang, [“The -Narayana transformation,”](https://arxiv.org/abs/2607.01572) arXiv:2607.01572 -(2026). The root-location input is D. Dominici, S. J. Johnston, -and K. Jordaan, [“Real zeros of 2F1 hypergeometric -polynomials,”](https://arxiv.org/abs/1301.4771) *Journal of Computational and -Applied Mathematics* 247 (2013), 152–161. The falling-factorial theorem is -F. Brenti, [“Unimodal, log-concave and Pólya frequency sequences in -combinatorics,”](https://doi.org/10.1090/memo/0413) *Memoirs of the American -Mathematical Society* 81 (1989), no. 413, Theorem 2.4.2; Mao and Wang -use it as Lemma 3.2, and the matrix-product theorem is their Theorem 1.3. -The continuous interpolation is from J. Zeng, [“Continuous Narayana interpolations: -Hankel total positivity and log-convexity preservation,”](https://arxiv.org/abs/2610.19548) -arXiv:2610.19548 (2026), (1.1)–(1.3) and Corollary 3.5. -See also the -[Narayana real-rootedness examples on symmetricfunctions.com](https://www.symmetricfunctions.com/realRootedCatalan.htm#ex:narayanaSturm), -[Brenti's falling-factorial theorem](https://www.symmetricfunctions.com/realRooted.htm#thm:brentiFallingFactorialBasis), -and the -[Mao–Wang row-generating functions](https://www.symmetricfunctions.com/realRooted.htm#rowGeneratingFunction). +The coefficient normalization is from [@MaoWang2026x], and the root-location input +is [@DominiciJohnstonJordaan2013x]. The falling-factorial theorem is +[@Brenti1989, Thm. 2.4.2]; Mao and Wang use it as Lemma 3.2, and the +matrix-product theorem is [@MaoWang2026x, Thm. 1.3]. The continuous interpolation +is [@Zeng2026x, (1.1)–(1.3) and Cor. 3.5]. See also the +[Narayana real-rootedness examples on symmetricfunctions.com](sf:ex:narayanaSturm), +[Brenti's falling-factorial theorem](sf:thm:brentiFallingFactorialBasis), and the +[Mao–Wang row-generating functions](sf:rowGeneratingFunction). -/ diff --git a/RealRooted/Challenges/NewtonDefectRoots.lean b/RealRooted/Challenges/NewtonDefectRoots.lean index e208767e5..fbdef8b98 100644 --- a/RealRooted/Challenges/NewtonDefectRoots.lean +++ b/RealRooted/Challenges/NewtonDefectRoots.lean @@ -8,6 +8,10 @@ version = 1 section = "theorems" slug = "local-newton-defect-roots" formalized = "2026-10-11" +references = [ + "KarpenkoVishnyakova2017", + "AkianGaubertSharify2017", +] [[theorems]] name = "RealRooted.NewtonDefectRoots.esym_sq_sub_sq_esym_le" @@ -81,14 +85,7 @@ ratio; no bound on the ambient degrees is assumed. ## References -I. Karpenko and A. Vishnyakova, “On sufficient conditions for a polynomial to -be sign-independently hyperbolic or to have real separated zeros,” *Mathematical -Inequalities & Applications* 20 (2017), -[doi:10.7153/mia-20-18](https://doi.org/10.7153/mia-20-18). -M. Akian, S. Gaubert, and M. Sharify, “Log-majorization of the moduli of the -eigenvalues of a matrix polynomial by tropical roots,” *Linear Algebra and its -Applications*, [doi:10.1016/j.laa.2016.11.004](https://doi.org/10.1016/j.laa.2016.11.004), -[arXiv:1304.2967](https://arxiv.org/abs/1304.2967). +See [@KarpenkoVishnyakova2017; @AkianGaubertSharify2017]. -/ diff --git a/RealRooted/Challenges/Nijenhuis.lean b/RealRooted/Challenges/Nijenhuis.lean index 2d8000e08..def144d01 100644 --- a/RealRooted/Challenges/Nijenhuis.lean +++ b/RealRooted/Challenges/Nijenhuis.lean @@ -8,6 +8,9 @@ version = 1 section = "theorems" slug = "nijenhuis-rook-polynomials" formalized = "2026-09-26" +references = [ + "Nijenhuis1976", +] authors = ["Nijenhuis"] years = [1976] @@ -53,10 +56,8 @@ with nonpositive roots; Nijenhuis’s signed normalization has nonnegative roots ## References -A. Nijenhuis, [“On permanents and the zeros of rook polynomials,”](https://doi.org/10.1016/0097-3165(76)90068-6) -*Journal of Combinatorial Theory, Series A* 21 (1976), 240–244. See also the -[rook-polynomial overview on -symmetricfunctions.com](https://www.symmetricfunctions.com/realRootedGraphs.htm#rookPolynomials). +See [@Nijenhuis1976] and the +[rook-polynomial overview on symmetricfunctions.com](sf:rookPolynomials). This challenge entry uses ordinary nonattacking rook placements. It is diff --git a/RealRooted/Challenges/Obreschkoff.lean b/RealRooted/Challenges/Obreschkoff.lean index 57ecb1a83..162753f68 100644 --- a/RealRooted/Challenges/Obreschkoff.lean +++ b/RealRooted/Challenges/Obreschkoff.lean @@ -10,6 +10,10 @@ version = 1 section = "theorems" slug = "obreschkoff" formalized = "2026-07-10" +references = [ + "Dedieu1992", + "Obreschkoff1963", +] authors = ["Obreschkoff", "Dedieu"] years = [1963, 1992] @@ -45,7 +49,8 @@ label = "Interlacing as stability of the bivariate pencil f(z) + w g(z)" # Obreschkoff’s theorem -Two interlacing polynomials generate a real-rooted pencil: every real linear +Obreschkoff's theorem [@Obreschkoff1963; @Dedieu1992] says that two interlacing +polynomials generate a real-rooted pencil: every real linear combination $\alpha f + \beta g$ splits over $\mathbb R$. Conversely, if every real linear combination of $f$ and $g$ splits, then $f$ and $g$ interlace in one of the two orientations, where either polynomial may be zero. @@ -64,15 +69,12 @@ $w = i$ and uses the Hermite–Biehler theorem. ## References -N. Obreschkoff, *Verteilung und Berechnung der Nullstellen reeller -Polynome*, VEB Deutscher Verlag der Wissenschaften, 1963; J.-P. Dedieu, -“Obreschkoff’s theorem revisited,” *Journal of Pure and Applied Algebra* 81 -(1992), 269–278. See the -[contextual statement on symmetricfunctions.com](https://www.symmetricfunctions.com/realRootedInterlacing.htm#obreschkoffDedieu). +See [@Obreschkoff1963; @Dedieu1992] and the +[contextual statement on symmetricfunctions.com](sf:obreschkoffDedieu). Human statement: -https://www.symmetricfunctions.com/realRootedInterlacing.htm#obreschkoffDedieu +sf:obreschkoffDedieu Original references include N. Obreschkoff, *Verteilung und Berechnung der Nullstellen reeller Polynome* (1963), and J.-P. Dedieu, "Obreschkoff's theorem diff --git a/RealRooted/Challenges/OperatorPreservers.lean b/RealRooted/Challenges/OperatorPreservers.lean index e24040d58..1451900b8 100644 --- a/RealRooted/Challenges/OperatorPreservers.lean +++ b/RealRooted/Challenges/OperatorPreservers.lean @@ -16,6 +16,10 @@ version = 1 section = "theorems" slug = "operator-preservers" formalized = "2026-10-05" +references = [ + "Branden2004operators", + "Branden2006", +] authors = ["Brändén"] years = [2004] @@ -119,18 +123,13 @@ $ab > 0$. ## References -P. Brändén, [“On operators on polynomials preserving real-rootedness and the -Neggers–Stanley conjecture,”](https://arxiv.org/abs/math/0303147) *Journal of -Algebraic Combinatorics* 20 (2004), 119–130 (Theorem 8 in the arXiv version). -The strict-to-weak transfer follows P. Brändén, [“On linear transformations -preserving the Pólya frequency property,”](https://arxiv.org/abs/math/0403364) -*Transactions of the American Mathematical Society* 358 (2006), Corollary 3.5. -See also the -[operator-preserver overview on symmetricfunctions.com](https://www.symmetricfunctions.com/realRootedInterlacing.htm#operatorPreservesInterlacing). +The finite-degree criterion is [@Branden2004operators, Thm. 8 in the arXiv +version]. The strict-to-weak transfer is [@Branden2006, Cor. 3.5]. See also the +[operator-preserver overview on symmetricfunctions.com](sf:operatorPreservesInterlacing). Human statement: -https://www.symmetricfunctions.com/realRootedInterlacing.htm#operatorPreservesInterlacing +sf:operatorPreservesInterlacing Catalog reference: P. Brändén, J. Algebraic Combin. 20 (2004), 119–130, arXiv:math/0303147; the site cites it as Theorem 9. diff --git a/RealRooted/Challenges/ParkingFunctions.lean b/RealRooted/Challenges/ParkingFunctions.lean index 64d066d7e..09ac56693 100644 --- a/RealRooted/Challenges/ParkingFunctions.lean +++ b/RealRooted/Challenges/ParkingFunctions.lean @@ -10,6 +10,9 @@ version = 1 section = "families" slug = "parking-functions" formalized = "2026-09-13" +references = [ + "DiaconisHicks2017", +] [[definitions]] name = "ParkingFunction.IsParkingFunction" @@ -64,8 +67,8 @@ headline = true # Parking functions -A [parking function](https://www.symmetricfunctions.com/parking-functions.htm#parkingFunctionDefinition) -of length $n$ is a word $w$ with letters in +A [parking function](sf:parkingFunctionDefinition) +of length $n$ [@DiaconisHicks2017] is a word $w$ with letters in $\{0, \dotsc, n-1\}$ such that, for every $k \leq n$, at least $k$ of its letters are smaller than $k$. The following generating polynomials over parking functions of length $n$ are real-rooted: @@ -80,9 +83,7 @@ of length $n$ are real-rooted: ## References -P. Diaconis and A. Hicks, “Probabilizing parking functions,” *Adv. in Appl. -Math.* 89 (2017), 125–155. -The Chow polynomials appear on the +See [@DiaconisHicks2017]. The Chow polynomials appear on the [Brändén–Vecchi page](/RealRooted/theorems/branden-vecchi/). diff --git a/RealRooted/Challenges/PathPowerCliques.lean b/RealRooted/Challenges/PathPowerCliques.lean index 1e35fb471..0a1e00a58 100644 --- a/RealRooted/Challenges/PathPowerCliques.lean +++ b/RealRooted/Challenges/PathPowerCliques.lean @@ -9,6 +9,9 @@ version = 1 section = "theorems" slug = "path-power-cliques-and-rows" formalized = "2026-10-13" +references = [ + "ChudnovskySeymour2007", +] [[definitions]] name = "RealRooted.pathPowerCliquePolynomial" @@ -158,13 +161,11 @@ interlace. ## References -M. Chudnovsky and P. Seymour, “The roots of the independence polynomial of a clawfree graph,” -*Journal of Combinatorial Theory, Series B* 97 (2007), 350–357 (real-rootedness for claw-free -graphs). The row families are OEIS -[A193636](https://oeis.org/A193636), [A109955](https://oeis.org/A109955), +Real-rootedness follows from [@ChudnovskySeymour2007]. The row families are +OEIS [A193636](https://oeis.org/A193636), [A109955](https://oeis.org/A109955), [A127893](https://oeis.org/A127893), [A206294](https://oeis.org/A206294), [A109960](https://oeis.org/A109960), [A116088](https://oeis.org/A116088), -[A116089](https://oeis.org/A116089) and [A277627](https://oeis.org/A277627). +[A116089](https://oeis.org/A116089), and [A277627](https://oeis.org/A277627). -/ diff --git a/RealRooted/Challenges/PeakPolynomials.lean b/RealRooted/Challenges/PeakPolynomials.lean index 35cbce1b3..1ea2b5827 100644 --- a/RealRooted/Challenges/PeakPolynomials.lean +++ b/RealRooted/Challenges/PeakPolynomials.lean @@ -145,7 +145,7 @@ polynomials depends on an open conjecture and is not part of this page. P. Alexandersson, A. Jal and M. Quemener, “Rook-Eulerian polynomials and permutation ideals,” manuscript, Theorem `thm:peak_rr_ferrers` and Lemma `lem:t_minus_1`. For peaks of permutations, see the -[entry on symmetricfunctions.com](https://www.symmetricfunctions.com/gammaPositivity.htm#permutationPeak). +[entry on symmetricfunctions.com](sf:permutationPeak). This module is a catalog facade. The proofs live in diff --git a/RealRooted/Challenges/PerronFrobenius.lean b/RealRooted/Challenges/PerronFrobenius.lean index 12d01c3a8..3284ddd5b 100644 --- a/RealRooted/Challenges/PerronFrobenius.lean +++ b/RealRooted/Challenges/PerronFrobenius.lean @@ -11,6 +11,9 @@ version = 1 section = "theorems" slug = "perron-frobenius" formalized = "2026-08-21" +references = [ + "Perron1907", +] authors = ["Perron", "Frobenius"] years = [1907, 1912] @@ -58,7 +61,7 @@ $$ r(A) = \sup_{v \geq 0,\ v \neq 0}\ \min_{i\,:\,v_i > 0} \frac{(Av)_i}{v_i}. $$ -**Theorem (Perron–Frobenius).** +**Theorem (Perron–Frobenius).** [@Perron1907] - Every nonnegative matrix has $r(A)$ as an eigenvalue, with a nonnegative eigenvector. @@ -76,11 +79,9 @@ one through $1 + A$. ## References -O. Perron, [“Zur Theorie der Matrices,”](https://doi.org/10.1007/BF01449896) -*Mathematische Annalen* 64 (1907), 248–263. - -G. Frobenius, “Über Matrizen aus nicht negativen Elementen,” Sitzungsberichte -der Königlich Preussischen Akademie der Wissenschaften (1912), 456–477. +See [@Perron1907]. G. Frobenius, “Über Matrizen aus nicht negativen Elementen,” +*Sitzungsberichte der Königlich Preussischen Akademie der Wissenschaften* (1912), +456–477. This module is a catalog facade. The proofs live in diff --git a/RealRooted/Challenges/ProperPositionPF.lean b/RealRooted/Challenges/ProperPositionPF.lean index f92407b89..4af6550dd 100644 --- a/RealRooted/Challenges/ProperPositionPF.lean +++ b/RealRooted/Challenges/ProperPositionPF.lean @@ -8,6 +8,11 @@ version = 1 section = "theorems" slug = "pf-multiplier-proper-position" formalized = "2026-10-11" +references = [ + "BorceaBranden2009I", + "BorceaBranden2010", + "Branden2015", +] [[theorems]] name = "RealRooted.IsFinitePFMultiplierSequence.interl_diagonalOperator" @@ -75,16 +80,7 @@ nonzero splitness properties. ## References -J. Borcea and P. Brändén, [“The Lee–Yang and Pólya–Schur programs. I. Linear -operators preserving stability,”](https://doi.org/10.1007/s00222-009-0189-3) -*Inventiones Mathematicae* 177 (2009), 541–569, -[arXiv:0809.0401](https://arxiv.org/abs/0809.0401). -J. Borcea and P. Brändén, [“Multivariate Pólya–Schur classification problems -in the Weyl algebra,”](https://doi.org/10.1112/plms/pdp049) *Proceedings of -the London Mathematical Society* 101 (2010), 73–104, -[arXiv:math/0606360](https://arxiv.org/abs/math/0606360). See also P. Brändén, -“Unimodality, log-concavity, real-rootedness and beyond,” -[arXiv:1410.6601](https://arxiv.org/abs/1410.6601). +See [@BorceaBranden2009I; @BorceaBranden2010; @Branden2015]. -/ diff --git a/RealRooted/Challenges/RealStability.lean b/RealRooted/Challenges/RealStability.lean index 64a173db1..612ad1c7c 100644 --- a/RealRooted/Challenges/RealStability.lean +++ b/RealRooted/Challenges/RealStability.lean @@ -22,6 +22,15 @@ version = 1 section = "theorems" slug = "real-stability" formalized = "2026-10-12" +references = [ + "ChoeOxleySokalWagner2004", + "Branden2007", + "BorceaBranden2008MixedDeterminants", + "BorceaBrandenLiggett2008", + "MarcusSpielmanSrivastava2015II", + "BrandenHuh2020", + "Garding1959", +] authors = ["Gårding", "Choe", "Oxley", "Sokal", "Wagner", "Brändén", "Borcea", "Liggett", "Marcus", "Spielman", "Srivastava", "Huh"] years = [1959, 2004, 2007, 2008, 2009, 2015, 2020] @@ -176,7 +185,8 @@ $P \neq 0$. A polynomial with real coefficients is **real stable** if it is stable as a complex polynomial. It is **multiaffine** if it has degree at most one in each variable. -**Theorem** (Brändén). A multiaffine $P \in \mathbb{R}[z_1, \dotsc, z_n]$ is +**Theorem** (Brändén). [@Branden2007] A multiaffine +$P \in \mathbb{R}[z_1, \dotsc, z_n]$ is real stable if and only if $P \neq 0$ and $$ \frac{\partial P}{\partial z_i}(x) \frac{\partial P}{\partial z_j}(x) - @@ -185,7 +195,8 @@ $$ for all $i$, $j$ and all $x \in \mathbb{R}^n$ (the Rayleigh property). No homogeneity is needed. -**Corollary** (Borcea–Brändén–Liggett). Let $\mu$ be a weight function on the +**Corollary** (Borcea–Brändén–Liggett). [@BorceaBrandenLiggett2008] Let $\mu$ +be a weight function on the subsets of $\{1, \dotsc, n\}$ whose generating polynomial $\sum_S \mu(S) \prod_{i \in S} z_i$ is real stable. Then for $i \neq j$, $$ @@ -194,13 +205,15 @@ $$ For a probability measure this is pairwise negative correlation; it is the Rayleigh inequality at the all-ones point. -**Theorem** (Borcea–Brändén). Let $A$ be a Hermitian $m \times m$ matrix and +**Theorem** (Borcea–Brändén). [@BorceaBranden2008MixedDeterminants] Let $A$ +be a Hermitian $m \times m$ matrix and let $B_1, \dotsc, B_n$ be positive semidefinite $m \times m$ matrices. Then $\det(A + z_1 B_1 + \dotsb + z_n B_n)$ is stable or identically zero. If all matrices are real and the determinant is not identically zero, then it is real stable. -**Corollary** (Choe–Oxley–Sokal–Wagner). If a finite graph $G$ has a +**Corollary** (Choe–Oxley–Sokal–Wagner). [@ChoeOxleySokalWagner2004] If a +finite graph $G$ has a spanning tree, its spanning-tree polynomial $\sum_T \prod_{e \in T} z_e$ is real stable. By Kirchhoff's weighted matrix-tree theorem it equals the determinant of the reduced Laplacian @@ -213,7 +226,7 @@ real-rooted for every $x \in \mathbb{R}^n$. **Theorem.** A homogeneous $P \in \mathbb{R}[z_1, \dotsc, z_n]$ is real stable if and only if it is hyperbolic in every direction $e$ with all $e_i > 0$. -**Theorem** (Gårding). If a homogeneous $P$ is hyperbolic in the direction +**Theorem** (Gårding). [@Garding1959] If a homogeneous $P$ is hyperbolic in the direction $e$, its hyperbolicity cone, the connected component of $e$ in $\{x : P(x) \neq 0\}$, is convex. @@ -233,7 +246,8 @@ then so is this inversion. Without further variables: if $p$ has no zeros in the open upper half-plane and $\deg p \leq d$, then neither has $z^d p(-1/z)$. -**Theorem** (Marcus–Spielman–Srivastava). Let $A_1, \dotsc, A_m$ be real positive +**Theorem** (Marcus–Spielman–Srivastava). +[@MarcusSpielmanSrivastava2015II] Let $A_1, \dotsc, A_m$ be real positive semidefinite $n \times n$ matrices with $\sum_i A_i = I$ and $\operatorname{tr} A_i \leq \varepsilon$, where $\varepsilon > 0$. Then every root of the mixed characteristic polynomial $$ @@ -243,7 +257,8 @@ is at most $(1 + \sqrt{\varepsilon})^2$. This is the root bound behind the solut Kadison–Singer problem. The formal proof follows the barrier argument, with the Helton–Vinnikov step replaced by an elementary Pick-function lemma. -Theorem 4.1 of Marcus–Spielman–Srivastava identifies the expected characteristic +Theorem 4.1 of Marcus–Spielman–Srivastava +[@MarcusSpielmanSrivastava2015II, Thm. 4.1] identifies the expected characteristic polynomial of a sum of independent random rank-one matrices with the mixed characteristic polynomial of their second-moment matrices. This is the bridge from random vector sums to the deterministic polynomial controlled by the MSS @@ -278,7 +293,8 @@ itself: $\operatorname{Im}(-1/z) = \operatorname{Im} z / |z|^2$. For $z_0 \neq 0$ the inverted polynomial evaluates to $z_0^d$ times a value of $P$ at a point in the product of upper half-planes. -**Theorem (Brändén).** The support of a real stable polynomial is a jump system: for +**Theorem (Brändén).** [@Branden2007] The support of a real stable polynomial +is a jump system: for support points $\alpha, \beta$ and a unit step $s = \pm e_i$ from $\alpha$ towards $\beta$, either $\alpha + s$ is in the support, or some further unit step $t$ towards $\beta$ has $\alpha + s + t$ in the support. Partial derivatives, inversion in one @@ -286,35 +302,16 @@ variable, truncation and lowest weighted-homogeneous parts preserve stability; t the claim to a box between $\alpha$ and $\beta$, where a homogeneous part of degree at least three would vanish somewhere in the product of upper half-planes. -**Theorem** (Brändén–Huh). A homogeneous real stable polynomial with +**Theorem** (Brändén–Huh). [@BrandenHuh2020] A homogeneous real stable polynomial with nonnegative coefficients is Lorentzian. ## References -L. Gårding, [“An inequality for hyperbolic polynomials,”](https://doi.org/10.1512/iumj.1959.8.58061) -*J. Math. Mech.* 8 (1959), 957–965. Y.-B. Choe, J. G. Oxley, A. D. Sokal and -D. G. Wagner, [“Homogeneous multivariate polynomials with the half-plane -property,”](https://doi.org/10.1016/S0196-8858(03)00078-2) *Adv. Appl. Math.* -32 (2004), 88–187. P. Brändén, [“Polynomials with the half-plane property and -matroid theory,”](https://doi.org/10.1016/j.aim.2007.05.011) *Adv. Math.* 216 -(2007), 302–320. J. Borcea and P. Brändén, [“Applications of stable -polynomials to mixed determinants: Johnson's conjectures, unimodality, and -symmetrized Fischer products,”](https://doi.org/10.1215/00127094-2008-018) -*Duke Math. J.* 143 (2008), 205–223. J. Borcea, P. Brändén and T. Liggett, -[“Negative dependence and the geometry of polynomials,”](https://doi.org/10.1090/S0894-0347-08-00618-8) -*J. Amer. Math. Soc.* 22 (2009), 521–567. A. Marcus, D. A. Spielman and -N. Srivastava, [“Interlacing families II: Mixed characteristic polynomials -and the Kadison–Singer problem,”](https://doi.org/10.4007/annals.2015.182.1.8) -*Ann. of Math.* 182 (2015), 327–350, -[arXiv:1306.3969](https://arxiv.org/abs/1306.3969). P. Brändén and J. Huh, -[“Lorentzian polynomials,”](https://doi.org/10.4007/annals.2020.192.3.4) -*Ann. of Math.* 192 (2020), 821–891. See also the -[stable polynomials]( -https://www.symmetricfunctions.com/stablePolynomials.htm#stablePolynomialDefinition) -and the -[Rayleigh property]( -https://www.symmetricfunctions.com/stablePolynomials.htm#stronglyRayleighProperty) -on symmetricfunctions.com. +See [@Garding1959; @ChoeOxleySokalWagner2004; @Branden2007; +@BorceaBranden2008MixedDeterminants; @BorceaBrandenLiggett2008; +@MarcusSpielmanSrivastava2015II; @BrandenHuh2020]. See also the +[stable polynomials](sf:stablePolynomialDefinition) and the +[Rayleigh property](sf:stronglyRayleighProperty) on symmetricfunctions.com. This module exposes the multiaffine Rayleigh criterion, determinantal diff --git a/RealRooted/Challenges/ReciprocalShift.lean b/RealRooted/Challenges/ReciprocalShift.lean index 9af457dc7..53bb1a73d 100644 --- a/RealRooted/Challenges/ReciprocalShift.lean +++ b/RealRooted/Challenges/ReciprocalShift.lean @@ -12,6 +12,9 @@ version = 1 section = "theorems" slug = "reciprocal-shift" formalized = "2026-09-26" +references = [ + "Fisk2006x", +] [[theorems]] name = "RealRooted.reciprocalShift_reverses_strictInterl" @@ -89,9 +92,7 @@ $\operatorname{StrictInterl}(\operatorname{reciprocalShift}(D,q), ## References These results were promoted from proofs in the companion OEIS formalization -project. For background on interlacing and polynomial reversal, see S. Fisk, -[*Polynomials, roots, and interlacing*](https://arxiv.org/abs/math/0612833), -arXiv:math/0612833. +project. For background on interlacing and polynomial reversal, see [@Fisk2006x]. -/ diff --git a/RealRooted/Challenges/RecurrenceRootWindows.lean b/RealRooted/Challenges/RecurrenceRootWindows.lean index 864b2f790..55f73a2f3 100644 --- a/RealRooted/Challenges/RecurrenceRootWindows.lean +++ b/RealRooted/Challenges/RecurrenceRootWindows.lean @@ -13,6 +13,10 @@ version = 1 section = "theorems" slug = "recurrence-root-windows" formalized = "2026-10-01" +references = [ + "LiuWang2007", + "Branden2006", +] authors = ["Liu", "Wang", "Brändén"] years = [2006, 2007] @@ -183,13 +187,7 @@ tactics `rr_row_interlaces` and `rr_row_splits` use these routes. ## References -L. L. Liu and Y. Wang, [“A unified approach to polynomial sequences with only -real zeros,”](https://doi.org/10.1016/j.aam.2006.02.003) *Advances in Applied -Mathematics* 38 (2007), 542–560. - -P. Brändén, [“On linear transformations preserving the Pólya frequency -property,”](https://doi.org/10.1090/S0002-9947-06-03856-6) *Transactions of -the American Mathematical Society* 358 (2006), 3697–3716. +See [@LiuWang2007; @Branden2006]. -/ diff --git a/RealRooted/Challenges/RootAmplitude.lean b/RealRooted/Challenges/RootAmplitude.lean index 8900fa75e..80f18726a 100644 --- a/RealRooted/Challenges/RootAmplitude.lean +++ b/RealRooted/Challenges/RootAmplitude.lean @@ -15,6 +15,9 @@ version = 1 section = "theorems" slug = "root-amplitude" formalized = "2026-09-08" +references = [ + "Kozlov2022", +] [[theorems]] name = "RealRooted.RootAmplitude.exp_neg_pi_sq_div_three_le_abs_eval_deriv_of_root_separation" @@ -128,14 +131,12 @@ smallest magnitude, a reciprocal-square proportion $c > 1/2$ gives the factor $(2c-1)/c$; the Newton-type inequality on the first three coefficients specializes this to the one-fifth bound. The abstract square-sum result gives the related estimate for any finite family of negative factors. + ## References These results were extracted from a formal proof that the rows of [OEIS A366159](https://oeis.org/A366159) are real-rooted and interlace. The -motivating combinatorial objects are the Stirling complexes of D. N. Kozlov, -[“Stirling complexes,”](https://doi.org/10.1007/s41468-022-00096-4) -*Journal of Applied and Computational Topology* 7 (2023), 57–74, -[arXiv:2309.17142](https://arxiv.org/abs/2309.17142). +motivating combinatorial objects are the Stirling complexes [@Kozlov2022]. -/ diff --git a/RealRooted/Challenges/SchurCohn.lean b/RealRooted/Challenges/SchurCohn.lean index a863ad416..fd2fab4b8 100644 --- a/RealRooted/Challenges/SchurCohn.lean +++ b/RealRooted/Challenges/SchurCohn.lean @@ -8,6 +8,10 @@ version = 1 section = "theorems" slug = "schur-cohn" formalized = "2026-10-07" +references = [ + "Schur1917", + "Cohn1922", +] authors = ["Schur", "Cohn"] years = [1917, 1922] @@ -39,7 +43,7 @@ T p(z) = \frac{\overline{a_n}\, p(z) - a_0\, p^*(z)}{z}, $$ a polynomial of degree at most $n - 1$. -**Theorem** (Schur–Cohn). All zeros of $p$ lie in the open unit disk if and +**Theorem** (Schur–Cohn). [@Schur1917; @Cohn1922] All zeros of $p$ lie in the open unit disk if and only if $|a_0| < |a_n|$ and all zeros of $T p$ lie in the open unit disk. Iterating the transform decides disk stability in $n$ steps; this is the @@ -55,11 +59,7 @@ has no zero with $|z| \geq 1$ when $T p$ is stable. ## References -I. Schur, [“Über Potenzreihen, die im Innern des Einheitskreises beschränkt -sind,”](https://doi.org/10.1515/crll.1917.147.205) *J. Reine Angew. Math.* 147 -(1917), 205–232; A. Cohn, [“Über die Anzahl der Wurzeln einer algebraischen -Gleichung in einem Kreise,”](https://doi.org/10.1007/BF01215894) *Math. Z.* 14 -(1922), 110–148. +See [@Schur1917; @Cohn1922]. This module is a catalog facade. The proofs live in diff --git a/RealRooted/Challenges/SeparablePermutations.lean b/RealRooted/Challenges/SeparablePermutations.lean index f597d799d..8e1b1d66d 100644 --- a/RealRooted/Challenges/SeparablePermutations.lean +++ b/RealRooted/Challenges/SeparablePermutations.lean @@ -9,6 +9,10 @@ version = 1 section = "theorems" slug = "separable-permutations" formalized = "2026-10-09" +references = [ + "Zhang2026SeparableInterlacing", + "FuLinZeng2018", +] authors = ["Zhanhe Zhang", "Fu", "Lin", "Zeng"] years = [2018, 2026] @@ -80,9 +84,11 @@ label = "Fu–Lin–Zeng's cubic for the gamma-polynomials (via Lagrange inversi A permutation is *separable* if it avoids the patterns $2413$ and $3142$. Let $S_n(t) = \sum_\pi t^{\operatorname{des}\pi}$ be the descent enumerator of the separable -permutations of $[n]$. Its gamma-vector is given by a convolution recurrence of Fu, Lin -and Zeng, and $S_n(t) = (1+t)^{n-1}\,\Gamma_n\bigl(t/(1+t)^2\bigr)$ for the gamma-polynomial -$\Gamma_n$. Zhang represents $\Gamma_{N+2}$ as a factorial compression of the polynomial +permutations of $[n]$. Its gamma-vector is given by a convolution recurrence of Fu, Lin +and Zeng [@FuLinZeng2018], and +$S_n(t) = (1+t)^{n-1}\,\Gamma_n\bigl(t/(1+t)^2\bigr)$ for the gamma-polynomial +$\Gamma_n$. Zhang [@Zhang2026SeparableInterlacing] represents $\Gamma_{N+2}$ as a +factorial compression of the polynomial $B_N$, where $B_0 = 1$ and $B_{N+1} = (x + \tfrac{N+2}{2})B_N + x B_N'$. **Theorem.** For $n \ge 2$, the polynomials $\Gamma_n$ and $\Gamma_{n+1}$ strictly interlace @@ -111,14 +117,9 @@ the central root $-1$ is excluded by the evaluation formula for the gamma transf ## References -Z. Zhang, [“Strict interlacing of the descent polynomials of separable -permutations,”](https://doi.org/10.2139/ssrn.7510941) SSRN preprint (2026). -S. Fu, Z. Lin and J. Zeng, [“On two unimodal descent -polynomials,”](https://doi.org/10.1016/j.disc.2018.06.010) *Discrete -Mathematics* 341 (2018), 2616–2626, -[arXiv:1507.05184](https://arxiv.org/abs/1507.05184). The Lean development follows the draft -formalization of PR #1132 by yyou59548-design. See also the -[separable-permutation descent theorem on symmetricfunctions.com](https://www.symmetricfunctions.com/realRootedWords.htm#separableDescentRealRooted). +See [@Zhang2026SeparableInterlacing; @FuLinZeng2018]. The Lean development +follows the draft formalization of PR #1132 by yyou59548-design. See also the +[separable-permutation descent theorem on symmetricfunctions.com](sf:separableDescentRealRooted). This module is a catalog facade. The proofs live in `RealRooted.SeparablePermutations` and diff --git a/RealRooted/Challenges/SmallInterlacingMatrices.lean b/RealRooted/Challenges/SmallInterlacingMatrices.lean index 2133e6fc1..7ba75a2f3 100644 --- a/RealRooted/Challenges/SmallInterlacingMatrices.lean +++ b/RealRooted/Challenges/SmallInterlacingMatrices.lean @@ -8,6 +8,10 @@ version = 1 section = "theorems" slug = "small-interlacing-matrices" formalized = "2026-10-06" +references = [ + "Fisk2006x", + "Branden2015", +] authors = ["Fisk", "Brändén"] years = [2006, 2015] @@ -87,7 +91,7 @@ In particular, exactly 18 nondegenerate matrices preserve interlacing. ## Proof idea -By the matrix criterion of Brändén (Theorem 7.8.5), a nonnegative polynomial +By the matrix criterion of Brändén [@Branden2015, Thm. 7.8.5], a nonnegative polynomial matrix preserves interlacing sequences exactly when each ordered $2 \times 2$ submatrix, repeated indices allowed, satisfies an affine interlacing condition. For entries in $\{0, 1, x\}$ these nine conditions @@ -98,11 +102,8 @@ follow by deciding the finite table. ## References -S. Fisk, *Polynomials, roots, and interlacing*, arXiv:math/0612833, Chapter 3; -P. Brändén, “Unimodality, log-concavity, real-rootedness and beyond,” -*Handbook of Enumerative Combinatorics*, CRC Press, 2015, Theorem 7.8.5. -See the -[table on symmetricfunctions.com](https://www.symmetricfunctions.com/realRootedInterlacing.htm#smallInterlacingMatrices). +See [@Fisk2006x, Ch. 3] and [@Branden2015, Thm. 7.8.5]. See the +[table on symmetricfunctions.com](sf:smallInterlacingMatrices). This module exposes the checked classification of the atomic `2 × 2` diff --git a/RealRooted/Challenges/Sturm.lean b/RealRooted/Challenges/Sturm.lean index 788c11472..3842f5317 100644 --- a/RealRooted/Challenges/Sturm.lean +++ b/RealRooted/Challenges/Sturm.lean @@ -10,6 +10,9 @@ version = 1 section = "theorems" slug = "sturm-root-counting" formalized = "2026-09-27" +references = [ + "Sylvester1853", +] authors = ["Sturm", "Hermite", "Sylvester"] years = [1829, 1853] @@ -77,7 +80,7 @@ distinct real roots in the open interval. Repeated factors are removed by a canonical squarefree normalization. If the interval contains every root, the same count tests whether all roots are real. -**Hermite–Sylvester criterion.** Let $f$ be a monic real polynomial of degree +**Hermite–Sylvester criterion.** [@Sylvester1853] Let $f$ be a monic real polynomial of degree $n$, and let $s_k = \sum_z z^k$ be the Newton power sums of its complex roots, counted with multiplicity. The Hermite matrix is $H_f = (s_{i+j})_{0 \le i, j \le n-1}$. Then $f$ is real-rooted if and only if @@ -89,19 +92,15 @@ if its cubic discriminant is nonnegative. ## References -J. C. F. Sturm, “Mémoire sur la résolution des équations numériques,” -*Bulletin des Sciences de Férussac* 11 (1829), 419–422; -C. Hermite, “Remarques sur le théorème de M. Sturm,” *Comptes rendus de -l’Académie des sciences* 36 (1853), 52–54; -J. J. Sylvester, [“On a theory of the syzygetic relations of two rational -integral functions,”](https://doi.org/10.1098/rstl.1853.0018) *Philosophical -Transactions of the Royal Society of London* 143 (1853), 407–548. See also -the root-counting -overview on [symmetricfunctions.com][sturm-overview] and the +J. C. F. Sturm, “Mémoire sur la résolution des équations numériques,” *Bulletin +des Sciences de Férussac* 11 (1829), 419–422; C. Hermite, “Remarques sur le +théorème de M. Sturm,” *Comptes rendus de l’Académie des sciences* 36 (1853), +52–54. See [@Sylvester1853], the root-counting overview on +[symmetricfunctions.com][sturm-overview], and the [Hermite–Sylvester theorem][hermite-sylvester] there. -[sturm-overview]: https://www.symmetricfunctions.com/realRootedInterlacing.htm#sturmRootCounting -[hermite-sylvester]: https://www.symmetricfunctions.com/realRooted.htm#hermiteSylvesterTheorem +[sturm-overview]: sf:sturmRootCounting +[hermite-sylvester]: sf:hermiteSylvesterTheorem This module is a catalog facade. The proofs live in diff --git a/RealRooted/Challenges/SturmSequenceFamilies.lean b/RealRooted/Challenges/SturmSequenceFamilies.lean index cdb6348f4..35a8be47d 100644 --- a/RealRooted/Challenges/SturmSequenceFamilies.lean +++ b/RealRooted/Challenges/SturmSequenceFamilies.lean @@ -15,6 +15,14 @@ version = 1 section = "families" slug = "sturm-sequence-families" formalized = "2026-05-12" +references = [ + "GesselStanley1978", + "MantaciRakotondrajao2003", + "Bona2009", + "ChowShiu2011", + "Wang2014", + "BonaHezo2016", +] authors = ["Gessel", "Stanley", "Bóna", "Mantaci", "Rakotondrajao", "Chow", "Shiu", "Mező", "Wang"] years = [1978, 2003, 2009, 2011, 2014, 2016] @@ -172,31 +180,12 @@ nonnegative combinations of common interlacers handles the extra term. ## References -I. Gessel and R. P. Stanley, [“Stirling -polynomials,”](https://doi.org/10.1016/0097-3165(78)90042-0) *Journal of -Combinatorial Theory, Series A* 24 (1978), 24–33. -R. Mantaci and F. Rakotondrajao, [“Exceedingly -deranging!”](https://doi.org/10.1016/s0196-8858(02)00531-6) *Advances in -Applied Mathematics* 30 (2003), 177–188. -M. Bóna, [“Real zeros and normal distribution for statistics on Stirling -permutations defined by Gessel and Stanley,”](https://doi.org/10.1137/070702254) -*SIAM Journal on Discrete Mathematics* 23 (2009), 401–406. -C.-O. Chow and W. C. Shiu, [“Counting simsun permutations by -descents,”](https://doi.org/10.1007/s00026-011-0113-6) *Annals of -Combinatorics* 15 (2011), 625–635. -D. G. L. Wang, [“On colored set partitions of type -$B_n$,”](https://doi.org/10.2478/s11533-014-0419-9) *Central European Journal -of Mathematics* 12 (2014), 1372–1381. -M. Bóna and I. Mező, [“Real zeros and partitions without singleton -blocks,”](https://doi.org/10.1016/j.ejc.2015.07.021) *European Journal of -Combinatorics* 51 (2016), 500–510. -See also the -[Touchard polynomials](https://www.symmetricfunctions.com/realRootedWords.htm#touchardPolynomial), -[Stirling permutations](https://www.symmetricfunctions.com/realRootedWords.htm#stirlingPermutationDescentPolynomial), -the -[derangement polynomials](https://www.symmetricfunctions.com/realRootedWords.htm#derangementPolynomial), -and the -[Motzkin-polynomial theorem](https://www.symmetricfunctions.com/realRootedCatalan.htm#motzkinPolynomialsRealRooted) +See [@GesselStanley1978; @MantaciRakotondrajao2003; @Bona2009; +@ChowShiu2011; @Wang2014; @BonaHezo2016]. See also the +[Touchard polynomials](sf:touchardPolynomial), +[Stirling permutations](sf:stirlingPermutationDescentPolynomial), the +[derangement polynomials](sf:derangementPolynomial), and the +[Motzkin-polynomial theorem](sf:motzkinPolynomialsRealRooted) on symmetricfunctions.com. diff --git a/RealRooted/Challenges/SzaszGrowth.lean b/RealRooted/Challenges/SzaszGrowth.lean index bbfaf0c14..479a1e013 100644 --- a/RealRooted/Challenges/SzaszGrowth.lean +++ b/RealRooted/Challenges/SzaszGrowth.lean @@ -10,6 +10,9 @@ version = 1 section = "theorems" slug = "szasz-growth" formalized = "2026-10-13" +references = [ + "BorceaBranden2009I", +] authors = ["Borcea", "Brändén"] years = [2009] @@ -87,7 +90,8 @@ $$ This applies to a polynomial $\prod_j (1 + \xi_j z)$ with no zeros in the open upper half-plane. In the next two theorems, assume that $a(0) = 1$ and that $J_\beta f$ is stable for every -$\beta \in \mathbb N^\sigma$. (For stable $f$ this is Borcea–Brändén, Lemma 5.2.) +$\beta \in \mathbb N^\sigma$. For stable $f$ this is Borcea–Brändén +[@BorceaBranden2009I, Lemma 5.2]. **Theorem** (coefficient bound). For every $\beta$, $$ @@ -144,13 +148,7 @@ general support. ## References -J. Borcea and P. Brändén, -[“The Lee–Yang and Pólya–Schur programs. I. Linear operators preserving -stability,”](https://arxiv.org/abs/0809.0401) *Invent. Math.* 177 -(2009), 541–569, -[doi:10.1007/s00222-009-0189-3](https://doi.org/10.1007/s00222-009-0189-3), -[arXiv:0809.0401](https://arxiv.org/abs/0809.0401), Lemmas 5.2 and 5.4 and -Theorems 5.5 and 5.6. +See [@BorceaBranden2009I, Lemmas 5.2 and 5.4 and Thms. 5.5 and 5.6]. This module is a catalog facade. The univariate estimate is in diff --git a/RealRooted/Challenges/ThresholdMatrices.lean b/RealRooted/Challenges/ThresholdMatrices.lean index 738635cfd..26d9fbd7c 100644 --- a/RealRooted/Challenges/ThresholdMatrices.lean +++ b/RealRooted/Challenges/ThresholdMatrices.lean @@ -9,6 +9,11 @@ version = 1 section = "theorems" slug = "threshold-matrices" formalized = "2026-10-06" +references = [ + "HaglundZhang2019", + "GustafssonSolus2020", + "MaMaYeh2017x", +] authors = ["Haglund", "Zhang", "Gustafsson", "Solus"] years = [2019, 2020] @@ -54,10 +59,9 @@ A matrix of such rows with weakly increasing thresholds maps interlacing sequences of polynomials with nonnegative coefficients to interlacing sequences, as long as finitely many $2 \times 2$ compatibility checks hold. -**Theorem** (Haglund–Zhang). Threshold matrices whose markers are $1$ or +**Theorem** (Haglund–Zhang). [@HaglundZhang2019] Threshold matrices whose markers are $1$ or $1 + x$ preserve interlacing sequences. As a consequence, the binomial -Eulerian polynomials are real-rooted, confirming a conjecture of Ma, Ma and -Yeh. +Eulerian polynomials are real-rooted, confirming a conjecture of Ma, Ma and Yeh [@MaMaYeh2017x]. Here the binomial Eulerian polynomials are defined by the Haglund–Zhang recursion on refined vectors, with marker $1 + x$ at threshold zero and $1$ at @@ -66,7 +70,8 @@ $\sum_k T(n,k)\,x^k$ of [OEIS A046802](https://oeis.org/A046802), the $h$-polynomials of the stellohedra; the first four rows are checked in Lean, but the identification with the closed formula for all $n$ is not formalized. -**Theorem** (Gustafsson–Solus, Lemma 3.4). Row-threshold matrices, in which +**Theorem** (Gustafsson–Solus, Lemma 3.4). [@GustafssonSolus2020, Lemma 3.4] +Row-threshold matrices, in which some rows drop their pivot entry, preserve interlacing sequences when the thresholds increase weakly and no switch follows a dropped pivot. Gustafsson and Solus use this to prove that the box polynomials of @@ -75,16 +80,8 @@ real-rooted. ## References -J. Haglund and P. B. Zhang, [“Real-rootedness of variations of Eulerian -polynomials,”](https://doi.org/10.1016/j.aam.2019.05.001) *Advances in Applied -Mathematics* 109 (2019), 38–54, -[arXiv:1902.01278](https://arxiv.org/abs/1902.01278). N. Gustafsson and -L. Solus, [“Derangements, Ehrhart theory, and local -$h$-polynomials,”](https://doi.org/10.1016/j.aim.2020.107169) *Advances in -Mathematics* 369 (2020), 107169. J. Ma, S.-M. Ma and Y.-N. Yeh, “Recurrence -relations for binomial-Eulerian polynomials,” -[arXiv:1711.09016](https://arxiv.org/abs/1711.09016) (2017). See also the -[binomial Eulerian polynomial on symmetricfunctions.com](https://www.symmetricfunctions.com/realRootedWords.htm#binomialEulerianPolynomial). +See [@HaglundZhang2019; @GustafssonSolus2020; @MaMaYeh2017x]. See also the +[binomial Eulerian polynomial on symmetricfunctions.com](sf:binomialEulerianPolynomial). This module is a catalog facade. The proofs live in diff --git a/RealRooted/Challenges/ToricContribution.lean b/RealRooted/Challenges/ToricContribution.lean index c17823744..ccc16e5bc 100644 --- a/RealRooted/Challenges/ToricContribution.lean +++ b/RealRooted/Challenges/ToricContribution.lean @@ -9,6 +9,9 @@ version = 1 section = "theorems" slug = "toric-g-contributions" formalized = "2026-09-02" +references = [ + "Xiao2026x", +] authors = ["Xiao"] years = [2026] @@ -76,7 +79,8 @@ Xiao conjectured in Conjecture 4.2 that, for each $n = 2m + \varepsilon$ with $\varepsilon \in \{0, 1\}$, the row $(g_{n,0}, g_{n,1}, \dotsc, g_{n,\lfloor n/2\rfloor})$ is an interlacing sequence. -**Theorem (Xiao's conjecture).** For all $m$ and $\varepsilon \leq 1$, the toric +**Theorem (Xiao's conjecture).** [@Xiao2026x] For all $m$ and +$\varepsilon \leq 1$, the toric contribution row is an interlacing sequence. The library indexes by the offset from the middle of the row: @@ -89,11 +93,10 @@ reversed contributions is real-rooted. ## References -Q. Xiao, [“The real-rootedness of the toric g-contribution -polynomials,”](https://arxiv.org/abs/2609.01086) arXiv:2609.01086 (2026). -Common interleavers are described on the +See [@Xiao2026x]. Common interleavers are described on the [common interleaver page](/RealRooted/concepts/common-interleavers/). See also -the [toric $g$-contribution polynomial on symmetricfunctions.com](https://www.symmetricfunctions.com/polytopes.htm#toricGContributionPolynomial). +the [toric $g$-contribution polynomial](sf:toricGContributionPolynomial) +on symmetricfunctions.com. This module is a catalog facade. The proofs live in diff --git a/RealRooted/Challenges/TotallyNonnegativeHadamardObstruction.lean b/RealRooted/Challenges/TotallyNonnegativeHadamardObstruction.lean index 0b7e65434..c9247ffd9 100644 --- a/RealRooted/Challenges/TotallyNonnegativeHadamardObstruction.lean +++ b/RealRooted/Challenges/TotallyNonnegativeHadamardObstruction.lean @@ -8,6 +8,9 @@ version = 1 section = "theorems" slug = "totally-nonnegative-hadamard-obstruction" formalized = "2026-09-30" +references = [ + "Wagner1992", +] [[theorems]] name = "RealRooted.TotallyNonnegativeHadamardObstruction.exists_totallyNonneg_hadamard_det_neg" @@ -34,10 +37,8 @@ fails; see `RealRooted.not_hurwitz_schurProduct_det_fin_three_nonneg`. ## References -D. G. Wagner, [“Total positivity of Hadamard -products,”](https://doi.org/10.1016/0022-247X(92)90261-B) *Journal of -Mathematical Analysis and Applications* 163 (1992), 459–483. See also the -[Hadamard product on symmetricfunctions.com](https://www.symmetricfunctions.com/realRooted.htm#hadamardProductDefinition). +See [@Wagner1992] and the +[Hadamard product on symmetricfunctions.com](sf:hadamardProductDefinition). -/ diff --git a/RealRooted/Challenges/TotallyNonnegativeMatrices.lean b/RealRooted/Challenges/TotallyNonnegativeMatrices.lean index 2acf1c8da..0388ec144 100644 --- a/RealRooted/Challenges/TotallyNonnegativeMatrices.lean +++ b/RealRooted/Challenges/TotallyNonnegativeMatrices.lean @@ -14,6 +14,12 @@ version = 1 section = "theorems" slug = "totally-nonnegative-matrices" formalized = "2026-09-05" +references = [ + "Fisk2006x", + "Cryer1976", + "Karlin1968", + "FallatJohnson2011", +] authors = ["Gantmacher", "Krein", "Karlin", "Cryer", "Fisk"] years = [1937, 1968, 1976, 2006] @@ -114,7 +120,8 @@ are positive (the oscillatory case), then both characteristic polynomials of $A$ and $A'$ have simple roots, they have no common root, the interlacing is strict, and all eigenvalues of $A$ are positive. -**Theorem** (TNN mixing, Fisk). Let $f_1, \dotsc, f_n$ be real-rooted +**Theorem** (TNN mixing, Fisk). [@Fisk2006x, Thm. 3.7] Let +$f_1, \dotsc, f_n$ be real-rooted polynomials with positive leading coefficients that form an interlacing sequence, so $f_i \ll f_j$ for $i < j$, and let $A$ be a TNN $m \times n$ matrix. Then the nonzero entries of $A (f_1, \dotsc, f_n)^{\mathsf T}$ are @@ -125,7 +132,7 @@ sequence in row order. $c \in \mathbb{R}^n$, then $\operatorname{var}(Ac) \leq \operatorname{var}(c)$, where $\operatorname{var}$ counts sign changes after deleting zero entries. -**Theorem** (Cryer). A nonsingular lower-triangular real matrix is TNN as soon +**Theorem** (Cryer). [@Cryer1976] A nonsingular lower-triangular real matrix is TNN as soon as every minor formed from arbitrary rows and an initial segment of the columns is nonnegative. @@ -133,7 +140,7 @@ columns is nonnegative. matrix $A$ is primitive, then the eigenvalues of $A$ are real, positive and simple. Karlin's Gaussian matrices $\bigl(e^{-a(i-j)^2}\bigr)$ with $a > 0$ are strictly totally positive: every minor with strictly increasing rows and -columns is positive. +columns is positive [@Karlin1968]. ## Proof idea @@ -161,18 +168,11 @@ and passing to the limit. F. R. Gantmacher and M. G. Krein, *Oscillation Matrices and Kernels and Small Vibrations of Mechanical Systems*, 1937; revised English edition, AMS Chelsea, -2002. S. Karlin, *Total Positivity*, Vol. I, Stanford University Press, 1968. -C. W. Cryer, “Some properties of totally positive matrices,” *Linear Algebra -Appl.* 15 (1976), 1–25, -[DOI 10.1016/0024-3795(76)90076-8](https://doi.org/10.1016/0024-3795(76)90076-8). -S. M. Fallat and C. R. Johnson, *Totally Nonnegative -Matrices*, Princeton University Press, 2011. S. Fisk, [*Polynomials, roots, -and interlacing*](https://arxiv.org/abs/math/0612833), arXiv:math/0612833 -(2006), Theorem 3.7. See the -[TNN matrices](https://www.symmetricfunctions.com/polyaFrequency.htm#totallyNonnegativeMatrix), -[variation-diminishing property](https://www.symmetricfunctions.com/polyaFrequency.htm#variationDiminishingProperty) -and [TNN mixing](https://www.symmetricfunctions.com/realRootedInterlacing.htm#tnnMixingInterlacing) -entries on symmetricfunctions.com. +2002. See [@Karlin1968; @Cryer1976; @FallatJohnson2011]. TNN mixing appears +in [@Fisk2006x, Thm. 3.7]. See the +[TNN matrices](sf:totallyNonnegativeMatrix), +[variation-diminishing property](sf:variationDiminishingProperty), and +[TNN mixing](sf:tnnMixingInterlacing) entries on symmetricfunctions.com. This module exposes the spectral, interlacing, mixing, sign-variation and diff --git a/RealRooted/Challenges/UniformMatroidHodgePoincare.lean b/RealRooted/Challenges/UniformMatroidHodgePoincare.lean index 7294bd036..0708ed6ab 100644 --- a/RealRooted/Challenges/UniformMatroidHodgePoincare.lean +++ b/RealRooted/Challenges/UniformMatroidHodgePoincare.lean @@ -9,6 +9,12 @@ version = 1 section = "theorems" slug = "uniform-matroid-hodge-poincare" formalized = "2026-10-09" +references = [ + "BinderVecchi2026x", + "Athanasiadis2025EulerianTransformation", + "BrandenJochemko2022", + "BrandenSolus2019", +] authors = ["Binder", "Vecchi", "Athanasiadis", "Brändén", "Jochemko", "Solus"] years = [2021, 2022, 2025, 2026] @@ -74,7 +80,8 @@ $$ where $d_j$ are the derangement polynomials, $A_s$ the Eulerian polynomials, and $W_{j,i}(r,n) = \binom nj \sum_{\ell=1}^{n-r-i+1}\binom{n-j-\ell}{r-j-1}\binom{n-r-\ell}{i-1}$. -**Theorem** (Binder–Vecchi, Theorems 1.4 and 1.6). Both polynomials are real-rooted. +**Theorem** (Binder–Vecchi, Theorems 1.4 and 1.6). +[@BinderVecchi2026x, Thms. 1.4 and 1.6] Both polynomials are real-rooted. ## Proof idea @@ -84,7 +91,8 @@ the Eulerian transformation $\mathcal A\colon 1 \mapsto 1,\ x^n \mapsto xA_n(x)$ Brändén–Jochemko. A Vandermonde-type identity shows that $g$ has nonnegative coordinates in the magic basis $x^p(1+x)^{r-1-p}$. Both transforms send such polynomials to real-rooted ones: for $\mathcal D$ this is Brändén–Solus (via the Brändén–Vecchi Chow resolution of the Pascal -matrix), and for $\mathcal A$ it is Athanasiadis's theorem, proved here with the Brändén–Vecchi +matrix), and for $\mathcal A$ it is Athanasiadis's theorem +[@Athanasiadis2025EulerianTransformation], proved here with the Brändén–Vecchi staircase row transform. For $i = 0$ the two families are the Chow and augmented Chow polynomials of $U_{r,n}$; their @@ -96,16 +104,8 @@ about the explicit formulas. ## References -K. Binder and L. Vecchi, “Augmented singular cohomology, uniform matroids, -and real-rootedness,” -[arXiv:2609.15946](https://arxiv.org/abs/2609.15946) (2026). C. A. Athanasiadis, -[“On the real-rootedness of the Eulerian -transformation,”](https://doi.org/10.1112/jlms.70083) *J. London Math. Soc.* -111 (2025), e70083. P. Brändén and K. Jochemko, [“The Eulerian -transformation,”](https://doi.org/10.1090/tran/8539) *Trans. Amer. Math. Soc.* -375 (2022), 1917–1931. P. Brändén and L. Solus, [“Symmetric decompositions and -real-rootedness,”](https://doi.org/10.1093/imrn/rnz059) *International -Mathematics Research Notices* 2021, 7764–7798. +See [@BinderVecchi2026x; @Athanasiadis2025EulerianTransformation; +@BrandenJochemko2022; @BrandenSolus2019]. This module is a catalog facade. diff --git a/RealRooted/Challenges/UnivariatePoissonStar.lean b/RealRooted/Challenges/UnivariatePoissonStar.lean index f560a281c..1fadbbf4c 100644 --- a/RealRooted/Challenges/UnivariatePoissonStar.lean +++ b/RealRooted/Challenges/UnivariatePoissonStar.lean @@ -12,6 +12,9 @@ version = 1 section = "theorems" slug = "univariate-poisson-star-c" formalized = "2026-10-12" +references = [ + "Branden2006", +] authors = ["Brändén"] years = [2006] @@ -143,10 +146,7 @@ multiplication, proving both multiplicativity and associativity of $\star_c$. ## References -P. Brändén, [“On linear transformations preserving the Pólya frequency -property,”](https://doi.org/10.1090/S0002-9947-06-03856-6) *Transactions of -the American Mathematical Society* 358 (2006), no. 8, 3697–3716, -[arXiv:math/0403364](https://arxiv.org/abs/math/0403364). +See [@Branden2006]. -/ diff --git a/RealRooted/Challenges/VanDerWaerden.lean b/RealRooted/Challenges/VanDerWaerden.lean index f8e661d7b..f629a6b66 100644 --- a/RealRooted/Challenges/VanDerWaerden.lean +++ b/RealRooted/Challenges/VanDerWaerden.lean @@ -8,6 +8,11 @@ version = 1 section = "theorems" slug = "van-der-waerden" formalized = "2026-10-07" +references = [ + "Gurvits2008", + "Egorychev1981", + "Falikman1981", +] authors = ["Egorychev", "Falikman", "Gurvits"] years = [1981, 2008] @@ -36,12 +41,14 @@ label = "Gurvits' univariate coefficient inequality" # The van der Waerden permanent bound -**Theorem (Egorychev, Falikman).** If $A$ is an $n \times n$ doubly stochastic matrix, then +**Theorem (Egorychev, Falikman).** [@Egorychev1981; @Falikman1981] +If $A$ is an $n \times n$ doubly stochastic matrix, then $$ \operatorname{per} A \ge \frac{n!}{n^n}. $$ -The formal proof follows Gurvits. The *capacity* of a polynomial $p(x_1, \dotsc, x_n)$ with +The formal proof follows Gurvits [@Gurvits2008]. The *capacity* of a polynomial +$p(x_1, \dotsc, x_n)$ with nonnegative coefficients is $\inf_{x > 0} p(x) / (x_1 \cdots x_n)$. For a real stable polynomial $p$ of total degree at most $k$ in $k$ variables, differentiating in one variable and setting it to zero gives a real stable polynomial whose capacity is at least @@ -53,15 +60,8 @@ $x_1 \cdots x_n$, which is $\operatorname{per} A$, and the factors multiply to $ ## References -G. P. Egorychev, [“The solution of van der Waerden's problem for -permanents,”](https://doi.org/10.1016/0001-8708(81)90044-X) *Advances in -Mathematics* 42 (1981), 299–305. D. I. Falikman, [“Proof of the van der -Waerden conjecture regarding the permanent of a doubly stochastic -matrix,”](https://doi.org/10.1007/BF01163285) *Mathematical Notes* 29 (1981), -475–479. L. Gurvits, [“Van der Waerden/Schrijver–Valiant like conjectures and -stable (aka hyperbolic) homogeneous polynomials: one theorem for -all,”](https://doi.org/10.37236/790) *Electronic Journal of Combinatorics* 15 -(2008), R66. +The classical proofs are [@Egorychev1981; @Falikman1981]. The formal proof +follows [@Gurvits2008]. This module is a catalog facade. The proof lives in `RealRooted.Gurvits`. diff --git a/RealRooted/Challenges/VeroneseSections.lean b/RealRooted/Challenges/VeroneseSections.lean index 50a57eb9a..31dba890b 100644 --- a/RealRooted/Challenges/VeroneseSections.lean +++ b/RealRooted/Challenges/VeroneseSections.lean @@ -8,6 +8,9 @@ version = 1 section = "theorems" slug = "veronese-sections" formalized = "2026-10-05" +references = [ + "AthanasiadisWagner2024x", +] [[definitions]] name = "RealRooted.veroneseSectionPolynomial" @@ -32,15 +35,13 @@ nonnegativity. ## References -[C. A. Athanasiadis and D. G. Wagner, “Veronese sections and interlacing -matrices of polynomials and formal power -series,”](https://arxiv.org/abs/2404.12989) arXiv:2404.12989 (2024), proves a -stronger fully interlacing statement. See also the -[Veronese sections on symmetricfunctions.com](https://www.symmetricfunctions.com/polyaFrequency.htm#veroneseSectionsRealRooted). +A stronger fully interlacing statement appears in [@AthanasiadisWagner2024x]. +See also the +[Veronese sections on symmetricfunctions.com](sf:veroneseSectionsRealRooted). Human statement: -https://www.symmetricfunctions.com/polyaFrequency.htm#veroneseSectionsRealRooted +sf:veroneseSectionsRealRooted Catalog reference: the standard PF/TNN proof via Aissen--Schoenberg--Whitney. diff --git a/RealRooted/Challenges/Wagner.lean b/RealRooted/Challenges/Wagner.lean index 5ea86a043..8532eee34 100644 --- a/RealRooted/Challenges/Wagner.lean +++ b/RealRooted/Challenges/Wagner.lean @@ -10,6 +10,9 @@ version = 1 section = "theorems" slug = "wagner" formalized = "2026-07-10" +references = [ + "Wagner1992", +] authors = ["Wagner"] years = [1992] @@ -61,14 +64,12 @@ $F_i \ll F_j$ for all $a \le i \le j \le b$. ## References -D. G. Wagner, [“Total positivity of Hadamard -products,”](https://doi.org/10.1016/0022-247X(92)90261-B) *Journal of -Mathematical Analysis and Applications* 163 (1992), 459–483. See the -[contextual statement on symmetricfunctions.com](https://www.symmetricfunctions.com/realRootedInterlacing.htm#wagnerLemma). +See [@Wagner1992] and the +[contextual statement on symmetricfunctions.com](sf:wagnerLemma). Human statement: -https://www.symmetricfunctions.com/realRootedInterlacing.htm#wagnerLemma +sf:wagnerLemma Original publication: D. G. Wagner, "Total positivity of Hadamard products", J. Math. Anal. Appl. 163 (1992), 459--483. diff --git a/RealRooted/Challenges/WangYeh.lean b/RealRooted/Challenges/WangYeh.lean index b39b39c18..2e4503863 100644 --- a/RealRooted/Challenges/WangYeh.lean +++ b/RealRooted/Challenges/WangYeh.lean @@ -8,6 +8,9 @@ version = 1 section = "theorems" slug = "wang-yeh" formalized = "2026-10-06" +references = [ + "WangYeh2005", +] authors = ["Wang", "Yeh"] years = [2005] @@ -46,7 +49,8 @@ either zero or real-rooted with nonpositive zeros. A sequence is Pólya-frequency (`IsPolyaFreqSeq`) if its Toeplitz matrix is totally nonnegative. -**Theorem (Wang–Yeh).** Let $f, g \in \mathbb{R}[x]$ have positive leading +**Theorem (Wang–Yeh).** [@WangYeh2005, Thm. 1] Let $f, g \in \mathbb{R}[x]$ +have positive leading coefficients and satisfy $g \ll f$. If $a, b, c, d \in \mathbb{R}$ satisfy $bc \leq ad$, then $$ @@ -96,14 +100,9 @@ inequalities give the determinant condition at every step. ## References -Y. Wang and Y.-N. Yeh, [“Polynomials with real zeros and Pólya frequency -sequences,”](https://doi.org/10.1016/j.jcta.2004.07.008) *Journal of -Combinatorial Theory, Series A* 109 (2005), 63–74, Theorem 1 and Corollaries 2 -and 3. -See also the -[Wang–Yeh criterion on symmetricfunctions.com](https://www.symmetricfunctions.com/realRootedInterlacing.htm#wangYehAffineCriterion) -and the -[Wang–Yeh PF preserver](https://www.symmetricfunctions.com/polyaFrequency.htm#wangYehPfPreserver). +The affine criterion and PF preserver are [@WangYeh2005, Thm. 1 and Cors. 2–3]. +See also the [Wang–Yeh criterion](sf:wangYehAffineCriterion) and the +[Wang–Yeh PF preserver](sf:wangYehPfPreserver) on symmetricfunctions.com. The affine criterion lives in `RealRooted.WangYeh.Affine`, the PF preserver in diff --git a/RealRooted/Challenges/Wronskian.lean b/RealRooted/Challenges/Wronskian.lean index ee8f73e2e..27ce10e37 100644 --- a/RealRooted/Challenges/Wronskian.lean +++ b/RealRooted/Challenges/Wronskian.lean @@ -9,6 +9,9 @@ version = 1 section = "theorems" slug = "wronskian-criterion" formalized = "2026-10-06" +references = [ + "Fisk2006x", +] [[theorems]] name = "RealRooted.strictInterl_iff_wronskian_eval_nonneg" @@ -143,10 +146,8 @@ $q^2 + (x - a)^2 (q'^2 - q q'')$. ## References -S. Fisk, [*Polynomials, roots, and -interlacing*](https://arxiv.org/abs/math/0612833), arXiv:math/0612833 (2006). -See also the Wronskian criterion in the -[interlacing overview on symmetricfunctions.com](https://www.symmetricfunctions.com/realRootedInterlacing.htm#wronskianCriterion). +See [@Fisk2006x] and the Wronskian criterion in the +[interlacing overview on symmetricfunctions.com](sf:wronskianCriterion). This module is a catalog facade. The weak converse and the counterexample diff --git a/scripts/build_challenge_pages.py b/scripts/build_challenge_pages.py index 77a0a437e..469ab6f35 100644 --- a/scripts/build_challenge_pages.py +++ b/scripts/build_challenge_pages.py @@ -11,6 +11,8 @@ sys.dont_write_bytecode = True from challenge_catalog import ( + BASE_PATH, + SITE_ORIGIN, CatalogError, load_catalog, render_site, @@ -42,6 +44,16 @@ def parse_args() -> argparse.Namespace: type=pathlib.Path, help="post-Lean audit report required for publishable output", ) + parser.add_argument( + "--base-path", + default=BASE_PATH, + help=f"URL path at which the site is served (default: {BASE_PATH})", + ) + parser.add_argument( + "--site-origin", + default=SITE_ORIGIN, + help=f"origin used for absolute manifest links (default: {SITE_ORIGIN})", + ) return parser.parse_args() @@ -57,7 +69,14 @@ def main() -> int: if args.check: # Render in memory so this check covers templates, internal links, # and optional catalog side data such as the Authors directory. - render_site(root, pages, resolved, revision) + render_site( + root, + pages, + resolved, + revision, + base_path=args.base_path, + site_origin=args.site_origin, + ) print(f"ok: validated {len(pages)} curated catalog pages") return 0 output = ( @@ -67,7 +86,14 @@ def main() -> int: ) if output == root or output.is_relative_to(root): raise CatalogError("generated pages must use an output directory outside the repository") - files = render_site(root, pages, resolved, revision) + files = render_site( + root, + pages, + resolved, + revision, + base_path=args.base_path, + site_origin=args.site_origin, + ) write_site(output, files) print(f"ok: wrote {len(files)} catalog files to {output}") if args.preview: diff --git a/scripts/challenge_catalog.py b/scripts/challenge_catalog.py index 34d27b881..6c6ec881c 100644 --- a/scripts/challenge_catalog.py +++ b/scripts/challenge_catalog.py @@ -28,6 +28,8 @@ BASE_PATH = "/RealRooted/" +SITE_ORIGIN = "https://peralexandersson.github.io" +SYMCAT_ORIGIN = "https://www.symmetricfunctions.com/" # Lean identifier characters (Lean's `isLetterLike` and `isSubScriptAlnum`), so # names such as `embedComplₗ` or `forall₂_le` are not truncated to an ASCII prefix. _LEAN_LETTER = ( @@ -67,12 +69,23 @@ r"(?:_root_\.)?[A-Za-z_][A-Za-z0-9_'.]*" r"(?:\s+[A-Za-z_][A-Za-z0-9_'.]*)*\s*$" ) +CITATION_GROUP_RE = re.compile( + r"\[((?:\s*@[^\];,\s]+(?:\s*,\s*[^;\]\n]+)?\s*)" + r"(?:;\s*@[^\];,\s]+(?:\s*,\s*[^;\]\n]+)?\s*)*)\]" +) +SF_TARGET_RE = re.compile(r"(?:\]\(\s*|\]:\s*)sf:([^)\s]+)") class CatalogError(ValueError): """A deterministic catalog source or audit validation error.""" +@dataclass(frozen=True) +class Citation: + key: str + at: str | None = None + + @dataclass(frozen=True) class CatalogItem: name: str @@ -80,6 +93,7 @@ class CatalogItem: module: str | None label: str | None = None headline: bool = False + symcat: str | None = None @property def anchor(self) -> str: @@ -95,6 +109,7 @@ class CatalogPage: authors: tuple[str, ...] years: tuple[int, ...] formalized: str + references: tuple[Citation, ...] definitions: tuple[CatalogItem, ...] theorems: tuple[CatalogItem, ...] content: str @@ -108,6 +123,17 @@ def items(self) -> tuple[CatalogItem, ...]: def url(self) -> str: return f"{BASE_PATH}{self.section}/{self.slug}/" + @property + def citations(self) -> tuple[Citation, ...]: + """All listed and inline citations, in stable first-occurrence order.""" + result: list[Citation] = [] + seen: set[str] = set() + for citation in self.references + extract_citations(self.content): + if citation.key not in seen: + seen.add(citation.key) + result.append(citation) + return tuple(result) + @dataclass(frozen=True) class SourceDeclaration: @@ -238,12 +264,15 @@ def _read_items(path: str, raw: Any, expected_kind: str) -> tuple[CatalogItem, . result: list[CatalogItem] = [] seen: set[str] = set() for index, record in enumerate(raw, start=1): - if not isinstance(record, dict) or set(record) - {"name", "module", "label", "headline"}: + if not isinstance(record, dict) or set(record) - { + "name", "module", "label", "headline", "symcat" + }: raise _source_error(path, f"invalid {expected_kind} record {index}") name = record.get("name") module = record.get("module") label = record.get("label") headline = record.get("headline", False) + symcat = record.get("symcat") if label is not None and ( not isinstance(label, str) or not label.strip() or label.strip() != label or "\n" in label ): @@ -254,6 +283,13 @@ def _read_items(path: str, raw: Any, expected_kind: str) -> tuple[CatalogItem, . raise _source_error(path, f"{expected_kind} record {index}: only theorems can be headlines") if headline and label is None: raise _source_error(path, f"{expected_kind} record {index}: a headline needs a label") + if symcat is not None and ( + not isinstance(symcat, str) + or not symcat + or symcat.strip() != symcat + or any(character.isspace() for character in symcat) + ): + raise _source_error(path, f"{expected_kind} record {index} has an invalid symcat label") if not isinstance(name, str) or not NAME_RE.fullmatch(name): raise _source_error(path, f"{expected_kind} record {index} needs a fully qualified name") if module is not None: @@ -272,11 +308,57 @@ def _read_items(path: str, raw: Any, expected_kind: str) -> tuple[CatalogItem, . if name in seen: raise _source_error(path, f"duplicate {expected_kind} declaration {name}") seen.add(name) - result.append(CatalogItem(name, expected_kind, module, label, headline)) + result.append(CatalogItem(name, expected_kind, module, label, headline, symcat)) + return tuple(result) + + +def extract_citations(content: str) -> tuple[Citation, ...]: + """Extract the supported Pandoc-style citation groups from catalog Markdown.""" + citations: list[Citation] = [] + for group in CITATION_GROUP_RE.finditer(content): + for raw in group.group(1).split(";"): + key_and_at = raw.strip().removeprefix("@").split(",", 1) + key = key_and_at[0].strip() + at = key_and_at[1].strip() if len(key_and_at) == 2 else None + citations.append(Citation(key, at or None)) + return tuple(citations) + + +def extract_sf_labels(content: str) -> tuple[str, ...]: + """Return labels used as ``sf:`` Markdown link targets.""" + return tuple(match.group(1) for match in SF_TARGET_RE.finditer(content)) + + +def _read_references(path: str, raw: Any) -> tuple[Citation, ...]: + if raw is None: + return () + if not isinstance(raw, list): + raise _source_error(path, "references must be an array") + result: list[Citation] = [] + seen: set[str] = set() + for index, item in enumerate(raw, start=1): + if isinstance(item, str): + key, at = item, None + elif isinstance(item, dict) and set(item) <= {"key", "at"}: + key, at = item.get("key"), item.get("at") + else: + raise _source_error(path, f"invalid reference record {index}") + if not isinstance(key, str) or not key or key.strip() != key or any( + character.isspace() for character in key + ): + raise _source_error(path, f"reference record {index} has an invalid key") + if at is not None and ( + not isinstance(at, str) or not at or at.strip() != at or "\n" in at + ): + raise _source_error(path, f"reference record {index} has an invalid locator") + if key in seen: + raise _source_error(path, f"duplicate reference key {key}") + seen.add(key) + result.append(Citation(key, at)) return tuple(result) -def _published_title(path: str, content: str) -> str: +def _published_title(path: str, content: str, has_reference_keys: bool = False) -> str: lines = content.splitlines() headings = [line[2:].strip() for line in lines if re.fullmatch(r"#\s+.+", line)] if len(headings) != 1: @@ -287,7 +369,17 @@ def _published_title(path: str, content: str) -> str: ) if reference_at is None: raise _source_error(path, 'published content must contain a "## References" section') - if not any(line.strip() for line in lines[reference_at + 1 :]): + reference_end = next( + ( + index + for index, line in enumerate(lines[reference_at + 1 :], start=reference_at + 1) + if re.fullmatch(r"#{1,2}\s+.+", line) + ), + len(lines), + ) + if not has_reference_keys and not any( + line.strip() for line in lines[reference_at + 1 : reference_end] + ): raise _source_error(path, "References must not be empty") return headings[0] @@ -369,6 +461,7 @@ def parse_challenge_source( "authors", "years", "formalized", + "references", "definitions", "theorems", } @@ -385,6 +478,7 @@ def parse_challenge_source( raise _source_error(source_path, "slug must be lowercase hyphenated text") authors, years = _read_attribution(source_path, metadata) formalized = _read_formalized(source_path, metadata, commit_date) + references = _read_references(source_path, metadata.get("references")) definitions = _read_items(source_path, metadata.get("definitions"), "definition") theorems = _read_items(source_path, metadata.get("theorems"), "theorem") if not definitions and not theorems: @@ -397,10 +491,13 @@ def parse_challenge_source( authors=authors, years=years, formalized=formalized, + references=references, definitions=definitions, theorems=theorems, content=content, - title=_published_title(source_path, content), + title=_published_title( + source_path, content, bool(references or extract_citations(content)) + ), ) @@ -902,6 +999,51 @@ def validate_audit_report( return report +def load_symcat_snapshots( + repo_root: pathlib.Path, +) -> tuple[dict[str, str], dict[str, dict[str, Any]]]: + """Load and validate the committed symmetricfunctions.com snapshots.""" + directory = repo_root / "website" / "symcat" + labels_path = directory / "labels.json" + bibliography_path = directory / "bibliography.json" + try: + labels = json.loads(labels_path.read_text(encoding="utf-8")) + bibliography = json.loads(bibliography_path.read_text(encoding="utf-8")) + except (OSError, json.JSONDecodeError) as error: + raise CatalogError(f"cannot load SymCat snapshots: {error}") from error + if not isinstance(labels, dict) or not all( + isinstance(label, str) + and label + and isinstance(href, str) + and href + and not urlsplit(href).scheme + and not urlsplit(href).netloc + and not href.startswith("/") + for label, href in labels.items() + ): + raise CatalogError(f"{labels_path}: expected a mapping of labels to relative links") + if ( + not isinstance(bibliography, dict) + or bibliography.get("schema_version") != 1 + or set(bibliography) != {"schema_version", "entries"} + or not isinstance(bibliography["entries"], dict) + ): + raise CatalogError(f"{bibliography_path}: invalid bibliography snapshot schema") + entries = bibliography["entries"] + for key, entry in entries.items(): + if ( + not isinstance(key, str) + or not isinstance(entry, dict) + or set(entry) != {"label", "csl", "bibtex"} + or not isinstance(entry["label"], str) + or not entry["label"] + or not isinstance(entry["csl"], dict) + or not isinstance(entry["bibtex"], str) + ): + raise CatalogError(f"{bibliography_path}: invalid entry {key!r}") + return labels, entries + + def _safe_url(url: str) -> str | None: parsed = urlsplit(url) if parsed.scheme and parsed.scheme.lower() not in {"http", "https", "mailto"}: @@ -915,7 +1057,14 @@ def _safe_url(url: str) -> str | None: LIST_ITEM_RE = re.compile(r"(\s*)(?:([-*])|(\d+)\.)\s+(.+)") -def render_markdown(markdown: str) -> str: +def render_markdown( + markdown: str, + *, + symcat_labels: dict[str, str] | None = None, + bibliography: dict[str, dict[str, Any]] | None = None, + base_path: str = BASE_PATH, + generated_references: str = "", +) -> str: """Render the deliberate Markdown subset, escaping raw HTML by default. Supported: headings, paragraphs, `-`/`*` and numbered lists whose items may @@ -944,7 +1093,7 @@ def render_markdown(markdown: str) -> str: code_indent = 0 def inline(text: str) -> str: - return _inline(text, references) + return _inline(text, references, symcat_labels, bibliography, base_path) def flush_paragraph() -> None: if paragraph: @@ -1009,7 +1158,22 @@ def flush_list() -> None: raise CatalogError("unterminated Markdown code fence") flush_paragraph() flush_list() - return "\n".join(blocks) + rendered = "\n".join(blocks) + if generated_references: + marker = '

References

' + marker_at = rendered.find(marker) + if marker_at == -1: + raise CatalogError('generated references need a "## References" section') + following = rendered.find("

str: @@ -1017,8 +1181,16 @@ def _anchor(text: str) -> str: return plain or "section" -def _inline(text: str, references: dict[str, str] | None = None) -> str: +def _inline( + text: str, + references: dict[str, str] | None = None, + symcat_labels: dict[str, str] | None = None, + bibliography: dict[str, dict[str, Any]] | None = None, + base_path: str = BASE_PATH, +) -> str: references = references or {} + symcat_labels = symcat_labels or {} + bibliography = bibliography or {} escaped = html.escape(text, quote=False) # protect code spans from emphasis and link rewriting codes: list[str] = [] @@ -1037,8 +1209,33 @@ def stash_math(match: re.Match[str]) -> str: rendered = re.sub(r"\$\$.+?\$\$|\$[^$\n]+?\$", stash_math, rendered) + def citation_group(match: re.Match[str]) -> str: + rendered_citations: list[str] = [] + for raw in match.group(1).split(";"): + key_and_at = raw.strip().removeprefix("@").split(",", 1) + key = html.unescape(key_and_at[0].strip()) + at = key_and_at[1].strip() if len(key_and_at) == 2 else None + entry = bibliography.get(key) + if entry is None: + return match.group(0) + label = html.escape(entry["label"]) + suffix = f", {at}" if at else "" + rendered_citations.append( + f'' + f"[{label}{suffix}]" + ) + return "; ".join(rendered_citations) + + rendered = CITATION_GROUP_RE.sub(citation_group, rendered) + def anchor(label: str, target: str) -> str: - safe = _safe_url(html.unescape(target.strip())) + raw_target = html.unescape(target.strip()) + if raw_target.startswith("sf:"): + href = symcat_labels.get(raw_target.removeprefix("sf:")) + raw_target = SYMCAT_ORIGIN + href if href else raw_target + elif raw_target.startswith(BASE_PATH) and base_path != BASE_PATH: + raw_target = base_path + raw_target.removeprefix(BASE_PATH) + safe = _safe_url(raw_target) if safe is None: return label return f'{label}' @@ -1057,6 +1254,111 @@ def reference(match: re.Match[str]) -> str: return re.sub(r"\x00(\d+)\x00", lambda m: f"{codes[int(m.group(1))]}", rendered) +def _csl_authors(csl: dict[str, Any]) -> str: + authors = csl.get("author", []) + if not isinstance(authors, list): + return "" + names: list[str] = [] + for author in authors: + if not isinstance(author, dict): + continue + literal = author.get("literal") + if isinstance(literal, str) and literal: + names.append(literal) + continue + given = author.get("given") if isinstance(author.get("given"), str) else "" + family = author.get("family") if isinstance(author.get("family"), str) else "" + name = " ".join(part for part in (given, family) if part) + if name: + names.append(name) + if len(names) == 2: + return " & ".join(names) + if len(names) > 2: + return ", ".join(names[:-1]) + ", & " + names[-1] + return "".join(names) + + +def _csl_year(csl: dict[str, Any]) -> str: + issued = csl.get("issued") + if not isinstance(issued, dict): + return "" + parts = issued.get("date-parts") + if ( + isinstance(parts, list) + and parts + and isinstance(parts[0], list) + and parts[0] + and isinstance(parts[0][0], int) + ): + return str(parts[0][0]) + return "" + + +def _reference_list( + citations: tuple[Citation, ...], bibliography: dict[str, dict[str, Any]] +) -> str: + rows: list[str] = [] + for citation in citations: + entry = bibliography[citation.key] + csl = entry["csl"] + authors = _csl_authors(csl) + title = csl.get("title") if isinstance(csl.get("title"), str) else citation.key + doi = csl.get("DOI") if isinstance(csl.get("DOI"), str) else "" + url = csl.get("URL") if isinstance(csl.get("URL"), str) else "" + target = f"https://doi.org/{doi}" if doi else url + title_html = html.escape(title) + if target and _safe_url(target): + title_html = f'{title_html}' + venue = csl.get("container-title", "") + if isinstance(venue, list): + venue = ", ".join(str(part) for part in venue) + if not isinstance(venue, str): + venue = "" + volume = csl.get("volume") if isinstance(csl.get("volume"), str) else "" + issue = csl.get("issue") if isinstance(csl.get("issue"), str) else "" + pages = csl.get("page") if isinstance(csl.get("page"), str) else "" + venue_parts = [venue] + if volume: + venue_parts.append(volume + (f"({issue})" if issue else "")) + elif issue: + venue_parts.append(f"({issue})") + if pages: + venue_parts.append(pages) + year = _csl_year(csl) + if year: + venue_parts.append(year) + details = ", ".join(part for part in venue_parts if part) + label = entry["label"] + (f", {citation.at}" if citation.at else "") + rows.append( + f'
  • ' + f'[{html.escape(label)}] ' + + ( + f'{html.escape(authors)}. ' + if authors + else "" + ) + + f'{title_html}. ' + + (f'{html.escape(details)}.' if details else "") + + '
    BibTeX
    '
    +            + html.escape(entry["bibtex"].strip())
    +            + "
  • " + ) + return '
      ' + "".join(rows) + "
    " + + +def _normalize_base_path(base_path: str) -> str: + if not isinstance(base_path, str) or not base_path.startswith("/"): + raise CatalogError("site base path must start with /") + if "?" in base_path or "#" in base_path or any(character.isspace() for character in base_path): + raise CatalogError("site base path must not contain whitespace, a query, or a fragment") + normalized = "/" + base_path.strip("/") + return "/" if normalized == "/" else normalized + "/" + + +def _page_url(page: CatalogPage, base_path: str) -> str: + return f"{base_path}{page.section}/{page.slug}/" + + def _source_link(revision: str, source: SourceDeclaration) -> str: return ( "https://github.com/PerAlexandersson/RealRooted/blob/" @@ -1064,11 +1366,11 @@ def _source_link(revision: str, source: SourceDeclaration) -> str: ) -def _relative_url(target: str, current_url: str) -> str: - if not target.startswith(BASE_PATH) or not current_url.startswith(BASE_PATH): +def _relative_url(target: str, current_url: str, base_path: str = BASE_PATH) -> str: + if not target.startswith(base_path) or not current_url.startswith(base_path): raise CatalogError("generator received a URL outside its base path") - current_relative = current_url.removeprefix(BASE_PATH).strip("/") - target_relative = target.removeprefix(BASE_PATH).strip("/") + current_relative = current_url.removeprefix(base_path).strip("/") + target_relative = target.removeprefix(base_path).strip("/") current_directory = pathlib.PurePosixPath(current_relative).parts if current_relative else () target_parts = pathlib.PurePosixPath(target_relative).parts if target_relative else () common = 0 @@ -1084,14 +1386,20 @@ def _relative_url(target: str, current_url: str) -> str: return relative -def _template(repo_root: pathlib.Path, body: str, title: str, current_url: str) -> str: +def _template( + repo_root: pathlib.Path, + body: str, + title: str, + current_url: str, + base_path: str = BASE_PATH, +) -> str: template_path = repo_root / "website" / "templates" / "page.html" template = template_path.read_text(encoding="utf-8") - home = _relative_url(BASE_PATH, current_url) - stylesheet = _relative_url(f"{BASE_PATH}assets/site.css", current_url) - script = _relative_url(f"{BASE_PATH}assets/site.js", current_url) - results = _relative_url(f"{BASE_PATH}results/", current_url) - authors = _relative_url(f"{BASE_PATH}authors/", current_url) + home = _relative_url(base_path, current_url, base_path) + stylesheet = _relative_url(f"{base_path}assets/site.css", current_url, base_path) + script = _relative_url(f"{base_path}assets/site.js", current_url, base_path) + results = _relative_url(f"{base_path}results/", current_url, base_path) + authors = _relative_url(f"{base_path}authors/", current_url, base_path) return ( template.replace("{{ title }}", html.escape(title)) .replace("{{ body }}", body) @@ -1228,7 +1536,10 @@ def _catalog_group(identifier: str, title: str, intro: str, rows: str) -> str: def _item_list( - items: Iterable[CatalogItem], resolved: dict[str, SourceDeclaration], revision: str + items: Iterable[CatalogItem], + resolved: dict[str, SourceDeclaration], + revision: str, + symcat_labels: dict[str, str], ) -> str: rows: list[str] = [] for item in items: @@ -1241,6 +1552,14 @@ def _item_list( + ("Main result" if item.headline else "") + "

    " ) + symcat_link = "" + if item.symcat: + symcat_url = SYMCAT_ORIGIN + symcat_labels[item.symcat] + symcat_link = ( + 'statement on symmetricfunctions.com ' + ) rows.append( f"
  • " + label @@ -1248,17 +1567,21 @@ def _item_list( + html.escape(item.name) + "source
    "
    +            + '">source'
    +            + symcat_link
    +            + '
    '
                 + html.escape(source.source_code)
                 + "
  • " ) return "" -def _authors_page(entries: Iterable[AuthorIndexEntry]) -> str: +def _authors_page( + entries: Iterable[AuthorIndexEntry], base_path: str = BASE_PATH +) -> str: """Render the page-level credits index without adding editorial data to Lean files.""" entries = tuple(entries) - current_url = f"{BASE_PATH}authors/" + current_url = f"{base_path}authors/" rows: list[str] = [] for entry in entries: heading = html.escape(entry.display_name) @@ -1270,7 +1593,7 @@ def _authors_page(entries: Iterable[AuthorIndexEntry]) -> str: credits: list[str] = [] for page in entry.pages: years = _years_label(page.years) or "year not recorded" - href = _relative_url(page.url, current_url) + href = _relative_url(_page_url(page, base_path), current_url, base_path) credits.append( '
  • None: +def validate_internal_links(files: dict[str, str], base_path: str = BASE_PATH) -> None: """Reject generated links that cannot resolve under the project-site base path.""" known = set(files) for source_name, document in files.items(): @@ -1382,9 +1705,9 @@ def validate_internal_links(files: dict[str, str]) -> None: if parsed.scheme or parsed.netloc or href.startswith("#"): continue if href.startswith("/"): - if not href.startswith(BASE_PATH): - raise CatalogError(f"{source_name}: link escapes {BASE_PATH}: {href}") - target_path = href[len(BASE_PATH) :].split("#", 1)[0] + if not href.startswith(base_path): + raise CatalogError(f"{source_name}: link escapes {base_path}: {href}") + target_path = href[len(base_path) :].split("#", 1)[0] target = target_path else: target_path = href.split("#", 1)[0] @@ -1402,8 +1725,32 @@ def render_site( pages: tuple[CatalogPage, ...], resolved: dict[str, SourceDeclaration], revision: str, + *, + base_path: str = BASE_PATH, + site_origin: str = SITE_ORIGIN, ) -> dict[str, str]: """Render deterministic generated files keyed by their output-relative path.""" + base_path = _normalize_base_path(base_path) + parsed_origin = urlsplit(site_origin) + if parsed_origin.scheme not in {"http", "https"} or not parsed_origin.netloc: + raise CatalogError("site origin must be an absolute HTTP(S) URL") + site_origin = site_origin.rstrip("/") + symcat_labels, bibliography = load_symcat_snapshots(repo_root) + for page in pages: + for citation in page.citations: + if citation.key not in bibliography: + raise _source_error(page.source_path, f"unknown bibliography key {citation.key}") + for label in extract_sf_labels(page.content): + if label not in symcat_labels: + raise _source_error( + page.source_path, f"unknown symmetricfunctions.com label {label}" + ) + for item in page.items: + if item.symcat and item.symcat not in symcat_labels: + raise _source_error( + page.source_path, + f"unknown symmetricfunctions.com label {item.symcat} for {item.name}", + ) files: dict[str, str] = {} author_entries = build_author_index(pages, load_author_profiles(repo_root)) grouped = {section: [page for page in pages if page.section == section] for section in SECTIONS} @@ -1460,7 +1807,9 @@ def render_site( ) + "" ) - files["index.html"] = _template(repo_root, index_body, "RealRooted catalog", BASE_PATH) + files["index.html"] = _template( + repo_root, index_body, "RealRooted catalog", base_path, base_path + ) for section, section_pages in grouped.items(): links = "".join(_page_card(page, f"{page.slug}/") for page in section_pages) body = ( @@ -1469,11 +1818,21 @@ def render_site( + _sort_controls() + f'
      {links}
    ' ) - section_url = f"{BASE_PATH}{section}/" - files[f"{section}/index.html"] = _template(repo_root, body, section.title(), section_url) + section_url = f"{base_path}{section}/" + files[f"{section}/index.html"] = _template( + repo_root, body, section.title(), section_url, base_path + ) for page in pages: - definition_html = _item_list(page.definitions, resolved, revision) if page.definitions else "" - theorem_html = _item_list(page.theorems, resolved, revision) if page.theorems else "" + definition_html = ( + _item_list(page.definitions, resolved, revision, symcat_labels) + if page.definitions + else "" + ) + theorem_html = ( + _item_list(page.theorems, resolved, revision, symcat_labels) + if page.theorems + else "" + ) selected = "" if definition_html: selected += ( @@ -1495,7 +1854,15 @@ def render_site( + html.escape(page.section.title()) + "

    " + "
    " - + render_markdown(page.content) + + render_markdown( + page.content, + symcat_labels=symcat_labels, + bibliography=bibliography, + base_path=base_path, + generated_references=_reference_list(page.citations, bibliography) + if page.citations + else "", + ) + "
    " + selected + "
    " @@ -1505,13 +1872,21 @@ def render_site( + f"Formalized {page.formalized}.

    " ) files[f"{page.section}/{page.slug}/index.html"] = _template( - repo_root, body, page.title, page.url + repo_root, body, page.title, _page_url(page, base_path), base_path ) files["results/index.html"] = _template( - repo_root, _results_page(pages, resolved, revision), "All results", f"{BASE_PATH}results/" + repo_root, + _results_page(pages, resolved, revision), + "All results", + f"{base_path}results/", + base_path, ) files["authors/index.html"] = _template( - repo_root, _authors_page(author_entries), "Authors", f"{BASE_PATH}authors/" + repo_root, + _authors_page(author_entries, base_path), + "Authors", + f"{base_path}authors/", + base_path, ) manifest = { "schema_version": 1, @@ -1520,7 +1895,7 @@ def render_site( "pages": [ { "title": page.title, - "url": page.url, + "url": _page_url(page, base_path), "source_path": page.source_path, "authors": list(page.authors), "years": list(page.years), @@ -1529,6 +1904,15 @@ def render_site( "theorems": [item.name for item in page.theorems], "headlines": [item.name for item in page.theorems if item.headline], "labels": {item.name: item.label for item in page.items if item.label}, + "declarations": [ + { + "name": item.name, + "kind": item.expected_kind, + "url": site_origin + _page_url(page, base_path) + f"#{item.anchor}", + **({"symcat": item.symcat} if item.symcat else {}), + } + for item in page.items + ], } for page in pages ], @@ -1538,7 +1922,7 @@ def render_site( files["assets/site.css"] = asset.read_text(encoding="utf-8") script = repo_root / "website" / "assets" / "site.js" files["assets/site.js"] = script.read_text(encoding="utf-8") - validate_internal_links(files) + validate_internal_links(files, base_path) return files diff --git a/scripts/symcat_sync.py b/scripts/symcat_sync.py new file mode 100644 index 000000000..5448e17c6 --- /dev/null +++ b/scripts/symcat_sync.py @@ -0,0 +1,178 @@ +#!/usr/bin/env python3 +"""Refresh the catalog's symmetricfunctions.com label and bibliography snapshots.""" + +from __future__ import annotations + +import argparse +import json +import pathlib +import sys +from typing import Any +from urllib.parse import urljoin, urlsplit +from urllib.request import urlopen + +sys.dont_write_bytecode = True + +from challenge_catalog import CatalogError, extract_sf_labels, load_catalog + + +LIVE_ROOT = "https://www.symmetricfunctions.com/" +CSL_FIELDS = ( + "author", + "title", + "container-title", + "volume", + "issue", + "page", + "issued", + "DOI", + "URL", + "type", +) + + +def _source_at(root: str, filename: str) -> str: + parsed = urlsplit(root) + if parsed.scheme in {"http", "https"}: + return urljoin(root.rstrip("/") + "/", filename) + return str(pathlib.Path(root) / filename) + + +def _read_json(source: str) -> Any: + parsed = urlsplit(source) + try: + if parsed.scheme in {"http", "https"}: + with urlopen(source, timeout=60) as response: + return json.load(response) + return json.loads(pathlib.Path(source).read_text(encoding="utf-8")) + except (OSError, ValueError) as error: + raise CatalogError(f"cannot read {source}: {error}") from error + + +def build_snapshots( + repo_root: pathlib.Path, + labels_upstream: Any, + bibliography_upstream: Any, + keep: tuple[str, ...] = (), +) -> tuple[dict[str, str], dict[str, Any]]: + """Select and normalize the upstream data needed by the current catalog.""" + if not isinstance(labels_upstream, dict): + raise CatalogError("upstream site-labels.json must contain an object") + if ( + not isinstance(bibliography_upstream, dict) + or bibliography_upstream.get("schema_version") != 1 + or not isinstance(bibliography_upstream.get("entries"), dict) + ): + raise CatalogError("upstream bibliography.json has an invalid schema") + + pages = load_catalog(repo_root) + used_labels = sorted( + { + label + for page in pages + for label in ( + *(item.symcat for item in page.items if item.symcat), + *extract_sf_labels(page.content), + ) + } + ) + cited_keys = sorted({citation.key for page in pages for citation in page.citations} | set(keep)) + + missing_labels = [label for label in used_labels if label not in labels_upstream] + if missing_labels: + raise CatalogError("upstream labels missing: " + ", ".join(missing_labels)) + upstream_entries = bibliography_upstream["entries"] + missing_keys = [key for key in cited_keys if key not in upstream_entries] + if missing_keys: + raise CatalogError("upstream bibliography missing: " + ", ".join(missing_keys)) + + labels: dict[str, str] = {} + for label in sorted(labels_upstream): + record = labels_upstream[label] + href = record.get("href") if isinstance(record, dict) else None + if not isinstance(label, str) or not isinstance(href, str) or not href: + raise CatalogError(f"invalid upstream label record {label!r}") + labels[label] = href + + selected: dict[str, dict[str, Any]] = {} + for key in cited_keys: + record = upstream_entries[key] + if not isinstance(record, dict): + raise CatalogError(f"invalid upstream bibliography entry {key!r}") + label = record.get("label") + csl = record.get("csl") + bibtex = record.get("bibtex") + if ( + not isinstance(label, str) + or not label + or not isinstance(csl, dict) + or not isinstance(bibtex, str) + ): + raise CatalogError(f"invalid upstream bibliography entry {key!r}") + selected[key] = { + "label": label, + "csl": {field: csl[field] for field in CSL_FIELDS if field in csl}, + "bibtex": bibtex.strip() + "\n", + } + return labels, {"schema_version": 1, "entries": selected} + + +def write_snapshots( + repo_root: pathlib.Path, labels: dict[str, str], bibliography: dict[str, Any] +) -> None: + target = repo_root / "website" / "symcat" + target.mkdir(parents=True, exist_ok=True) + (target / "labels.json").write_text( + json.dumps(labels, ensure_ascii=False, sort_keys=True, separators=(",", ":")) + "\n", + encoding="utf-8", + ) + (target / "bibliography.json").write_text( + json.dumps(bibliography, ensure_ascii=False, indent=2, sort_keys=True) + "\n", + encoding="utf-8", + ) + + +def parse_args() -> argparse.Namespace: + parser = argparse.ArgumentParser(description=__doc__) + parser.add_argument( + "source", + nargs="?", + default=LIVE_ROOT, + help="directory or URL containing site-labels.json and bibliography.json", + ) + parser.add_argument( + "--repo-root", + type=pathlib.Path, + default=pathlib.Path(__file__).resolve().parents[1], + ) + parser.add_argument("--labels-source", help="override the labels JSON path or URL") + parser.add_argument("--bibliography-source", help="override the bibliography JSON path or URL") + parser.add_argument("--keep", action="append", default=[], metavar="KEY") + return parser.parse_args() + + +def main() -> int: + args = parse_args() + labels_source = args.labels_source or _source_at(args.source, "site-labels.json") + bibliography_source = args.bibliography_source or _source_at( + args.source, "bibliography.json" + ) + try: + labels, bibliography = build_snapshots( + args.repo_root.resolve(), + _read_json(labels_source), + _read_json(bibliography_source), + tuple(args.keep), + ) + write_snapshots(args.repo_root.resolve(), labels, bibliography) + print( + f"ok: wrote {len(labels)} labels and {len(bibliography['entries'])} bibliography entries" + ) + return 0 + except CatalogError as error: + print(f"error: {error}", file=sys.stderr) + return 1 + + +if __name__ == "__main__": + raise SystemExit(main()) diff --git a/scripts/test_challenge_catalog.py b/scripts/test_challenge_catalog.py index fd2a67a65..c5a282be8 100644 --- a/scripts/test_challenge_catalog.py +++ b/scripts/test_challenge_catalog.py @@ -38,6 +38,7 @@ def catalog_block( slug: str = "sample", authors: str = "", years: str = "", + references: str = "", formalized: str = 'formalized = "2026-01-02"', definitions: str = "", theorems: str = '[[theorems]]\nname = "RealRooted.Challenges.Sample.proven"', @@ -52,6 +53,7 @@ def catalog_block( {formalized} {authors} {years} +{references} {definitions} {theorems} --> @@ -93,6 +95,22 @@ def sample_source(self, *, extra: str = "") -> str: + "end RealRooted.Challenges.Sample\n" ) + def write_symcat( + self, + *, + labels: dict[str, str] | None = None, + entries: dict | None = None, + ) -> None: + directory = self.root / "website" / "symcat" + directory.mkdir(parents=True, exist_ok=True) + (directory / "labels.json").write_text( + json.dumps(labels or {}, sort_keys=True), encoding="utf-8" + ) + (directory / "bibliography.json").write_text( + json.dumps({"schema_version": 1, "entries": entries or {}}, sort_keys=True), + encoding="utf-8", + ) + def pages_and_sources(self) -> tuple[tuple, dict]: self.write("RealRooted/Challenges/Sample.lean", self.sample_source()) pages = load_catalog(self.root) @@ -676,6 +694,152 @@ def test_labels_do_not_change_the_catalog_digest(self) -> None: ) self.assertEqual(catalog_digest(load_catalog(self.root)), plain) + def test_symcat_citations_reference_list_and_manifest(self) -> None: + content = ( + "# Sample\n\nSee [the statement](sf:sampleTheorem) " + "[@Brenti1995, Thm. 2.4.2; @Other].\n\n" + "## References\n\nA short contextual note." + ) + theorems = ( + '[[theorems]]\nname = "RealRooted.Challenges.Sample.proven"\n' + 'label = "Proven"\nheadline = true\nsymcat = "sampleTheorem"' + ) + self.write( + "RealRooted/Challenges/Sample.lean", + catalog_block( + references='references = [{key = "Other", at = "Cor. 3"}]', + theorems=theorems, + content=content, + ) + + "namespace RealRooted.Challenges.Sample\n" + + "theorem proven : True := by trivial\n" + + "end RealRooted.Challenges.Sample\n", + ) + self.write_symcat( + labels={"sampleTheorem": "realRooted.htm#sampleTheorem"}, + entries={ + "Brenti1995": { + "label": "Bre95", + "csl": { + "author": [{"given": "Francesco", "family": "Brenti"}], + "title": "A paper", + "container-title": "A Journal", + "volume": "4", + "issue": "2", + "page": "1-9", + "issued": {"date-parts": [[1995]]}, + "DOI": "10.1000/example", + }, + "bibtex": "@article{Brenti1995, title={A paper}}\n", + }, + "Other": { + "label": "Oth20", + "csl": {"title": "Other paper", "issued": {"date-parts": [[2020]]}}, + "bibtex": "@misc{Other, title={Other paper}}\n", + }, + }, + ) + pages = load_catalog(self.root) + self.assertEqual(pages[0].references[0].key, "Other") + self.assertEqual(pages[0].theorems[0].symcat, "sampleTheorem") + output = render_site(self.root, pages, validate_sources(self.root, pages), REVISION) + page = output["families/sample/index.html"] + self.assertIn('href="#ref-Brenti1995">[Bre95, Thm. 2.4.2]', page) + self.assertIn('href="#ref-Other">[Oth20]', page) + self.assertIn( + 'href="https://www.symmetricfunctions.com/realRooted.htm#sampleTheorem"', page + ) + self.assertIn("statement on symmetricfunctions.com", page) + self.assertIn('id="ref-Brenti1995"', page) + self.assertIn("Francesco Brenti", page) + self.assertIn("https://doi.org/10.1000/example", page) + self.assertIn("BibTeX", page) + self.assertGreater(page.index("A short contextual note."), page.index("References
  • ")) + self.assertGreater( + page.index('class="reference-list"'), page.index("A short contextual note.") + ) + manifest = json.loads(output["catalog-manifest.json"]) + declaration = manifest["pages"][0]["declarations"][0] + self.assertEqual(declaration["symcat"], "sampleTheorem") + self.assertEqual( + declaration["url"], + "https://peralexandersson.github.io/RealRooted/families/sample/" + "#decl-RealRooted-Challenges-Sample-proven", + ) + + def test_unknown_bibliography_keys_and_symcat_labels_fail(self) -> None: + self.write_symcat() + for content, theorem, message in ( + ( + "# Sample\n\nUnknown [@Missing].\n\n## References\n", + '[[theorems]]\nname = "RealRooted.Challenges.Sample.proven"', + "unknown bibliography key Missing", + ), + ( + "# Sample\n\n[Unknown](sf:missing).\n\n## References\n\n- prose", + '[[theorems]]\nname = "RealRooted.Challenges.Sample.proven"', + "unknown symmetricfunctions.com label missing", + ), + ( + "# Sample\n\nText.\n\n## References\n\n- prose", + '[[theorems]]\nname = "RealRooted.Challenges.Sample.proven"\n' + 'symcat = "missing"', + "unknown symmetricfunctions.com label missing", + ), + ): + with self.subTest(message=message): + self.write( + "RealRooted/Challenges/Sample.lean", + catalog_block(theorems=theorem, content=content) + + "namespace RealRooted.Challenges.Sample\n" + + "theorem proven : True := by trivial\n" + + "end RealRooted.Challenges.Sample\n", + ) + pages = load_catalog(self.root) + with self.assertRaisesRegex(CatalogError, message): + render_site(self.root, pages, validate_sources(self.root, pages), REVISION) + + def test_configurable_base_path_rewrites_legacy_absolute_links(self) -> None: + content = ( + "# Sample\n\nSee [another page](/RealRooted/families/sample/).\n\n" + "## References\n\n- prose" + ) + self.write("RealRooted/Challenges/Sample.lean", self.sample_source().replace( + "# Sample\n\nA checked result.\n\n## References\n\n- [Paper](https://example.org/)", + content, + )) + pages = load_catalog(self.root) + output = render_site( + self.root, + pages, + validate_sources(self.root, pages), + REVISION, + base_path="/", + site_origin="https://lean.symmetricfunctions.com", + ) + self.assertIn('href="/families/sample/"', output["families/sample/index.html"]) + self.assertNotIn('href="/RealRooted/', output["families/sample/index.html"]) + declaration = json.loads(output["catalog-manifest.json"])["pages"][0]["declarations"][0] + self.assertEqual( + declaration["url"], + "https://lean.symmetricfunctions.com/families/sample/" + "#decl-RealRooted-Challenges-Sample-family", + ) + + def test_reference_section_may_be_populated_only_by_metadata(self) -> None: + source = catalog_block( + references='references = ["Only"]', + content="# Sample\n\nText.\n\n## References\n", + ) + page = parse_challenge_source("Sample.lean", source, date(2026, 1, 2)) + self.assertEqual(page.references[0].key, "Only") + with self.assertRaisesRegex(CatalogError, "References must not be empty"): + parse_challenge_source( + "Sample.lean", + catalog_block(content="# Sample\n\nText.\n\n## References\n"), + date(2026, 1, 2), + ) + def test_attribution_metadata_is_validated(self) -> None: bad_authors = catalog_block(authors='authors = ["Repeated", "Repeated"]') self.write("RealRooted/Challenges/Sample.lean", bad_authors) diff --git a/scripts/test_symcat_sync.py b/scripts/test_symcat_sync.py new file mode 100644 index 000000000..6f70e2577 --- /dev/null +++ b/scripts/test_symcat_sync.py @@ -0,0 +1,117 @@ +#!/usr/bin/env python3 +"""Unit tests for the symmetricfunctions.com snapshot synchronizer.""" + +from __future__ import annotations + +import json +import pathlib +import sys +import tempfile +import unittest + +sys.dont_write_bytecode = True + +from challenge_catalog import CatalogError +from symcat_sync import build_snapshots, write_snapshots + + +SOURCE = '''/-! + + + +# Sample + +See [context](sf:context) and [@Inline]. + +## References + +-/ +namespace RealRooted.Challenges.Sample +theorem proven : True := by trivial +end RealRooted.Challenges.Sample +''' + + +def bibliography_entry(key: str) -> dict: + return { + "label": key[:3], + "csl": { + "id": key, + "author": [{"family": "Example", "given": "A."}], + "title": f"{key} title", + "issued": {"date-parts": [[2026]]}, + "DOI": f"10.1000/{key}", + "unused": "drop me", + }, + "bibtex": f"@misc{{{key}}}\n\n", + } + + +class SymcatSyncTest(unittest.TestCase): + def setUp(self) -> None: + self.tempdir = tempfile.TemporaryDirectory() + self.root = pathlib.Path(self.tempdir.name) + path = self.root / "RealRooted" / "Challenges" / "Sample.lean" + path.parent.mkdir(parents=True) + path.write_text(SOURCE, encoding="utf-8") + + def tearDown(self) -> None: + self.tempdir.cleanup() + + def upstream(self) -> tuple[dict, dict]: + labels = { + "unused": {"href": "unused.htm#unused", "page": "unused", "title": "Unused"}, + "context": {"href": "context.htm#context", "page": "context", "title": "Context"}, + "statement": { + "href": "statement.htm#statement", + "page": "statement", + "title": "Statement", + }, + } + entries = { + key: bibliography_entry(key) for key in ("Cited", "Inline", "Kept", "Unused") + } + return labels, {"schema_version": 1, "entries": entries} + + def test_selects_citations_keeps_extras_and_trims_csl(self) -> None: + labels_upstream, bibliography_upstream = self.upstream() + labels, bibliography = build_snapshots( + self.root, labels_upstream, bibliography_upstream, ("Kept",) + ) + self.assertEqual(list(labels), ["context", "statement", "unused"]) + self.assertEqual(list(bibliography["entries"]), ["Cited", "Inline", "Kept"]) + self.assertNotIn("id", bibliography["entries"]["Cited"]["csl"]) + self.assertNotIn("unused", bibliography["entries"]["Cited"]["csl"]) + self.assertTrue(bibliography["entries"]["Cited"]["bibtex"].endswith("\n")) + + write_snapshots(self.root, labels, bibliography) + first = (self.root / "website" / "symcat" / "bibliography.json").read_text() + write_snapshots(self.root, labels, bibliography) + self.assertEqual( + first, (self.root / "website" / "symcat" / "bibliography.json").read_text() + ) + self.assertEqual(json.loads(first), bibliography) + + def test_missing_cited_key_or_used_label_is_an_error(self) -> None: + labels, bibliography = self.upstream() + del bibliography["entries"]["Inline"] + with self.assertRaisesRegex(CatalogError, "upstream bibliography missing: Inline"): + build_snapshots(self.root, labels, bibliography) + labels, bibliography = self.upstream() + del labels["context"] + with self.assertRaisesRegex(CatalogError, "upstream labels missing: context"): + build_snapshots(self.root, labels, bibliography) + + +if __name__ == "__main__": + unittest.main() diff --git a/website/README.md b/website/README.md index 8e5fc9411..35aacc367 100644 --- a/website/README.md +++ b/website/README.md @@ -12,12 +12,14 @@ section = "families" slug = "example" authors = ["Example", "Author"] years = [1952] +references = ["Example1952", {key = "Other1953", at = "Thm. 2"}] [[definitions]] name = "RealRooted.Challenges.Example.family" [[theorems]] name = "RealRooted.Challenges.Example.realRooted" +symcat = "exampleRealRooted" --> @@ -32,6 +34,21 @@ Short human-readable account of the exact checked results. -/ ``` +Page-level `references` entries are bibliography keys exported by +`symmetricfunctions.com`; a record may add an `at` locator. In prose, `[@Example1952]`, +`[@Example1952, Thm. 2]`, and `[@Example1952; @Other1953]` produce linked short citations and +a generated bibliography in the existing `## References` section. Links with an `sf:` target, +such as `[related statement](sf:exampleRealRooted)`, resolve through the committed SymCat label +snapshot. A declaration's optional `symcat` label adds a link beside its Lean source link and is +exported in `catalog-manifest.json`. + +Refresh both snapshots from the live site, or from a local directory containing the two exports: + +```bash +python3 scripts/symcat_sync.py +python3 scripts/symcat_sync.py /path/to/exports --keep ExtraBibliographyKey +``` + `version`, `section`, and `slug` are required. Sections are `concepts`, `families`, and `theorems`; slugs are lowercase hyphenated text. Optional `authors` and `years` arrays record compact attribution already supported by @@ -121,6 +138,10 @@ Build a source-only local preview without invoking Lake or Lean: python3 scripts/build_challenge_pages.py --preview ``` +Use `--base-path /` when previewing the layout intended for a root-served custom domain. The +default remains `/RealRooted/`; `--site-origin` controls absolute declaration URLs in the +manifest. Legacy prose links beginning with `/RealRooted/` are rewritten to the selected base. + The command writes to the system temporary directory and prints a ready-to-run `python3 -m http.server` command. It does not perform the post-Lean publication audit; that remains a CI/release check rather than a prerequisite for styling diff --git a/website/assets/site.css b/website/assets/site.css index 1d7e4d4d1..3253da8be 100644 --- a/website/assets/site.css +++ b/website/assets/site.css @@ -425,11 +425,12 @@ h3 { font-size: 1.25rem; } .declaration-meta { display: flex; align-items: center; - justify-content: space-between; + justify-content: flex-start; gap: 0.8rem; margin-bottom: 0.65rem; } .declaration-name { color: var(--ink); font-weight: 700; } +.declaration-name + .source { margin-left: auto; } .lean-declaration { margin: 0; padding: 0.72rem 0.85rem; @@ -454,6 +455,13 @@ h3 { font-size: 1.25rem; } font-weight: 750; text-decoration: none; } +.symcat-source { + flex: none; + color: var(--muted); + font-size: 0.68rem; + font-weight: 650; + text-decoration: none; +} .declaration-group--definition .source { background: var(--definition-soft); color: var(--definition); @@ -461,6 +469,25 @@ h3 { font-size: 1.25rem; } code, pre { font-family: "SFMono-Regular", Consolas, "Liberation Mono", monospace; } code { overflow-wrap: anywhere; font-size: 0.88em; } .prose code { padding: 0.12rem 0.35rem; border-radius: 0.32rem; background: var(--accent-soft); } +.citation { white-space: nowrap; } +.reference-list { + display: grid; + gap: 0.9rem; + margin: 1rem 0 0; + padding: 0; + list-style: none; +} +.reference-list > li { scroll-margin-top: 6rem; } +.reference-label { color: var(--accent-strong); font-weight: 750; } +.reference-title { font-style: italic; } +.reference-venue { color: var(--muted); } +.bibtex { + margin-top: 0.3rem; + color: var(--muted); + font-family: ui-sans-serif, system-ui, sans-serif; +} +.bibtex summary { width: max-content; cursor: pointer; font-size: 0.68rem; font-weight: 750; } +.bibtex pre { margin: 0.35rem 0 0; font-size: 0.7rem; } pre { overflow-x: auto; padding: 1rem; diff --git a/website/symcat/bibliography.json b/website/symcat/bibliography.json new file mode 100644 index 000000000..4793ba669 --- /dev/null +++ b/website/symcat/bibliography.json @@ -0,0 +1,3519 @@ +{ + "entries": { + "AissenSchoenbergWhitney1952": { + "bibtex": "@article{AissenSchoenbergWhitney1952,\n author = {Aissen, Michael and Schoenberg, I. J. and Whitney, A. M.},\n title = {On the generating functions of totally positive sequences {I}},\n year = {1952},\n journal = {Journal d'Analyse Mathématique},\n volume = {2},\n number = {1},\n pages = {93--103},\n doi = {10.1007/BF02786970},\n url = {https://doi.org/10.1007/BF02786970}\n}\n", + "csl": { + "DOI": "10.1007/BF02786970", + "URL": "https://doi.org/10.1007/BF02786970", + "author": [ + { + "family": "Aissen", + "given": "Michael" + }, + { + "family": "Schoenberg", + "given": "I. J." + }, + { + "family": "Whitney", + "given": "A. 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ope","findstatPermutationCSP":"cyclic-sieving.htm#findstatPermutationCSP","finiteMultiplierSequenceCriterion":"realRooted.htm#finiteMultiplierSequenceCriterion","finitePolyaFrequencySequence":"polyaFrequency.htm#finitePolyaFrequencySequence","firstDerivativeCriterion":"polynomialRecurrences.htm#firstDerivativeCriterion","fixedPointFreeStanleySymmetricFunction":"stanleySymmetric.htm#fixedPointFreeStanleySymmetricFunction","flagMatroid":"matroids.htm#flagMatroid","flagVarieties":"varieties.htm#flagVarieties","flagVarietyDefinition":"varieties.htm#flagVarietyDefinition","flaggedFactorialGrothendieckPolynomial":"grothendieck.htm#flaggedFactorialGrothendieckPolynomial","flaggedKostkaCoefficientDefinition":"schurFlagged.htm#flaggedKostkaCoefficientDefinition","flaggedLLT":"llt.htm#flaggedLLT","flaggedLLTPolynomialDefinition":"llt.htm#flaggedLLTPolynomialDefinition","flaggedPPartition":"pPartitions.htm#flaggedPPartition","flaggedRefinedSkewStableGrothendieck":"grothendieck.htm#flaggedRefinedSkewStableGrothendieck","flaggedSchurDividedDifferences":"schurFlagged.htm#flaggedSchurDividedDifferences","flaggedSchurKeyExpansion":"schurFlagged.htm#flaggedSchurKeyExpansion","flaggedSchurKostka":"schurFlagged.htm#flaggedSchurKostka","flaggedSchurPolynomialDefinition":"schurFlagged.htm#flaggedSchurPolynomialDefinition","flaggedSchurPolynomialJacobiTrudi":"schurFlagged.htm#flaggedSchurPolynomialJacobiTrudi","flaggedSchurRootsOfUnity":"schurFlagged.htm#flaggedSchurRootsOfUnity","flaggedSetValuedTableau":"grothendieck.htm#flaggedSetValuedTableau","flaggedSkewSchurPolynomialDefinition":"schurFlagged.htm#flaggedSkewSchurPolynomialDefinition","flaggedWeylModule":"schubert.htm#flaggedWeylModule","flatComposition":"assaf.htm#flatComposition","flippedExtSchur":"qsymSchur.htm#flippedExtSchur","flippedExtendedSchurFunction":"qsymSchur.htm#flippedExtendedSchurFunction","flowPolytope":"polytopes.htm#flowPolytope","flowPolytopeDefinition":"polytopes.htm#flowPolytopeDefinition","foataStrehlAction":"gammaPositivity.htm#foataStrehlAction","fockSpace":"symmetricFunctionsSpace.htm#fockSpace","fominKirillovConjecture":"schubert.htm#fominKirillovConjecture","forestPolynomialDefinition":"assaf.htm#forestPolynomialDefinition","forestPolynomials":"assaf.htm#forestPolynomials","forgotten":"standardSymmetricFunctions.htm#forgotten","foulkesConjecture":"plethysm.htm#foulkesConjecture","frobeniusCharacteristic":"representationTheory.htm#frobeniusCharacteristic","frobeniusCoordinates":"preliminaries.htm#frobeniusCoordinates","frobeniusImage":"representationTheory.htm#frobeniusImage","fullyInterlacingLace":"realRootedInterlacing.htm#fullyInterlacingLace","fullyInterlacingSequence":"realRootedInterlacing.htm#fullyInterlacingSequence","fultonsConjecture":"littlewoodRichardson.htm#fultonsConjecture","fundamentalParticle":"assaf.htm#fundamentalParticle","fundamentalParticleBasis":"assaf.htm#fundamentalParticleBasis","fundamentalSlidePolynomialDefinition":"assaf.htm#fundamentalSlidePolynomialDefinition","fusionCoefficient":"cylindricSchur.htm#fusionCoefficient","fussCatalanObjects":"combinatorialObjects.htm#fussCatalanObjects","galConjecture":"gammaPositivity.htm#galConjecture","gammaPolynomial":"gammaPositivity.htm#gammaPolynomial","gammaPositiveExamples":"gammaPositivity.htm#gammaPositiveExamples","gammaPositivePolynomial":"gammaPositivity.htm#gammaPositivePolynomial","gammaPositivity":"gammaPositivity.htm#gammaPositivity","gammaPositivityMethods":"gammaPositivity.htm#gammaPositivityMethods","gardingPolynomial":"stablePolynomials.htm#gardingPolynomial","gardingPolynomials":"stablePolynomials.htm#gardingPolynomials","generalLinearGroup":"representationTheory.htm#generalLinearGroup","generalUsefulThings":"resources.htm#generalUsefulThings","generalizedDeltaSquareConjecture":"shuffleAndDelta.htm#generalizedDeltaSquareConjecture","generalizedDemazureAtoms":"generalizedDemazureAtoms.htm#generalizedDemazureAtoms","generalizedDualStableGrothendieckPolynomial":"grothendieck.htm#generalizedDualStableGrothendieckPolynomial","generalizedFactorialSchurFunction":"schurShifted.htm#generalizedFactorialSchurFunction","generalizedFlaggedSchurModule":"representationTheory.htm#generalizedFlaggedSchurModule","generalizedNarayanaPolynomialsRealRooted":"realRootedCatalan.htm#generalizedNarayanaPolynomialsRealRooted","generalizedNets":"chromaticQuasisymmetric.htm#generalizedNets","generalizedPermutohedron":"polytopes.htm#generalizedPermutohedron","generalizedPermutohedronDefinition":"polytopes.htm#generalizedPermutohedronDefinition","generalizedPitmanStanleyPolytope":"polytopes.htm#generalizedPitmanStanleyPolytope","generalizedSchurP":"schurPQ.htm#generalizedSchurP","generalizedSchurPFunction":"schurPQ.htm#generalizedSchurPFunction","generalizedSchurQ":"schurPQ.htm#generalizedSchurQ","generalizedSchurQFunction":"schurPQ.htm#generalizedSchurQFunction","generalizedSnakePoset":"realRooted.htm#generalizedSnakePoset","generalizedSnakeRealRooted":"realRooted.htm#generalizedSnakeRealRoo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iordanArrayPF":"polyaFrequency.htm#riordanArrayPF","riseDeltaConjecture":"shuffleAndDelta.htm#riseDeltaConjecture","roichmanChi":"murnaghanNakayama.htm#roichmanChi","rookLatticePathMatroids":"lattice-path-matroids.htm#rookLatticePathMatroids","rookLatticePathPolytopes":"lattice-path-matroids.htm#rookLatticePathPolytopes","rookMatroidDefinition":"lattice-path-matroids.htm#rookMatroidDefinition","rookMatroidPolynomials":"lattice-path-matroids.htm#rookMatroidPolynomials","rookMatroids":"lattice-path-matroids.htm#rookMatroids","rookNesting":"lattice-path-matroids.htm#rookNesting","rookPolynomial":"realRootedGraphs.htm#rookPolynomial","rookPolynomials":"realRootedGraphs.htm#rookPolynomials","rookTheory":"chromaticQuasisymmetric.htm#rookTheory","rootIdeal":"kschur.htm#rootIdeal","rootOrder":"realRootedInterlacing.htm#rootOrder","rootPolytope":"polytopes.htm#rootPolytope","rootPolytopeDefinition":"polytopes.htm#rootPolytopeDefinition","rootSystem":"root-systems.htm#rootSystem","rootSystemClassification":"root-systems.htm#rootSystemClassification","rootedLabeledTreeDefinition":"parking-functions.htm#rootedLabeledTreeDefinition","rootedTreePoset":"posets.htm#rootedTreePoset","rotheDiagram":"permutations.htm#rotheDiagram","rotheDiagramDefinition":"permutations.htm#rotheDiagramDefinition","rowGeneratingFunction":"realRooted.htm#rowGeneratingFunction","rowInsertion":"rsk.htm#rowInsertion","rowStrictDualImmaculateSchurFunction":"qsymSchur.htm#rowStrictDualImmaculateSchurFunction","rowStrictExtendedSchurFunction":"qsymSchur.htm#rowStrictExtendedSchurFunction","rowStrictImmaculateTableau":"qsymSchur.htm#rowStrictImmaculateTableau","rowStrictQuasisymmetricSchurFunction":"qsymSchur.htm#rowStrictQuasisymmetricSchurFunction","rowStrictYoungQuasisymmetricSchurFunction":"qsymSchur.htm#rowStrictYoungQuasisymmetricSchurFunction","rowmotion":"rowmotionPromotion.htm#rowmotion","rowmotionPromotion":"rowmotionPromotion.htm#rowmotionPromotion","rowmotionPromotionConjugacy":"rowmotionPromotion.htm#rowmotionPromotionConjugacy","rowmotionTamari":"rowmotionPromotion.htm#rowmotionTamari","rsExtSchur":"qsymSchur.htm#rsExtSchur","rsdiSchur":"qsymSchur.htm#rsdiSchur","rsk":"rsk.htm#rsk","rskBurge":"rsk.htm#rskBurge","rskCorrespondence":"rsk.htm#rskCorrespondence","rskDual":"rsk.htm#rskDual","rskOne":"rsk.htm#rskOne","rskProperties":"rsk.htm#rskProperties","rskStandardization":"rsk.htm#rskStandardization","rskYangBaxter":"rsk.htm#rskYangBaxter","rsqSchur":"qsymSchur.htm#rsqSchur","rsyqSchur":"qsymSchur.htm#rsyqSchur","runSortedDescentPolynomial":"realRootedWords.htm#runSortedDescentPolynomial","sEulerianPolynomial":"realRootedWords.htm#sEulerianPolynomial","sPerpTrick":"plethysm.htm#sPerpTrick","samePhaseCompatible":"stablePolynomials.htm#samePhaseCompatible","samePhaseStabilityDefinition":"stablePolynomials.htm#samePhaseStabilityDefinition","samePhaseStable":"stablePolynomials.htm#samePhaseStable","schedule":"shuffleAndDelta.htm#schedule","schubert":"schubert.htm#schubert","schubertAffine":"schubertVariations.htm#schubertAffine","schubertAsSumOfElementary":"schubert.htm#schubertAsSumOfElementary","schubertBCD":"schubertVariations.htm#schubertBCD","schubertBackStable":"backStableSchubert.htm#schubertBackStable","schubertBackStableDouble":"schubertVariations.htm#schubertBackStableDouble","schubertBlockDecomposition":"schubert.htm#schubertBlockDecomposition","schubertBumplessPipeDream":"schubert.htm#schubertBumplessPipeDream","schubertCalculus":"schubert-calculus.htm#schubertCalculus","schubertCalculusComputationRules":"schubert-calculus.htm#schubertCalculusComputationRules","schubertCalculusDefinition":"schubert-calculus.htm#schubertCalculusDefinition","schubertCalculusFlagVariety":"schubert-calculus.htm#schubertCalculusFlagVariety","schubertCalculusGiambelli":"schubert-calculus.htm#schubertCalculusGiambelli","schubertCalculusGr24":"schubert-calculus.htm#schubertCalculusGr24","schubertCalculusLRTruncation":"schubert-calculus.htm#schubertCalculusLRTruncation","schubertCalculusPieri":"schubert-calculus.htm#schubertCalculusPieri","schubertCalculusPoincareDuality":"schubert-calculus.htm#schubertCalculusPoincareDuality","schubertCauchyFormula":"schubert.htm#schubertCauchyFormula","schubertCharge":"various-research.htm#schubertCharge","schubertComplexity":"schubert.htm#schubertComplexity","schubertDouble":"schubertVariations.htm#schubertDouble","schubertDoubleGiambelliFormula":"schubertVariations.htm#schubertDoubleGiambelliFormula","schubertDual":"schubertVariations.htm#schubertDual","schubertEnriched":"schubertVariations.htm#schubertEnriched","schubertGTFormula":"schubert.htm#schubertGTFormula","schubertInvolution":"schubertVariations.htm#schubertInvolution","schubertKeyExpansion":"schubert.htm#schubertKeyExpansion","schubertLittlewoodRichardson":"schubert.htm#schubertLittlewoodRichardson","schubertMatroidDefinition":"varieties.htm#schubertMatroidDefinition","schubertMonksRule":"schubert.htm#schubertMonksRule","schubertMurnaghanNakayama":"schubert.h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