Library coqrel.Monotonicity

Require Export RelDefinitions.
Require Export RelOperators.
Require Export Relators.
Require Import Delay.

The monotonicity tactic

The purpose of the monotonicity tactic is to automatically select and apply a theorem of the form Monotonic ?m ?R in order to make progress when the goal is an applied relation. Compared with setoid rewriting, monotonicity is less powerful, but more direct and simple. This means it is easier to debug, and it can seamlessly handle dependent types and heterogenous relations.
The monotonicity tactic applies to a goal of the form R (f x1 x2 ... xn) (g y1 y2 ... yn). The basic idea is to first locate a relational property declared by the user relating f and g, namely an instance of Related f g R', then to locate and instance of RElim which will allow us to use R' f g to make progress on the current goal. Most of the time, f and g will be identical so that the corresponding relational property can be writted Monotonic f R'.
For instance, we can register the monotonicity of plus as an instance of Monotonic plus (lt ++> lt ++> lt). Given an goal of the form plus 5 6 < plus x 5, the monotonicity tactic will use that property and, using the RElim rule for ++>, construct an instance of RElim (lt ++> lt ++> lt) plus plus (lt 5 7 lt x 5 lt (plus 5 6) (plus x 5)) to apply on the goal, leaving us with the subgoals 5 < 7 and x < 5.
While this basic principle is rather straightforward, there are some subtleties that we have to consider in order to build a reliable system: the relational property we need to use may be about a prefix f x1 x2 ... xk (k < n) of the application that still has some arguments applied; we want to be able to exploit subrel relationships to extend the applicability of the declared relational properties; we need to be need to be careful about how we treat existential variables.

Truncating applications

The first complication arises from the fact that f and g may themselves be partial applications, so the goal may in fact be of the form R (f a1 a2 ... ak x1 x2 ... xn) (g b1 b2 ... bl y1 y2 ... yn), with kl, where the relational property to apply will be of the form Related R' (f a1 a2 ... ak) (g b1 b2 ... bl). This is particularly relevant when f and g may have implicit typeclass arguments, or type arguments that cannot be covered by our dependent relators without causing universe inconsistency issues.
Finding the head terms f and g, then locating a property Related R' f g is rather straightforward, however in this case we must only drop the last n arguments from the applications before we look up the Related instance, with no way of guessing the correct value of n. We want to avoid having to peel off arguments one by one and performing a Related search at each step, so we ask the user to pitch in and declare instances of Params f n and Params g n to guide our search when partial applications with heads f and g are involved.
Note that the term in the goal itself may only be partially applied. Suppose f x1 x2 ... xn is in expecting p more arguments, and that we find an instance of Params f q; then we should only drop q - p arguments to obtain the prefix f x1 x2 ... x_(n+p-q).
The class QueryParams m1 m2 n asserts that the head terms of m1 and m2 have Params declarations that instruct us to remove n arguments from each of them before looking up a corresponding relational property.

Class QueryParams {A B} (m1: A) (m2: B) (n: nat).

If the head term on either side is an existential variable, we only check Params declarations for the other side. This auxiliary lemma is used to trigger this step; p should be the number of unapplied arguments in whichever term m1 of m2 we extracted the non-existential head term h from.

Lemma query_params_one {A B C} (h: A) p (m1: B) (m2: C) n:
  Params h (p + n)
  QueryParams m1 m2 n.
Proof.
  constructor.
Qed.

If neither head term is an existential variable, then the Params declarations for both should agree.

Lemma query_params_both {A B C D} (h1: A) (h2: B) p1 p2 (m1: C) (m2: D) n:
  Params h1 (p1 + n)
  Params h2 (p2 + n)
  QueryParams m1 m2 n.
Proof.
  constructor.
Qed.

Now we need to choose which one of these lemmas to apply in a given situation, and compute the appropriate values for p. We compute p by essentially counting the products in the type of the related terms m. Note that we need to make sure we "open up" types such as subrel to expose the products, accomplished here by using eval cbv.
FIXME: count_unapplied_params fails if m has a dependent type, due to t' being a term under binders rather than a closed term. This means monotonicity can't handle goal where the related terms have dependent types if the corresponding relational property is about a partial application.

Ltac count_unapplied_params m :=
  let rec count t :=
    lazymatch t with
      | x, ?t'let n := count t' in constr:(S n)
      | _constr:(O)
    end in
  let t := type of m in
  let t := eval cbv in t in
  count t.

Ltac query_params m1 m2 :=
  let rec head t := lazymatch t with ?t' _head t' | _t end in
  let h1 := head m1 in
  let p1 := count_unapplied_params m1 in
  let h2 := head m2 in
  let p2 := count_unapplied_params m2 in
  first
    [ not_evar h1; not_evar h2; eapply (query_params_both h1 h2 p1 p2)
    | not_evar h1; is_evar h2; eapply (query_params_one h1 p1)
    | is_evar h1; not_evar h2; eapply (query_params_one h2 p2) ].

Hint Extern 10 (QueryParams ?m1 ?m2 _) ⇒
  query_params m1 m2 : typeclass_instances.

Now that we can figure out how many parameters to drop, we use that information to construct the pair of prefixes we use to locate the relational property. We try the following (in this order):
  • the whole applications f x1 ... xn and g y1 ... yn;
  • prefixes constructed as above from user-declared Params instances;
  • the smallest prefix we can obtain by dropping arguments from both applications simulataneously.
Again, we need to take into account that either application could contain an eixstential variable. When we encounter an existential variable while chopping off arguments, we short-circuit the process and simply generate a new evar to serve as the shortened version.

Ltac pass_evar_to k :=
  let Av := fresh "A" in evar (Av : Type);
  let A := eval red in Av in clear Av;
  let av := fresh "a" in evar (av : A);
  let a := eval red in av in clear av;
  k a.

The class RemoveParams implements the concurrent removal of n parameters from applications m1 and m2.

Class RemoveParams {A B C D} (n: nat) (m1: A) (m2: B) (f: C) (g: D).

Ltac remove_params_from n m k :=
  lazymatch n with
    | Ok m
    | S ?n'
      lazymatch m with
        | ?m' _remove_params_from n' m' k
        | _is_evar m; pass_evar_to k
      end
  end.

Ltac remove_params n m1 m2 f g :=
  remove_params_from n m1 ltac:(fun m1'unify f m1';
    remove_params_from n m2 ltac:(fun m2'unify g m2')).

Hint Extern 1 (RemoveParams ?n ?m1 ?m2 ?f ?g) ⇒
  remove_params n m1 m2 f g; constructor : typeclass_instances.

The class RemoveAllParams implements the concurrent removal of as many arguments as possible.

Class RemoveAllParams {A B C D} (m1: A) (m2: B) (f: C) (g: D).

Ltac remove_all_params_from m k :=
  lazymatch m with
    | ?m' _remove_all_params_from m' k
    | _not_evar m; k m
  end.

Ltac remove_all_params m1 m2 f g :=
  first
    [ is_evar m2;
      remove_all_params_from m1
        ltac:(fun m1'unify f m1'; pass_evar_to ltac:(fun m2'unify g m2'))
    | is_evar m1;
      remove_all_params_from m2
        ltac:(fun m2'unify g m2'; pass_evar_to ltac:(fun m1'unify f m1'))
    | lazymatch m1 with ?m1' _
        lazymatch m2 with ?m2' _
          remove_all_params m1' m2' f g
        end
      end
    | not_evar m1; unify f m1;
      not_evar m2; unify g m2 ].

Hint Extern 1 (RemoveAllParams ?m1 ?m2 ?f ?g) ⇒
  remove_all_params m1 m2 f g; constructor : typeclass_instances.

Selecting a relational property

With this machinery in place, we can implement the search for candidate relational properties to use in conjunction with a given goal Q.

Class CandidateProperty {A B} (R': rel A B) f g (Q: Prop) :=
  candidate_related: R' f g.

Instance as_is_candidate {A B} (R R': rel A B) m1 m2:
  Related m1 m2 R'
  CandidateProperty R' m1 m2 (R m1 m2) | 10.
Proof.
  firstorder.
Qed.

Instance remove_params_candidate {A B C D} R (m1: A) (m2: B) R' (f: C) (g: D) n:
  QueryParams m1 m2 n
  RemoveParams n m1 m2 f g
  Related f g R'
  CandidateProperty R' f g (R m1 m2) | 20.
Proof.
  firstorder.
Qed.

Instance remove_all_params_candidate {A B C D} R (m1:A) (m2:B) R' (f:C) (g:D):
  RemoveAllParams m1 m2 f g
  Related f g R'
  CandidateProperty R' f g (R m1 m2) | 30.
Proof.
  firstorder.
Qed.

We also attempt to use any matching hypothesis. This takes priority and bypasses any Params declaration. We assume that we will always want such hypotheses to be used, at least when the left- or right-hand side matches exactly. There is a possibility that this ends up being too broad for some applications, for which we'll want to restrict ourselves to Related instances explicitely defined by the user. If this turns out to be the case, we can introduce an intermediate class with more parameters to control the sources of the relational properties we use, and perhaps have some kind of normalization process akin to what is done in Coq.Classes.Morphisms.
We don't hesitate to instantiate evars in the goal or hypothesis; if the types or skeletons are compatible this is likely what we want. In one practical case where this is needed, my hypothesis is something like R (f ?x1 ?y1 42) (f ?x2 ?y2 24), and I want ?x1, ?x2, ?y1, ?y2 to be matched against the goal. In case the use of unify below is too broad, we could develop a strategy whereby at least one of the head terms f, g should match exactly.
We also consider the possibility that the relation's arguments may be flipped in the hypothesis. In that case we wrap the relation with flip to construct a corresponding CandidateProperty. This flip will most likely be handled at the RElim stage by flip_relim. The hypothesis relation itself may be of the form flip R. In that case, the CandidateProperty will use flip (flip R) and flip_relim will simply be used twice. In more common and subtle variation, the hypothesis relation is not directly of this form, but should either be instantiated or refined (through subrel) into such a form. This is handled by rimpl_flip_subrel.
Such issues are especially common when solving a goal of the form (R --> R') f g, or goals generated by the setoid rewriting system of the form Proper (?R1 ==> ... ==> ?Rn ==> flip impl), and where the ?Ris will generally need to be instantiated as flip ?Ri'. We do not pursue a similar strategy when looking up candidates from the typeclass instance database, because we expect the user to normalize such properties before they declare them, for example declare an instance of Related (R1 ++> R2 --> R3) g f rather than an instance of Related (R1 --> R2 ++> flip R3) f g.
Note that it is important that we reduce the goal to ?R ?m ?n before we use eexact: if the relation in the hypothesis is an existential variable, we don't want it unified against CandidateProperty _ _ _ (_ ?m ?n).

Lemma flip_context_candidate {A B} (R: rel A B) x y : R y x flip R x y.
Proof.
  firstorder.
Qed.

Ltac context_candidate :=
  let rec is_prefix f m :=
    first
      [ unify f m
      | lazymatch m with ?n _is_prefix f n end ] in
  let rec is_prefixable f m :=
    first
      [ is_evar f
      | is_evar m
      | unify f m
      | lazymatch m with ?n _is_prefixable f n end ] in
  multimatch goal with
    | H: _ ?f ?g |- @CandidateProperty ?A ?B ?R ?x ?y (_ ?m ?n) ⇒
      red;
      once first
        [ is_prefix f m; is_prefixable g n
        | is_prefix g n; is_prefixable f m
        | is_prefix g m; is_prefixable f n; apply flip_context_candidate
        | is_prefix f n; is_prefixable g m; apply flip_context_candidate ];
      eexact H
  end.

Hint Extern 1 (CandidateProperty _ _ _ _) ⇒
  context_candidate : typeclass_instances.

Using subrel

It is not obvious at what point in the process subrel should be hooked in. One thing we crucially want to avoid is an open-ended subrel search enumerating all possibilities to be filtered later, with a high potential for exponential blow-up should the user be a little too liberal with the subrel instances they declare.
Here I choose to have it kick in after a candidate property has been selected, and we know how to apply it to a goal. Then we use subrel to bridge any gap between that goal and the actual one, through the RImpl class below.
This is a conservative solution which precludes many interesting usages of subrel. For instance, suppose we have a relational property alogn the lines of Monotonic f ((R1 ++> R1) (R2 ++> R2)). We would want to be able to use it to show that f preserve R1 or R2 individually (because subrel (R1 ++> R1) ((R1 ++> R1) (R2 ++> R2)), but also together (because subrel (R1 R2 ++> R1 R2) ((R1 ++> R1) (R2 ++> R2))). This cannot be done using this approach, which does not act on the relational property itself but only the goal we're attempting to prove.
Perhaps in the future we can extend this by acting at the level of RElim. In any case, we should provide explicit guidelines for when to declare subrel instances, and how.

Class RImpl (P Q: Prop): Prop :=
  rimpl: P Q.

While we give priority to rimpl_refl below, when it doesn't work we use RAuto to establish a subrel property. The Monotonic instances we declared alongside relators can be used conjunction with Monotonicity to break up subrel goals along the structure of the relations being considered. This may end up causing loops (especially in failure cases), so it may be necessary to add some flag in the context to prevent rimpl_subrel from being used when discharging the subrel goals themselves.

Global Instance rimpl_refl {A B} (R : rel A B) m n:
  RImpl (R m n) (R m n).
Proof.
  firstorder.
Qed.

Global Instance rimpl_subrel {A B} (R R': rel A B) m n:
  NonDelayed (RAuto (subrel R R'))
  RImpl (R m n) (R' m n).
Proof.
  firstorder.
Qed.

Global Instance rimpl_flip_subrel {A B} R R' (x: A) (y: B):
  NonDelayed (RAuto (subrel R (flip R')))
  RImpl (R x y) (R' y x) | 2.
Proof.
  firstorder.
Qed.

Main tactic

With these components, defining the monotonicity tactic is straightforward: identify a candidate property, then figure out a way to apply it to the goal Q using the RElim class. We first define a Monotonicity typeclass that captures this behavior with full backtracking ability.

Class Monotonicity (P Q: Prop): Prop :=
  monotonicity: P Q.

Global Instance apply_candidate {A B} (R: rel A B) m n P Q Q':
  CandidateProperty R m n Q
  RElim R m n P Q'
  RImpl Q' Q
  Monotonicity P Q.
Proof.
  firstorder.
Qed.

The Ltac tactic simply applies monotonicity; typeclass resolution will do the rest. Note that using apply naively is too lenient because in a goal of type A B, it will end up unifying A with P and B with Q instead of setting Q := A B and generating a new subgoal for P as expected. On the other hand, using refine directly is too restrictive because it will not unify the type of monotonicity against the goal if existential variables are present in one or the other. Hence we constrain apply just enough, so as to handle both of these cases.

Ltac monotonicity :=
  lazymatch goal with |- ?Qapply (monotonicity (Q:=Q)) end;
  Delay.split_conjunction.

Another way to use Monotonicity is to hook it as an RStep instance.

Global Instance monotonicity_rstep {A B} (P: Prop) (R: rel A B) m n:
  PolarityResolved R
  Monotonicity P (R m n)
  RStep P (R m n) | 50.
Proof.
  firstorder.
Qed.

subrel constraint as a subgoal

When monotonicity fails it can be hard to figure out what is going wrong, especially if the problem occurs in the subrel goal of rimpl_subrel. The following tactic emits this constraint as a subgoal instead of solving it with RAuto, so that the user can figure out what's broken and/or prove it manually in contexts where an automatic resolution is tricky.

Class SubrelMonotonicity (P Q: Prop): Prop :=
  subrel_monotonicity: P Q.

Global Instance apply_candidate_subrel {A B C D} (R: rel A B) m n P Rc Rg x y:
  CandidateProperty R m n (Rg x y)
  RElim R m n P (Rc x y)
  SubrelMonotonicity (@subrel C D Rc Rg P) (Rg x y).
Proof.
  firstorder.
Qed.

Ltac subrel_monotonicity :=
  lazymatch goal with |- ?Qapply (subrel_monotonicity (Q:=Q)) end;
  Delay.split_conjunction.

Generic instances

When all else fail, we would like to fall back on a behavior similar to that of f_equal. To that end, we add a default CandidateProperty that identifies the longest common prefix of the applications in the goal and asserts that they are equal.

Class CommonPrefix {A B C} (m1: A) (m2: B) (f: C).

Ltac common_prefix m1 m2 f :=
  first
    [ not_evar m1; not_evar m2;
      unify m1 m2; unify f m1
    | lazymatch m1 with ?m1' _
        lazymatch m2 with ?m2' _
          common_prefix m1' m2' f
        end
      end
    | unify m1 m2; unify f m1 ].

Hint Extern 1 (CommonPrefix ?m1 ?m2 ?f) ⇒
  common_prefix m1 m2 f; constructor : typeclass_instances.

Global Instance eq_candidate {A B C} R (m1: A) (m2: B) (f: C):
  CommonPrefix m1 m2 f
  CandidateProperty eq f f (R m1 m2) | 100.
Proof.
  firstorder.
Qed.

Then, we can use the following RElim instance to obtain the behavior of the f_equal tactic.
In practice, I find that f_equal_relim is too broadly applicable. In situations where a relational property is missing or inapplicable for some reason, we would like repeat rstep to leave us in a situation where we can examine what is going wrong, or do a manual proof when necessary. If we use f_equal-like behavior as a default, we will instead be left several step further, where it is no longer obvious which function is involved, and where the goal may not be provable anymore.
With that said, if you would like to switch f_equal on, you can register f_equal_elim as an instance with the following hint:
    Hint Extern 1 (RElim (@eq (_ -> _)) _ _ _ _) =>
      eapply f_equal_relim : typeclass_instances.

Lemma f_equal_relim {A B} f g m n P Q:
  RElim eq (f m) (g n) P Q
  RElim (@eq (A B)) f g (m = n P) Q.
Proof.
  intros Helim Hf [Hmn HP].
  apply Helim; eauto.
  congruence.
Qed.

Note that thanks to eq_subrel, this will also apply to a goal that uses a Reflexive relation, not just a goal that uses eq. In fact, this subsumes the reflexivity tactic as well, which corresponds to the special case where all arguments are equal; in that case relim_base can be used directly and f_equal_elim is not necessary.