sts 0.5.2 → 0.5.4

data/GAPS.guidelines.niso-sts-v1.0/10-iso-iec-variant.md

@@ -0,0 +1,141 @@
+# Section 10: ISO-IEC Variant and Amendments
+
+## Overview
+Covers the ISO/IEC-specific features: IEC amendments with `<editing-instruction>`, ISO amendments, IEC Corrigenda, IEC Interpretation Sheets (ISH), IEC Software supplements, and the ID schemes for both IEC and ISO.
+
+## ISO vs IEC Variant Support
+
+### Structural Differences
+
+| Feature | ISO Variant | IEC Variant | sts-ruby Support | Notes |
+|---------|------------|-------------|-----------------|-------|
+| Root element | `<standard>` | `<standard>` | ✅ Both | NisoSts and IsoSts variants |
+| Metadata element | `<iso-meta>` (legacy), `<std-meta>` | `<std-meta>` | ✅ Both | |
+| ID separator | Underscore (`sec_1`) | Dash (`sec-1`) | ✅ Values in `@id` | IDs are free-form strings |
+| `<annex-type>` | Text: "(informative)" | Not rendered (from `@content-type`) | ✅ Both approaches | |
+| `@content-type` on `<app>` | "inform-annex" / "normative-annex" | "inform" / "norm" (legacy), "informative" / "normative" (future) | ✅ Mapped | |
+| `<bold>` in table headers | Yes | No (auto-bold, use `<roman>` for plain) | ✅ Both elements exist | |
+| Footnote placement | At point of use | `<fn-group>` in `<back>` (legacy) | ✅ Both approaches | |
+| Amendment style | Separate text, no semantic instructions | `<editing-instruction>` with types | ⚠️ Partial | EditingInstruction model incomplete |
+| Formula groups | Not used | Used (IEC) | ✅ DispFormulaGroup exists | |
+
+### ID Schemes
+
+#### ISO ID Scheme (from guidelines Annex)
+
+| Element | Pattern | sts-ruby Support | Notes |
+|---------|---------|-----------------|-------|
+| Section: `sec_1`, `sec_1.2.1` | `sec_{number}` | ✅ String IDs | Free-form string attribute |
+| Foreword: `sec_foreword` | `sec_foreword` | ✅ | |
+| Introduction: `sec_intro` | `sec_intro` | ✅ | |
+| Bibliography: `sec_bibl` | `sec_bibl` | ✅ | |
+| Annex: `sec_A`, `sec_B.1` | `sec_{letter}` | ✅ | |
+| Bibliography ref: `biblref_1` | `biblref_{label}` | ✅ | |
+| Term: `term_3.1` | `term_{number}` | ✅ | |
+| Table: `tab_1` | `tab_{number}` | ✅ | |
+| Figure: `fig_1` | `fig_{number}` | ✅ | |
+| Formula: `formula_1` | `formula_{number}` | ✅ | |
+| Footnote: `fn_1` | `fn_{number}` | ✅ | |
+| Table footnote: `table-fn_1.1` | `table-fn_{table}.{n}` | ✅ | |
+
+#### IEC ID Scheme
+
+| Element | Pattern | sts-ruby Support | Notes |
+|---------|---------|-----------------|-------|
+| Section: `sec-1` | `sec-{number}` | ✅ String IDs | |
+| Foreword: `sec-foreword` | `sec-foreword` | ✅ | |
+| Introduction: `sec-introduction` | `sec-introduction` | ✅ | |
+| Bibliography: `sec-bibliography` | `sec-bibliography` | ✅ | |
+| Index: `sec-index` | `sec-index` | ✅ | |
+| Annex: `anx-A` | `anx-{letter}` | ✅ | |
+| Bibliography ref: `bib-1` | `bib-{label or seq}` | ✅ | |
+| Concept: `con-3.2.1` | `con-{number}` | ✅ | |
+| Term entry: `te-3.2.1` | `te-{number}` | ✅ | |
+| Term: `ter-broadcast` | `ter-{term_text}` | ✅ | |
+| Note to entry: `nte-3.4-1` | `nte-{section}-{seq}` | ✅ | |
+| Table: `tab-1` | `tab-{number}` | ✅ | |
+| Informal table: `tab-informal-5.3-1` | `tab-informal-{section}-{seq}` | ✅ | |
+| Figure: `fig-1` | `fig-{number}` | ✅ | |
+| Formula: `for-1` | `for-{number}` | ✅ | |
+| Formula (unnumbered): `for-informal-5.6-1` | `for-informal-{section}-{seq}` | ✅ | |
+| Formula group: `forg-informal-5.3.1-1` | `forg-informal-{section}-{seq}` | ✅ | |
+| Math: `mml-1` | `mml-{seq}` | ✅ | |
+| Footnote: `foo-1` | `foo-{number}` | ✅ | |
+| Symbol footnote: `fos-1` | `fos-{seq}` | ✅ | |
+| Table footnote: `tfn-1-1` | `tfn-{table}-{seq}` | ✅ | |
+| Symbol table fn: `tfs-4-1` | `tfs-{table}-{seq}` | ✅ | |
+| Figure note: `fno-4-1` | `fno-{figure}-{seq}` | ✅ | |
+| Table note: `tno-4-1` | `tno-{table}-{seq}` | ✅ | |
+| List item: `lis-5.6-L1-2` | `lis-{sec}-L{list}-{item}` | ✅ | |
+| Note: `not-3.5-1` | `not-{sec}-{seq}` | ✅ | |
+| Paragraph: `p-450` | `p-{seq}` | ✅ | |
+
+## IEC Amendments (Annex C)
+
+| Element | Guidelines Usage | sts-ruby Model | Status | Notes |
+|---------|-----------------|---------------|--------|-------|
+| `<editing-instruction>` | Amendment instructions | `NisoSts::EditingInstruction` | ⚠️ Partial | Missing `@content-type` and `<p>` child |
+| `@content-type="addition"` | Addition instruction | ❌ Not mapped | Missing | |
+| `@content-type="replacement"` | Replacement instruction | ❌ Not mapped | Missing | |
+| `@content-type="deletion"` | Deletion instruction | ❌ Not mapped | Missing | |
+| `@content-type="modification"` | Modification instruction | ❌ Not mapped | Missing | |
+| `<p>` inside editing-instruction | Instruction text (e.g. "Addition:", "Replace:") | ❌ Not mapped | Missing | Guidelines show `<p><italic>Addition:</italic></p>` |
+| `<italic>` inside editing-instruction `<p>` | Formatting | ❌ Not applicable | Missing because `<p>` not in model | |
+| `<std>` inside editing-instruction | Standard references | ❌ Not applicable | Missing | |
+| `<term-sec>` after editing-instruction | New terms in amendment | ✅ In parent section | OK | |
+
+## ISO Amendments
+
+| Feature | Guidelines Usage | sts-ruby Support | Status | Notes |
+|---------|-----------------|-----------------|--------|-------|
+| Separate document text | No semantic markup | ✅ Sections handle plain text | OK | |
+| TBX terms in amendments | `<term-sec>` with `<tbx:termEntry>` | ✅ | OK | |
+
+## IEC Corrigenda
+
+| Feature | Guidelines Usage | sts-ruby Support | Status |
+|---------|-----------------|-----------------|--------|
+| Integrated into base publication | Content updated inline | N/A | Not a separate XML structure |
+
+## IEC Interpretation Sheets (ISH)
+
+| Element | Guidelines Usage | sts-ruby Model | Status | Notes |
+|---------|-----------------|---------------|--------|-------|
+| `<supplementary-material>` | Link to ISH PDF | `NisoSts::SupplementaryMaterial` | ✅ Class exists | With `@xlink:href` |
+| `<supplementary-material>` in `<p>` (foreword) | Mentioning ISH inclusion | ❌ Not in Paragraph | Missing | Paragraph does not map `<supplementary-material>` |
+
+## IEC Software Supplements
+
+| Element | Guidelines Usage | sts-ruby Model | Status | Notes |
+|---------|-----------------|---------------|--------|-------|
+| `<supplementary-material xlink:href="asset/...">` | Link to supplement files | ✅ Class exists | OK | |
+| `<supplementary-material>` in `<p>` | In foreword text | ❌ Not in Paragraph | Missing | Same as ISH above |
+
+## Key Gaps
+
+- [ ] **`EditingInstruction` is critically incomplete for IEC amendments**: Missing `@content-type` (values: addition, replacement, deletion, modification) and `<p>` child element. IEC amendments rely entirely on this element.
+
+- [ ] **`<supplementary-material>` not available in `<p>`**: Both IEC ISH and Software supplements need `<supplementary-material>` inside `<p>` in the foreword. `Paragraph` model does not include this element.
+
+- [ ] **`Graphic` missing `id`, `label`, `caption` children for ISO sub-figures**: ISO uses `<graphic id="fig_1.1"><label>a)</label><caption><title>...</title></caption></graphic>` for sub-figure captions. The `Graphic` model only has `@xlink:href` and `<object-id>`.
+
+- [ ] **IEC legacy `<tfoot>` not fully supported**: Legacy IEC tables may use `<tfoot>` element inside `<table>`. `TbxIsoTml::Table` does map `<tfoot>`, so this is OK.
+
+- [ ] **No explicit support for amendment metadata**: Amendments have their own metadata structure (referencing the base publication). No specific amendment metadata model exists beyond standard `<std-meta>`.
+
+- [ ] **`TableWrapFoot` missing legacy `<tr>/<td>` children**: Legacy IEC uses `<tr><td>` directly inside `<table-wrap-foot>`, not currently supported.
+
+## Summary: ISO-IEC Variant Priority Gaps
+
+Priority items for ISO-IEC variant support:
+
+1. **HIGH**: `EditingInstruction` completion (`@content-type`, `<p>` child) -- critical for IEC amendments
+2. **HIGH**: `<supplementary-material>` in `<p>` -- needed for IEC ISH and software supplements
+3. **HIGH**: `<code>` element -- needed for technical standards content
+4. **MEDIUM**: `@list-content` on `DefList` -- needed for formula keys, figure keys, abbreviation lists
+5. **MEDIUM**: `Permissions` completion (`<license>`, rich `<copyright-statement>`) -- needed for IEC metadata
+6. **MEDIUM**: `Graphic` sub-figure support (ISO) -- `id`, `label`, `caption` children
+7. **MEDIUM**: `<index>` element hierarchy -- needed for back matter
+8. **LOW**: MathML element coverage -- partial coverage exists, complex formulae may not round-trip
+9. **LOW**: `<std-doc-meta>` wiring into `Front` -- used in adoption documents
+10. **LOW**: `TermDisplay` completion -- IEC fallback for certain document types

data/GAPS.guidelines.niso-sts-v1.0/SUMMARY.md

@@ -0,0 +1,96 @@
+# NISO STS 1.0 Guidelines Audit: sts-ruby Gap Report Summary
+
+**Date**: 2026-05-06
+**Source**: NISO STS 1.0 - IEC/ISO Coding Guidelines (v. 1.0 / 2021-01-01)
+**Audited against**: sts-ruby (branch rt-enhance-private)
+
+## Model Inventory
+
+| Namespace | Classes | Directory |
+|-----------|---------|-----------|
+| NisoSts | 285 | lib/sts/niso_sts/ |
+| IsoSts | 76 | lib/sts/iso_sts/ |
+| TbxIsoTml | 52 | lib/sts/tbx_iso_tml/ |
+| Sts::Mathml | 1 | lib/sts/mathml.rb |
+
+## Overall Assessment
+
+sts-ruby provides **good foundational coverage** of the NISO STS 1.0 element set. All major structural elements (`<standard>`, `<front>`, `<body>`, `<back>`, `<sec>`, `<app>`, `<fig>`, `<table-wrap>`, `<p>`, `<list>`, `<xref>`, `<std>`, etc.) are modeled. The TBX terminology support is comprehensive with `termEntry`, `langSet`, `tig`, and related elements.
+
+However, there are significant gaps in several areas that would prevent full round-trip fidelity with real-world NISO STS documents.
+
+## Critical Gaps (Prevent Round-Trip Fidelity)
+
+### 1. Missing Elements (No Model Exists)
+
+| Element | Section | Impact |
+|---------|---------|--------|
+| `<index>` hierarchy (index, index-div, index-entry, index-title-group, see-entry, related-object) | 4.4.4 | Back matter index content lost |
+| `<code>` with 7 attributes | 5.12 | Programming code content lost |
+
+### 2. Incomplete Models (Exist but Missing Critical Parts)
+
+| Model | Missing Parts | Impact |
+|-------|--------------|--------|
+| `Permissions` | `<license>`, `<license-p>`, `<license_ref>`, rich `<copyright-statement>` | IEC metadata with full license text lost |
+| `EditingInstruction` | `@content-type`, `<p>` child | IEC amendment instructions degraded to empty elements |
+| `TermDisplay` | `<term>`, `<def>`, `<list>`, `<xref>`, `<label>` | IEC term-display content lost |
+| `DefList` | `@list-content` attribute | Formula/figure/abbreviation keys lose semantic meaning |
+| `Graphic` | `@id`, `<label>`, `<caption>` children | ISO sub-figure captions lost |
+| `Front` (NisoSts) | `<std-doc-meta>` wiring, multiple `<std-meta>` | Adoption documents and national metadata lost |
+| `BoxedText` | Most valid children (table-wrap, fig, disp-formula, etc.) | Guidance boxes with complex content degraded |
+
+### 3. Missing Child Element Wiring
+
+| Parent | Missing Child | Impact |
+|--------|--------------|--------|
+| `<p>` (Paragraph) | `@content-type`, `<supplementary-material>`, `<inline-graphic>` | Unit statements and supplementary materials lost |
+| `<sec>` (Section) | `<supplementary-material>`, `<normative-note>`, `<normative-example>`, `<code>`, `<media>` | Various content types lost |
+| `<ref>` (Reference) | `<non-normative-note>` | Notes on references lost |
+| `<std>` (ReferenceStandard) | `<styled-content>`, `<italic>` | IEC amendment styled content lost |
+
+### 4. Type Mismatches
+
+| Model | Current | Should Be | Impact |
+|-------|---------|-----------|--------|
+| `Permissions#copyright_statement` | String | Structured (mixed content) | IEC inline-graphic and breaks lost |
+| `Permissions#copyright_holder` | Single string | Collection | Multiple holders lost |
+| `MetadataIso` fields (title_wrap, std_ref, etc.) | Single | Collection | Multi-language/multi-value data lost |
+| `MetadataStd#page_count` | Direct | Wrapped in `<counts>` | IEC counts wrapper lost |
+| `TableWrap#label` | String | Label (mixed content) | Superscript footnote markers lost |
+
+## Medium-Priority Gaps
+
+| Gap | Section | Notes |
+|-----|---------|-------|
+| `<abstract>` not in metadata models | A.2 | IEC metadata includes abstracts |
+| `<isbn>`, `<suppl-type>`, `<suppl-number>` not in `StandardIdentification` | A.2 | IEC std-ident includes these |
+| `@originator` missing from `StdId` | A.2 | IEC std-id uses this attribute |
+| `<comm-ref>` should support `@id` | A.2 | IEC comm-ref has ID attribute |
+| MathML coverage limited (~16 of 35+ elements) | 7.6 | Complex formulae may not round-trip |
+| `DefItem` missing `@id` | 10.1.5 | Abbreviation cross-references need ID |
+
+## Low-Priority Gaps
+
+| Gap | Section | Notes |
+|-----|---------|-------|
+| Legacy IEC `<def-head>` vs `<label>` | 7.5 | Legacy only |
+| Legacy IEC `<tfoot>` in tables | 6.6.3 | Legacy only |
+| Legacy IEC `<tr>/<td>` in `<table-wrap-foot>` | 6.6.3 | Legacy only |
+| `<editing-instruction>` `@content-type` (legacy) | 5.14 | Dropped in recent conversion |
+| Text between disp-formula in disp-formula-group | 7.4 | Edge case |
+
+## Files in This Report
+
+| File | Topic |
+|------|-------|
+| `01-introduction-scope.md` | Sections 1-3: Introduction, scope, conventions |
+| `02-document-structure.md` | Section 4: Overall document structure |
+| `03-front-matter.md` | Section 4.2: Metadata elements |
+| `04-body-content.md` | Section 5: Body content elements |
+| `05-tables-figures.md` | Sections 6, 8: Tables and figures |
+| `06-math-formulae.md` | Section 7: Formulae and MathML |
+| `07-references.md` | Section 10: Cross-references and bibliography |
+| `08-terminology.md` | Section 9: TBX and term-display |
+| `09-metadata.md` | Annex A: Metadata usage |
+| `10-iso-iec-variant.md` | ISO/IEC variants, amendments, ID schemes |

data/GAPS.guidelines.schema-xref.md

@@ -0,0 +1,101 @@
+# Schema Element Coverage: mnconvert XSD vs sts-ruby
+
+**Source**: NISO STS Extended 1.0 MathML3 XSD from mnconvert
+**Date**: 2026-05-06
+**Method**: Extracted all `xsd:element name=` declarations from XSD schema files, compared against all `map_element` and `element` declarations in sts-ruby.
+
+## Summary
+
+| Metric | Count |
+|--------|-------|
+| XSD-defined elements | 374 |
+| Ruby-mapped elements | 470* |
+| Missing from Ruby | 52 |
+| Extra in Ruby (not in XSD) | ~150** |
+
+*Ruby count includes TBX, MathML, and content group helper elements that may map to the same XML element name with different namespace/module prefixes.
+
+**Extra Ruby elements include TBX elements (urn:iso:std:iso:30042:ed-1 namespace), MathML elements, and internal helpers.
+
+## Elements in XSD but NOT in sts-ruby
+
+### Critical (Structural / Round-trip Impact)
+
+| Element | Parent(s) in XSD | Notes |
+|---------|-----------------|-------|
+| `code` | Paragraph, Section, ListItem | Code blocks — entirely missing |
+| `index` | Back | Index container |
+| `index-div` | Index | Index division |
+| `index-entry` | IndexDiv | Index entry |
+| `index-group` | Sec, App | Index group |
+| `index-title-group` | IndexDiv | Index title |
+| `index-term-range-end` | IndexEntry | Range end marker |
+| `table-wrap-group` | Sec, App | Grouped tables |
+| `toc` | Front | Table of contents |
+| `toc-div` | Toc | TOC division |
+| `toc-entry` | TocDiv | TOC entry |
+| `toc-group` | Sec | TOC group |
+| `toc-title-group` | Toc | TOC title |
+| `sec-meta` | Sec | Section metadata |
+| `std-doc-meta` | Front | Standard document metadata |
+
+### Table Model (OASIS CALS)
+
+| Element | Notes |
+|---------|-------|
+| `tgroup` | OASIS table group — alternative to XHTML table model |
+| `colspec` | Column specification for OASIS tables |
+| `row` | Row in OASIS table |
+| `entry` | Cell in OASIS table |
+
+sts-ruby only supports XHTML-style `<table>` with `<tr>/<td>/<th>`. OASIS CALS table model (`<tgroup>/<colspec>/<row>/<entry>`) is unimplemented.
+
+### Less Critical / Edge Cases
+
+| Element | Notes |
+|---------|-------|
+| `abbrev` | Abbreviation element (abbreviation display) |
+| `article-categories` | JATS legacy — not used in NISO STS |
+| `article-id` | JATS legacy |
+| `article-meta` | JATS legacy |
+| `compl-title-wrap` | Complementary title wrap |
+| `compound-subject` | Compound subject |
+| `compound-subject-part` | Part of compound subject |
+| `count` | Count element |
+| `externalCrossReference` | TBX external cross reference |
+| `fallback` | Alternatives fallback |
+| `fixed-case` | Fixed-case text |
+| `free_to_read` | ALI free-to-read indicator |
+| `glyph-data` | Private character glyph data |
+| `glyph-ref` | Private character glyph reference |
+| `include` | XInclude element |
+| `intro-title-wrap` | Introduction title wrap |
+| `issue-id` | Journal issue ID |
+| `issue-part` | Journal issue part |
+| `issue-sponsor` | Journal issue sponsor |
+| `issue-title` | Journal issue title |
+| `journal-id` | Journal ID |
+| `license_ref` | ALI license reference (ali:license_ref) |
+| `main-title-wrap` | Main title wrap |
+| `nav-pointer` | Navigation pointer |
+| `nav-pointer-group` | Navigation pointer group |
+| `num` | Number element |
+| `overline-end` | Overline end marker |
+| `overline-start` | Overline start marker |
+| `part-title` | Part title |
+| `see-also-entry` | Index "see also" entry |
+| `see-entry` | Index "see" entry |
+| `sub-part` | Sub-part element |
+| `title-group` | Title group |
+| `trans-subtitle` | Translated subtitle |
+| `underline-end` | Underline end marker |
+| `underline-start` | Underline start marker |
+| `x` | MathML x element |
+| `xMathML` | Content MathML |
+
+## Recommendations
+
+1. **Immediate priority**: `code`, `index/*`, `toc/*`, `table-wrap-group` — these appear in real ISO documents
+2. **OASIS table model**: Consider if needed — most modern ISO documents use XHTML tables
+3. **JATS legacy elements**: Skip — not relevant for NISO STS standards documents
+4. **ALI namespace elements** (`free_to_read`, `license_ref`): Add when supporting ALI permissions

data/Gemfile

@@ -6,10 +6,11 @@ source "https://rubygems.org"
 gemspec
 
 gem "canon"
-gem "lutaml-model", github: "lutaml/lutaml-model", branch: "main"
+gem "lutaml-model", "~> 0.8.0"
 gem "rake"
 gem "rspec"
 gem "rubocop"
 gem "rubocop-performance"
 gem "rubocop-rake"
 gem "rubocop-rspec"
+gem "simplecov", require: false

data/TODO.sts-refactor/00-overview.md

@@ -0,0 +1,172 @@
+# STS-Ruby Refactoring TODO Overview
+
+**Date**: 2026-05-06
+**Priority Order**: Execute in numeric order, dependencies noted
+**Total Files**: 11
+
+## Architecture Principles
+- **MECE**: Mutually Exclusive, Collectively Exhaustive task organization
+- **Model-Driven**: All elements defined via lutaml-model, no runtime string-lookup
+- **Open/Closed**: Schema modules open for extension, closed for modification
+- **DRY**: Content groups eliminate duplication; no copy-paste inheritance
+- **No Anti-Patterns**: Never `send`, `respond_to`, `Object.const_get`, `method_missing`
+
+---
+
+## File Inventory
+
+| # | File | Category | Priority | Dependencies |
+|---|------|----------|----------|--------------|
+| 01 | `01-mathml-delegation.md` | Anti-Pattern Fix | DONE | — |
+| 02 | `02-type-resolution.md` | Anti-Pattern Fix | DONE | — |
+| 03 | `03-namespace-coupling.md` | Architecture | IN PROGRESS | 01, 02 |
+| 04 | `04-register-versioning.md` | Architecture | HIGH | 01, 02 |
+| 05 | `05-missing-elements.md` | Feature Gap | MOSTLY DONE | 04 |
+| 06 | `06-missing-attributes.md` | Feature Gap | DONE | 04 |
+| 07 | `07-incomplete-models.md` | Feature Gap | MOSTLY DONE | 04 |
+| 08 | `08-isoiec-profile.md` | Architecture | DONE | 04 |
+| 09 | `09-autoload-cleanup.md` | Cleanup | DONE | 01, 03 |
+| 10 | `10-test-coverage.md` | Quality | ONGOING | All |
+| 11 | `11-duplicate-models.md` | Architecture | MEDIUM | 03, 04 |
+
+---
+
+## Quick Reference: Critical Gaps from Audit
+
+### From GAPS.guidelines.iso-sts-ed2.1/
+- ~~`<processing-meta>` (Ed 2.1 new element) — NOT modeled~~ → DONE
+- ~~`<code>`, `<inline-code>` — NOT modeled~~ → DONE
+- ~~`<legend>` — NOT modeled~~ → DONE
+- ~~7+ elements missing `@id` attribute~~ → DONE: all 7 have `@id`
+- ~~`Permissions` incomplete~~ → DONE
+- ~~`Graphic` missing `@id`~~ → DONE
+
+### From GAPS.guidelines.niso-sts-v1.0/
+- ~~`<index>` hierarchy entirely missing~~ → DONE (Index, IndexDiv, IndexEntry, IndexTitleGroup, SeeEntry, SeeAlsoEntry)
+- ~~`<toc>` hierarchy entirely missing~~ → DONE (Toc, TocDiv, TocEntry, TocTitleGroup)
+- ~~`TermDisplay` incomplete~~ → DONE
+- ~~`@xml:lang` on multilingual elements~~ → DONE (Label, Caption, DefItem, DefList, etc.)
+- ~~`BoxedText` incomplete~~ → DONE (full children, form-type, originator)
+- ~~`Front` missing std-doc-meta, toc~~ → DONE
+- ~~`Back` missing index, toc, glossary~~ → DONE
+- ~~`@originator` missing on 7+ elements~~ → DONE (Paragraph, Section, Abstract, App, DispQuote, List, NormativeNote, NonNormativeNote)
+
+### From GAPS.guidelines.schema-xref.md
+- ~~`<sec-meta>` — NOT modeled (lower priority)~~ → DONE
+- OASIS CALS table model unsupported (legacy, lower priority)
+- ~~NISO STS 1.2 additions partially done~~ → DONE (vocab, style-detail, use-type attrs on IcsWrap, KwdGroup, NamedContent, Role, SubjGroup)
+
+---
+
+## Completed (2026-05-06)
+
+### 01-mathml-delegation.md ✅
+- Replaced `lib/sts/mathml.rb` (had `method_missing`, `respond_to_missing?`, `.send`)
+- New version is a thin type alias: `Sts::Mathml::Math = Mml::V3::Math`
+- All actual MathML elements used directly from `Mml::V3::*`
+
+### 02-type-resolution.md ✅
+- Replaced `Object.const_get` in `lib/sts/content_groups/helpers.rb`
+- `inject_elements` now takes actual class objects (compile-time safe)
+- Updated docstrings with tuple format documentation
+
+### Dead Code Removed
+- `lib/sts/iso_sts/content_groups/` — entire directory (highlight_elements.rb
+  was only file that used helpers, but IsoSts models all define attributes
+  explicitly, so content groups were never called)
+- `lib/sts/niso_sts/content_groups/` — entire directory (9 files, all dead
+  code — would crash with `NoMethodError` if ever loaded since they call
+  `inject_elements` which was never defined in NisoSts::ContentGroups)
+
+### Anti-Pattern Audit Result
+```
+grep -r "method_missing|respond_to_missing|Object.const_get|\.send" lib/
+# Zero matches
+```
+
+### Moxml Monkey-Patch Removed
+- Removed the no-op monkey-patch on `Moxml::Adapter::Nokogiri.children`
+- The patch was replacing `children` with an identical implementation
+- Likely originally worked around a Moxml bug that was since fixed upstream
+
+### @id Attributes Added (Partial TODO 06)
+- `NisoSts::DefItem` — now has `@id`
+- `NisoSts::Graphic` — now has `@id`
+- `NisoSts::ListItem` — now has `@id`
+- `NisoSts::ReferenceStandard` — now has `@id`
+- `TbxIsoTml::Xref` — now has `@id`
+- `TbxIsoTml::TableWrapFoot` — now has `@id`
+
+### frozen_string_literal: true
+- All 456 `.rb` files in `lib/` now have `# frozen_string_literal: true`
+
+### Anti-Pattern Regression Test
+- `spec/anti_patterns_spec.rb` — 1768 examples checking every lib file for:
+  `method_missing`, `respond_to_missing?`, `Object.const_get`, `.send()`
+
+### Test Results
+```
+2058 examples, 0 failures, 1 pending
+480 files inspected, no offenses detected
+0 anti-patterns found in 459 lib files
+```
+
+### @id Attributes Added to All Models (2026-05-07)
+- 161 NisoSts models now have `@id` (XSD-verified)
+- 32 TbxIsoTml models now have `@id`
+- 29 IsoSts models now have `@id`
+- Total: 222 models updated
+
+### Table Cell Content Expansion (2026-05-07)
+- `TbxIsoTml::Td` expanded from 18 children to 40+ children matching XSD inside-cell content model
+- `TbxIsoTml::Th` expanded from 17 children to 40+ children matching XSD inside-cell content model
+- Added: disp-formula, disp-formula-group, element-citation, mixed-citation, emphasis elements (overline, roman, sc, strike), fig, fig-group, inline-graphic, private-char, normative-note, normative-example, non-normative-example, email, ext-link, named-content, alternatives, code, media, preformat, target, array
+- Note: disp-quote, speech, statement are NOT in XSD inside-cell group — NOT needed
+
+### ISO/IEC Profile Validator (2026-05-07)
+- `Sts::Profiles::IsoIec::Validator` with structural, metadata, originator, and doc-type validation
+- `Sts::Profiles::IsoIec::Constraints` with frozen string constants
+- 11 specs covering: valid doc, missing front/body, missing std-ident children, unrecognized originator/doc-type
+- Zero anti-patterns: direct method calls only, no send/respond_to/const_get
+
+### NameAlternatives Expansion (2026-05-07)
+- Added `string-name` child to `NameAlternatives` per XSD name-alternatives.class
+
+### Test Results (2026-05-07)
+```
+2085 examples, 0 failures, 1 pending
+485 files inspected, no offenses detected
+0 anti-patterns found in lib/
+```
+
+### IsoSts Namespace Independence (2026-05-07)
+- ARCHITECTURE DECISION: IsoSts and NisoSts must remain fully independent
+- ISOSTS is frozen legacy; NISO STS evolves — combining them violates OCP
+- Created 11 new IsoSts-specific types: Monospace, Sc, Strike, Underline, Uri,
+  NamedContent, StandardRef, MetaDate, ContentLanguage (with autoloads)
+- Decoupled Bold, Italic, ExtLink to use IsoSts types instead of NisoSts
+- Reduced IsoSts→NisoSts cross-references from 157 to 63 (60% reduction)
+- 48 types still need IsoSts equivalents for complete independence
+- Test coverage: 99.8% line coverage, 2121 examples passing
+
+### Code Cleanup (2026-05-07)
+- Removed redundant `require "lutaml/model"` from 13 files (already loaded by lib/sts.rb)
+- Added SimpleCov coverage tracking with 80% minimum threshold
+- Cleaned extra blank lines from require removal
+
+---
+
+## Remaining Work (2026-05-07)
+
+### Small Items
+- OASIS CALS table model (legacy, lower priority)
+- ~~Expand table cell content (disp-quote, speech, statement in td — NISO STS 1.2)~~ → NOT in XSD inside-cell group; Td/Th expanded to full XSD inside-cell content model
+- ~~Expand StringName usage (in contrib, element-citation, related-article — NISO STS 1.2)~~ → DONE: added to name-alternatives; already in person-group and mixed-citation
+
+### Architectural Items (High Effort)
+- `03-namespace-coupling.md` — IN PROGRESS: 157→63 IsoSts→NisoSts cross-references remaining
+- `04-register-versioning.md` — Version the models via lutaml-model Registers
+- `11-duplicate-models.md` — 44 overlapping element resolution (depends on 03)
+
+## Next Action
+Proceed with `03-namespace-coupling.md` — audit and resolve 157+ IsoSts→NisoSts cross-references.

data/TODO.sts-refactor/01-mathml-delegation.md

@@ -0,0 +1,153 @@
+# 01: MathML Delegation Anti-Pattern Fix
+
+**Priority**: CRITICAL
+**Category**: Anti-Pattern Elimination
+**Estimated Effort**: Medium
+**Files Affected**: `lib/sts/mathml.rb`
+
+## Problem
+
+Current `lib/sts/mathml.rb` uses three anti-patterns that violate encapsulation:
+
+```ruby
+# Anti-Pattern 1: method_missing delegates everything to wrapped object
+def method_missing(method_name, *args, &block)
+  if math.respond_to?(method_name)
+    math.send(method_name, *args, &block)
+  else
+    super
+  end
+end
+
+# Anti-Pattern 2: respond_to checks wrapped object internals
+def respond_to_missing?(method_name, include_private = false)
+  math.respond_to?(method_name, include_private) || super
+end
+
+# Anti-Pattern 3: send bypasses encapsulation
+math.send(method_name, *args, &block)
+```
+
+### Why These Are Wrong
+
+1. **`method_missing`**: Hides interface boundary, makes IDE/tools blind to actual API, creates invisible coupling
+2. **`respond_to_missing?`**: Returns false positives for private/internal methods, breaks type checking
+3. **`send`**: Bypasses access control, breaks encapsulation, no warning for private method calls
+
+### Impact
+
+- Debugging is harder — no clear call stack
+- Static analysis tools (RuboCop, Sorbet) cannot understand the interface
+- Mix of `method_missing` and explicit method definitions creates inconsistency
+- Performance: `send` is slower than direct calls
+
+## Solution
+
+Replace delegation with **explicit forwarding** or **composition via inheritance** following the mml gem's register pattern.
+
+### Option A: Explicit Forwardable (Preferred)
+
+Create explicit delegation methods for the API we actually need:
+
+```ruby
+module Sts
+  module Mathml
+    class Math < Lutaml::Model::Serializable
+      attribute :id, :string
+      attribute :display, :string
+      attribute :math, Mml::V3::Math
+      attribute :class, :string
+      attribute :style, :string
+      attribute :xref, :string
+      attribute :encoding, :string
+      attribute :maxsize, :string
+      attribute :minsize, :string
+      attribute :other, :string
+      attribute :otherpr, :string
+
+      xml do
+        namespace ::Sts::Namespaces::MathmlNamespace
+        element "math"
+        mixed_content
+        map_attribute :id, to: :id
+        map_attribute :display, to: :display
+        map_attribute :class, to: :class
+        map_attribute :style, to: :style
+        map_attribute :xref, to: :xref
+        map_attribute "encoding", to: :encoding
+        map_attribute "maxsize", to: :maxsize
+        map_attribute "minsize", to: :minsize
+        map_attribute "other", to: :other
+        map_attribute "otherpr", to: :otherpr
+        map_element "math", to: :math
+      end
+
+      # Delegate children/annotations explicitly
+      def children
+        math.children
+      end
+
+      def to_xml(*args)
+        math.to_xml(*args)
+      end
+
+      def self.from_xml(input)
+        parsed = Mml::V3::Math.from_xml(input)
+        new(
+          id: parsed.id,
+          display: parsed.display,
+          math: parsed
+        )
+      end
+    end
+  end
+end
+```
+
+### Option B: Forwardable Module
+
+Use Ruby's `Forwardable` module for cleaner delegation:
+
+```ruby
+require 'forwardable'
+
+module Sts
+  module Mathml
+    class Math < Lutaml::Model::Serializable
+      extend Forwardable
+
+      attribute :id, :string
+      attribute :display, :string
+      attribute :math, Mml::V3::Math
+
+      def_delegators :math, :children, :to_xml, :to_json
+      def_delegators :math, :id=, :display=
+
+      xml do
+        # ... xml mapping
+      end
+    end
+  end
+end
+```
+
+## Verification
+
+After fix, ensure:
+1. `bundle exec rubocop lib/sts/mathml.rb` passes with no Style/Send, Style/MethodMissing violations
+2. `bundle exec rspec spec/` round-trip tests pass for MathML content
+3. Reference doc `C070908e.xml` parses and serializes correctly
+
+## Dependencies
+
+None — can be done independently.
+
+## TODO Checklist
+
+- [ ] Read current `lib/sts/mathml.rb`
+- [ ] Identify all methods actually called on `Mml::V3::Math` in codebase
+- [ ] Implement Option A or B
+- [ ] Update `lib/sts/mathml.rb`
+- [ ] Verify rubocop: no anti-pattern warnings
+- [ ] Run round-trip tests
+- [ ] Test C070908e.xml specifically