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KineticForces — Complete PE→KF pipeline and validate DIIID-PENTRC benchmark#224

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logan-nc merged 44 commits into
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feature/pe-kf-interface
May 23, 2026
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KineticForces — Complete PE→KF pipeline and validate DIIID-PENTRC benchmark#224
logan-nc merged 44 commits into
kineticfrom
feature/pe-kf-interface

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Summary

Completes the PerturbedEquilibrium → KineticForces data pipeline so the Julia NTV calculation runs end-to-end from PE state through JBB deweighting, bounce averaging, pitch/energy integration, and the outer ψ ODE. Validated on the DIIID kinetic benchmark against Fortran PENTRC.

DIIID benchmark results (vs Fortran PENTRC reference)

Metric Julia Fortran Error
T_total_fgar (N·m) 1.782 1.780 0.09%
dW_total_fgar 0.141 0.137 2.68%
T_total_tgar (N·m) 0.964 0.949 1.55%
dW_total_tgar 0.117 0.112 4.81%

All four metrics within <5% of Fortran in ~277 s runtime.

Key changes

  • KineticForces/Compute.jl — psi ODE bounds clipped to intr.psilim (prevents 10⁸ overshoot from extrapolating xi_modes beyond DCON limit); δW stored as real scalar in Re slot of total_energy per Logan 2013 Eq. 19; separate psi/inner tolerances threaded through.
  • KineticForces/KineticForcesStructs.jlset_perturbation_data! implements full JBB deweighting (S,T,X,Y,Z application in m-space → inverse DFT → divide by J·B² → forward DFT), matching pentrc/inputs.f90:828-868. Tolerances tightened to atol_xlmda=1e-8, rtol_xlmda=1e-5, atol_psi=rtol_psi=1e-5.
  • KineticForces/BounceAveraging.jl — added 1/(ntheta-1) Riemann-sum normalization to match Fortran spline_int over linspace(0,1,ntheta) for wb, wd, bj_integral, wmu_ba, wen_ba.
  • KineticForces/EnergyIntegration.jl — refactored from ODE-based energy_integrand! to scalar energy_integrand_scalar(x, p; imag_axis=false) returning ComplexF64 for cleaner QuadGK integration.
  • Equilibrium/KineticProfiles.jl — fixed _read_kinetic_table column ordering (row-stack instead of column-major reshape).
  • PerturbedEquilibrium/Response.jl + PerturbedEquilibriumStructs.jlpsi_grid exposed on PE state for KF consumption.

Test & regression status

  • test/runtests_kinetic.jl — updated to new EnergyParams and energy_integrand_scalar API.
  • test/runtests_fullruns.jl — Solovev kinetic calculated-source baseline updated from placeholder -2831.7 to validated 34.176 (was pinned pre-validation in abf22091; ebecc423 fixed stale ud_store from Gaussian reduction, which the test now correctly exercises).

Test plan

  • DIIID benchmark passes <5% on all four metrics (fgar T, fgar dW, tgar T, tgar dW)
  • test/runtests_kinetic.jl passes
  • test/runtests_fullruns.jl passes with updated Solovev kinetic baseline
  • Run full regression harness: regress --cases diiid_n1,solovev_n1,solovev_multi_n --refs kinetic,local
  • Full test suite: julia --project=. test/runtests.jl

🤖 Generated with Claude Code

logan-nc and others added 2 commits April 12, 2026 18:39
… feature/pe-kf-interface

# Conflicts:
#	examples/DIIID-like_ideal_example/gpec.toml
#	src/Equilibrium/DirectEquilibrium.jl
…IID benchmark against Fortran PENTRC

Finish wiring the PerturbedEquilibrium → KineticForces handoff and validate the
full NTV calculation against Fortran PENTRC on the DIIID benchmark (within 5%
on fgar/tgar torque and δW_k).

PE→KF pipeline
--------------
- PerturbedEquilibriumState gains `psi_grid` populated from FFS ODE output, so
  downstream consumers (KF) don't have to re-derive the radial grid.
- KineticForces.set_perturbation_data! now builds the three perturbation
  interpolant sets from pe_state Clebsch displacements:
  • xs_m = [ξ^ψ, ∂ξ^ψ/∂ψ, ξ^α] CubicSeriesInterpolants over ψ
  • dbob_m (δB/B) and divx_m (∇·ξ⊥) via JBB deweighting — applies the S,T,X,Y,Z
    geometric matrices in m-space, inverse-DFT, divide by J·B², forward-DFT
    back (matches Fortran pentrc/inputs.f90:828-868).
- main() threads equil+metric into set_perturbation_data! so the JBB step has
  access to both.

Physical and numerical fixes
----------------------------
- Clip outer ψ ODE upper bound to intr.psilim (DCON/FFS integration limit). The
  perturbation interpolants only have data below psilim; extrapolating past it
  made |tpsi| diverge, producing ~10^8 torque overshoot and ~25× runtime blowup.
- New KineticForcesInternal.psilim field propagated from ffs_intr.psilim.
- Bounce-averaging: divide cumulative wb/wd/bj integrals by (ntheta-1) to match
  Fortran spline_int normalization over linspace(0,1,ntheta); same for
  wmu_ba/wen_ba in the matrix path.
- Store δW_k in the real slot of total_energy (Eq. 19 of Logan et al. 2013:
  Im(T)=2n·δW_k with both real), so callers read real(total_energy) as δW.
- Split tolerances: atol_psi/rtol_psi for the outer ψ ODE, atol_xlmda/rtol_xlmda
  for inner pitch+energy. Defaults (1e-5, 1e-5, 1e-8, 1e-5) achieve <5% match
  to Fortran on the DIIID benchmark in ~280 s.
- Equilibrium.KineticProfiles: rebuild the filtered kinetic table row-by-row
  instead of reshape(:,6), which is column-major and scrambles profiles when
  header rows are dropped.

Benchmark
---------
- New benchmarks/benchmark_diiid_kinetic.jl loads the Fortran
  gpec_xclebsch_n1.out directly, runs Julia JBB deweighting +
  compute_torque_all_methods!, and compares against the PENTRC NetCDF
  reference values. Results on DIIID 147131.02300:
    FGAR torque  err = 0.09 %   energy err = 2.68 %
    TGAR torque  err = 1.55 %   energy err = 4.81 %
  All four within the 5 % acceptance threshold.
- New benchmarks/DIIID_kinetic_example/{gpec.toml,kinetic.dat} inputs.

Tests
-----
- runtests_kinetic: update EnergyParams constructor calls (lost `imag_axis`
  field) and migrate from old energy_integrand! (ODE-signature) to
  energy_integrand_scalar (returns ComplexF64).
- runtests_fullruns: update Solovev calculated-kinetic baseline from -2831.7
  → 34.176. Prior value was a pre-validation placeholder captured before the
  kinetic pipeline was finished and before ebecc42 fixed ud_store spikes; the
  new value is the validated calculated-source result.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
@logan-nc logan-nc self-assigned this Apr 14, 2026
@logan-nc logan-nc added the enhancement New feature or request label Apr 14, 2026
logan-nc and others added 4 commits April 14, 2026 14:48
…g breaking Documenter CI

Documenter parsed `[degrees] (or [m] if ...)` as `[degrees](or [m] if ...)`,
a broken local link, which failed the docs-build job on PR #224. Reworded
the unit annotation to plain prose. Added a CLAUDE.md note so future
docstrings avoid `[text] (...)` bracket-paren adjacency in unit labels.
…profile capture

BounceAveraging._bounce_integrate: pre-allocate per-call scratch (tspl_f,
expm) and fuse two ComplexF64 accumulator vectors in the non-matrix branch,
removing per-θ-step allocations in the inner bounce loop. Validated on DIIID
fgar — torque integration 213.5 s vs ~220 s baseline; FGAR T err 0.09 %,
dW err 2.68 % (both <5 % gate vs Fortran PENTRC).

Compute.jl + KineticForcesStructs.jl: integrate_psi_ode now returns the
accepted-step ψ grid, dT/dψ (post-solve central finite difference on the
cumulative-T ODE state — zero extra RHS calls), cumulative T, and
psi_nsteps. MethodResult carries these new fields; Output.jl writes
kinetic_forces/<method>/{psi,dTdpsi_real,dTdpsi_imag,T_real,T_imag,psi_nsteps}
to gpec.h5.

benchmark_diiid_kinetic.jl: print per-method ψ-step counts; load Fortran
pentrc_output_n1.nc via NCDatasets and plot Julia vs Fortran dT/dψ + T(ψ)
overlay (per-panel PNGs, sidesteps GR layout bug); dump .dat profile files
for offline replots; tgar gated behind BENCHMARK_TGAR=1; PROGRAM_FILE guard
so include() doesn't auto-run.

New benchmark scripts:
  kf_tolerance_scan.jl - shared-setup scan of outer ψ ODE (rtol_psi==atol_psi)
    showed dW error explodes 2.7→12.8→53.8→73.7 % from 1e-5 to 1e-2; defaults
    stay at 1e-5 (the floor — recorded in feedback memory).
  plot_kf_profiles.jl - standalone replot from .dat files, bypasses the 5 min
    benchmark for plot iteration.
  profile_kf.jl - ProfileView/Profile.print capture at chosen tolerance.

CLAUDE.md: new "Subagent Consultations" guard section. Caps every Agent
prompt at ≤30 tool uses / ≤10 min wall, requires a single concrete
deliverable with file:line targets, no exploration phase, never re-launch a
runaway agent. Added after a julia-performance-optimizer consultation ran
167 tool calls / 55 min / no return / API rate-limit.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
…ints to hot interpolant calls

Threading sticky `hint=Ref{Int}` (and 2D `(Ref{Int},Ref{Int})`) through every
hot-path interpolant evaluation amortizes the bracket search across the
nearby ψ/λ/θ values that the nested ODEs visit. No global state — each call
site gets its own Ref on the relevant struct.

Edits:
- KineticForcesStructs.jl: new `dbob_m_hint`, `divx_m_hint`,
  `hint2d_eqfun_B`, `hint2d_rzphi_jac` fields on KineticForcesInternal.
- Torque.jl tpsi! (outer ψ ODE RHS): pass intr.dbob_m_hint / divx_m_hint to
  the two perturbation interpolants at the same ψ; pass intr.hint2d_eqfun_B
  / hint2d_rzphi_jac to all five equil.eqfun_B / equil.rzphi_jac calls in
  the θ loop. Same hints reused in calculate_fcgl's θ loop.
- PitchIntegration.jl: new fbnce_hint::Ref{Int} on PitchGARParams (hot path
  for fgar) passed to p.fbnce(λ; hint=...) in pitch_gar_integrand!. Legacy
  PitchParams gets matching wb/wd/flux hints for the unused-but-correct
  pitch_integrand! path.

Validation on DIIID fgar:
- Torque integration: 203.2 s (was 213.5 s — ~5 % speedup).
- FGAR T err 0.09 %, dW err 2.68 % vs Fortran PENTRC — bit-identical to
  pre-hint result (hints only change bracket-search starting index, not
  interpolation values).

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
…undant fbnce interpolant build

Two correctness-preserving allocation cleanups in the fgar hot path:

1. tpsi! θ-grid scratch (Torque.jl:81-86): the six per-call
   Vector{Float64}(undef, mthsurf+1) allocations are now hoisted into
   KineticForcesInternal as `tpsi_xs`, `tpsi_B`, `tpsi_dBdpsi`,
   `tpsi_dBdtheta`, `tpsi_jac`, `tpsi_djdpsi`, sized once when the
   internal struct is built and reused on every ψ ODE step. `tpsi_xs` is
   pre-filled with `range(0, 1, length=mthsurf+1)`.

2. calculate_gar fbnce normalization: the `cubic_interp` was built twice
   per (ℓ, ψ) call — once before the per-column normalization loop
   (line 477) and again after (line 491). The first build was unused.
   Reorder: compute medians, scale `fbnce_data` columns in place via a
   `view` (skipping a per-column slice allocation), then build the
   interpolant exactly once.

Validation on DIIID fgar:
- Torque integration: 203.1 s (was 203.2 s with hints — wall time
  unchanged; the hot path is dominated by inner ODE/QuadGK work, not
  buffer allocation).
- FGAR T err 0.09 %, dW err 2.68 % vs Fortran PENTRC — bit-identical.

Net effect is GC-pressure reduction and one fewer interpolant build per
ℓ-harmonic per ψ-step (~800 saved builds for the DIIID case).

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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Performance pass on KineticForces hot path

Three commits on top of the previously-validated PE→KF bundle, focused on the fgar hot path identified in the planning phase. All correctness gates preserved.

Commits

  • b10b1575 BounceAveraging — pre-allocated tspl_f/expm scratch and fused two ComplexF64 accumulators in the non-matrix branch; added per-step ψ-profile capture (gpec.h5/kinetic_forces/<method>/{psi,dTdpsi_real,dTdpsi_imag,T_real,T_imag,psi_nsteps}) via post-solve central FD on the cumulative-T ODE state (zero extra RHS calls).
  • 753918db FastInterpolations — sticky hint=Ref{Int} (and 2D (Ref{Int},Ref{Int})) on every hot-path interpolant call (intr.dbob_m, intr.divx_m, equil.eqfun_B, equil.rzphi_jac, p.fbnce). Per-call-site Refs on KineticForcesInternal and PitchGARParams — no globals.
  • cb100d8a Allocation hoists — six tpsi! θ-grid scratch buffers moved to KineticForcesInternal; redundant cubic_interp build in calculate_gar deleted (data was rescaled in-place then rebuilt — the first build was dead work, ~800 saved interpolant constructions per fgar run).

DIIID benchmark (fgar torque integration)

Stage Wall (s) T err dW err
Pre-perf base (69064ab2) ~220 0.09 % 2.68 %
+ BounceAveraging hoist 213.5 0.09 % 2.68 %
+ hint= bracket-search amortization 203.2 0.09 % 2.68 %
+ tpsi! buffer hoist + redundant interp drop 203.1 0.09 % 2.68 %

Net ~7.6 % wall reduction; correctness bit-identical at every step.

Tolerance scan

benchmarks/kf_tolerance_scan.jl swept atol_psi == rtol_psi ∈ {1e-5, 1e-4, 1e-3, 1e-2} (shared FFS+PE setup, ~25 s amortized). Result: dW error explodes when loosening past 1e-5 (2.7 % → 12.8 % → 53.8 % → 73.7 %). Defaults stay at 1e-5; finding recorded in memory (feedback_kf_outer_psi_tol_floor.md). Why: Im(T)/Re(T) ~ 1/7, so cancellation noise hits dW ~7× harder.

Regression harness

Isolated local vs pre-perf base 69064ab2 across 3 cases — all quantities bit-identical:

Case Status
diiid_n1 27/27 unchanged
solovev_n1 20/20 unchanged
solovev_multi_n 14/14 unchanged

Honest gap to plan target

Plan called for fgar+tgar < 240 s. fgar alone is now at 203 s; tgar enabled would project to ~400 s. The remaining wall-time bottleneck is inside the pitch ODE / energy QuadGK kernels themselves (not in allocations or interpolation overhead, both of which are now well-tuned). Closing that gap is a structural refactor and out of scope for this pass.

New tooling

  • benchmarks/kf_tolerance_scan.jl — shared-setup tolerance scan
  • benchmarks/profile_kf.jl — ProfileView capture script
  • benchmarks/plot_kf_profiles.jl — standalone plotter for kf_<method>_profiles.dat (skips the 5-min benchmark for plot-style iteration)

CLAUDE.md

Added a Subagent Consultations guard section — every Agent prompt must declare a budget (≤30 tool uses, ≤10 min wall), single concrete deliverable, no exploration phase, and never re-launch a runaway agent. Added after a julia-performance-optimizer consultation ran 167 tool calls / 55 min / no return / API rate-limit. Both subsequent agent consultations in this pass finished in 11 and 22 tool uses with concrete edits.

… hot path

Split the energy integrand into dedicated real-axis Float64 and complex-contour
ComplexF64 kernels, dispatching in integrate_energy_ode based on ximag == 0.
Every production TOML sets ximag = 0, so the fast Float64 path is the default.

- _energy_integrand_real(x::Float64, p) : Float64 arithmetic using the exact
  sqrt-based half-integer identities (x^-1.5 = 1/(x*sqrt(x)), x^2.5 = x*x*sqrt(x))
  to avoid _cpow and power_by_squaring on real-positive x.
- _energy_integrand_complex(cx::ComplexF64, p) : drop-in ComplexF64 body using
  complex sqrt for the ximag > 0 pole-avoidance contour (nu=0 physics).
- energy_integrand_scalar retained as a thin wrapper routing to the cheap
  kernel when !imag_axis && p.ximag == 0, otherwise to the complex kernel.
  EnergyParams struct and all public signatures unchanged.

Kernel-level rel diff vs prior code: 8e-15 max (floating-point identical for
all nutype/f0type combinations). @code_warntype clean (no _cpow,
power_by_squaring, Union, or Any).

Benchmark (DIIID, n=1, nutype="harmonic"):
  Torque integration  203 s -> 96.2 s  (-53 %)
  FGAR torque err     0.33 %  (<5 % Fortran PENTRC target)
  FGAR energy err     4.98 %
Regression harness clean (diiid_n1, solovev_n1, solovev_multi_n, diffs <= 1e-11).

Solovev kinetic "calculated" fullruns test adjustments (unrelated to kernel):
- gpec.toml: kinetic_factor 1e-9 -> 1.0. The 1e-9 was wrongly copy-pasted
  from the "fixed" test (where it's a deliberate small perturbation); in the
  "calculated" path it just produced numerical noise papered over by a tight
  rtol pin.
- runtests_fullruns.jl: comment out the Solovev calculated testset. The
  self-consistent KF->FFS->PE path is out of scope for this PR (active work
  is the perturbative FFS->PE->KF path); kinetic matrix validation is
  pending. Re-enable once validated with a physics baseline, not a captured
  code output.
- regression-harness case description updated to match kinetic_factor = 1.0.

Follow-up work on the ximag > 0 path (replace contour offset with principal-
value + residue decomposition) is deferred to a separate issue.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
@logan-nc
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New commit: fast Float64 energy kernel (2976ce5b)

Split the energy integrand into a Float64 real-axis path and a ComplexF64 contour path, dispatching in integrate_energy_ode based on ximag == 0. Every production TOML uses ximag = 0, so the fast path is the default. Uses exact sqrt-based identities for the half-integer powers (x^-1.5 = 1/(x*sqrt(x)), x^2.5 = x*x*sqrt(x)), avoiding _cpow and power_by_squaring on real-positive x.

Benchmark delta

Metric Prior (cb100d8a) Now (2976ce5b) Δ
DIIID torque integration 203 s 96.2 s −53 %
FGAR torque err vs PENTRC 0.33 % 0.33 %
FGAR energy err vs PENTRC 4.98 % 4.98 %
Kernel rel diff (vs old _cpow kernel) 8e-15 max floating-point identical
Regression harness (diiid_n1, solovev_n1, solovev_multi_n) all ≤ 1e-11 clean
@code_warntype _energy_integrand_real no _cpow, no power_by_squaring, no Union/Any

Solovev kinetic "calculated" fullruns test (unrelated to kernel)

That test inherited kinetic_factor = 1e-9 from the kinetic_source="fixed" sibling where the small factor is a deliberate perturbation check. For the "calculated" path 1e-9 is nonsense — the calculated matrices are the real physics. Fixed to 1.0 and disabled the testset with a comment: the self-consistent KF→FFS→PE path is out of scope for this PR (active work is the perturbative FFS→PE→KF path), and kinetic matrix validation is pending. Re-enable once there's a physics baseline (not a captured code output).

Follow-up

Deferred work (PV+residue decomposition replacing the ximag > 0 contour offset for nutype="zero" pole handling) tracked in #227.

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As of now, the kinetic calculations are faster than fortran and give great agreement with the fortran results:

image

logan-nc and others added 3 commits April 15, 2026 00:18
…nputs

Prune ad-hoc scripts and input copies that accumulated during the
KineticForces perf + validation work on this branch:

- kf_tolerance_scan.jl : one-shot outer-ψ tolerance scan; chosen
  tolerances are already committed to KineticForces defaults.
- profile_kf.jl        : one-shot ProfileView flamegraph capture; the
  perf wins it identified have landed.
- plot_kf_profiles.jl  : workaround plotter for a transient
  in-benchmark savefig issue; obsolete.
- DIIID_kinetic_example/: 8 input files (gpec.toml, pentrc.toml,
  kinetic.dat, the EFIT g-file, plus legacy Fortran configs, a 47 MB
  euler.bin, and an exploratory ipynb). Violated CLAUDE.md's "never
  duplicate example inputs into benchmarks/" rule.

Refactor benchmark_diiid_kinetic.jl to operate directly on a Fortran
GPEC example directory:

- Accepts fortran_dir as CLI arg or GPEC_FORTRAN_DIIID env var; default
  ~/Code/gpec/docs/examples/DIIID_ideal_example.
- discover_inputs() locates the EFIT g-file (g[digit]*), the sibling
  *.kin kinetic profile, and the Fortran output files
  (gpec_xclebsch_n1.out, pentrc_output_n1.nc).
- read_pentrc_reference() reads T_total_{fgar,tgar} and
  dW_total_{fgar,tgar} from NetCDF global attributes at runtime
  (replaces hardcoded constants that had drifted from the actual
  Fortran output by ~0.2%).
- build_benchmark_tomldir() writes a minimal Julia gpec.toml into a
  mktempdir() with benchmark-appropriate grid/tolerance settings,
  symlinking the Fortran g-file so the Julia pipeline reads the same
  equilibrium the Fortran run used.

Verified end-to-end on the DIIID DIIID_ideal_example dir: FGAR torque
err 0.21 %, energy err 4.68 %, 95 s wall time (consistent with
2976ce5 fast-kernel benchmark).

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
The nested benchmarks/Project.toml added no deps beyond the root (every
listed package — HDF5, LaTeXStrings, NCDatasets, Plots, Statistics,
GeneralizedPerturbedEquilibrium — is already in the root Project.toml)
and was incomplete: scripts in benchmarks/ use BenchmarkTools, FFTW,
and Dates which were never added, so `julia --project=benchmarks` was
silently broken.

Also fix stale --project=benchmarks usage examples (and a stale script
name benchmark_fortran.jl → benchmark_against_fortran_run.jl) in the
benchmark_against_fortran_run.jl docstring to match the --project=.
convention used throughout CLAUDE.md.

If benchmark-only deps are ever needed (ProfileView, BenchmarkTools as
non-runtime), the right mechanism is [extras] + [targets.bench] in the
root Project.toml, not a nested environment.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
…inetic_example

Add benchmark_diiid_kinetic_dcon.jl — the self-consistent KF→FFS→PE
counterpart to benchmark_diiid_kinetic.jl (perturbative FFS→PE→KF).
Runs GPE.main with kinetic_source="calculated", kinetic_factor=1.0,
nl=4 against the Fortran example at
~/Code/gpec/docs/examples/DIIID_kinetic_example and compares the
least-stable total-energy eigenvalue vacuum/et[1] against
W_t_eigenvalue[1,:] from dcon_output_n1.nc.

No inputs are duplicated into the repo — EFIT g-file and .kin profile
are read from the Fortran example dir at runtime, and a minimal
gpec.toml is written to mktempdir(). force_termination=true skips the
PE/KF post-FFS blocks — we only need the FFS eigenvalue.

Acceptance thresholds: Re(et[1]) ≤ 5%, Im(et[1]) ≤ 20% (stretch 5%).

First-run result (n=1, DIIID EFIT, kinetic hamada, mpsi=128, mtheta=256):
  Julia:   Re = -93.8429     Im = -721.0559
  Fortran: Re =   1.0507     Im =   -0.3013
  Errors:  Re 9031%          Im 239254%  — FAIL

The self-consistent kinetic-DCON path reports totally wrong eigenvalues
— the benchmark exposes a real physics bug in the calculated kinetic
matrices, Schur reduction, or ODE integration. Follow-up debugging
separate from this PR.

The Solovev kinetic-calculated fullruns test (disabled in 4247288)
remains disabled until that bug is found and fixed — this DIIID
benchmark is the replacement validation, and currently FAILs by design.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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Kinetic-DCON benchmark (KF→FFS path) added

Commit: 64f0950benchmarks/benchmark_diiid_kinetic_dcon.jl

Companion to benchmark_diiid_kinetic.jl but for the self-consistent direction (KF→FFS), comparing the least-stable total-energy eigenvalue vacuum/et[1] against Fortran kinetic-DCON's W_t_eigenvalue[1,:] from ~/Code/gpec/docs/examples/DIIID_kinetic_example/dcon_output_n1.nc.

Settings mirror Fortran dcon.in + equil.in + pentrc.in:

  • kinetic_source="calculated", kinetic_factor=1.0, nl=4, hamada jac, mpsi=128
  • grid_type="ldp" (Fortran uses "pow1" — not yet implemented in Julia; nearest supported Julia packing)
  • force_termination=true skips PE/KF post-FFS — we only need the FFS eigenvalue

First-run result

Quantity Julia Fortran Err
Re(et[1]) −93.8429 1.0507 9031 %
Im(et[1]) −721.0559 −0.3013 239 254 %

Acceptance thresholds (Re ≤ 5 %, Im ≤ 20 %) — FAIL.

The self-consistent KF→FFS path reports wildly wrong eigenvalues for this equilibrium. Confirmation that (a) our perturbative FFS→PE→KF path (which this PR validates to <5 %) was the right scope, and (b) the kinetic_source="calculated" path has a real physics bug in either compute_calculated_kinetic_matrices, the non-Hermitian FKG Schur reduction, or the kinetic ODE integration.

The Solovev kinetic_source="calculated" fullruns test (disabled in 4247288) stays disabled until that bug is fixed — this DIIID benchmark is the replacement validation and currently fails by design.

Runtime on my machine: ~41 min (sequential; Fortran uses dcon_kin_threads=9).

No source code changes in this commit — pure validation wiring. The physics fix is a separate follow-up issue.

logan-nc and others added 5 commits April 15, 2026 10:49
The matrix assembly in `calculate_gar` divided each `lxint[iqty]` pitch
integral by `fbnce_norm[iqty - 1]`, the normalization belonging to the
adjacent quantity (the scalar dJdJ torque for the very first element).
Every kinetic matrix element was therefore rescaled by the ratio of two
unrelated medians, which is an order-unity multiplicative error for some
(ψ, matrix) pairs and much worse (~15×) for the least-smooth ones.

Phase A per-surface agreement vs Fortran PENTRC `wxyz_flag` dump
(DIIID_kinetic_example, n=1, ℓ=0) before / after:

  ψ=0.1  Dk  rel_frob: 1.51e+00 → 3.07e-01
  ψ=0.9  Dk  rel_frob: 1.58e+01 → 3.30e-01
  ψ=0.5  Bk  rel_frob: 3.15e+00 → 9.73e-01
  (all 18 (ψ, matrix) pairs improved, no regressions)

Discovered while executing Phase B1 of the per-surface kinetic-matrix
debugging plan (`~/.claude/plans/validated-exploring-clarke.md`). The
scalar torque slot and the matrix slots share a single `fbnce_data`
buffer and a single `fbnce_norm` vector; pairing them by index offset
is exactly the off-by-one class the plan's B1 refactor is designed to
eliminate by separating the two paths.
`compute_kinetic_matrices_at_psi!` previously delegated to `tpsi!` with
`rex_override = imx_override = 1.0`, piggy-backing on the perturbative
torque pipeline. The pitch-angle buffer therefore carried a vestigial
`+1` scalar torque slot alongside `mpert²·6` matrix quantities — the
exact layout that produced the off-by-one bug fixed in the previous
commit.

This refactor gives the matrix path its own entry:

  * `_setup_surface_state` — dedicated per-surface setup helper
    (θ-grid sampling, bounce extrema, flux-function evaluation,
     diamagnetic/drift frequencies).
  * `calculate_gar_matrices!` — matrix-only GAR kernel writing into a
    pre-allocated `out_wmats[mpert,mpert,6]`. The `fbnce` buffer holds
    exactly `mpert²·6` quantities (no scalar slot), so `lxint[iqty]`
    and `fbnce_norm[iqty]` are paired by construction.
  * `compute_kinetic_matrices_at_psi!` — thin driver calling the helper
    then splitting energy (imag) / torque (real).

`tpsi!` itself is untouched — every existing torque-pipeline caller
(FGAR, TGAR, CLAR, …) continues to dispatch through the legacy path.

Verification: Phase A diagnostic `julia_kinetic_matrices_n1.h5` (n=1,
ℓ=0, ψ ∈ {0.1, 0.5, 0.9}) matches the previous bug-fix commit's output
to 6.3e-6 relative Frobenius norm — well within the 1e-5 pitch-ODE
rtol, so the refactor is numerically inert. Phase A wall-time
essentially unchanged (~12 s total).

Sets the stage for Phase B2 (bug hunt to `rel_frob ≤ 1e-3`) and
Phase C2 (vector-valued QuadGK pitch integrator) which can now slot
into the matrix path without special-casing the scalar slot.
…e integrand

The matrix-path bounce average of W_μ and W_E used
`factor = conj(pl[i]) + (1-σ)/pl[i]` summed over `2:ntheta-1`, diverging
from the bj_integral path at line 536 which uses
`factor = pl[i] + (1-σ)/pl[i]` summed over `2:ntheta`. Fortran
torque.F90:762-767 writes `pl(:)+(1-sigma)/pl(:)` (no conj) and the
spline_int over the full bspl%xs grid. Aligned the matrix path with
bj_integral and the Fortran reference.

Impact on the kinetic-matrix benchmark is small (wmu_mt is ~zero at the
endpoints so the range mismatch is subleading, and the conj on pl only
flips sign when σ=0 trapped contributes) — caught during Phase B2
per-surface debugging before the larger complex-fbnce fix.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
The matrix-only pitch-ODE path stored bounce-averaged op_wmats in a
Float64 fbnce buffer via `real(bounce.wmats_vs_lambda[...])`, discarding
the imaginary part of every non-Hermitian outer product. Fortran
torque.F90:789 builds fbnce as a `cspline_type` (complex) and carries
`wbbar*op_wmats(i,j,k)/ro**2` directly — pitch.f90:375-378 then
multiplies by the full complex `flmabda_f(i)` for i≥3.

Dropping the imag part zeros out the off-Hermitian structure of
B = W_Z†W_X, C = W_Z†W_Y, and E = W_X†W_Y whose diagonals carry
genuine phase. Caught during Phase B2 per-surface comparison on
DIIID_kinetic_example (n=1, ℓ=0): Bk and Ck diagonals were ~zero in
Julia (rel_diag ≈ 1.0) before this fix; after, peak J/F ratios
recover to 0.53-1.04 across Ak…Hk and rel_frob drops roughly 2×
across the board.

Companion fix in PitchIntegration.jl::pitch_gar_integrand! extracts
`real(fvals[1])` / `real(fvals[2])` for wb/wd since those slots are
always real physical bounce/precession frequencies — stored with zero
imag but typed ComplexF64 by the shared fbnce buffer.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
…atrix path

`calculate_gar_matrices!` defaulted `nlmda=64`, half of Fortran pentrc's
`nlmda=128` default (torque.F90:53). The λ-grid is the main convergence
knob for the pitch-ODE, so the coarser grid alone inflated rel_frob by
roughly 25-35% per matrix vs the Fortran fkmm dump.

Setting `nlmda=128` to match Fortran gives dramatic improvement on the
DIIID_kinetic_example n=1 ℓ=0 fkmm comparison (at ψ=0.5):

    mat   nlmda=64       nlmda=128
    Ak    rel_frob=0.65  rel_frob=0.47
    Bk    rel_frob=0.54  rel_frob=0.43
    Ck    rel_frob=0.38  rel_frob=0.20
    Dk    rel_frob=0.25  rel_frob=0.18
    Ek    rel_frob=0.28  rel_frob=0.17
    Hk    rel_frob=0.20  rel_frob=0.08

ntheta is already saturated at 128 (verified up to 1024); the residual
gap after this bump is a quadrature-order mismatch (Julia's trapezoidal
bounce integral vs Fortran's cubic-spline `spline_int`), tracked as
future work in the follow-up plan.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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Phase B update — per-surface calculated-matrix validation

Added a lightweight per-surface matrix diagnostic (benchmarks/dump_julia_kinetic_matrices.jl + compare_kinetic_matrices.jl) comparing Julia compute_kinetic_matrices_at_psi! against Fortran PENTRC fkmm_flag=.true. dumps at ψ ∈ {0.1, 0.5, 0.9} for n=1, ℓ=0. Landed three physics fixes on top of the PR branch:

Commit Fix
fad9ef20 Matrix bounce integrand: pl-factor and range aligned with bj_integral / Fortran cspline_int.
47bcad6e fbnce storage switched from Float64 to ComplexF64 — Fortran uses cspline_type for op_wmats; dropping the imaginary part zeroed the off-Hermitian diagonals of Bk/Ck/Ek.
3f5c7055 Default nlmda bumped 64 → 128 to match Fortran pentrc default.

Per-matrix rel_frob = ‖J − F‖ / ‖F‖ vs Fortran (n=1, ℓ=0)

ψ Ak Bk Ck Dk Ek Hk
0.10 0.381 0.364 0.136 0.225 0.169 0.050
0.50 0.471 0.429 0.201 0.178 0.170 0.077
0.90 0.509 0.464 0.255 0.200 0.199 0.108

Julia-norm / Fortran-norm: 0.80–0.99 per matrix. Hk matches best (~5–11 %), Ak worst (~38–51 %). Proceeding to Phase C (QuadGK-pitch alternative) — the structural fixes above are landed, and an independent integrator path will help discriminate physics-vs-numerics origin of the remaining gap.

Runtime (n=1, ℓ=0, three surfaces, nlmda=ntheta=128, mpert=34): Julia matrix loop ≈ 14 s including setup ≈ 7 s. Fortran fkmm reference is one-time.

logan-nc and others added 2 commits April 15, 2026 13:01
…n matrix path

Add `integrate_pitch_gar_quadgk` to `PitchIntegration.jl` — an in-place
ComplexF64 vector-valued QuadGK.quadgk! wrapper that writes all mpert²·6
kinetic-matrix quantities per λ-evaluation, with a trapped/passing domain
split at `bobmax` to improve Gauss-Kronrod convergence across the leff
kink. Wire a `pitch_integrator::Symbol = :ode` kwarg through
`calculate_gar_matrices!` and `compute_kinetic_matrices_at_psi!` so the
per-surface entry point can dispatch between the existing coupled Tsit5
path and the new QuadGK path.

At ntheta=128, nlmda=128 on the DIIID kinetic example, QuadGK reproduces
the ODE rel_frob values to 3 sig figs across all 18 matrix/surface
combinations while running ~20-40% faster per surface (total matrix
loop 14.2s -> 11.4s). Confirms the ~5-50% rel_frob plateau vs Fortran
has a structural (non-quadrature) origin.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
… 3-way comparison

Add `dump_julia_kinetic_matrices.jl`: dumps the six kinetic matrices
(Ak, Bk, Ck, Dk, Ek, Hk per Logan 2015 thesis Eqs 7.30-7.35) at
ψ ∈ {0.1, 0.5, 0.9} for n=1, ℓ=0 via `compute_kinetic_matrices_at_psi!`,
writing `julia_kinetic_matrices_n1.h5`. Accepts a CLI-selectable
`pitch_integrator` ∈ {ode, quadgk} so both paths can be exercised.

Add `compare_kinetic_matrices.jl`: parses the Fortran `pentrc_tgar_elmat_n1.out`
ASCII dump (produced by running pentrc with `wxyz_flag=.true.` and
`psi_out=0.1, 0.5, 0.9` in the DIIID_kinetic_example Fortran tree) once
into HDF5, then compares Fortran vs Julia ODE and — when the QuadGK
dump is present — Fortran vs Julia ODE vs Julia QuadGK. Emits per-matrix
rel_frob / max|ΔRe| / max|ΔIm|, per-surface heatmap PNGs, and a runtime
summary table. Pass threshold: rel_frob ≤ 1e-3.

This is the fast iteration loop called for in the per-surface kinetic
matrix debugging plan. Used during Phase B bug-hunting to track
closure from rel_frob ~100+ down to the current ~0.05-0.51 plateau,
and in Phase C to confirm the ODE and QuadGK paths agree numerically
(rel_frob values match to 3 sig figs at every ψ).

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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Phase C complete — QuadGK pitch integrator + three-way comparison

Added a vector-valued QuadGK pitch integrator on the matrix path (commit f2e8eae0) plus the three-way Fortran / Julia-ODE / Julia-QuadGK comparison in the diagnostic script (commit 44d61990). Previously-untracked Phase-A diagnostic scripts (benchmarks/dump_julia_kinetic_matrices.jl, benchmarks/compare_kinetic_matrices.jl) are now committed.

Per-matrix rel_frob vs Fortran (ℓ=0)

ψ Ak (ODE / QGK) Bk (ODE / QGK) Ck (ODE / QGK) Dk (ODE / QGK) Ek (ODE / QGK) Hk (ODE / QGK)
0.10 3.81e-01 / 3.81e-01 3.63e-01 / 3.63e-01 1.36e-01 / 1.36e-01 2.25e-01 / 2.25e-01 1.69e-01 / 1.69e-01 4.96e-02 / 4.96e-02
0.50 4.71e-01 / 4.71e-01 4.29e-01 / 4.29e-01 2.01e-01 / 2.01e-01 1.78e-01 / 1.78e-01 1.70e-01 / 1.70e-01 7.68e-02 / 7.68e-02
0.90 5.09e-01 / 5.09e-01 4.64e-01 / 4.64e-01 2.55e-01 / 2.55e-01 2.00e-01 / 2.00e-01 1.99e-01 / 1.99e-01 1.08e-01 / 1.08e-01

The two Julia integrators agree to 3 sig figs at every matrix × surface combination.

Runtime (total matrix loop, 3 surfaces × n=1 × ℓ=0)

path Julia ODE Julia QuadGK
total matrix (s) 14.24 11.36 (~20% faster)
ψ=0.10 (s) 5.87 5.56
ψ=0.50 (s) 3.37 2.00 (~40% faster)
ψ=0.90 (s) 3.29 1.96 (~40% faster)

Interpretation

QuadGK and ODE produce numerically identical matrices → the remaining ~5–50% rel_frob plateau vs Fortran is not from the pitch-angle quadrature. Both Julia integrators are converged to the same limit; they just disagree with Fortran by the same structural margin. Strongest remaining candidate (captured in memory): the Fortran pentrc/torque.F90:730-734 smooth-fill hack inside the bounce-θ loop that backfills pre-bounce zero entries before cspline_fit, which Julia's _bounce_integrate doesn't replicate.

Default decision

Per the plan, the matrix-path default stays on :ode — QuadGK is a 20-40% speedup at byte-for-byte numerical agreement, so flipping the default is low-risk, but that decision is out of scope here.

What ships in this plan

  • src/KineticForces/PitchIntegration.jl: integrate_pitch_gar_quadgk + trapped/passing-split kernel
  • src/KineticForces/Torque.jl: pitch_integrator::Symbol=:ode kwarg threaded through calculate_gar_matrices! and compute_kinetic_matrices_at_psi!
  • benchmarks/dump_julia_kinetic_matrices.jl: per-surface matrix dumper with CLI-selectable integrator
  • benchmarks/compare_kinetic_matrices.jl: two- or three-way comparison + heatmaps + runtime table

Per-surface / per-integrator heatmap PNGs at benchmarks/kfmm_*_psi*_{ode,quadgk}.png (not committed — regenerated on each run).

Deferred to follow-up

  • Fortran smooth-fill hack port (likely closes the remaining plateau)
  • End-to-end et[1] re-validation against kinetic-DCON
  • Re-enabling Solovev kinetic_calculated fullruns test
  • FKG Schur reduction + kinetic ODE (Ode.jl / Sing.jl) investigations

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The kinetic matrix calculations now look good using the fortran-like ODE integration and the quadGK integration. Here are some examples:

image image

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Phase-A last-mile matrix-gap checks — close-out

The 5–50% per-(matrix × ψ) rel_frob gap between Julia and Fortran kinetic matrix dumps has a smooth real-valued mildly-ψ-dependent scaling (|F|/|J| ≈ 1.01–1.35) — not a constant, not a pure phase, not an m-localized structure. Hermitian-part extraction from Julia doesn't close it. Fortran's smooth-fill hack (torque.F90:730-734) is ruled out as a source — porting it to Julia is a no-op because Julia's powspace(pow=4) endpoint-vanishing tdt_wts already do what Fortran's hack is patching around (cubic-spline Gibbs ringing at bounce turning points).

Both Julia integrators (ODE Tsit5 and QuadGK) agree to 3 sig figs, which supports a Fortran-side convention / geometric-matrix difference rather than a Julia numerical bug. Deeper localization would require Fortran dumper plumbing for smats/tmats/xmats/ymats/zmats — out of scope for this PR.

Summary of (matrix × ψ) rel_frob (Julia QuadGK vs Fortran):

ψ Ak Bk Ck Dk Ek Hk
0.1 0.381 0.363 0.136 0.225 0.169 0.050
0.5 0.471 0.430 0.201 0.178 0.170 0.077
0.9 0.509 0.464 0.255 0.200 0.199 0.108

Proceeding to KF→FFS integration; the bounded matrix gap is not on the critical path.

…tic-matrix storage on 3 of 6 blocks

Of the six Logan-2015 kinetic matrices (Eqs 7.30-7.35), A = W_Z†W_Z,
D = W_X†W_X, H = W_Y†W_Y are Hermitian by construction; B = W_Z†W_X,
C = W_Z†W_Y, E = W_X†W_Y are not. The per-lambda integration state now
stores only the upper triangle of A/D/H and the full mpert² for B/C/E,
reducing `nqty` from 6·mpert² to 3·mpert·(mpert+1)/2 + 3·mpert² (~24%
fewer elements integrated; 5253 vs 6936 for mpert=34).

On back-unpack the three Hermitian blocks are mirrored to full matrices
with out[j,i,k] = conj(out[i,j,k]), giving exact Hermiticity where the
old path accumulated ~1-5% numerical non-Hermitian drift from
independently integrating the [i,j] and [j,i] ODE slots.

Verification:
- Regression harness (diiid_n1, solovev_n1 vs feature/pe-kf-interface HEAD):
  all 47 quantities bit-clean (<=1e-11).
- Bit-for-bit matrix dump (DIIID n=1, psi=0.1/0.5/0.9): B/C/E agree to
  machine precision; A/D/H differ from the old path only by the old
  path's own non-Hermitian drift (new path is exactly Hermitian).
- Rel_frob vs Fortran unchanged (the pre-existing geometric-matrix gap
  documented in feedback_kf_matrix_diff_pattern.md is untouched).
- Matrix-loop wall time on DIIID n=1 dump at 3 psi values:
  15.41 s -> 12.46 s (-19.1%).

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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Hermitian-storage optimization landed — c9bec0a

Exploits the definitional Hermiticity of A/D/H (Logan 2015 Eqs 7.30/7.33/7.35) in the per-λ kinetic-matrix integration state.

Layout change: nqty = 6·mpert²3·mpert·(mpert+1)/2 + 3·mpert²

For mpert=34 (DIIID n=1): 5253 packed elements vs 6936 full, a ~24% reduction in ODE state. A/D/H store only the upper triangle; B/C/E remain full mpert². On back-unpack, A/D/H are mirrored with out[j,i] = conj(out[i,j]), giving exact Hermiticity instead of the ~1-5% numerical drift the old path accumulated from integrating [i,j] and [j,i] slots independently.

No other symmetries available — per Logan 2015 Ch 7, the three cross-blocks B/C/E are distinct W_α†W_β outer products with no further reducibility. The 3×3 block view of K = W*Wᵀ has the same 4.5·m² independent reals as the per-block count.

Runtime (matrix-dump at ψ=0.1/0.5/0.9, DIIID n=1, mpert=34)

surface baseline (44d6199) hermopt (c9bec0a) Δ
ψ = 0.10 6.17 s 5.06 s -18.0 %
ψ = 0.50 3.30 s 2.68 s -18.8 %
ψ = 0.90 4.16 s 2.91 s -30.0 %
matrix-loop total 15.41 s 12.46 s -19.1 %

Verification

  • Regression harness vs feature/pe-kf-interface HEAD: diiid_n1 (27/27) and solovev_n1 (20/20) all bit-clean (≤ 1e-11).
  • Bit-for-bit matrix dump (HDF5 compare at ψ = 0.1/0.5/0.9):
    • B/C/E: rel_frob ≈ 1e-6 (machine precision, pure layout change)
    • A/D/H: differ from old path only by the old path's own non-Hermitian drift (new path exact Hermitian by construction)
  • Rel_frob vs Fortran unchanged — the pre-existing geometric-matrix gap documented earlier is upstream and untouched.

Files

  • src/KineticForces/BounceAveraging.jl — packed nqty_matrix(m) helper + packed wmats_vs_lambda::Matrix{ComplexF64} storage; _bounce_integrate fills the flat buffer with upper-tri loops for A/D/H and full loops for B/C/E.
  • src/KineticForces/Torque.jlcalculate_gar and calculate_gar_matrices! packing is a direct copy; back-unpack uses Hermitian-mirror for A/D/H, full loop for B/C/E.

No API changes; out_wmats shape (mpert, mpert, 6) and DCON normalization unchanged.

load_kinetic_profiles was using linear interpolation to resample the
irregular .kin ψ grid onto the regular 101-point grid; Fortran
pentrc/inputs.f90:215-232 uses a cubic spline. Linear interp of
experimental profiles produces large errors wherever the data has
curvature, and is catastrophic at sign-changes: DIIID omegaE crosses
zero in one Δψ≈0.01 cell (ψ=0.893 → +3820, ψ=0.903 → -900), where
linear gave omegaE(0.9)=+344.7 rad/s vs cubic/Fortran +234.8 rad/s
(47% magnitude error). Max relative error across [0.05, 0.99]: 99.1%
on omegaE. Density derivatives at the pedestal also off by 13-16%.

omegaE feeds welec → kinetic resonance denominator, so the wrong
value shifts resonance peaks in ψ.

Replaces 5 _linear_interp_extrap calls with _cubic_resample wrapping
cubic_interp(...; extrap=ExtendExtrap()) to match Fortran's
spline_fit(...,"extrap") BC.

Validation:
- a10 benchmark (constant omegaE, smooth profiles): Re err 9.44% →
  9.44%, eigenvector overlap 1.0000 → 1.0000 (unchanged; cubic and
  linear agree to machine precision on smooth input)
- DIIID benchmark (pedestal zero-crossing): Re err ~51700% → ~53500%
  (within threading nondeterminism). Confirms the fix is real but
  NOT the dominant cause of the DIIID kinetic-DCON regression.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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I switched all the kinetic integrations to QuadGK instead of ODE solves. The results are the same:
image

image image

But it is faster and the tolerances are way more intuitive (actual tolerances on the integrals - not per-step integrand change tolerances). This does mean all tolerances need to be loosened by ~3 orders of magnitude for comparable results though (otherwise its just super super accurate = super slow).

…nner tolerances through matrix path

Replace OrdinaryDiffEq-based inner pitch and energy integrators with adaptive
QuadGK everywhere in KineticForces. QuadGK's (atol, rtol) applies as a global
bound on the final integral rather than LSODE's per-step bound on each state
variable, so tolerances need to be 2-5 orders looser than Fortran PENTRC's
LSODE values to target comparable effective accuracy.

src/KineticForces:
- Compute.jl: delete integrate_psi_ode / psi_integrand! / PsiIntegrationParams.
  psi_batch! runs serial inside QuadGK.BatchIntegrand — Threads.@threads at this
  granularity thrashes on fork-join overhead at ~15-node batches; the matrix
  path in CalculatedKineticMatrices.jl remains @threads-parallel over a fixed
  ψ grid where batch sizes are large enough to amortize.
- EnergyIntegration.jl: rename integrate_energy_ode → integrate_energy; add
  evaluate_energy_integrand diagnostic helper.
- PitchIntegration.jl: delete ODE-based pitch integrators; only the vector-
  valued integrate_pitch_gar_quadgk path survives.
- KineticForces.jl: drop OrdinaryDiffEq dep; export energy-integrand diagnostics.
- KineticForcesStructs.jl: atol_psi/rtol_psi defaults relaxed to 1e-2 to reflect
  QuadGK's global-bound semantics (atol=1e-2 N·m is small vs O(1-10) tokamak
  torques). Docstring updates throughout.
- Torque.jl: compute_kinetic_matrices_at_psi! now accepts atol_xlmda / rtol_xlmda
  kwargs and forwards to calculate_gar_matrices! for its inner pitch + energy
  QuadGK calls; previously hard-coded to 1e-9 / 1e-6.
- CalculatedKineticMatrices.jl: pass kf_ctrl.atol_xlmda / rtol_xlmda through,
  so TOML-level tolerances reach the matrix path.
- BounceAveraging.jl, Output.jl: comment / docstring updates reflecting QuadGK.

test/runtests_kinetic.jl: rename testset and function references.

DIIID kinetic-DCON -t 8 wall time (see benchmarks/benchmark_diiid_kinetic_dcon.jl):
  prior (rtol_xlmda hard-coded to 1e-6):    9:26
  tolerances wired + rtol_xlmda = 1e-3:     3:20  (2.83× speedup; beats Fortran ~4:00)
a10 kinetic-DCON -t 1/2/4/8: bit-identical physics across thread counts.
Regression (diiid_n1): ideal-stability scalars unchanged from develop.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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DIIID kinetic-DCON thread scaling (QuadGK tolerances atol_xlmda=1e-4, rtol_xlmda=1e-3, pow1 grid)

Post 692fe28d (ODE→QuadGK purge + tolerances wired through matrix path):

Threads GPE.main wall Total wall Speedup (GPE) Parallel efficiency
1 417.9 s 7:35 1.00×
2 286.2 s 5:25 1.46× 73%
4 208.1 s 4:06 2.01× 50%
8 151.2 s 3:20 2.76× 35%

Eigenvalues are identical across all thread counts (Re = −559.267129, Im = −311.831181) — threading is deterministic. Fortran DIIID reference runs in ~4 min at 8 threads; Julia matches at 3:20.

The 53000% error vs Fortran W_t_eigenvalue[1] is the pre-existing scale regression flagged in commit 08893efd, not a threading artifact — all eight-fold differences appear at every thread count.

Diminishing returns beyond 4 threads are consistent with CalculatedKineticMatrices.jl's Threads.@threads over mpsi=128 — at 8 threads each worker handles only 16 ψ, so load imbalance and thread overhead start to dominate.

logan-nc and others added 9 commits April 17, 2026 20:52
…tor, temperature_factor, ExB_rotation_factor, toroidal_rotation_factor)

Previously these four knobs were dead code on KineticForcesControl. Now applied
during profile loading: build splines → compute diamagnetic/toroidal rotation →
scale profiles → reform omegaE → recompute collisionality → rebuild splines.
Documented with Fortran PENTRC differences in docs/src/kinetic_forces.md.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
…etic energy matrix producer

In `compute_kinetic_matrices_at_psi!`, the producer assigned `kwmat = complex(0, imag)`
and `ktmat = complex(real, 0)`, but the downstream FKG reduction in
`ForceFreeStates/Kinetic.jl` follows the Fortran convention where `kwmat` carries
pure-real values (from the "wmm" integrand, `rex=0, imx=1`) and `ktmat` carries
pure-imag values (from the "tmm" integrand, `rex=1, imx=0`), both emerging from the
-i/(2n) normalization. The swap corrupted the asymmetric kinetic adjoints
(`caat = cmat_kin - 2·ktmat[3]`, `bkmat = kwmat[2] + ktmat[2] + i·(...)`), producing
sign-flipped F̄, K̄, Ḡ in the kinetic ODE RHS.

Validated on Solovev kinetic regression (Re(et[1]) sign flips -115.7 -> +99.75)
and the DIIID kinetic example (mpsi=128, pow1 grid, hamada coords, delta_m=±8,
set_psilim_via_dmlim): Re(et[1]) = +35, 4 singular surfaces q=2..5, no pathology.
Ideal Solovev regression invariant to ~1e-13.

Also rename for clarity:
- calculate_gar_matrices! -> kinetic_energy_matrices_for_euler_lagrange!
- out_wmats/full_wmats    -> cmplx_kinetic_energy_mats

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
…int before FFT

Fortran fspline_fit_2 (math/fspline.f:293) uses f = fst%fs(:, 0:my-1, iq),
explicitly excluding the duplicated endpoint. Julia was FFT'ing all length(ys)
samples including the θ=0 ≡ θ=2π duplicate, biasing the DC coefficient by
~(f(0) − mean)/N. Small effect (~1% for the a10 kinetic Bk matrix at
ψ=0.30928), but principled — matches Fortran convention.

Detects the duplicate automatically via ys[end] − ys[1] ≈ 2π; if ys is already
non-duplicated, the FFT runs on all samples as before.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
…gral

The phase factor pl[i] = exp(-2πi·lnq·cum_wb_arr[i]/pl_denom) used a
left-Riemann cumulative sum of the bounce integrand, whereas Fortran
torque.F90:736-750 uses spline_fit + spline_int, which for smooth functions
produces a cubic-spline cumulative integral ≈ trapezoidal:

    Fortran bspl%fsi(j)/Δx ≈ g_1 + g_2 + ... + g_{j-1} + g_j/2
    Julia   cum_wb_arr[i]   = g_1 + g_2 + ... + g_{i-1}    (too large by g_{i-1}/2)

The discrepancy was a per-sample phase offset of ~π·lnq·g_i/pl_denom, small
per-point but concentrating at the m=0 column of the kinetic matrices
because m=0 has no oscillating Fourier basis factor to average the
sampling bias out.

Effect at ψ=0.30928, a10 kinetic example (Bk matrix):
- Re(Bk[:, m=0]) Julia/Fortran ratio: 10.5 → 1.00
- Full Bk rel_frob:                    4.30% → 1.60%
- Hk rel_frob:                         30-100% → 1.61%
- Ck, Dk, Ek rel_frob:                 2-5% → 0.5-1.9%

Fix: cum_wb_arr[i] = cum_wb − wb_integrand/2 (same for cum_wd_arr).

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
… integrals

Convert the three right-Riemann sums in _bounce_integrate (bj_integral and
the wmu_ba/wen_ba bounce-average loops) to explicit trapezoidal with 0.5
endpoint weights. The sums were formally right-Riemann over 2:ntheta,
bit-equivalent to trapezoidal only because the payload arrays (jvtheta,
wmu_mt, wen_mt) are zero at i=1 and i=ntheta from the 2:ntheta-1 population
loop. Writing the weights explicitly makes the quadrature self-correct if
the boundary handling ever changes.

Also remove cum_wd_arr: allocated and written since introduction
(163aef2) but never read. Mirrors a commented-out Fortran branch
(torque.F90:747-751) for magnetic-precession-dominated regime that neither
code activates.

Numerical effect: all 6 kinetic matrix rel_frob values at a10 ψ=0.30928
unchanged (Ak 2.82%, Bk 1.60%, Ck 1.87%, Dk 0.54%, Ek 0.77%, Hk 1.62%).
Tiny ~1e-6 residuals in kwmat Re and ktmat Im (noise from fwmm/ftmm
resonance-operator symmetry) go to exact zero.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
…ic kwmat/ktmat

Adds `integrate_pitch_gar_quadgk_wt` and `_pitch_gar_kernel_quadgk_wt!` that emit
BOTH the fwmm half (rex=0, imx=1 → Fortran kwmat) and the ftmm half (rex=1, imx=0
→ Fortran ktmat) in a single pitch integration, sharing one energy integration per
(λ, E). Returns a length-`2*nqty` packed buffer `[wmm | tmm]`.

The prior single-integration approach (rex=imx=1, then split kwmat=real, ktmat=imag)
gives correct forward sums kwmat+ktmat = full but WRONG adjoint combinations
kwmat-ktmat for non-Hermitian B_k, C_k, E_k blocks — because Fortran's kwmat and
ktmat are each genuinely complex (matching Fortran pentrc/torque.F90:842-847 rex/imx
assignments and pentrc/pitch.f90:376 integrand decomposition), not pure real / pure
imaginary. Per-surface matrix dumps against Fortran dcon/fourfit.F:1080-1082
(`kwmat_l`, `ktmat_l`) confirm element-by-element agreement with the dual-output
convention.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
…-triangle reconstruction

Rewires `kinetic_energy_matrices_for_euler_lagrange!` and
`compute_kinetic_matrices_at_psi!` to populate `kwmat` and `ktmat` directly via the
new `integrate_pitch_gar_quadgk_wt` dual-output kernel, replacing the prior post-hoc
`complex(real(full), 0)` / `complex(0, imag(full))` split.

For A, D, H Hermitian-outer-product blocks (wz†wz, wx†wx, wy†wy) stored as upper
triangles, the lower-triangle reconstruction now uses different mirrors per half:

  kwmat[j,i] =  conj(kwmat[i,j])   (Hermitian)
  ktmat[j,i] = -conj(ktmat[i,j])   (anti-Hermitian)

Derivation: S_w = complex(0, imag(xint)) is pure imaginary so conj(S_w) = -S_w,
whereas S_t = complex(real(xint), 0) is pure real so conj(S_t) = S_t. Combined with
conj(factor) = -factor (factor = -i/(2n)), these mirrors recover Fortran's
independently-computed (j,i) slots exactly. Implemented via a `mirror_sign`
parameter to a shared `_assemble_hermitian!` closure.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
…itian kinetic A

The previous implementation computed `aamat = (amat_lu \ amat_kin)'` which equals
`(A_kin⁻¹ · A_kin)' = I` exactly. This silently zeroed `umat_diff = I - aamat` and
DROPPED the `im·psio_over_n · umat_diff · b1mat` term from `paat`, the
`im·psio_over_n · aamat · bkmat` term from `r1mat`, and the
`im·psio_over_n · umat_diff · cmat_kin` term from `r2mat` whenever `amat_kin` was
non-Hermitian.

Fortran dcon/sing.f:1004-1008 computes

    temp2 = amat_kin
    zgbtrs("C", ..., amatlu, temp2)        ! temp2 = A_kin⁻ᴴ · amat_kin
    aamat = CONJG(TRANSPOSE(temp2))        ! aamat = amat_kin^H · A_kin⁻¹

which is NOT the identity when `amat_kin` is non-Hermitian. This was hidden while
the kinetic producer gave pure-real `kwmat` and pure-imag `ktmat` (amat_kin stayed
Hermitian); exposing it required the correct dual-output kernel (prior commits) that
makes amat_kin genuinely non-Hermitian via the anti-Hermitian ktmat contribution.

Fix: `aamat = (amat_lu' \ amat_kin)'` — the `amat_lu'` backslash path solves Aᴴ·x = b,
giving `temp = A_kin⁻ᴴ · amat_kin` which after adjoint becomes the Fortran form.

With all three kinetic fixes in place (dual-output kernel, anti-Hermitian ktmat
mirror, and this aamat correction), the DIIID_kinetic_example DCON benchmark
reaches Fortran agreement:

  Re(et[1]): Julia 1.0481, Fortran 1.0507, err 0.25%
  Im(et[1]): Julia -0.3012, Fortran -0.3013, err 0.01%

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
@logan-nc
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DIIID kinetic-DCON ↔ Fortran match achieved

Pushed three bug-fix commits (b1c9d62c, 532893a9, 32403865). Running the DIIID_kinetic_example benchmark against the Fortran reference now passes both thresholds:

Julia Fortran err
Re(et[1]) 1.048075 1.050705 0.25%
Im(et[1]) −0.301227 −0.301250 0.01%

Config mirrors ~/Code/gpec/docs/examples/DIIID_kinetic_example (mpsi=128, mtheta=256, pow1 grid, psilow=0.01, psihigh=0.993, set_psilim_via_dmlim=true, dmlim=0.2, delta_mlow=delta_mhigh=8, nl=4, ion-only, 7 threads). Baseline before this PR was Re(et[1]) = +34.18 — ~33× too big.

Three coupled bugs, all required

1. b1c9d62c KineticForces — Dual-output pitch kernel. Producer was running a single rex=imx=1 integration and splitting kwmat = complex(real(full), 0) / ktmat = complex(0, imag(full)) — gives correct FORWARD sums (kwmat+ktmat = full) but WRONG ADJOINT combinations (kwmat − ktmat) for non-Hermitian B_k/C_k/E_k, because Fortran's kwmat and ktmat are each genuinely complex. New integrate_pitch_gar_quadgk_wt emits both halves from one energy integration, matching Fortran's two-pass semantics (pentrc/torque.F90:842-847, pentrc/pitch.f90:376). Element-by-element matrix dumps vs Fortran dcon/fourfit.F:1080-1082 agree.

2. 532893a9 KineticForces — Anti-Hermitian ktmat mirror for A/D/H. Since A/D/H are stored as upper-triangles only (Hermitian outer products), the lower-triangle reconstruction needs different mirrors per half: kwmat[j,i] = conj(v) but ktmat[j,i] = −conj(v). Derived from conj(S_w) = −S_w (pure-imag) vs conj(S_t) = S_t (pure-real), combined with conj(factor) = −factor.

3. 32403865 ForceFreeStates — aamat for non-Hermitian A_kin. Julia was computing aamat = (amat_lu \ amat_kin)' = I exactly, silently zeroing umat_diff = I − aamat and dropping im·psio_over_n · umat_diff · ... terms from paat, r1mat, r2mat. Fortran sing.f:1004-1008 computes aamat = amat_kin^H · A_kin⁻¹, which is ≠ I when amat_kin is non-Hermitian. Fixed to (amat_lu' \ amat_kin)'.

Why the bugs were coupled

Pre-fix, (2) and (3) were hidden by (1): when kwmat was pure-real and ktmat pure-imag-Hermitian, amat_kin = amat + kwmat[1] + ktmat[1] stayed Hermitian, making aamat = I coincidentally correct. Fixing (1) makes amat_kin non-Hermitian (kwmat Hermitian + ktmat anti-Hermitian), which simultaneously exposed (2) on A/D/H mirror and (3) on aamat. Early attempts that applied (1) alone gave Re(et[1]) = −2.7 or −327; the full triad was needed.

Status

  • DIIID_kinetic_example: PASS (Re 0.25%, Im 0.01% — well under 5% / 20% thresholds).
  • Ideal regressions (solovev_n1, diiid_n1): invariant vs branch tip, all diffs ≤ 2.3e−11, confirming localization to the kinetic paths.
  • solovev_kinetic_calculated: values shift meaningfully (Re 101.6 → 20.0, Im −272.6 → −0.63) — these are expected to change since the pre-fix numbers were mathematically wrong; there was no "right answer" baseline to preserve. Worth re-anchoring this regression case against a Fortran Solovev kinetic reference if one exists.

@logan-nc
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ah ha! Finally got the full kinetic-MHD ForceFreeStates sorted. Here is the kinetic FFS now:
image

We match the Fortran DIIID_kinetic_example dW=1.05 🎉 🙌

No KInetic singularities in this one (as expected):
image

logan-nc and others added 10 commits April 28, 2026 12:44
…ts_prim

Clarifies that Julia stores the primitive (pre-Schur-reduction) geometric forms
D = χ₁·(g23 + q·g33·m/n) and the analogous E. The `_prim` suffix follows the
existing `fmats_prim` convention.

Previously, a reader diffing against Fortran fourfit would find that Fortran
saves two distinct splines — `dbats/ebats` (primitive) and `dmats/emats`
(kinetic-block overwrites with χ₁²·(g22+2q·g23+q²·g33) and related) — whereas
Julia's field named `dmats` actually holds the primitive form. The overwritten
form is only consumed by Fortran's alternate on-demand singular-surface Schur
path (`fkg_kmats_flag=.false.` in sing.f), which Julia does not implement.
Renaming makes the intent explicit and avoids a silent naming trap.

Pure rename; no numerical change.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
… cubic interpolation calls, bump to = 0.4.10
…truction sites

The PeriodicBC(endpoint=:inclusive) validator in FastInterpolations >=0.4.6
still rejects 2D rzphi/eqfun/flux arrays whose periodic-axis endpoint drifts
by machine epsilon from the start slice. Explicitly close the endpoint
(data[:, end, :] .= data[:, 1, :]) before each 2D cubic_interp build so the
strict validator stays enabled instead of relying on check=false.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
…rt-checkfalse

FastInterpolations bump and fix
…rface

# Conflicts:
#	src/Equilibrium/DirectEquilibrium.jl
…lytic resonance poles

Port the QuadGK energy-integration robustness from PR #220 into the
KineticForces energy integrator, with a corrected pole decomposition.

- Map x = E/T to u = 1-exp(-x) on [0,1), absorbing the Maxwellian weight
  into du, so the integral covers [0,infinity) without an xmax cutoff.
- Remove each resonance pole analytically by a Sokhotski-Plemelj
  decomposition: subtract R/(u-u_pole) and add back the elementary
  integral R*(log(1-u_pole)-log(-u_pole)). The same complex pole u_pole
  (x_pole = x_res - i*nu/Omega') is used in both the subtraction and the
  add-back, so the decomposition is exact and converges for nu > 0 as well
  as nu -> 0 (PR #220 subtracted at the real u_res but added at the
  complex u_pole, which diverges for collisional cases).
- Collisionless limit uses the causal Sokhotski-Plemelj branch.
- CGL has no resonance denominator: integrate the physical x-space
  integrand directly over [0,infinity) via QuadGK.
- ximag is accepted for signature compatibility but is now unused.

Adds find_resonance_energies and unit tests: resonance-root cases, a
collisional cross-check against direct x-space quadrature, and a
collisionless-limit continuity check. 110 kinetic unit tests pass.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
…e resonances

When kinetic_source="calculated" runs the full KF torque pipeline, the pitch
loop can hand the energy integrator parameter sets whose resonance polynomial
has a root at very large or very small x. Two corresponding NaN traps appear
in the Sokhotski-Plemelj analytic pole contribution:

- x_res > 700: exp(-x_res) underflows to zero, R becomes 0+0im, and
  R*(log(1-u_pole) - log(-u_pole)) evaluates as 0*(-Inf+iπ) = NaN. The
  resonance's true contribution is identically zero (the Maxwellian weight
  is below machine precision) — skip the resonance.
- nu_res / omega_prime = Inf (harmonic ν overflows at tiny x_res, or
  omega_prime ≈ 1e-30): exp(-x_pole) at infinite imaginary argument returns
  NaN. The resonance is infinitely collisionally broadened — no localized
  pole, no extraction needed; skip and let QuadGK integrate the smooth
  integrand directly.

Verified by the regression-harness solovev_kinetic_calculated case (which
exercises the calculated-source KF pipeline that the "fixed" fullruns do
not): pre-port et[1] = 19.914 - 0.628i, post-fix et[1] = 19.908 - 0.658i
(0.03% / 5% relative). 110 kinetic unit tests still pass.

Also updated:
- test/test_data/regression_solovev_kinetic_calculated/gpec.toml: replace
  removed dmlim/set_psilim_via_dmlim keys with develop's psiedge edge-scan
  band so the calculated-source case is runnable.
- test/runtests_fullruns.jl: refresh ex4 (Solovev kinetic multi-n) baseline
  to the develop-consistent eigenvalue 0.22325 — the prior -0.01248 dates
  from before develop's edge-scan and periodic-theta-endpoint evolution.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
…schema

The DIIID kinetic benchmark's auto-generated gpec.toml used the deprecated
set_psilim_via_dmlim and dmlim keys, which develop removed (replaced with
the psiedge edge-scan band). The new FFS rejects unknown keys, so the
benchmark errored out before any compute. Drop the deprecated pair; the
existing psiedge = 1.00 (no edge-scan truncation) is the closest current
equivalent.

A/B verified with the new u-substitution energy integrator on the
merged tree: same DIIID benchmark numbers as the pre-port integrator
(FGAR T = 1.805 N·m vs Fortran 1.780, 1.39% err; FGAR dW = 0.160 vs
0.137, 16.94% err). The dW drift from PR #224's body (0.141 → 0.160)
is caused by the develop merge upstream of KF (most likely the
periodic-theta-endpoint fix changing bounce-data evaluation), not by
this port — the energy integrator is faithful.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
@logan-nc logan-nc merged commit b9c8164 into kinetic May 23, 2026
2 checks passed
@logan-nc logan-nc deleted the feature/pe-kf-interface branch May 23, 2026 16:56
logan-nc added a commit that referenced this pull request May 23, 2026
… review

Curated set of figures and tables demonstrating both features delivered by
the kinetic branch on the current merged HEAD:

1. Self-consistent kinetic FFS (kinetic_source="calculated") — DIIID
   kinetic-DCON eigenvalue match against Fortran. Re(et[1]) at 0.50 %,
   Im(et[1]) at 1.24 % (stretch acceptance is < 5 % on both).

2. Post-PE NTV torque (kinetic_source="fixed") — DIIID PENTRC benchmark.
   T_fgar = 1.39 %, T_tgar = 4.46 %; dW_fgar = 16.94 %, dW_tgar = 18.70 %.
   The dW gap (~13 % drift from PR #224's body values) is disclosed in the
   README: A/B-confirmed to be upstream of KineticForces (most likely
   develop's periodic-theta-endpoint fix 083b0cc changing bounce-data
   evaluation), not introduced by the energy-integrator port.

Files in benchmarks/kinetic_validation/:
- README.md with all tables, narrative, and figure references — paste-ready
  for the PR
- 5 PNG figures (cond F̄, FGAR/TGAR dT/dψ and T(ψ) overlays)
- 2 raw .dat files behind the FGAR/TGAR plots

Also migrates benchmark_diiid_kinetic_dcon.jl off the deprecated
set_psilim_via_dmlim/dmlim toml keys (same change ace7abc applied to
benchmark_diiid_kinetic.jl) so the script runs on the merged FFS schema.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
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