feat: Add Study Insights module (SYS_16) for physics visualizations

Introduces a new plugin architecture for study-specific physics
visualizations, separating "optimizer perspective" (Analysis) from
"engineer perspective" (Insights).

New module: optimization_engine/insights/
- base.py: StudyInsight base class, InsightConfig, InsightResult, registry
- zernike_wfe.py: Mirror WFE with 3D surface and Zernike decomposition
- stress_field.py: Von Mises stress contours with safety factors
- modal_analysis.py: Natural frequencies and mode shapes
- thermal_field.py: Temperature distribution visualization
- design_space.py: Parameter-objective landscape exploration

Features:
- 5 insight types: zernike_wfe, stress_field, modal, thermal, design_space
- CLI: python -m optimization_engine.insights generate <study>
- Standalone HTML generation with Plotly
- Enhanced Zernike viz: Turbo colorscale, smooth shading, 0.5x AMP
- Dashboard API fix: Added include_coefficients param to extract_relative()

Documentation:
- docs/protocols/system/SYS_16_STUDY_INSIGHTS.md
- Updated ATOMIZER_CONTEXT.md (v1.7)
- Updated 01_CHEATSHEET.md with insights section

Tools:
- tools/zernike_html_generator.py: Standalone WFE HTML generator
- tools/analyze_wfe.bat: Double-click to analyze OP2 files

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
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# SYS_16: Study Insights
**Version**: 1.0.0
**Status**: Active
**Purpose**: Physics-focused visualizations for FEA optimization results
---
## Overview
Study Insights provide **physics understanding** of optimization results through interactive 3D visualizations. Unlike the Analysis page (which shows optimizer metrics like convergence and Pareto fronts), Insights answer the question: **"What does this design actually look like?"**
### Analysis vs Insights
| Aspect | **Analysis** | **Insights** |
|--------|--------------|--------------|
| Focus | Optimization performance | Physics understanding |
| Questions | "Is the optimizer converging?" | "What does the best design look like?" |
| Data Source | `study.db` (trials, objectives) | Simulation outputs (OP2, mesh, fields) |
| Typical Plots | Convergence, Pareto, parameters | 3D surfaces, stress contours, mode shapes |
| When Used | During/after optimization | After specific trial of interest |
---
## Available Insight Types
| Type ID | Name | Applicable To | Data Required |
|---------|------|---------------|---------------|
| `zernike_wfe` | Zernike WFE Analysis | Mirror, optics | OP2 with displacement subcases |
| `stress_field` | Stress Distribution | Structural, bracket, beam | OP2 with stress results |
| `modal` | Modal Analysis | Vibration, dynamic | OP2 with eigenvalue/eigenvector |
| `thermal` | Thermal Analysis | Thermo-structural | OP2 with temperature results |
| `design_space` | Design Space Explorer | All optimization studies | study.db with 5+ trials |
---
## Architecture
### Module Structure
```
optimization_engine/insights/
├── __init__.py # Registry and public API
├── base.py # StudyInsight base class, InsightConfig, InsightResult
├── zernike_wfe.py # Mirror wavefront error visualization
├── stress_field.py # Stress contour visualization
├── modal_analysis.py # Mode shape visualization
├── thermal_field.py # Temperature distribution
└── design_space.py # Parameter-objective exploration
```
### Class Hierarchy
```python
StudyInsight (ABC)
ZernikeWFEInsight
StressFieldInsight
ModalInsight
ThermalInsight
DesignSpaceInsight
```
### Key Classes
#### StudyInsight (Base Class)
```python
class StudyInsight(ABC):
insight_type: str # Unique identifier (e.g., 'zernike_wfe')
name: str # Human-readable name
description: str # What this insight shows
applicable_to: List[str] # Study types this applies to
def can_generate(self) -> bool:
"""Check if required data exists."""
def generate(self, config: InsightConfig) -> InsightResult:
"""Generate visualization."""
def generate_html(self, trial_id=None, **kwargs) -> Path:
"""Generate standalone HTML file."""
def get_plotly_data(self, trial_id=None, **kwargs) -> dict:
"""Get Plotly figure for dashboard embedding."""
```
#### InsightConfig
```python
@dataclass
class InsightConfig:
trial_id: Optional[int] = None # Which trial to visualize
colorscale: str = 'Turbo' # Plotly colorscale
amplification: float = 1.0 # Deformation scale factor
lighting: bool = True # 3D lighting effects
output_dir: Optional[Path] = None # Where to save HTML
extra: Dict[str, Any] = {} # Type-specific config
```
#### InsightResult
```python
@dataclass
class InsightResult:
success: bool
html_path: Optional[Path] = None # Generated HTML file
plotly_figure: Optional[dict] = None # Figure for dashboard
summary: Optional[dict] = None # Key metrics
error: Optional[str] = None # Error message if failed
```
---
## Usage
### Python API
```python
from optimization_engine.insights import get_insight, list_available_insights
from pathlib import Path
study_path = Path("studies/my_mirror_study")
# List what's available
available = list_available_insights(study_path)
for info in available:
print(f"{info['type']}: {info['name']}")
# Generate specific insight
insight = get_insight('zernike_wfe', study_path)
if insight and insight.can_generate():
result = insight.generate()
print(f"Generated: {result.html_path}")
print(f"40-20 Filtered RMS: {result.summary['40_vs_20_filtered_rms']:.2f} nm")
```
### CLI
```bash
# List all insight types
python -m optimization_engine.insights list
# Generate all available insights for a study
python -m optimization_engine.insights generate studies/my_study
# Generate specific insight
python -m optimization_engine.insights generate studies/my_study --type zernike_wfe
```
### With Configuration
```python
from optimization_engine.insights import get_insight, InsightConfig
insight = get_insight('stress_field', study_path)
config = InsightConfig(
colorscale='Hot',
extra={
'yield_stress': 250, # MPa
'stress_unit': 'MPa'
}
)
result = insight.generate(config)
```
---
## Insight Type Details
### 1. Zernike WFE Analysis (`zernike_wfe`)
**Purpose**: Visualize wavefront error for mirror optimization with Zernike polynomial decomposition.
**Generates**: 3 HTML files
- `zernike_*_40_vs_20.html` - 40° vs 20° relative WFE
- `zernike_*_60_vs_20.html` - 60° vs 20° relative WFE
- `zernike_*_90_mfg.html` - 90° manufacturing (absolute)
**Configuration**:
```python
config = InsightConfig(
amplification=0.5, # Reduce deformation scaling
colorscale='Turbo',
extra={
'n_modes': 50,
'filter_low_orders': 4, # Remove piston, tip, tilt, defocus
'disp_unit': 'mm',
}
)
```
**Summary Output**:
```python
{
'40_vs_20_filtered_rms': 45.2, # nm
'60_vs_20_filtered_rms': 78.3, # nm
'90_mfg_filtered_rms': 120.5, # nm
'90_optician_workload': 89.4, # nm (J1-J3 filtered)
}
```
### 2. Stress Distribution (`stress_field`)
**Purpose**: Visualize Von Mises stress distribution with hot spot identification.
**Configuration**:
```python
config = InsightConfig(
colorscale='Hot',
extra={
'yield_stress': 250, # MPa - shows safety factor
'stress_unit': 'MPa',
}
)
```
**Summary Output**:
```python
{
'max_stress': 187.5, # MPa
'mean_stress': 45.2, # MPa
'p95_stress': 120.3, # 95th percentile
'p99_stress': 165.8, # 99th percentile
'safety_factor': 1.33, # If yield_stress provided
}
```
### 3. Modal Analysis (`modal`)
**Purpose**: Visualize natural frequencies and mode shapes.
**Configuration**:
```python
config = InsightConfig(
amplification=50.0, # Mode shape scale
extra={
'n_modes': 20, # Number of modes to show
'show_mode': 1, # Which mode shape to display
}
)
```
**Summary Output**:
```python
{
'n_modes': 20,
'first_frequency_hz': 125.4,
'frequencies_hz': [125.4, 287.8, 312.5, ...],
}
```
### 4. Thermal Analysis (`thermal`)
**Purpose**: Visualize temperature distribution and gradients.
**Configuration**:
```python
config = InsightConfig(
colorscale='Thermal',
extra={
'temp_unit': 'K', # or 'C', 'F'
}
)
```
**Summary Output**:
```python
{
'max_temp': 423.5, # K
'min_temp': 293.0, # K
'mean_temp': 345.2, # K
'temp_range': 130.5, # K
}
```
### 5. Design Space Explorer (`design_space`)
**Purpose**: Visualize parameter-objective relationships from optimization trials.
**Configuration**:
```python
config = InsightConfig(
extra={
'primary_objective': 'filtered_rms', # Color by this objective
}
)
```
**Summary Output**:
```python
{
'n_trials': 100,
'n_params': 4,
'n_objectives': 2,
'best_trial_id': 47,
'best_params': {'p1': 0.5, 'p2': 1.2, ...},
'best_values': {'filtered_rms': 45.2, 'mass': 2.34},
}
```
---
## Output Directory
Insights are saved to `{study}/3_insights/`:
```
studies/my_study/
├── 1_setup/
├── 2_results/
└── 3_insights/ # Created by insights module
├── zernike_20241220_143022_40_vs_20.html
├── zernike_20241220_143022_60_vs_20.html
├── zernike_20241220_143022_90_mfg.html
├── stress_20241220_143025.html
└── design_space_20241220_143030.html
```
---
## Creating New Insight Types
To add a new insight type (power_user+):
### 1. Create the insight class
```python
# optimization_engine/insights/my_insight.py
from .base import StudyInsight, InsightConfig, InsightResult, register_insight
@register_insight
class MyInsight(StudyInsight):
insight_type = "my_insight"
name = "My Custom Insight"
description = "Description of what it shows"
applicable_to = ["structural", "all"]
def can_generate(self) -> bool:
# Check if required data exists
return self.results_path.exists()
def _generate(self, config: InsightConfig) -> InsightResult:
# Generate visualization
# ... build Plotly figure ...
html_path = config.output_dir / f"my_insight_{timestamp}.html"
html_path.write_text(fig.to_html(...))
return InsightResult(
success=True,
html_path=html_path,
summary={'key_metric': value}
)
```
### 2. Register in `__init__.py`
```python
from .my_insight import MyInsight
```
### 3. Test
```bash
python -m optimization_engine.insights list
# Should show "my_insight" in the list
```
---
## Dashboard Integration (Future)
The insights module is designed for future dashboard integration:
```python
# Backend API endpoint
@app.get("/api/study/{study_name}/insights")
def list_study_insights(study_name: str):
study_path = Path(f"studies/{study_name}")
return list_available_insights(study_path)
@app.post("/api/study/{study_name}/insights/{type}/generate")
def generate_insight(study_name: str, type: str, config: dict = {}):
insight = get_insight(type, Path(f"studies/{study_name}"))
result = insight.generate(InsightConfig(**config))
return {
'success': result.success,
'html_path': str(result.html_path),
'summary': result.summary
}
@app.get("/api/study/{study_name}/insights/{type}/plotly")
def get_insight_plotly(study_name: str, type: str):
insight = get_insight(type, Path(f"studies/{study_name}"))
return insight.get_plotly_data()
```
---
## Version History
| Version | Date | Changes |
|---------|------|---------|
| 1.0.0 | 2024-12-20 | Initial release with 5 insight types |