# Omphalos / AUSI Runtime v1.0 Roadmap Technical Whitepaper v0.1 ## 從模型原生搜尋到可替換、可驗證、可學習的 AI Search Method Runtime **Codename:** Omphalos **Technical Name:** AUSI Runtime — AI-Native Unified Search Intelligence Runtime **Document Type:** Canonical Technical Roadmap Whitepaper **Version:** v0.1 **Date:** 2026-09-03 **Status:** Canonical Engineering Roadmap toward v1.0 **Reference Repository:** `kakon77777-commits/ai-web-research` **Recommended Future Repository Name:** `omphalos` --- # 0. 文件目的 本文件不是功能清單，也不是市場 Roadmap。 它的目的，是固定 Omphalos / AUSI Runtime 從目前狀態推進到 **v1.0** 的工程邊界、版本順序、驗收條件與 release discipline，避免未來因新 Provider、新搜尋法、新 Domain Pack 或新研究題目不斷插入，導致 Runtime 永遠停留在 0.x。 本文件從 2026-09-03 起應視為： > **Omphalos v1.0 的 Canonical Engineering Roadmap。** 若後續沒有正式修訂本文件，任何新功能、Provider、Domain Pack、搜尋方法或研究想法，都不應自動改變 v1.0 主路線。 --- # 1. v1.0 的正式定義 Omphalos v1.0 不代表： - 已實作人類歷史上所有搜尋方法； - 已接入所有搜尋 API； - 已完成所有 Domain Pack； - 已完成經濟研究平台； - 已完成氣象研究平台； - 已完成所有 Patent Intelligence 能力； - 已經達到 AGI 等級自主研究。 v1.0 的正式定義是： > **第一個真正可長期使用、Provider 可替換、Policy-aware、Evidence-grounded、Auditable、Replayable、Gap-directed 且具有基礎 Experience Learning 的 AI-native Search Method Runtime。** --- # 2. v1.0 核心閉環 ```text Task ↓ Search State ↓ Search Strategy / Planner ↓ Search Method ↓ Provider Binding ↓ Provider State / Routing ↓ Policy / Authorization ↓ Execution ↓ Provider Observation ↓ Acquisition / Evidence ↓ Gap Analysis ↓ Continue / Switch Method / Switch Provider / Stop ↓ Search Receipt ↓ Experience ↓ Future Planner Prior ``` 形式化： $$ \boxed{ T \rightarrow S_t \rightarrow \Pi_t \rightarrow M_i \rightarrow B_{ij} \rightarrow P_j \rightarrow A \rightarrow O \rightarrow E \rightarrow G \rightarrow \Pi_{t+1} } $$ --- # 3. 永久架構不變量 從現在到 v1.0，以下規則不得破壞： ```text Method != Provider Provider != Surface Provider != API Spec != Implementation CapabilityMatch != BindingExists Planning != Authorization UNKNOWN != ALLOW Retrieved != Verified Citation != Support QuoteMatch != SemanticSupport NotFound != False Saturation != CompleteRecall SearchReceipt != ChainOfThought Learning != SelfAuthorization ProviderObservation != VerifiedEvidence Access != Acquisition != Usage EvidenceQuality != UsageRights ``` 最核心的工程原則： $$ \boxed{ \text{Method Stable} \quad \text{Provider Replaceable} \quad \text{API Disposable} } $$ --- # 4. Scope Discipline 從本文件生效後採用： > **Release-Driven Development** 而不是： > **Idea-Driven Development** 新的研究想法、搜尋法、Provider 與 Domain 能力，預設先進： ```text Backlog Search Method Corpus Provider Candidate Registry Experimental Domain Pack ``` 只有符合目前 milestone 的項目才進 Runtime 主線。 --- # 5. 當前基礎 截至本 Roadmap 建立時，Omphalos 已具備或已開始具備： ```text SearchMethodSpec Search Method Registry ProviderSpec Provider Registry ProviderTopology MethodBinding Search Graph AST Plan validation ExecutionRuntime TrustedExecutionRuntime Policy Registry UsageEnvelope ProviderObservation AcquiredAsset CandidateEvidence EvidenceAnchor VerificationResult Evidence Ledger GapProjection Search Receipt Brave Search provider Crossref provider EPO OPS provider Grok Web provider Grok X provider Gemini Google Search provider Patent Domain contracts Source lineage / reverse tracing ``` 因此 v1.0 Roadmap 是收斂與完成，不是從零開始。 --- # 6. Version Strategy ```text v0.2 Provider State & Dynamic Routing v0.3 Search Method Corpus + Core Method Set v0.4 Autonomous Search Planner v0.5 Stopping / Coverage / Saturation v0.6 Evidence / Provenance Closure v0.7 Search Receipt / Experience Learning v0.8 Evaluation / Benchmark Suite v0.9 API Freeze / Hardening / Release Candidate v1.0 Final Release Gate ``` 原則上每一版完成前，不開始下一版核心工作。 --- # 7. v0.2 — Provider State & Dynamic Routing ## Goal 讓 Omphalos 證明： > **同一 Search Method 可以依 runtime state 動態切換不同 Provider，而不改變 Method identity。** ## ProviderState 新增 typed contract： ```text provider_ref surface_id available healthy credential_available quota_remaining quota_reset_at estimated_cost estimated_latency policy_freshness runtime_capabilities model_available last_checked_at ``` ## BindingSelector / ProviderRouter 輸入： ```text SearchMethod SearchTask SearchState ProviderState[] RoutingPolicy ``` 輸出： ```text MethodBinding ``` ## Routing Examples ```text Google-native grounding → Gemini X / social discourse → Grok X General neutral Web → Brave Academic / NPL → Crossref Patent machine data → EPO OPS ``` ## Provider Degradation 若： ```text quota exhausted credential missing API down policy stale model unavailable ``` Runtime 應重新選 Binding，而不是讓 Search Method 消失。 ## 必須證明 ```text method.lexical_search ↓ Brave unavailable ↓ Grok Web selected ↓ Grok unavailable ↓ Gemini selected ``` Method identity 不變。 ## Exit Gate - [ ] ProviderState typed contract - [ ] health / availability state - [ ] credential presence state - [ ] quota / cost / latency state - [ ] deterministic routing - [ ] provider preference - [ ] fallback - [ ] same-method provider substitution test - [ ] routing decision enters Receipt - [ ] no credential leakage --- # 8. v0.3 — Search Method Corpus + Core Method Set ## Goal 建立真正的： > **Search Method Space** 而不是只增加 Provider。 ## Search Method Corpus 每個方法至少記： ```text method_id canonical_name aliases history domain goal representation direction interaction_mode input_contract output_contract strengths failure_modes preconditions provider_requirements composition_rules references implementation_status validation_status ``` ## Method Lifecycle ```text DOCUMENTED EXPERIMENTAL EXECUTABLE VALIDATED DEPRECATED ``` ## 長期 Corpus ```text Boolean Search Exact Search Phrase Search Faceted Search Classification Search Citation Chasing Backward Search Forward Search Snowballing Berrypicking Exploratory Search Systematic Review Search Counter-Evidence Search Prior-Art Search Identity Search Entity Search Temporal Search Version Search Graph Search Cross-Language Search Federated Search Adversarial Search ``` v1.0 不要求全部 executable。 ## Core Executable Method Set Target 至少： ```text lexical_search exact_search / phrase_search query_divergence identity_search entity_search classification_search backward_citation forward_citation counter_evidence_search temporal_version_search relation / family resolve fetch_document extract_candidate_evidence ``` ## Method Coverage 新增： ```text MethodCoverage ``` 與 ProviderCoverage 分開。 ## Exit Gate - [ ] Search Method Corpus schema - [ ] Method lifecycle - [ ] documented/executable distinction - [ ] Core Method Set - [ ] MethodCoverage metric - [ ] provider requirements - [ ] composition metadata - [ ] no provider-branded method IDs --- # 9. v0.4 — Autonomous Search Planner v1 ## Goal 從 deterministic baseline 進入： > **Task / Evidence / Gap / ProviderState-aware autonomous planning** ## Planner Input ```text SearchTask SearchState EvidenceState GapState ProviderState MethodRegistrySnapshot ProviderRegistrySnapshot Budget ``` ## Planner Output ```text SearchPlan ``` 包含： ```text ActionNode BranchNode JoinNode LoopNode StopNode ``` ## AI Proposes, Runtime Validates ```text AI / planner proposes plan ↓ PlanValidator ↓ PolicyEvaluator ↓ ExecutionRuntime ``` AI 不得越過 validator / policy。 ## Planner 能力 至少： ```text branching parallel methods join bounded loops fallback provider substitution method substitution gap-directed continuation budget-aware planning ``` ## Exit Gate - [ ] autonomous plan proposal - [ ] validator remains authoritative - [ ] multi-method plan - [ ] branch / join - [ ] bounded loop - [ ] fallback - [ ] method substitution - [ ] provider substitution - [ ] budget awareness - [ ] gap-directed replanning - [ ] planner metadata enters Receipt - [ ] no persisted planner CoT --- # 10. v0.5 — Stopping / Coverage / Saturation ## Goal 回答： > **AI 到底什麼時候應該停止搜尋？** ## Contracts ```text StopCondition SearchBudget CoverageState SaturationState UncertaintyState ``` ## Canonical Stop Reasons ```text NO_MATERIAL_GAP_REMAINS COVERAGE_TARGET_MET MARGINAL_GAIN_BELOW_THRESHOLD SATURATION_REACHED BUDGET_EXHAUSTED PROVIDER_UNAVAILABLE POLICY_BLOCKED HUMAN_REVIEW_REQUIRED TIME_LIMIT_REACHED ``` ## Saturation 只表示： > 在目前 method/provider/budget 下，新增資訊的 marginal gain 已下降。 不得解讀為完整 recall。 ## Coverage Axes ```text Method Coverage Provider Coverage Source Coverage Evidence Coverage Jurisdiction Coverage Language Coverage Temporal Coverage Domain-specific Coverage ``` ## Exit Gate - [ ] typed StopCondition - [ ] typed SearchBudget - [ ] CoverageState - [ ] SaturationState - [ ] UncertaintyState - [ ] marginal-gain stop logic - [ ] human-review stop - [ ] budget stop - [ ] Receipt stop reason - [ ] Saturation != CompleteRecall tests --- # 11. v0.6 — Evidence / Provenance Closure ## Goal 收斂現有 evidence / source-lineage 元件，形成穩定 v1 Evidence Boundary。 ## Canonical Pipeline ```text Discovery Candidate ↓ Fetched Source ↓ AcquiredAsset ↓ CandidateEvidence ↓ EvidenceAnchor ↓ Verification ↓ Claim Link ↓ Corroboration / Contradiction ↓ Evidence Ledger ``` ## 禁止捷徑 下列都不能直接成為 Verified Evidence： ```text Brave rank Grok citation Gemini grounding citation Crossref rank EPO search rank ``` ## Model-Native Boundary ```text Gemini grounded answer != Verified Evidence Grok synthesis != Verified Evidence ``` 只使用可驗證 source references 作 discovery / acquisition frontier。 ## Provenance Identity 至少追： ```text source identity work identity version identity content hash retrieval time publication time origin relation source family independent root ``` ## Exit Gate - [ ] stable Candidate → Evidence pipeline - [ ] provenance identity - [ ] source-family / origin tracing - [ ] independent source roots - [ ] anchor verification - [ ] semantic support separate - [ ] contradiction support - [ ] version identity - [ ] append-only Evidence Ledger - [ ] policy metadata travels downstream --- # 12. v0.7 — Search Receipt & Experience Runtime ## Goal 把 Search Receipt 從 audit artifact 提升成： > **Search Experience Dataset** ## Search Receipt 必須記 ```text task epoch action method provider surface binding provider state routing decision policy result query/input refs observation result count latency cost candidate gain evidence gain gap reduction failure stop reason ``` ## 禁止保存 ```text hidden chain-of-thought private reasoning provider hidden reasoning raw credentials secret tokens ``` ## Experience Metrics ```text MethodSuccess(method, task_class) ProviderSuccess(provider, method) GapResolution(method, gap_type) EvidenceYield CostEfficiency LatencyEfficiency ProviderFailureRate MethodFailureRate ``` ## Planner Prior 歷史 experience 可以形成 planner prior，但不能形成 authorization。 ## Exit Gate - [ ] complete action receipts - [ ] final SearchReceipt - [ ] replay metadata - [ ] failure receipts - [ ] provider substitution history - [ ] method substitution history - [ ] gap reduction metrics - [ ] cost / latency metrics - [ ] planner prior interface - [ ] Learning != Authorization test --- # 13. v0.8 — Evaluation / Benchmark Suite ## Goal Omphalos 必須能回答： > **比直接讓模型搜尋有什麼改善？** ## Provider Substitution Benchmark 比較： ```text Brave-only Grok Web-only Gemini-only Hybrid routing ``` Metrics： ```text Verified Evidence Yield Independent Source Coverage Gap Reduction Cost Latency Failure Rate ``` ## Method Diversity Benchmark 比較： ```text lexical only ``` vs. ```text lexical + exact + classification + citation + counter evidence ``` ## Planner Benchmark ```text fixed plan vs gap-directed adaptive plan ``` ## Provenance Benchmark ```text raw source mentions vs independent source roots ``` ## Replay Benchmark 同一： ```text Task Registry Snapshot Provider Fixture Policy Snapshot ``` 應能 deterministic replay。 ## Exit Gate - [ ] provider benchmark - [ ] method benchmark - [ ] planner benchmark - [ ] provenance benchmark - [ ] replay benchmark - [ ] machine-readable outputs - [ ] baseline comparisons - [ ] reproducibility artifacts - [ ] benchmark docs --- # 14. v0.9 — API Freeze / Hardening / RC ## Goal 停止新增大功能。 只做： ```text stability migration security packaging documentation release validation ``` ## Freeze Candidate Interfaces 至少： ```text SearchMethodSpec v1 ProviderSpec v1 ProviderState v1 MethodBinding v1 SearchTask v1 SearchState v1 SearchPlan v1 AuthorizedAction v1 ProviderObservation v1 Evidence interfaces v1 Gap interfaces v1 SearchReceipt v1 ``` ## Error Taxonomy 統一： ```text policy rejection credential failure provider failure binding failure validation failure quota failure timeout rate limit malformed response evidence verification failure replay mismatch ``` ## Packaging Python package 暫時保留： ```text ai_web_research ``` 避免 Big-Bang rename。 可考慮新增： ```python import omphalos ``` 作 stable facade。 ## Documentation 至少： ```text Quickstart Architecture Provider authoring Method authoring Policy authoring Domain Pack authoring Evidence model Search Receipt Security / credentials Benchmarking Migration ``` ## Exit Gate - [ ] public API freeze - [ ] schema/version freeze - [ ] migration rules - [ ] error taxonomy - [ ] clean install - [ ] fresh environment - [ ] CLI/API quickstart - [ ] example workflows - [ ] security scan - [ ] credential leak scan - [ ] package reproducibility - [ ] Release Candidate tag --- # 15. v1.0 — Final Release Gate v1.0 不以功能很多判定。 必須通過九個 Gate。 ## G1 — Method Gate - Search Method 是 first-class； - 有 versioned Method Registry； - 有 Core Method Set； - Method 與 Provider 分離。 ## G2 — Provider Gate 至少有四種 topology 實例： ```text MODEL_NATIVE PROVIDER_NEUTRAL DOMAIN_SPECIFIC LOCAL_PRIVATE ``` ## G3 — Replaceability Gate 必須證明： ```text same Method → provider A → provider A unavailable → provider B ``` Method identity 不變。 ## G4 — Planner Gate AI 可以： ```text select compose branch fallback switch method switch provider replan ``` Runtime validator 仍具最後權威。 ## G5 — Policy Gate 必須證明： ```text UNKNOWN != ALLOW DENY blocks execution credentials never persist rights metadata travels downstream ``` ## G6 — Evidence Gate 必須證明： ```text Retrieved != Verified Citation != Support QuoteMatch != SemanticSupport ProviderGrounding != VerifiedEvidence ``` ## G7 — Gap / Stop Gate Runtime 必須能： ```text identify gaps continue search switch methods switch providers stop with explicit reason ``` ## G8 — Receipt Gate 每次 research execution 必須： ```text auditable replayable versioned non-CoT credential-safe ``` ## G9 — Evaluation Gate 至少有： ```text provider substitution benchmark method diversity benchmark planner benchmark provenance benchmark replay benchmark ``` --- # 16. v1.0 Reference Workflows v1.0 不能只靠 unit tests。 至少需要四條完整 E2E。 ## 16.1 General Web Research ```text Task ↓ Planner ↓ Brave / Grok / Gemini routing ↓ multiple methods ↓ evidence ↓ counter evidence ↓ gap analysis ↓ stop ``` ## 16.2 X / Current Discourse Research ```text Grok X + Grok Web / Brave ↓ candidate sources ↓ fetch / provenance verification ↓ independent source analysis ``` ## 16.3 Academic / NPL Research ```text Crossref + general Web + identity + citation + counter-evidence ``` ## 16.4 Patent Prior-Art ```text EPO + Crossref NPL + classification + family + priority + claims + coverage gaps ``` Patent Intelligence 作為 v1.0 第一個正式 Domain Pack reference implementation。 --- # 17. 不屬於 v1.0 Blocker 以下項目重要，但不得阻塞 Omphalos v1.0。 ## Economic Research Platform 應作為： ```text Omphalos-compatible Economic Domain Pack ``` 獨立演進。 ## Meteorological Research Platform 應作為： ```text Omphalos-compatible Meteorological Domain Pack ``` 獨立演進。 ## 所有人類已知搜尋方法全部 executable 不屬於 v1.0 blocker。 v1.0 只要求： ```text Search Method Corpus exists + Core Executable Method Set exists ``` --- # 18. Domain Pack Boundary Omphalos Runtime 負責： ```text search methods planning providers policy execution evidence gaps receipts experience ``` Domain Pack 負責： ```text domain concepts domain methods domain identifiers domain validation domain forecasts domain benchmarks ``` --- # 19. Backlog Policy 任何新功能先分類： ## A. Runtime Blocker 直接進目前 milestone。 ## B. Runtime Enhancement 排到 v1.x。 ## C. Search Method Corpus 先 documented，不一定 executable。 ## D. Provider Candidate 先記 Provider Profile。 ## E. Domain Pack 獨立版本管理。 ## F. Research Experiment 不得直接污染 stable runtime contract。 --- # 20. Version Discipline 每一 milestone 必須： ```text Design ↓ TDD ↓ Fresh verification ↓ Source diff ↓ PR ↓ Review ↓ Merge ↓ Version checkpoint ``` 禁止： ```text implementation half done ↓ version number changed ↓ old plan forgotten ``` --- # 21. Branch / PR Discipline 建議： ```text integration/omphalos-v0.2-provider-state integration/omphalos-v0.3-method-corpus integration/omphalos-v0.4-planner ... ``` 每個 milestone 原則上一個 review boundary。 避免無限疊一個巨大 PR。 --- # 22. Verification Discipline 任何「完成」宣稱前至少執行： ```text pytest compileall import smoke source diff branch compare secret scan artifact verification ``` v0.9 / v1.0 再增加： ```text clean install reproducibility benchmark replay ``` --- # 23. Credential Discipline 所有 Provider credentials： ```text xAI API key Gemini API key Brave API key EPO OAuth future economic API keys future meteorological tokens ``` 只能存在： ```text runtime secret store environment execution context credential manager ``` 不能出現在： ```text GitHub source Search Receipt ProviderObservation Evidence object logs fixtures release bundle ``` --- # 24. Provider / API Change Discipline 若 API 改版： ```text Provider Adapter Version ↓ Binding Version ↓ ProviderState ``` 不應直接修改 Search Method identity，除非 Method semantics 本身真的改變。 --- # 25. Search Method Governance 新 Search Method 進 Executable Registry 前，至少需要： ```text canonical definition input contract output contract failure modes provider requirements test fixture at least one implementation method-level validation ``` --- # 26. Domain Governance Domain-specific Method 不應硬塞進 core。 例如： ```text patent.family_resolve meteorology.station_bias_correction economics.vintage_revision_analysis ``` 應保持 Domain Pack identity。 --- # 27. v1.0 Public Identity 建議正式對外描述： > **Omphalos / AUSI Runtime is a provider-replaceable, policy-aware, evidence-grounded, auditable AI-native Search Method Runtime.** 中文： > **Omphalos / AUSI Runtime 是一個 Provider 可替換、具 Policy 邊界、以 Evidence 為基礎、可審計的 AI 原生搜尋方法 Runtime。** --- # 28. v1.0 不應宣稱 ```text solves all search complete recall all human search methods implemented all evidence verified AGI research system fully autonomous science perfect forecasting complete patent recall ``` --- # 29. Release Artifact v1.0 Final Release 至少產生： ```text source tree canonical docs API reference examples benchmark artifacts release manifest dependency lock / reproducibility metadata FINAL ZIP SHA-256 Git tag GitHub Release ``` --- # 30. Final v1.0 Verification Procedure ```text 1. source-diff verification 2. final HEAD verification 3. clean-environment installation 4. full Runtime test suite 5. Reference Workflow verification 6. Benchmark replay 7. credential / secret scan 8. policy fixture verification 9. reproducible package build 10. FINAL ZIP 11. SHA-256 12. release tag ``` --- # 31. Canonical Roadmap Summary ```text CURRENT │ ├─ Grok Web / X ├─ Gemini Google Search ├─ Brave ├─ Crossref ├─ EPO ├─ Policy ├─ Evidence └─ Search Receipt foundations │ ▼ v0.2 ProviderState + Dynamic Routing │ ▼ v0.3 Search Method Corpus + Core Method Set │ ▼ v0.4 Autonomous Search Planner │ ▼ v0.5 Stopping + Coverage + Saturation │ ▼ v0.6 Evidence + Provenance Closure │ ▼ v0.7 Receipt + Experience Learning │ ▼ v0.8 Benchmarks + Evaluation │ ▼ v0.9 API Freeze + Hardening + RC │ ▼ v1.0 Provider-replaceable Policy-aware Evidence-grounded Auditable Replayable Gap-directed AI-native Search Method Runtime ``` --- # 32. Local AI Canonical Instruction 給任何後續接手 Omphalos 的 AI： > **不要為了新 API 偏離 v1.0 Roadmap。** > **不要把 Provider 新增誤認成 Search Intelligence 增長。** > **不要為了完成 Omphalos v1.0，先去完成整個經濟研究院、氣象研究院或所有 Domain Pack。** > **不要因為某個新搜尋法很有趣，就跳過目前 milestone。** > **新方法先進 Search Method Corpus。** > **新 Provider 先進 Provider Candidate / Binding。** > **新 Domain 能力進 Domain Pack。** > **主 Runtime 只按照本 Roadmap 往 v1.0 推進。** --- # 33. 最終原則 Omphalos 的 v1.0 不是 API 數量競賽，也不是功能數量競賽。 它要證明的是： $$ \boxed{ \text{AI} + \text{Search Method Space} + \text{Provider Replaceability} + \text{Policy} + \text{Evidence} + \text{Gap-Directed Planning} + \text{Receipt} + \text{Learning} } $$ 可以形成一個穩定、可擴張的 Runtime。 最終仍回到： $$ \boxed{ \text{Method Stable} \quad \text{Provider Replaceable} \quad \text{API Disposable} } $$ 而 v1.0 的真正完成標準是： > **Omphalos 已經能把「搜尋方法」本身當成 AI 可以自主組合與執行的第一級計算／認知物件。** --- # End of Canonical Roadmap