Actual source code: bncg.c

  1: #include <petsctaolinesearch.h>
  2: #include <../src/tao/bound/impls/bncg/bncg.h>
  3: #include <petscksp.h>

  5: const char *const TaoBNCGTypes[] = {"gd", "pcgd", "hs", "fr", "prp", "prp_plus", "dy", "hz", "dk", "kd", "ssml_bfgs", "ssml_dfp", "ssml_brdn", "TAOBNCGType", "TAO_BNCG_", NULL};

  7: #define CG_AS_NONE      0
  8: #define CG_AS_BERTSEKAS 1
  9: #define CG_AS_SIZE      2

 11: static const char *CG_AS_TYPE[64] = {"none", "bertsekas"};

 13: PetscErrorCode TaoBNCGEstimateActiveSet(Tao tao, PetscInt asType)
 14: {
 15:   TAO_BNCG *cg = (TAO_BNCG *)tao->data;

 17:   PetscFunctionBegin;
 18:   PetscCall(ISDestroy(&cg->inactive_old));
 19:   if (cg->inactive_idx) {
 20:     PetscCall(ISDuplicate(cg->inactive_idx, &cg->inactive_old));
 21:     PetscCall(ISCopy(cg->inactive_idx, cg->inactive_old));
 22:   }
 23:   switch (asType) {
 24:   case CG_AS_NONE:
 25:     PetscCall(ISDestroy(&cg->inactive_idx));
 26:     PetscCall(VecWhichInactive(tao->XL, tao->solution, cg->unprojected_gradient, tao->XU, PETSC_TRUE, &cg->inactive_idx));
 27:     PetscCall(ISDestroy(&cg->active_idx));
 28:     PetscCall(ISComplementVec(cg->inactive_idx, tao->solution, &cg->active_idx));
 29:     break;
 30:   case CG_AS_BERTSEKAS:
 31:     /* Use gradient descent to estimate the active set */
 32:     PetscCall(VecCopy(cg->unprojected_gradient, cg->W));
 33:     PetscCall(VecScale(cg->W, -1.0));
 34:     PetscCall(TaoEstimateActiveBounds(tao->solution, tao->XL, tao->XU, cg->unprojected_gradient, cg->W, cg->work, cg->as_step, &cg->as_tol, &cg->active_lower, &cg->active_upper, &cg->active_fixed, &cg->active_idx, &cg->inactive_idx));
 35:     break;
 36:   default:
 37:     break;
 38:   }
 39:   PetscFunctionReturn(PETSC_SUCCESS);
 40: }

 42: PetscErrorCode TaoBNCGBoundStep(Tao tao, PetscInt asType, Vec step)
 43: {
 44:   TAO_BNCG *cg = (TAO_BNCG *)tao->data;

 46:   PetscFunctionBegin;
 47:   switch (asType) {
 48:   case CG_AS_NONE:
 49:     if (cg->active_idx) PetscCall(VecISSet(step, cg->active_idx, 0.0));
 50:     break;
 51:   case CG_AS_BERTSEKAS:
 52:     PetscCall(TaoBoundStep(tao->solution, tao->XL, tao->XU, cg->active_lower, cg->active_upper, cg->active_fixed, 1.0, step));
 53:     break;
 54:   default:
 55:     break;
 56:   }
 57:   PetscFunctionReturn(PETSC_SUCCESS);
 58: }

 60: static PetscErrorCode TaoSolve_BNCG(Tao tao)
 61: {
 62:   TAO_BNCG *cg   = (TAO_BNCG *)tao->data;
 63:   PetscReal step = 1.0, gnorm, gnorm2, resnorm;
 64:   PetscInt  nDiff;

 66:   PetscFunctionBegin;
 67:   /*   Project the current point onto the feasible set */
 68:   PetscCall(TaoComputeVariableBounds(tao));
 69:   PetscCall(TaoLineSearchSetVariableBounds(tao->linesearch, tao->XL, tao->XU));

 71:   /* Project the initial point onto the feasible region */
 72:   PetscCall(TaoBoundSolution(tao->solution, tao->XL, tao->XU, 0.0, &nDiff, tao->solution));

 74:   if (nDiff > 0 || !tao->recycle) PetscCall(TaoComputeObjectiveAndGradient(tao, tao->solution, &cg->f, cg->unprojected_gradient));
 75:   PetscCall(VecNorm(cg->unprojected_gradient, NORM_2, &gnorm));
 76:   PetscCheck(!PetscIsInfOrNanReal(cg->f) && !PetscIsInfOrNanReal(gnorm), PetscObjectComm((PetscObject)tao), PETSC_ERR_USER, "User provided compute function generated infinity or NaN");

 78:   /* Estimate the active set and compute the projected gradient */
 79:   PetscCall(TaoBNCGEstimateActiveSet(tao, cg->as_type));

 81:   /* Project the gradient and calculate the norm */
 82:   PetscCall(VecCopy(cg->unprojected_gradient, tao->gradient));
 83:   if (cg->active_idx) PetscCall(VecISSet(tao->gradient, cg->active_idx, 0.0));
 84:   PetscCall(VecNorm(tao->gradient, NORM_2, &gnorm));
 85:   gnorm2 = gnorm * gnorm;

 87:   /* Initialize counters */
 88:   tao->niter   = 0;
 89:   cg->ls_fails = cg->descent_error = 0;
 90:   cg->resets                       = -1;
 91:   cg->skipped_updates = cg->pure_gd_steps = 0;
 92:   cg->iter_quad                           = 0;

 94:   /* Convergence test at the starting point. */
 95:   tao->reason = TAO_CONTINUE_ITERATING;

 97:   PetscCall(VecFischer(tao->solution, cg->unprojected_gradient, tao->XL, tao->XU, cg->W));
 98:   PetscCall(VecNorm(cg->W, NORM_2, &resnorm));
 99:   PetscCheck(!PetscIsInfOrNanReal(resnorm), PetscObjectComm((PetscObject)tao), PETSC_ERR_USER, "User provided compute function generated infinity or NaN");
100:   PetscCall(TaoLogConvergenceHistory(tao, cg->f, resnorm, 0.0, tao->ksp_its));
101:   PetscCall(TaoMonitor(tao, tao->niter, cg->f, resnorm, 0.0, step));
102:   PetscUseTypeMethod(tao, convergencetest, tao->cnvP);
103:   if (tao->reason != TAO_CONTINUE_ITERATING) PetscFunctionReturn(PETSC_SUCCESS);
104:   /* Calculate initial direction. */
105:   if (!tao->recycle) {
106:     /* We are not recycling a solution/history from a past TaoSolve */
107:     PetscCall(TaoBNCGResetUpdate(tao, gnorm2));
108:   }
109:   /* Initial gradient descent step. Scaling by 1.0 also does a decent job for some problems. */
110:   while (1) {
111:     /* Call general purpose update function */
112:     if (tao->ops->update) {
113:       PetscUseTypeMethod(tao, update, tao->niter, tao->user_update);
114:       PetscCall(TaoComputeObjective(tao, tao->solution, &cg->f));
115:     }
116:     PetscCall(TaoBNCGConductIteration(tao, gnorm));
117:     if (tao->reason != TAO_CONTINUE_ITERATING) PetscFunctionReturn(PETSC_SUCCESS);
118:   }
119: }

121: static PetscErrorCode TaoSetUp_BNCG(Tao tao)
122: {
123:   TAO_BNCG *cg = (TAO_BNCG *)tao->data;

125:   PetscFunctionBegin;
126:   if (!tao->gradient) PetscCall(VecDuplicate(tao->solution, &tao->gradient));
127:   if (!tao->stepdirection) PetscCall(VecDuplicate(tao->solution, &tao->stepdirection));
128:   if (!cg->W) PetscCall(VecDuplicate(tao->solution, &cg->W));
129:   if (!cg->work) PetscCall(VecDuplicate(tao->solution, &cg->work));
130:   if (!cg->sk) PetscCall(VecDuplicate(tao->solution, &cg->sk));
131:   if (!cg->yk) PetscCall(VecDuplicate(tao->gradient, &cg->yk));
132:   if (!cg->X_old) PetscCall(VecDuplicate(tao->solution, &cg->X_old));
133:   if (!cg->G_old) PetscCall(VecDuplicate(tao->gradient, &cg->G_old));
134:   if (cg->diag_scaling) {
135:     PetscCall(VecDuplicate(tao->solution, &cg->d_work));
136:     PetscCall(VecDuplicate(tao->solution, &cg->y_work));
137:     PetscCall(VecDuplicate(tao->solution, &cg->g_work));
138:   }
139:   if (!cg->unprojected_gradient) PetscCall(VecDuplicate(tao->gradient, &cg->unprojected_gradient));
140:   if (!cg->unprojected_gradient_old) PetscCall(VecDuplicate(tao->gradient, &cg->unprojected_gradient_old));
141:   PetscCall(MatLMVMAllocate(cg->B, cg->sk, cg->yk));
142:   if (cg->pc) PetscCall(MatLMVMSetJ0(cg->B, cg->pc));
143:   PetscFunctionReturn(PETSC_SUCCESS);
144: }

146: static PetscErrorCode TaoDestroy_BNCG(Tao tao)
147: {
148:   TAO_BNCG *cg = (TAO_BNCG *)tao->data;

150:   PetscFunctionBegin;
151:   if (tao->setupcalled) {
152:     PetscCall(VecDestroy(&cg->W));
153:     PetscCall(VecDestroy(&cg->work));
154:     PetscCall(VecDestroy(&cg->X_old));
155:     PetscCall(VecDestroy(&cg->G_old));
156:     PetscCall(VecDestroy(&cg->unprojected_gradient));
157:     PetscCall(VecDestroy(&cg->unprojected_gradient_old));
158:     PetscCall(VecDestroy(&cg->g_work));
159:     PetscCall(VecDestroy(&cg->d_work));
160:     PetscCall(VecDestroy(&cg->y_work));
161:     PetscCall(VecDestroy(&cg->sk));
162:     PetscCall(VecDestroy(&cg->yk));
163:   }
164:   PetscCall(ISDestroy(&cg->active_lower));
165:   PetscCall(ISDestroy(&cg->active_upper));
166:   PetscCall(ISDestroy(&cg->active_fixed));
167:   PetscCall(ISDestroy(&cg->active_idx));
168:   PetscCall(ISDestroy(&cg->inactive_idx));
169:   PetscCall(ISDestroy(&cg->inactive_old));
170:   PetscCall(ISDestroy(&cg->new_inactives));
171:   PetscCall(MatDestroy(&cg->B));
172:   if (cg->pc) PetscCall(MatDestroy(&cg->pc));
173:   PetscCall(PetscFree(tao->data));
174:   PetscFunctionReturn(PETSC_SUCCESS);
175: }

177: static PetscErrorCode TaoSetFromOptions_BNCG(Tao tao, PetscOptionItems PetscOptionsObject)
178: {
179:   TAO_BNCG *cg = (TAO_BNCG *)tao->data;

181:   PetscFunctionBegin;
182:   PetscOptionsHeadBegin(PetscOptionsObject, "Nonlinear Conjugate Gradient method for unconstrained optimization");
183:   PetscCall(PetscOptionsEnum("-tao_bncg_type", "CG update formula", "TaoBNCGTypes", TaoBNCGTypes, (PetscEnum)cg->cg_type, (PetscEnum *)&cg->cg_type, NULL));
184:   if (cg->cg_type != TAO_BNCG_SSML_BFGS) cg->alpha = -1.0; /* Setting defaults for non-BFGS methods. User can change it below. */
185:   if (TAO_BNCG_GD == cg->cg_type) {
186:     cg->cg_type = TAO_BNCG_PCGD;
187:     /* Set scaling equal to none or, at best, scalar scaling. */
188:     cg->unscaled_restart = PETSC_TRUE;
189:     cg->diag_scaling     = PETSC_FALSE;
190:   }
191:   PetscCall(PetscOptionsReal("-tao_bncg_hz_eta", "(developer) cutoff tolerance for HZ", "", cg->hz_eta, &cg->hz_eta, NULL));
192:   PetscCall(PetscOptionsReal("-tao_bncg_eps", "(developer) cutoff value for restarts", "", cg->epsilon, &cg->epsilon, NULL));
193:   PetscCall(PetscOptionsReal("-tao_bncg_dk_eta", "(developer) cutoff tolerance for DK", "", cg->dk_eta, &cg->dk_eta, NULL));
194:   PetscCall(PetscOptionsReal("-tao_bncg_xi", "(developer) Parameter in the KD method", "", cg->xi, &cg->xi, NULL));
195:   PetscCall(PetscOptionsReal("-tao_bncg_theta", "(developer) update parameter for the Broyden method", "", cg->theta, &cg->theta, NULL));
196:   PetscCall(PetscOptionsReal("-tao_bncg_hz_theta", "(developer) parameter for the HZ (2006) method", "", cg->hz_theta, &cg->hz_theta, NULL));
197:   PetscCall(PetscOptionsReal("-tao_bncg_alpha", "(developer) parameter for the scalar scaling", "", cg->alpha, &cg->alpha, NULL));
198:   PetscCall(PetscOptionsReal("-tao_bncg_bfgs_scale", "(developer) update parameter for bfgs/brdn CG methods", "", cg->bfgs_scale, &cg->bfgs_scale, NULL));
199:   PetscCall(PetscOptionsReal("-tao_bncg_dfp_scale", "(developer) update parameter for bfgs/brdn CG methods", "", cg->dfp_scale, &cg->dfp_scale, NULL));
200:   PetscCall(PetscOptionsBool("-tao_bncg_diag_scaling", "Enable diagonal Broyden-like preconditioning", "", cg->diag_scaling, &cg->diag_scaling, NULL));
201:   PetscCall(PetscOptionsBool("-tao_bncg_dynamic_restart", "(developer) use dynamic restarts as in HZ, DK, KD", "", cg->use_dynamic_restart, &cg->use_dynamic_restart, NULL));
202:   PetscCall(PetscOptionsBool("-tao_bncg_unscaled_restart", "(developer) use unscaled gradient restarts", "", cg->unscaled_restart, &cg->unscaled_restart, NULL));
203:   PetscCall(PetscOptionsReal("-tao_bncg_zeta", "(developer) Free parameter for the Kou-Dai method", "", cg->zeta, &cg->zeta, NULL));
204:   PetscCall(PetscOptionsInt("-tao_bncg_min_quad", "(developer) Number of iterations with approximate quadratic behavior needed for restart", "", cg->min_quad, &cg->min_quad, NULL));
205:   PetscCall(PetscOptionsInt("-tao_bncg_min_restart_num", "(developer) Number of iterations between restarts (times dimension)", "", cg->min_restart_num, &cg->min_restart_num, NULL));
206:   PetscCall(PetscOptionsBool("-tao_bncg_spaced_restart", "(developer) Enable regular steepest descent restarting every fixed number of iterations", "", cg->spaced_restart, &cg->spaced_restart, NULL));
207:   PetscCall(PetscOptionsBool("-tao_bncg_no_scaling", "Disable all scaling except in restarts", "", cg->no_scaling, &cg->no_scaling, NULL));
208:   if (cg->no_scaling) {
209:     cg->diag_scaling = PETSC_FALSE;
210:     cg->alpha        = -1.0;
211:   }
212:   if (cg->alpha == -1.0 && cg->cg_type == TAO_BNCG_KD && !cg->diag_scaling) { /* Some more default options that appear to be good. */
213:     cg->neg_xi = PETSC_TRUE;
214:   }
215:   PetscCall(PetscOptionsBool("-tao_bncg_neg_xi", "(developer) Use negative xi when it might be a smaller descent direction than necessary", "", cg->neg_xi, &cg->neg_xi, NULL));
216:   PetscCall(PetscOptionsEList("-tao_bncg_as_type", "active set estimation method", "", CG_AS_TYPE, CG_AS_SIZE, CG_AS_TYPE[cg->as_type], &cg->as_type, NULL));
217:   PetscCall(PetscOptionsReal("-tao_bncg_as_tol", "(developer) initial tolerance used when estimating actively bounded variables", "", cg->as_tol, &cg->as_tol, NULL));
218:   PetscCall(PetscOptionsReal("-tao_bncg_as_step", "(developer) step length used when estimating actively bounded variables", "", cg->as_step, &cg->as_step, NULL));
219:   PetscCall(PetscOptionsReal("-tao_bncg_delta_min", "(developer) minimum scaling factor used for scaled gradient restarts", "", cg->delta_min, &cg->delta_min, NULL));
220:   PetscCall(PetscOptionsReal("-tao_bncg_delta_max", "(developer) maximum scaling factor used for scaled gradient restarts", "", cg->delta_max, &cg->delta_max, NULL));

222:   PetscOptionsHeadEnd();
223:   PetscCall(MatSetOptionsPrefix(cg->B, ((PetscObject)tao)->prefix));
224:   PetscCall(MatAppendOptionsPrefix(cg->B, "tao_bncg_"));
225:   PetscCall(MatSetFromOptions(cg->B));
226:   PetscFunctionReturn(PETSC_SUCCESS);
227: }

229: static PetscErrorCode TaoView_BNCG(Tao tao, PetscViewer viewer)
230: {
231:   PetscBool isascii;
232:   TAO_BNCG *cg = (TAO_BNCG *)tao->data;

234:   PetscFunctionBegin;
235:   PetscCall(PetscObjectTypeCompare((PetscObject)viewer, PETSCVIEWERASCII, &isascii));
236:   if (isascii) {
237:     PetscCall(PetscViewerASCIIPushTab(viewer));
238:     PetscCall(PetscViewerASCIIPrintf(viewer, "CG Type: %s\n", TaoBNCGTypes[cg->cg_type]));
239:     PetscCall(PetscViewerASCIIPrintf(viewer, "Skipped Stepdirection Updates: %" PetscInt_FMT "\n", cg->skipped_updates));
240:     PetscCall(PetscViewerASCIIPrintf(viewer, "Scaled gradient steps: %" PetscInt_FMT "\n", cg->resets));
241:     PetscCall(PetscViewerASCIIPrintf(viewer, "Pure gradient steps: %" PetscInt_FMT "\n", cg->pure_gd_steps));
242:     PetscCall(PetscViewerASCIIPrintf(viewer, "Not a descent direction: %" PetscInt_FMT "\n", cg->descent_error));
243:     PetscCall(PetscViewerASCIIPrintf(viewer, "Line search fails: %" PetscInt_FMT "\n", cg->ls_fails));
244:     if (cg->diag_scaling) {
245:       PetscCall(PetscObjectTypeCompare((PetscObject)viewer, PETSCVIEWERASCII, &isascii));
246:       if (isascii) {
247:         PetscCall(PetscViewerPushFormat(viewer, PETSC_VIEWER_ASCII_INFO));
248:         PetscCall(MatView(cg->B, viewer));
249:         PetscCall(PetscViewerPopFormat(viewer));
250:       }
251:     }
252:     PetscCall(PetscViewerASCIIPopTab(viewer));
253:   }
254:   PetscFunctionReturn(PETSC_SUCCESS);
255: }

257: PetscErrorCode TaoBNCGComputeScalarScaling(PetscReal yty, PetscReal yts, PetscReal sts, PetscReal *scale, PetscReal alpha)
258: {
259:   PetscReal a, b, c, sig1, sig2;

261:   PetscFunctionBegin;
262:   *scale = 0.0;
263:   if (1.0 == alpha) *scale = yts / yty;
264:   else if (0.0 == alpha) *scale = sts / yts;
265:   else if (-1.0 == alpha) *scale = 1.0;
266:   else {
267:     a = yty;
268:     b = yts;
269:     c = sts;
270:     a *= alpha;
271:     b *= -(2.0 * alpha - 1.0);
272:     c *= alpha - 1.0;
273:     sig1 = (-b + PetscSqrtReal(b * b - 4.0 * a * c)) / (2.0 * a);
274:     sig2 = (-b - PetscSqrtReal(b * b - 4.0 * a * c)) / (2.0 * a);
275:     /* accept the positive root as the scalar */
276:     if (sig1 > 0.0) *scale = sig1;
277:     else if (sig2 > 0.0) *scale = sig2;
278:     else SETERRQ(PETSC_COMM_SELF, PETSC_ERR_CONV_FAILED, "Cannot find positive scalar");
279:   }
280:   PetscFunctionReturn(PETSC_SUCCESS);
281: }

283: /*MC
284:   TAOBNCG - Bound-constrained Nonlinear Conjugate Gradient method.

286:   Options Database Keys:
287: + -tao_bncg_recycle                     - enable recycling the latest calculated gradient vector in subsequent `TaoSolve()` calls (currently disabled)
288: . -tao_bncg_eta r                       - restart tolerance
289: . -tao_bncg_type taocg_type             - cg formula
290: . -tao_bncg_as_type (none|bertsekas)    - active set estimation method
291: . -tao_bncg_as_tol r                    - tolerance used in Bertsekas active-set estimation
292: . -tao_bncg_as_step r                   - trial step length used in Bertsekas active-set estimation
293: . -tao_bncg_eps r                       - cutoff used for determining whether or not we restart based on steplength each iteration,
294:                                           as well as determining whether or not we continue using the last stepdirection. Defaults to machine precision.
295: . -tao_bncg_theta r                     - convex combination parameter for the Broyden method
296: . -tao_bncg_hz_eta r                    - cutoff tolerance for the beta term in the `hz`, `dk` methods
297: . -tao_bncg_dk_eta r                    - cutoff tolerance for the beta term in the `hz`, `dk` methods
298: . -tao_bncg_xi r                        - Multiplicative constant of the gamma term in the `kd` method
299: . -tao_bncg_hz_theta r                  - Multiplicative constant of the theta term for the `hz` method
300: . -tao_bncg_bfgs_scale r                - Scaling parameter of the BFGS contribution to the scalar Broyden method
301: . -tao_bncg_dfp_scale r                 - Scaling parameter of the dfp contribution to the scalar Broyden method
302: . -tao_bncg_diag_scaling b              - Whether or not to use diagonal initialization/preconditioning for the CG methods. Default True.
303: . -tao_bncg_dynamic_restart b           - use dynamic restart strategy in the `hz`, `dk`, `kd` methods
304: . -tao_bncg_unscaled_restart b          - whether or not to scale the gradient when doing gradient descent restarts
305: . -tao_bncg_zeta r                      - Scaling parameter in the `kd` method
306: . -tao_bncg_delta_min r                 - Minimum bound for rescaling during restarted gradient descent steps
307: . -tao_bncg_delta_max r                 - Maximum bound for rescaling during restarted gradient descent steps
308: . -tao_bncg_min_quad i                  - Number of quadratic-like steps in a row necessary to do a dynamic restart
309: . -tao_bncg_min_restart_num i           - This number, x, makes sure there is a gradient descent step every $x*n$ iterations, where `n` is the dimension of the problem
310: . -tao_bncg_spaced_restart (true|false) - whether or not to do gradient descent steps every x*n iterations
311: . -tao_bncg_no_scaling b                - If true, eliminates all scaling, including defaults.
312: - -tao_bncg_neg_xi b                    - Whether or not to use negative xi in the `kd` method under certain conditions

314:   Note:
315:    CG formulas are:
316: + `gd`        - Gradient Descent
317: . `fr`        - Fletcher-Reeves
318: . `pr`        - Polak-Ribiere-Polyak
319: . `prp`       - Polak-Ribiere-Plus
320: . `hs`        - Hestenes-Steifel
321: . `dy`        - Dai-Yuan
322: . `ssml_bfgs` - Self-Scaling Memoryless BFGS
323: . `ssml_dfp`  - Self-Scaling Memoryless DFP
324: . `ssml_brdn` - Self-Scaling Memoryless Broyden
325: . `hz`        - Hager-Zhang (CG_DESCENT 5.3)
326: . `dk`        - Dai-Kou (2013)
327: - `kd`        - Kou-Dai (2015)

329:   Level: beginner

331:   The various algorithmic factors can only be supplied via the options database

333: .seealso: `Tao`, `TAONTR`, `TAONTL`, `TAONM`, `TAOCG`, `TaoType`, `TaoCreate()`
334: M*/

336: PETSC_EXTERN PetscErrorCode TaoCreate_BNCG(Tao tao)
337: {
338:   TAO_BNCG   *cg;
339:   const char *morethuente_type = TAOLINESEARCHMT;

341:   PetscFunctionBegin;
342:   tao->ops->setup          = TaoSetUp_BNCG;
343:   tao->ops->solve          = TaoSolve_BNCG;
344:   tao->ops->view           = TaoView_BNCG;
345:   tao->ops->setfromoptions = TaoSetFromOptions_BNCG;
346:   tao->ops->destroy        = TaoDestroy_BNCG;

348:   /* Override default settings (unless already changed) */
349:   PetscCall(TaoParametersInitialize(tao));
350:   PetscObjectParameterSetDefault(tao, max_it, 2000);
351:   PetscObjectParameterSetDefault(tao, max_funcs, 4000);

353:   /*  Note: nondefault values should be used for nonlinear conjugate gradient  */
354:   /*  method.  In particular, gtol should be less than 0.5; the value used in  */
355:   /*  Nocedal and Wright is 0.10.  We use the default values for the  */
356:   /*  linesearch because it seems to work better. */
357:   PetscCall(TaoLineSearchCreate(((PetscObject)tao)->comm, &tao->linesearch));
358:   PetscCall(PetscObjectIncrementTabLevel((PetscObject)tao->linesearch, (PetscObject)tao, 1));
359:   PetscCall(TaoLineSearchSetType(tao->linesearch, morethuente_type));
360:   PetscCall(TaoLineSearchUseTaoRoutines(tao->linesearch, tao));

362:   PetscCall(PetscNew(&cg));
363:   tao->data = (void *)cg;
364:   PetscCall(KSPInitializePackage());
365:   PetscCall(MatCreate(PetscObjectComm((PetscObject)tao), &cg->B));
366:   PetscCall(PetscObjectIncrementTabLevel((PetscObject)cg->B, (PetscObject)tao, 1));
367:   PetscCall(MatSetType(cg->B, MATLMVMDIAGBROYDEN));

369:   cg->pc = NULL;

371:   cg->dk_eta           = 0.5;
372:   cg->hz_eta           = 0.4;
373:   cg->dynamic_restart  = PETSC_FALSE;
374:   cg->unscaled_restart = PETSC_FALSE;
375:   cg->no_scaling       = PETSC_FALSE;
376:   cg->delta_min        = 1e-7;
377:   cg->delta_max        = 100;
378:   cg->theta            = 1.0;
379:   cg->hz_theta         = 1.0;
380:   cg->dfp_scale        = 1.0;
381:   cg->bfgs_scale       = 1.0;
382:   cg->zeta             = 0.1;
383:   cg->min_quad         = 6;
384:   cg->min_restart_num  = 6; /* As in CG_DESCENT and KD2015*/
385:   cg->xi               = 1.0;
386:   cg->neg_xi           = PETSC_TRUE;
387:   cg->spaced_restart   = PETSC_FALSE;
388:   cg->tol_quad         = 1e-8;
389:   cg->as_step          = 0.001;
390:   cg->as_tol           = 0.001;
391:   cg->eps_23           = PetscPowReal(PETSC_MACHINE_EPSILON, 2.0 / 3.0); /* Just a little tighter*/
392:   cg->as_type          = CG_AS_BERTSEKAS;
393:   cg->cg_type          = TAO_BNCG_SSML_BFGS;
394:   cg->alpha            = 1.0;
395:   cg->diag_scaling     = PETSC_TRUE;
396:   PetscFunctionReturn(PETSC_SUCCESS);
397: }

399: PetscErrorCode TaoBNCGResetUpdate(Tao tao, PetscReal gnormsq)
400: {
401:   TAO_BNCG *cg = (TAO_BNCG *)tao->data;
402:   PetscReal scaling;

404:   PetscFunctionBegin;
405:   ++cg->resets;
406:   scaling = 2.0 * PetscMax(1.0, PetscAbsScalar(cg->f)) / PetscMax(gnormsq, cg->eps_23);
407:   scaling = PetscMin(cg->delta_max, PetscMax(cg->delta_min, scaling));
408:   if (cg->unscaled_restart) {
409:     scaling = 1.0;
410:     ++cg->pure_gd_steps;
411:   }
412:   PetscCall(VecAXPBY(tao->stepdirection, -scaling, 0.0, tao->gradient));
413:   /* Also want to reset our diagonal scaling with each restart */
414:   if (cg->diag_scaling) PetscCall(MatLMVMReset(cg->B, PETSC_FALSE));
415:   PetscFunctionReturn(PETSC_SUCCESS);
416: }

418: PetscErrorCode TaoBNCGCheckDynamicRestart(Tao tao, PetscReal stepsize, PetscReal gd, PetscReal gd_old, PetscBool *dynrestart, PetscReal fold)
419: {
420:   TAO_BNCG *cg = (TAO_BNCG *)tao->data;
421:   PetscReal quadinterp;

423:   PetscFunctionBegin;
424:   if (cg->f < cg->min_quad / 10) {
425:     *dynrestart = PETSC_FALSE;
426:     PetscFunctionReturn(PETSC_SUCCESS);
427:   } /* just skip this since this strategy doesn't work well for functions near zero */
428:   quadinterp = 2.0 * (cg->f - fold) / (stepsize * (gd + gd_old));
429:   if (PetscAbs(quadinterp - 1.0) < cg->tol_quad) ++cg->iter_quad;
430:   else {
431:     cg->iter_quad = 0;
432:     *dynrestart   = PETSC_FALSE;
433:   }
434:   if (cg->iter_quad >= cg->min_quad) {
435:     cg->iter_quad = 0;
436:     *dynrestart   = PETSC_TRUE;
437:   }
438:   PetscFunctionReturn(PETSC_SUCCESS);
439: }

441: PETSC_INTERN PetscErrorCode TaoBNCGStepDirectionUpdate(Tao tao, PetscReal gnorm2, PetscReal step, PetscReal fold, PetscReal gnorm2_old, PetscReal dnorm, PetscBool pcgd_fallback)
442: {
443:   TAO_BNCG *cg    = (TAO_BNCG *)tao->data;
444:   PetscReal gamma = 1.0, tau_k, beta;
445:   PetscReal tmp = 1.0, ynorm, ynorm2 = 1.0, snorm = 1.0, dk_yk = 1.0, gd;
446:   PetscReal gkp1_yk, gd_old, tau_bfgs, tau_dfp, gkp1D_yk, gtDg;
447:   PetscInt  dim;
448:   PetscBool cg_restart = PETSC_FALSE;

450:   PetscFunctionBegin;
451:   /* Local curvature check to see if we need to restart */
452:   if (tao->niter >= 1 || tao->recycle) {
453:     PetscCall(VecWAXPY(cg->yk, -1.0, cg->G_old, tao->gradient));
454:     PetscCall(VecNorm(cg->yk, NORM_2, &ynorm));
455:     ynorm2 = ynorm * ynorm;
456:     PetscCall(VecDot(cg->yk, tao->stepdirection, &dk_yk));
457:     if (step * dnorm < PETSC_MACHINE_EPSILON || step * dk_yk < PETSC_MACHINE_EPSILON) {
458:       cg_restart = PETSC_TRUE;
459:       ++cg->skipped_updates;
460:     }
461:     if (cg->spaced_restart) {
462:       PetscCall(VecGetSize(tao->gradient, &dim));
463:       if (tao->niter % (dim * cg->min_restart_num)) cg_restart = PETSC_TRUE;
464:     }
465:   }
466:   /* If the user wants regular restarts, do it every 6n iterations, where n=dimension */
467:   if (cg->spaced_restart) {
468:     PetscCall(VecGetSize(tao->gradient, &dim));
469:     if (0 == tao->niter % (6 * dim)) cg_restart = PETSC_TRUE;
470:   }
471:   /* Compute the diagonal scaling vector if applicable */
472:   if (cg->diag_scaling) PetscCall(MatLMVMUpdate(cg->B, tao->solution, tao->gradient));

474:   /* A note on diagonal scaling (to be added to paper):
475:    For the FR, PR, PRP, and DY methods, the diagonally scaled versions
476:    must be derived as a preconditioned CG method rather than as
477:    a Hessian initialization like in the Broyden methods. */

479:   /* In that case, one writes the objective function as
480:    f(x) \equiv f(Ay). Gradient evaluations yield g(x_k) = A g(Ay_k) = A g(x_k).
481:    Furthermore, the direction d_k \equiv (x_k - x_{k-1})/step according to
482:    HZ (2006) becomes A^{-1} d_k, such that d_k^T g_k remains the
483:    same under preconditioning. Note that A is diagonal, such that A^T = A. */

485:   /* This yields questions like what the dot product d_k^T y_k
486:    should look like. HZ mistakenly treats that as the same under
487:    preconditioning, but that is not necessarily true. */

489:   /* Observe y_k \equiv g_k - g_{k-1}, and under the P.C. transformation,
490:    we get d_k^T y_k = (d_k^T A_k^{-T} A_k g_k - d_k^T A_k^{-T} A_{k-1} g_{k-1}),
491:    yielding d_k^T y_k = d_k^T g_k - d_k^T (A_k^{-T} A_{k-1} g_{k-1}), which is
492:    NOT the same if our matrix used to construct the preconditioner is updated between iterations.
493:    This same issue is found when considering dot products of the form g_{k+1}^T y_k. */

495:   /* Compute CG step direction */
496:   if (cg_restart) {
497:     PetscCall(TaoBNCGResetUpdate(tao, gnorm2));
498:   } else if (pcgd_fallback) {
499:     /* Just like preconditioned CG */
500:     PetscCall(MatSolve(cg->B, tao->gradient, cg->g_work));
501:     PetscCall(VecAXPBY(tao->stepdirection, -1.0, 0.0, cg->g_work));
502:   } else if (ynorm2 > PETSC_MACHINE_EPSILON) {
503:     switch (cg->cg_type) {
504:     case TAO_BNCG_PCGD:
505:       if (!cg->diag_scaling) {
506:         if (!cg->no_scaling) {
507:           cg->sts = step * step * dnorm * dnorm;
508:           PetscCall(TaoBNCGComputeScalarScaling(ynorm2, step * dk_yk, cg->sts, &tau_k, cg->alpha));
509:         } else {
510:           tau_k = 1.0;
511:           ++cg->pure_gd_steps;
512:         }
513:         PetscCall(VecAXPBY(tao->stepdirection, -tau_k, 0.0, tao->gradient));
514:       } else {
515:         PetscCall(MatSolve(cg->B, tao->gradient, cg->g_work));
516:         PetscCall(VecAXPBY(tao->stepdirection, -1.0, 0.0, cg->g_work));
517:       }
518:       break;

520:     case TAO_BNCG_HS:
521:       /* Classic Hestenes-Stiefel method, modified with scalar and diagonal preconditioning. */
522:       if (!cg->diag_scaling) {
523:         cg->sts = step * step * dnorm * dnorm;
524:         PetscCall(VecDot(cg->yk, tao->gradient, &gkp1_yk));
525:         PetscCall(TaoBNCGComputeScalarScaling(ynorm2, step * dk_yk, cg->sts, &tau_k, cg->alpha));
526:         beta = tau_k * gkp1_yk / dk_yk;
527:         PetscCall(VecAXPBY(tao->stepdirection, -tau_k, beta, tao->gradient));
528:       } else {
529:         PetscCall(MatSolve(cg->B, tao->gradient, cg->g_work));
530:         PetscCall(VecDot(cg->yk, cg->g_work, &gkp1_yk));
531:         beta = gkp1_yk / dk_yk;
532:         PetscCall(VecAXPBY(tao->stepdirection, -1.0, beta, cg->g_work));
533:       }
534:       break;

536:     case TAO_BNCG_FR:
537:       PetscCall(VecDot(cg->G_old, cg->G_old, &gnorm2_old));
538:       PetscCall(VecWAXPY(cg->yk, -1.0, cg->G_old, tao->gradient));
539:       PetscCall(VecNorm(cg->yk, NORM_2, &ynorm));
540:       ynorm2 = ynorm * ynorm;
541:       PetscCall(VecDot(cg->yk, tao->stepdirection, &dk_yk));
542:       if (!cg->diag_scaling) {
543:         PetscCall(TaoBNCGComputeScalarScaling(ynorm2, step * dk_yk, step * step * dnorm * dnorm, &tau_k, cg->alpha));
544:         beta = tau_k * gnorm2 / gnorm2_old;
545:         PetscCall(VecAXPBY(tao->stepdirection, -tau_k, beta, tao->gradient));
546:       } else {
547:         PetscCall(VecDot(cg->G_old, cg->g_work, &gnorm2_old)); /* Before it's updated */
548:         PetscCall(MatSolve(cg->B, tao->gradient, cg->g_work));
549:         PetscCall(VecDot(tao->gradient, cg->g_work, &tmp));
550:         beta = tmp / gnorm2_old;
551:         PetscCall(VecAXPBY(tao->stepdirection, -1.0, beta, cg->g_work));
552:       }
553:       break;

555:     case TAO_BNCG_PRP:
556:       snorm = step * dnorm;
557:       if (!cg->diag_scaling) {
558:         PetscCall(VecDot(cg->G_old, cg->G_old, &gnorm2_old));
559:         PetscCall(VecDot(cg->yk, tao->gradient, &gkp1_yk));
560:         PetscCall(TaoBNCGComputeScalarScaling(ynorm2, step * dk_yk, snorm * snorm, &tau_k, cg->alpha));
561:         beta = tau_k * gkp1_yk / gnorm2_old;
562:         PetscCall(VecAXPBY(tao->stepdirection, -tau_k, beta, tao->gradient));
563:       } else {
564:         PetscCall(VecDot(cg->G_old, cg->g_work, &gnorm2_old));
565:         PetscCall(MatSolve(cg->B, tao->gradient, cg->g_work));
566:         PetscCall(VecDot(cg->g_work, cg->yk, &gkp1_yk));
567:         beta = gkp1_yk / gnorm2_old;
568:         PetscCall(VecAXPBY(tao->stepdirection, -1.0, beta, cg->g_work));
569:       }
570:       break;

572:     case TAO_BNCG_PRP_PLUS:
573:       PetscCall(VecWAXPY(cg->yk, -1.0, cg->G_old, tao->gradient));
574:       PetscCall(VecNorm(cg->yk, NORM_2, &ynorm));
575:       ynorm2 = ynorm * ynorm;
576:       if (!cg->diag_scaling) {
577:         PetscCall(VecDot(cg->G_old, cg->G_old, &gnorm2_old));
578:         PetscCall(VecDot(cg->yk, tao->gradient, &gkp1_yk));
579:         PetscCall(TaoBNCGComputeScalarScaling(ynorm2, step * dk_yk, snorm * snorm, &tau_k, cg->alpha));
580:         beta = tau_k * gkp1_yk / gnorm2_old;
581:         beta = PetscMax(beta, 0.0);
582:         PetscCall(VecAXPBY(tao->stepdirection, -tau_k, beta, tao->gradient));
583:       } else {
584:         PetscCall(VecDot(cg->G_old, cg->g_work, &gnorm2_old)); /* Old gtDg */
585:         PetscCall(MatSolve(cg->B, tao->gradient, cg->g_work));
586:         PetscCall(VecDot(cg->g_work, cg->yk, &gkp1_yk));
587:         beta = gkp1_yk / gnorm2_old;
588:         beta = PetscMax(beta, 0.0);
589:         PetscCall(VecAXPBY(tao->stepdirection, -1.0, beta, cg->g_work));
590:       }
591:       break;

593:     case TAO_BNCG_DY:
594:       /* Dai, Yu-Hong, and Yaxiang Yuan. "A nonlinear conjugate gradient method with a strong global convergence property."
595:          SIAM Journal on optimization 10, no. 1 (1999): 177-182. */
596:       if (!cg->diag_scaling) {
597:         PetscCall(VecDot(tao->stepdirection, tao->gradient, &gd));
598:         PetscCall(VecDot(cg->G_old, tao->stepdirection, &gd_old));
599:         PetscCall(TaoBNCGComputeScalarScaling(ynorm2, step * dk_yk, cg->yts, &tau_k, cg->alpha));
600:         beta = tau_k * gnorm2 / (gd - gd_old);
601:         PetscCall(VecAXPBY(tao->stepdirection, -tau_k, beta, tao->gradient));
602:       } else {
603:         PetscCall(MatMult(cg->B, tao->stepdirection, cg->d_work));
604:         PetscCall(MatSolve(cg->B, tao->gradient, cg->g_work));
605:         PetscCall(VecDot(cg->g_work, tao->gradient, &gtDg));
606:         PetscCall(VecDot(tao->stepdirection, cg->G_old, &gd_old));
607:         PetscCall(VecDot(cg->d_work, cg->g_work, &dk_yk));
608:         dk_yk = dk_yk - gd_old;
609:         beta  = gtDg / dk_yk;
610:         PetscCall(VecScale(cg->d_work, beta));
611:         PetscCall(VecWAXPY(tao->stepdirection, -1.0, cg->g_work, cg->d_work));
612:       }
613:       break;

615:     case TAO_BNCG_HZ:
616:       /* Hager, William W., and Hongchao Zhang. "Algorithm 851: CG_DESCENT, a conjugate gradient method with guaranteed descent."
617:          ACM Transactions on Mathematical Software (TOMS) 32, no. 1 (2006): 113-137. */
618:       PetscCall(VecDot(tao->gradient, tao->stepdirection, &gd));
619:       PetscCall(VecDot(cg->G_old, tao->stepdirection, &gd_old));
620:       PetscCall(VecWAXPY(cg->sk, -1.0, cg->X_old, tao->solution));
621:       snorm   = dnorm * step;
622:       cg->yts = step * dk_yk;
623:       if (cg->use_dynamic_restart) PetscCall(TaoBNCGCheckDynamicRestart(tao, step, gd, gd_old, &cg->dynamic_restart, fold));
624:       if (cg->dynamic_restart) {
625:         PetscCall(TaoBNCGResetUpdate(tao, gnorm2));
626:       } else {
627:         if (!cg->diag_scaling) {
628:           PetscCall(VecDot(cg->yk, tao->gradient, &gkp1_yk));
629:           PetscCall(TaoBNCGComputeScalarScaling(ynorm2, cg->yts, snorm * snorm, &tau_k, cg->alpha));
630:           /* Supplying cg->alpha = -1.0 will give the CG_DESCENT 5.3 special case of tau_k = 1.0 */
631:           tmp  = gd / dk_yk;
632:           beta = tau_k * (gkp1_yk / dk_yk - ynorm2 * gd / (dk_yk * dk_yk));
633:           /* Bound beta as in CG_DESCENT 5.3, as implemented, with the third comparison from DK 2013 */
634:           beta = PetscMax(PetscMax(beta, cg->hz_eta * tau_k * gd_old / (dnorm * dnorm)), cg->dk_eta * tau_k * gd / (dnorm * dnorm));
635:           /* d <- -t*g + beta*t*d */
636:           PetscCall(VecAXPBY(tao->stepdirection, -tau_k, beta, tao->gradient));
637:         } else {
638:           /* We have diagonal scaling enabled and are taking a diagonally-scaled memoryless BFGS step */
639:           cg->yty = ynorm2;
640:           cg->sts = snorm * snorm;
641:           /* Apply the diagonal scaling to all my vectors */
642:           PetscCall(MatSolve(cg->B, tao->gradient, cg->g_work));
643:           PetscCall(MatSolve(cg->B, cg->yk, cg->y_work));
644:           PetscCall(MatSolve(cg->B, tao->stepdirection, cg->d_work));
645:           /* Construct the constant ytDgkp1 */
646:           PetscCall(VecDot(cg->yk, cg->g_work, &gkp1_yk));
647:           /* Construct the constant for scaling Dkyk in the update */
648:           tmp = gd / dk_yk;
649:           PetscCall(VecDot(cg->yk, cg->y_work, &tau_k));
650:           tau_k = -tau_k * gd / (dk_yk * dk_yk);
651:           /* beta is the constant which adds the dk contribution */
652:           beta = gkp1_yk / dk_yk + cg->hz_theta * tau_k; /* HZ; (1.15) from DK 2013 */
653:           /* From HZ2013, modified to account for diagonal scaling*/
654:           PetscCall(VecDot(cg->G_old, cg->d_work, &gd_old));
655:           PetscCall(VecDot(tao->stepdirection, cg->g_work, &gd));
656:           beta = PetscMax(PetscMax(beta, cg->hz_eta * gd_old / (dnorm * dnorm)), cg->dk_eta * gd / (dnorm * dnorm));
657:           /* Do the update */
658:           PetscCall(VecAXPBY(tao->stepdirection, -1.0, beta, cg->g_work));
659:         }
660:       }
661:       break;

663:     case TAO_BNCG_DK:
664:       /* Dai, Yu-Hong, and Cai-Xia Kou. "A nonlinear conjugate gradient algorithm with an optimal property and an improved Wolfe line search."
665:          SIAM Journal on Optimization 23, no. 1 (2013): 296-320. */
666:       PetscCall(VecDot(tao->gradient, tao->stepdirection, &gd));
667:       PetscCall(VecDot(cg->G_old, tao->stepdirection, &gd_old));
668:       PetscCall(VecWAXPY(cg->sk, -1.0, cg->X_old, tao->solution));
669:       snorm   = step * dnorm;
670:       cg->yts = dk_yk * step;
671:       if (!cg->diag_scaling) {
672:         PetscCall(VecDot(cg->yk, tao->gradient, &gkp1_yk));
673:         PetscCall(TaoBNCGComputeScalarScaling(ynorm2, cg->yts, snorm * snorm, &tau_k, cg->alpha));
674:         /* Use cg->alpha = -1.0 to get tau_k = 1.0 as in CG_DESCENT 5.3 */
675:         tmp  = gd / dk_yk;
676:         beta = tau_k * (gkp1_yk / dk_yk - ynorm2 * gd / (dk_yk * dk_yk) + gd / (dnorm * dnorm)) - step * gd / dk_yk;
677:         beta = PetscMax(PetscMax(beta, cg->hz_eta * tau_k * gd_old / (dnorm * dnorm)), cg->dk_eta * tau_k * gd / (dnorm * dnorm));
678:         /* d <- -t*g + beta*t*d */
679:         PetscCall(VecAXPBYPCZ(tao->stepdirection, -tau_k, 0.0, beta, tao->gradient, cg->yk));
680:       } else {
681:         /* We have diagonal scaling enabled and are taking a diagonally-scaled memoryless BFGS step */
682:         cg->yty = ynorm2;
683:         cg->sts = snorm * snorm;
684:         PetscCall(MatSolve(cg->B, tao->gradient, cg->g_work));
685:         PetscCall(MatSolve(cg->B, cg->yk, cg->y_work));
686:         PetscCall(MatSolve(cg->B, tao->stepdirection, cg->d_work));
687:         /* Construct the constant ytDgkp1 */
688:         PetscCall(VecDot(cg->yk, cg->g_work, &gkp1_yk));
689:         PetscCall(VecDot(cg->yk, cg->y_work, &tau_k));
690:         tau_k = tau_k * gd / (dk_yk * dk_yk);
691:         tmp   = gd / dk_yk;
692:         /* beta is the constant which adds the dk contribution */
693:         beta = gkp1_yk / dk_yk - step * tmp - tau_k;
694:         /* Update this for the last term in beta */
695:         PetscCall(VecDot(cg->y_work, tao->stepdirection, &dk_yk));
696:         beta += tmp * dk_yk / (dnorm * dnorm); /* projection of y_work onto dk */
697:         PetscCall(VecDot(tao->stepdirection, cg->g_work, &gd));
698:         PetscCall(VecDot(cg->G_old, cg->d_work, &gd_old));
699:         beta = PetscMax(PetscMax(beta, cg->hz_eta * gd_old / (dnorm * dnorm)), cg->dk_eta * gd / (dnorm * dnorm));
700:         /* Do the update */
701:         PetscCall(VecAXPBY(tao->stepdirection, -1.0, beta, cg->g_work));
702:       }
703:       break;

705:     case TAO_BNCG_KD:
706:       /* Kou, Cai-Xia, and Yu-Hong Dai. "A modified self-scaling memoryless Broyden-Fletcher-Goldfarb-Shanno method for unconstrained optimization."
707:          Journal of Optimization Theory and Applications 165, no. 1 (2015): 209-224. */
708:       PetscCall(VecDot(tao->gradient, tao->stepdirection, &gd));
709:       PetscCall(VecDot(cg->G_old, tao->stepdirection, &gd_old));
710:       PetscCall(VecWAXPY(cg->sk, -1.0, cg->X_old, tao->solution));
711:       snorm   = step * dnorm;
712:       cg->yts = dk_yk * step;
713:       if (cg->use_dynamic_restart) PetscCall(TaoBNCGCheckDynamicRestart(tao, step, gd, gd_old, &cg->dynamic_restart, fold));
714:       if (cg->dynamic_restart) {
715:         PetscCall(TaoBNCGResetUpdate(tao, gnorm2));
716:       } else {
717:         if (!cg->diag_scaling) {
718:           PetscCall(VecDot(cg->yk, tao->gradient, &gkp1_yk));
719:           PetscCall(TaoBNCGComputeScalarScaling(ynorm2, cg->yts, snorm * snorm, &tau_k, cg->alpha));
720:           beta = tau_k * (gkp1_yk / dk_yk - ynorm2 * gd / (dk_yk * dk_yk)) - step * gd / dk_yk;
721:           if (beta < cg->zeta * tau_k * gd / (dnorm * dnorm)) /* 0.1 is KD's zeta parameter */
722:           {
723:             beta  = cg->zeta * tau_k * gd / (dnorm * dnorm);
724:             gamma = 0.0;
725:           } else {
726:             if (gkp1_yk < 0 && cg->neg_xi) gamma = -1.0 * gd / dk_yk;
727:             /* This seems to be very effective when there's no tau_k scaling.
728:                This guarantees a large descent step every iteration, going through DK 2015 Lemma 3.1's proof but allowing for negative xi */
729:             else gamma = cg->xi * gd / dk_yk;
730:           }
731:           /* d <- -t*g + beta*t*d + t*tmp*yk */
732:           PetscCall(VecAXPBYPCZ(tao->stepdirection, -tau_k, gamma * tau_k, beta, tao->gradient, cg->yk));
733:         } else {
734:           /* We have diagonal scaling enabled and are taking a diagonally-scaled memoryless BFGS step */
735:           cg->yty = ynorm2;
736:           cg->sts = snorm * snorm;
737:           PetscCall(MatSolve(cg->B, tao->gradient, cg->g_work));
738:           PetscCall(MatSolve(cg->B, cg->yk, cg->y_work));
739:           /* Construct the constant ytDgkp1 */
740:           PetscCall(VecDot(cg->yk, cg->g_work, &gkp1D_yk));
741:           /* Construct the constant for scaling Dkyk in the update */
742:           gamma = gd / dk_yk;
743:           /* tau_k = -ytDy/(ytd)^2 * gd */
744:           PetscCall(VecDot(cg->yk, cg->y_work, &tau_k));
745:           tau_k = tau_k * gd / (dk_yk * dk_yk);
746:           /* beta is the constant which adds the d_k contribution */
747:           beta = gkp1D_yk / dk_yk - step * gamma - tau_k;
748:           /* Here is the requisite check */
749:           PetscCall(VecDot(tao->stepdirection, cg->g_work, &tmp));
750:           if (cg->neg_xi) {
751:             /* modified KD implementation */
752:             if (gkp1D_yk / dk_yk < 0) gamma = -1.0 * gd / dk_yk;
753:             else gamma = cg->xi * gd / dk_yk;
754:             if (beta < cg->zeta * tmp / (dnorm * dnorm)) {
755:               beta  = cg->zeta * tmp / (dnorm * dnorm);
756:               gamma = 0.0;
757:             }
758:           } else { /* original KD 2015 implementation */
759:             if (beta < cg->zeta * tmp / (dnorm * dnorm)) {
760:               beta  = cg->zeta * tmp / (dnorm * dnorm);
761:               gamma = 0.0;
762:             } else gamma = cg->xi * gd / dk_yk;
763:           }
764:           /* Do the update in two steps */
765:           PetscCall(VecAXPBY(tao->stepdirection, -1.0, beta, cg->g_work));
766:           PetscCall(VecAXPY(tao->stepdirection, gamma, cg->y_work));
767:         }
768:       }
769:       break;

771:     case TAO_BNCG_SSML_BFGS:
772:       /* Perry, J. M. "A class of conjugate gradient algorithms with a two-step variable-metric memory."
773:          Discussion Papers 269 (1977). */
774:       PetscCall(VecDot(tao->gradient, tao->stepdirection, &gd));
775:       PetscCall(VecWAXPY(cg->sk, -1.0, cg->X_old, tao->solution));
776:       snorm   = step * dnorm;
777:       cg->yts = dk_yk * step;
778:       cg->yty = ynorm2;
779:       cg->sts = snorm * snorm;
780:       if (!cg->diag_scaling) {
781:         PetscCall(VecDot(cg->yk, tao->gradient, &gkp1_yk));
782:         PetscCall(TaoBNCGComputeScalarScaling(cg->yty, cg->yts, cg->sts, &tau_k, cg->alpha));
783:         tmp  = gd / dk_yk;
784:         beta = tau_k * (gkp1_yk / dk_yk - cg->yty * gd / (dk_yk * dk_yk)) - step * tmp;
785:         /* d <- -t*g + beta*t*d + t*tmp*yk */
786:         PetscCall(VecAXPBYPCZ(tao->stepdirection, -tau_k, tmp * tau_k, beta, tao->gradient, cg->yk));
787:       } else {
788:         /* We have diagonal scaling enabled and are taking a diagonally-scaled memoryless BFGS step */
789:         PetscCall(MatSolve(cg->B, tao->gradient, cg->g_work));
790:         PetscCall(MatSolve(cg->B, cg->yk, cg->y_work));
791:         /* compute scalar gamma */
792:         PetscCall(VecDot(cg->g_work, cg->yk, &gkp1_yk));
793:         PetscCall(VecDot(cg->y_work, cg->yk, &tmp));
794:         gamma = gd / dk_yk;
795:         /* Compute scalar beta */
796:         beta = (gkp1_yk / dk_yk - gd * tmp / (dk_yk * dk_yk)) - step * gd / dk_yk;
797:         /* Compute stepdirection d_kp1 = gamma*Dkyk + beta*dk - Dkgkp1 */
798:         PetscCall(VecAXPBYPCZ(tao->stepdirection, -1.0, gamma, beta, cg->g_work, cg->y_work));
799:       }
800:       break;

802:     case TAO_BNCG_SSML_DFP:
803:       PetscCall(VecDot(tao->gradient, tao->stepdirection, &gd));
804:       PetscCall(VecWAXPY(cg->sk, -1.0, cg->X_old, tao->solution));
805:       snorm   = step * dnorm;
806:       cg->yts = dk_yk * step;
807:       cg->yty = ynorm2;
808:       cg->sts = snorm * snorm;
809:       if (!cg->diag_scaling) {
810:         /* Instead of a regular convex combination, we will solve a quadratic formula. */
811:         PetscCall(TaoBNCGComputeScalarScaling(cg->yty, cg->yts, cg->sts, &tau_k, cg->alpha));
812:         PetscCall(VecDot(cg->yk, tao->gradient, &gkp1_yk));
813:         tau_k = cg->dfp_scale * tau_k;
814:         tmp   = tau_k * gkp1_yk / cg->yty;
815:         beta  = -step * gd / dk_yk;
816:         /* d <- -t*g + beta*d + tmp*yk */
817:         PetscCall(VecAXPBYPCZ(tao->stepdirection, -tau_k, tmp, beta, tao->gradient, cg->yk));
818:       } else {
819:         /* We have diagonal scaling enabled and are taking a diagonally-scaled memoryless DFP step */
820:         PetscCall(MatSolve(cg->B, tao->gradient, cg->g_work));
821:         PetscCall(MatSolve(cg->B, cg->yk, cg->y_work));
822:         /* compute scalar gamma */
823:         PetscCall(VecDot(cg->g_work, cg->yk, &gkp1_yk));
824:         PetscCall(VecDot(cg->y_work, cg->yk, &tmp));
825:         gamma = (gkp1_yk / tmp);
826:         /* Compute scalar beta */
827:         beta = -step * gd / dk_yk;
828:         /* Compute stepdirection d_kp1 = gamma*Dkyk + beta*dk - Dkgkp1 */
829:         PetscCall(VecAXPBYPCZ(tao->stepdirection, -1.0, gamma, beta, cg->g_work, cg->y_work));
830:       }
831:       break;

833:     case TAO_BNCG_SSML_BRDN:
834:       PetscCall(VecDot(tao->gradient, tao->stepdirection, &gd));
835:       PetscCall(VecWAXPY(cg->sk, -1.0, cg->X_old, tao->solution));
836:       snorm   = step * dnorm;
837:       cg->yts = step * dk_yk;
838:       cg->yty = ynorm2;
839:       cg->sts = snorm * snorm;
840:       if (!cg->diag_scaling) {
841:         /* Instead of a regular convex combination, we will solve a quadratic formula. */
842:         PetscCall(TaoBNCGComputeScalarScaling(cg->yty, step * dk_yk, snorm * snorm, &tau_bfgs, cg->bfgs_scale));
843:         PetscCall(TaoBNCGComputeScalarScaling(cg->yty, step * dk_yk, snorm * snorm, &tau_dfp, cg->dfp_scale));
844:         PetscCall(VecDot(cg->yk, tao->gradient, &gkp1_yk));
845:         tau_k = cg->theta * tau_bfgs + (1.0 - cg->theta) * tau_dfp;
846:         /* If bfgs_scale = 1.0, it should reproduce the bfgs tau_bfgs. If bfgs_scale = 0.0,
847:            it should reproduce the tau_dfp scaling. Same with dfp_scale.   */
848:         tmp  = cg->theta * tau_bfgs * gd / dk_yk + (1 - cg->theta) * tau_dfp * gkp1_yk / cg->yty;
849:         beta = cg->theta * tau_bfgs * (gkp1_yk / dk_yk - cg->yty * gd / (dk_yk * dk_yk)) - step * gd / dk_yk;
850:         /* d <- -t*g + beta*d + tmp*yk */
851:         PetscCall(VecAXPBYPCZ(tao->stepdirection, -tau_k, tmp, beta, tao->gradient, cg->yk));
852:       } else {
853:         /* We have diagonal scaling enabled */
854:         PetscCall(MatSolve(cg->B, tao->gradient, cg->g_work));
855:         PetscCall(MatSolve(cg->B, cg->yk, cg->y_work));
856:         /* compute scalar gamma */
857:         PetscCall(VecDot(cg->g_work, cg->yk, &gkp1_yk));
858:         PetscCall(VecDot(cg->y_work, cg->yk, &tmp));
859:         gamma = cg->theta * gd / dk_yk + (1 - cg->theta) * (gkp1_yk / tmp);
860:         /* Compute scalar beta */
861:         beta = cg->theta * (gkp1_yk / dk_yk - gd * tmp / (dk_yk * dk_yk)) - step * gd / dk_yk;
862:         /* Compute stepdirection dkp1 = gamma*Dkyk + beta*dk - Dkgkp1 */
863:         PetscCall(VecAXPBYPCZ(tao->stepdirection, -1.0, gamma, beta, cg->g_work, cg->y_work));
864:       }
865:       break;

867:     default:
868:       break;
869:     }
870:   }
871:   PetscFunctionReturn(PETSC_SUCCESS);
872: }

874: PETSC_INTERN PetscErrorCode TaoBNCGConductIteration(Tao tao, PetscReal gnorm)
875: {
876:   TAO_BNCG                    *cg        = (TAO_BNCG *)tao->data;
877:   TaoLineSearchConvergedReason ls_status = TAOLINESEARCH_CONTINUE_ITERATING;
878:   PetscReal                    step = 1.0, gnorm2, gd, dnorm = 0.0;
879:   PetscReal                    gnorm2_old, f_old, resnorm, gnorm_old;
880:   PetscBool                    pcgd_fallback = PETSC_FALSE;

882:   PetscFunctionBegin;
883:   /* We are now going to perform a line search along the direction. */
884:   /* Store solution and gradient info before it changes */
885:   PetscCall(VecCopy(tao->solution, cg->X_old));
886:   PetscCall(VecCopy(tao->gradient, cg->G_old));
887:   PetscCall(VecCopy(cg->unprojected_gradient, cg->unprojected_gradient_old));

889:   gnorm_old  = gnorm;
890:   gnorm2_old = gnorm_old * gnorm_old;
891:   f_old      = cg->f;
892:   /* Perform bounded line search. If we are recycling a solution from a previous */
893:   /* TaoSolve, then we want to immediately skip to calculating a new direction rather than performing a linesearch */
894:   if (!(tao->recycle && 0 == tao->niter)) {
895:     /* Above logic: the below code happens every iteration, except for the first iteration of a recycled TaoSolve */
896:     PetscCall(TaoLineSearchSetInitialStepLength(tao->linesearch, 1.0));
897:     PetscCall(TaoLineSearchApply(tao->linesearch, tao->solution, &cg->f, cg->unprojected_gradient, tao->stepdirection, &step, &ls_status));
898:     PetscCall(TaoAddLineSearchCounts(tao));

900:     /*  Check linesearch failure */
901:     if (ls_status != TAOLINESEARCH_SUCCESS && ls_status != TAOLINESEARCH_SUCCESS_USER) {
902:       ++cg->ls_fails;
903:       if (cg->cg_type == TAO_BNCG_GD) {
904:         /* Nothing left to do but fail out of the optimization */
905:         step        = 0.0;
906:         tao->reason = TAO_DIVERGED_LS_FAILURE;
907:       } else {
908:         /* Restore previous point, perform preconditioned GD and regular GD steps at the last good point */
909:         PetscCall(VecCopy(cg->X_old, tao->solution));
910:         PetscCall(VecCopy(cg->G_old, tao->gradient));
911:         PetscCall(VecCopy(cg->unprojected_gradient_old, cg->unprojected_gradient));
912:         gnorm  = gnorm_old;
913:         gnorm2 = gnorm2_old;
914:         cg->f  = f_old;

916:         /* Fall back on preconditioned CG (so long as you're not already using it) */
917:         if (cg->cg_type != TAO_BNCG_PCGD && cg->diag_scaling) {
918:           pcgd_fallback = PETSC_TRUE;
919:           PetscCall(TaoBNCGStepDirectionUpdate(tao, gnorm2, step, f_old, gnorm2_old, dnorm, pcgd_fallback));

921:           PetscCall(TaoBNCGResetUpdate(tao, gnorm2));
922:           PetscCall(TaoBNCGBoundStep(tao, cg->as_type, tao->stepdirection));

924:           PetscCall(TaoLineSearchSetInitialStepLength(tao->linesearch, 1.0));
925:           PetscCall(TaoLineSearchApply(tao->linesearch, tao->solution, &cg->f, cg->unprojected_gradient, tao->stepdirection, &step, &ls_status));
926:           PetscCall(TaoAddLineSearchCounts(tao));

928:           pcgd_fallback = PETSC_FALSE;
929:           if (ls_status != TAOLINESEARCH_SUCCESS && ls_status != TAOLINESEARCH_SUCCESS_USER) {
930:             /* Going to perform a regular gradient descent step. */
931:             ++cg->ls_fails;
932:             step = 0.0;
933:           }
934:         }
935:         /* Fall back on the scaled gradient step */
936:         if (ls_status != TAOLINESEARCH_SUCCESS && ls_status != TAOLINESEARCH_SUCCESS_USER) {
937:           ++cg->ls_fails;
938:           PetscCall(TaoBNCGResetUpdate(tao, gnorm2));
939:           PetscCall(TaoBNCGBoundStep(tao, cg->as_type, tao->stepdirection));
940:           PetscCall(TaoLineSearchSetInitialStepLength(tao->linesearch, 1.0));
941:           PetscCall(TaoLineSearchApply(tao->linesearch, tao->solution, &cg->f, cg->unprojected_gradient, tao->stepdirection, &step, &ls_status));
942:           PetscCall(TaoAddLineSearchCounts(tao));
943:         }

945:         if (ls_status != TAOLINESEARCH_SUCCESS && ls_status != TAOLINESEARCH_SUCCESS_USER) {
946:           /* Nothing left to do but fail out of the optimization */
947:           ++cg->ls_fails;
948:           step        = 0.0;
949:           tao->reason = TAO_DIVERGED_LS_FAILURE;
950:         } else {
951:           /* One of the fallbacks worked. Set them both back equal to false. */
952:           pcgd_fallback = PETSC_FALSE;
953:         }
954:       }
955:     }
956:     /* Convergence test for line search failure */
957:     if (tao->reason != TAO_CONTINUE_ITERATING) PetscFunctionReturn(PETSC_SUCCESS);

959:     /* Standard convergence test */
960:     PetscCall(VecFischer(tao->solution, cg->unprojected_gradient, tao->XL, tao->XU, cg->W));
961:     PetscCall(VecNorm(cg->W, NORM_2, &resnorm));
962:     PetscCheck(!PetscIsInfOrNanReal(resnorm), PetscObjectComm((PetscObject)tao), PETSC_ERR_USER, "User provided compute function generated infinity or NaN");
963:     PetscCall(TaoLogConvergenceHistory(tao, cg->f, resnorm, 0.0, tao->ksp_its));
964:     PetscCall(TaoMonitor(tao, tao->niter, cg->f, resnorm, 0.0, step));
965:     PetscUseTypeMethod(tao, convergencetest, tao->cnvP);
966:     if (tao->reason != TAO_CONTINUE_ITERATING) PetscFunctionReturn(PETSC_SUCCESS);
967:   }
968:   /* Assert we have an updated step and we need at least one more iteration. */
969:   /* Calculate the next direction */
970:   /* Estimate the active set at the new solution */
971:   PetscCall(TaoBNCGEstimateActiveSet(tao, cg->as_type));
972:   /* Compute the projected gradient and its norm */
973:   PetscCall(VecCopy(cg->unprojected_gradient, tao->gradient));
974:   if (cg->active_idx) PetscCall(VecISSet(tao->gradient, cg->active_idx, 0.0));
975:   PetscCall(VecNorm(tao->gradient, NORM_2, &gnorm));
976:   gnorm2 = gnorm * gnorm;

978:   /* Calculate some quantities used in the StepDirectionUpdate. */
979:   PetscCall(VecNorm(tao->stepdirection, NORM_2, &dnorm));
980:   /* Update the step direction. */
981:   PetscCall(TaoBNCGStepDirectionUpdate(tao, gnorm2, step, f_old, gnorm2_old, dnorm, pcgd_fallback));
982:   ++tao->niter;
983:   PetscCall(TaoBNCGBoundStep(tao, cg->as_type, tao->stepdirection));

985:   if (cg->cg_type != TAO_BNCG_GD) {
986:     /* Figure out which previously active variables became inactive this iteration */
987:     PetscCall(ISDestroy(&cg->new_inactives));
988:     if (cg->inactive_idx && cg->inactive_old) PetscCall(ISDifference(cg->inactive_idx, cg->inactive_old, &cg->new_inactives));
989:     /* Selectively reset the CG step those freshly inactive variables */
990:     if (cg->new_inactives) {
991:       PetscCall(VecGetSubVector(tao->stepdirection, cg->new_inactives, &cg->inactive_step));
992:       PetscCall(VecGetSubVector(cg->unprojected_gradient, cg->new_inactives, &cg->inactive_grad));
993:       PetscCall(VecCopy(cg->inactive_grad, cg->inactive_step));
994:       PetscCall(VecScale(cg->inactive_step, -1.0));
995:       PetscCall(VecRestoreSubVector(tao->stepdirection, cg->new_inactives, &cg->inactive_step));
996:       PetscCall(VecRestoreSubVector(cg->unprojected_gradient, cg->new_inactives, &cg->inactive_grad));
997:     }
998:     /* Verify that this is a descent direction */
999:     PetscCall(VecDot(tao->gradient, tao->stepdirection, &gd));
1000:     PetscCall(VecNorm(tao->stepdirection, NORM_2, &dnorm));
1001:     if (PetscIsInfOrNanReal(gd) || (gd / (dnorm * dnorm) <= -1e10 || gd / (dnorm * dnorm) >= -1e-10)) {
1002:       /* Not a descent direction, so we reset back to projected gradient descent */
1003:       PetscCall(TaoBNCGResetUpdate(tao, gnorm2));
1004:       PetscCall(TaoBNCGBoundStep(tao, cg->as_type, tao->stepdirection));
1005:       ++cg->descent_error;
1006:     } else {
1007:     }
1008:   }
1009:   PetscFunctionReturn(PETSC_SUCCESS);
1010: }

1012: PETSC_INTERN PetscErrorCode TaoBNCGSetH0(Tao tao, Mat H0)
1013: {
1014:   TAO_BNCG *cg = (TAO_BNCG *)tao->data;
1015:   PetscBool same;

1017:   PetscFunctionBegin;
1018:   PetscCall(PetscObjectTypeCompare((PetscObject)tao, TAOBNCG, &same));
1019:   if (same) {
1020:     PetscCall(PetscObjectReference((PetscObject)H0));
1021:     cg->pc = H0;
1022:   }
1023:   PetscFunctionReturn(PETSC_SUCCESS);
1024: }

1026: /*@
1027:   TaoBNCGGetType - Return the type for the `TAOBNCG` solver

1029:   Input Parameter:
1030: . tao - the `Tao` solver context

1032:   Output Parameter:
1033: . type - `TAOBNCG` type

1035:   Level: advanced

1037: .seealso: `Tao`, `TAOBNCG`, `TaoBNCGSetType()`, `TaoBNCGType`
1038: @*/
1039: PetscErrorCode TaoBNCGGetType(Tao tao, TaoBNCGType *type)
1040: {
1041:   TAO_BNCG *cg = (TAO_BNCG *)tao->data;
1042:   PetscBool same;

1044:   PetscFunctionBegin;
1045:   PetscCall(PetscObjectTypeCompare((PetscObject)tao, TAOBNCG, &same));
1046:   PetscCheck(same, PetscObjectComm((PetscObject)tao), PETSC_ERR_ARG_INCOMP, "TAO solver is not BNCG type");
1047:   *type = cg->cg_type;
1048:   PetscFunctionReturn(PETSC_SUCCESS);
1049: }

1051: /*@
1052:   TaoBNCGSetType - Set the type for the `TAOBNCG` solver

1054:   Input Parameters:
1055: + tao  - the `Tao` solver context
1056: - type - `TAOBNCG` type

1058:   Level: advanced

1060: .seealso: `Tao`, `TAOBNCG`, `TaoBNCGGetType()`, `TaoBNCGType`
1061: @*/
1062: PetscErrorCode TaoBNCGSetType(Tao tao, TaoBNCGType type)
1063: {
1064:   TAO_BNCG *cg = (TAO_BNCG *)tao->data;
1065:   PetscBool same;

1067:   PetscFunctionBegin;
1068:   PetscCall(PetscObjectTypeCompare((PetscObject)tao, TAOBNCG, &same));
1069:   if (same) cg->cg_type = type;
1070:   PetscFunctionReturn(PETSC_SUCCESS);
1071: }