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Symmetry-merged evolution: Trotter merging + momentum-sector CTPP - #182

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Symmetry-merged evolution: Trotter merging + momentum-sector CTPP#182
AlexSchuckert wants to merge 13 commits into
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split/3-symmetric-evolution

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PR 3 of 4 splitting #178 (stacked on #181). Full history: branch continuous-time-pauli-propagation.

The two consumers of the translation-symmetry primitive from PR 1:

  • Trotter path: PauliSum.symmetry_merge (k = 0) and PauliSum.momentum_merge (k ≠ 0, complex operator carried as a real pair; character-weighted fold rescaled by |G| to the summing projector, so merging after every gate layer is idempotent). TranslationGroup, canonicalize_basis_arr{,_complex}, and check_momentum_sector_arr exposed via ppvm._core. All inputs validated at the FFI boundary (ValueError, not panics).
  • CTPP path: pc_step_orbit_rep — per-step adaptive evolution entirely in orbit-representative form (complex coefficients, phase-aware action, same cached-CSC expm engine and PcStepConfig truncation policy as the real-space step). The live basis is ~|G|× smaller than full-basis evolution, and the reduction persists through every step; observables come out per momentum mode.

Tests: momentum-merge correctness incl. k-resolved Trotter convergence vs exact diagonalization; orbit-rep evolution vs full-basis-then-project (exact match); real/complex equivalence at k = 0. Regression gates rerun on this exact tree: L=5 momentum sanity bit-identical to the recorded reference; the τ_add real-space cell reproduces median 5.19e-3 / peak basis 77,820 exactly.

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AlexSchuckertand others added 5 commits September 2, 2026 09:16
Two consumers of the translation-symmetry primitive:
Trotter path: PauliSum.symmetry_merge (k=0) and PauliSum.momentum_merge
(k≠0 carried as a real pair, character-weighted fold, |G|-rescaled to
the summing projector so merging after every step is idempotent), with
TranslationGroup and canonicalize_basis_arr{,_complex} /
check_momentum_sector_arr exposed to Python. Inputs validated at the
boundary (ValueError, not panics).
CTPP path: pc_step_orbit_rep — per-step evolution entirely in
orbit-representative form (complex coefficients, phase-aware action,
cached-CSC expm; basis ~|G|× smaller than full-basis evolution,
persisting through every step), with the same PcStepConfig truncation
policy incl. displacement admission.
Split 3/4 of the CTPP work; full history on branch
continuous-time-pauli-propagation.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
@david-pl
david-plforce-pushed the split/3-symmetric-evolution branch from 36cb95d to 070bc75CompareSeptember 2, 2026 07:16
david-pland others added 8 commits September 2, 2026 09:40
…ep layout
`orbit_rep.rs` (463 lines) re-implemented one function from each of the
crate's existing modules, so every function in it had a near-twin — three
of the truncation helpers were verbatim copies with `.abs()` -> `.norm()`.
Each function now sits beside its twin, on shared generic code:
- new `sector.rs`: `Sector { group, k_modes }` bundles the two values that
every phase-aware routine needs together, with one `canonicalize_phase`
method replacing the canonicalize/character/multiply idiom at its three
call sites. Carries the orbit-rep narrative docs.
- new `truncate.rs`: one `prune_basis` / `cap_basis` / `add_leakage_capped`
(plus `cap_map_to_room`, `order_by_desc_mag`) generic over the new
`scalar::Coeff`, replacing five real/complex duplicate pairs.
- `mf_expm.rs`: `build_orbit_rep_cols` + `expm_apply_orbit_rep` beside the
real pair, both on a shared `expm_apply_cached` tail (mu, 1-norm,
`from_parts`, `apply`). The paths now differ only in the `(m*, s, tol)`
selection closure.
- `basis.rs`: `leakage_orbit_rep` beside `leakage_complex`.
- `step.rs`: `pc_step_orbit_rep` beside `pc_step`.
The `Sector` bundle drops `leakage_orbit_rep` 7->6 args and
`pc_step_orbit_rep` 8->7, so both `#[allow(clippy::too_many_arguments)]`
suppressions are gone; the crate now has zero clippy allows.
No behavior change: 348 insertions, 659 deletions. `cargo clippy
--workspace --all-targets` is clean, `cargo test --workspace` and the 239
Python tests pass, including the orbit-rep vs full-basis exactness test.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
`PauliSum.momentum_merge` carried ~90 lines of numerics inside a
`macro_rules!` body: gather two real sums into a `HashMap<Word, Complex>`,
fold onto orbit reps, rescale, split back into real/imaginary parts. That
made it untestable from Rust (only reachable through Python) and expanded
it once per `Config` variant.
The algorithm now lives in `ppvm_pauli_sum::symmetry` as
`momentum_merge_pauli_sum_pair`, beside `canonicalize_pauli_sum_complex`
which it reuses, and parallel to `symmetry_merge_pauli_sum`. The PyO3
method keeps only its qubit-count / momentum-length validation (so the
Python error messages are unchanged) and one call.
New Rust tests pin the two things the wrapper used to hide:
- `momentum_merge_pair_matches_symmetry_merge_at_k0`: on free orbits the
k=0 pair merge agrees with the independent real-coefficient
`symmetry_merge_pauli_sum` path — this is what pins the `|G|` rescale.
- `momentum_merge_pair_matches_summing_projector`: for every k on a
4-chain, the rep coefficient equals `Σ_orbit χ_k(g) · c`, computed from
the group API.
- two `should_panic` tests for the qubit-count and momentum-length asserts.
No behavior change. `cargo clippy --workspace --all-targets` is clean and
the Python suite still passes.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Five public Python entry points shipped with no Python test at all;
`momentum_merge` was the only one covered. Adds:
- `test_symmetry_merge.py` — `TranslationGroup` constructors, properties,
`from_generators` validation, `canonicalize`, and `PauliSum.symmetry_merge`
(orbit summing, distinct orbits, idempotency, coefficient-sum conservation,
qubit-count mismatch).
- `test_symmetry_arrays.py` — the three `_core` array functions
(`canonicalize_basis_arr`, `canonicalize_basis_arr_complex`,
`check_momentum_sector_arr`) against numpy references derived from the
group action, plus every validation path. `check_momentum_sector_arr` was
previously exported and referenced from docstrings but never exercised.
- `test/lindblad/test_pc_step_orbit_rep.py` — the `pc_step_orbit_rep`
binding: orbit-rep evolution vs a dense full-space numpy matrix
exponential projected at the end (k = 0, 1, 2), `canonicalize_first`,
the `max_basis` rank cap, `protected` reps, input validation, and
returned dtypes/shapes.
Also adds an xfail (strict) documenting a real bug found while writing
these: `momentum_merge` rescales by `|G|`, but the projector averages over
the `|orbit|` DISTINCT members, so an orbit with a non-trivial stabilizer
is amplified by `|G|/|orbit|` on every merge — `ZZZZ` on a 4-chain grows
4x per merge, `ZIZI` 2x. The existing idempotency test only seeds free
orbits, where the two factors coincide, which is why it passes.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
`momentum_merge` rescaled the orbit-*averaged* projection by a global
`group.order()`, but `canonicalize_pauli_sum_complex` divides by the number
of DISTINCT orbit members. The two agree only for free orbits, so any orbit
with a non-trivial stabilizer was amplified by `|G|/|orbit|` on every merge.
Since the documented workflow is "merge after every Trotter step", the error
compounded geometrically — on a 4-site chain `ZZZZ` grew 4x per merge and
`ZIZI` 2x, so `4^steps` for a translation-invariant word:
ZIII (|orbit|=4): 1.0 -> 1.0 -> 1.0 (was already correct)
ZIZI (|orbit|=2): 1.0 -> 2.0 -> 4.0 now 1.0 -> 1.0 -> 1.0
ZZZZ (|orbit|=1): 1.0 -> 4.0 -> 16.0 now 1.0 -> 1.0 -> 1.0
The character-weighted fold moves into a shared `project_onto_reps`, which
returns the un-normalized sum together with `|orbit|`. The two conventions
are now explicit at the two call sites: `canonicalize_pauli_sum_complex`
divides to average (unchanged behavior and signature),
`momentum_merge_pauli_sum_pair` takes the sum as-is. Summing is what makes
the merge idempotent for every orbit and makes it reduce exactly to
`symmetry_merge_pauli_sum` at k=0 — which the strengthened
`momentum_merge_pair_matches_symmetry_merge_at_k0` now asserts over
stabilized orbits too, not just free ones.
The strict xfail added in 4841ffc becomes a plain passing test, and every
pre-existing test still passes untouched — including the exact-diagonalization
Trotter checks in test_momentum_merge.py, which only ever exercised free
orbits. Also corrects the docs that described the old `1/|G|` relationship.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
…ry API
Two related pieces of boilerplate cleanup on the `(basis_arr, coeffs)`
array surface.
Rust: the validate-decode-encode triple was written out three times in
`symmetry.rs` and again in `lindblad.rs::pc_step_orbit_rep`, and
`symmetry.rs` reached across into `crate::lindblad::decode_basis` for the
decode half. All of it now lives in one `pauli_arr` module — `decode_basis`
(moved), `encode_basis`, and the three argument checks (`check_group_width`,
`check_coeffs_len`, `check_momentum_len`). Error messages are unchanged, so
the existing tests that match on them still pass. Net -155 lines across
`lindblad.rs` and `symmetry.rs`.
One incidental improvement: `check_momentum_sector_arr` never validated its
`coeffs` / `momentum` lengths, so a mismatch reached the core's `assert_eq!`
and surfaced as a PanicException. It now raises ValueError like its siblings.
Python: the three `_core` symmetry functions had no wrapper, so they
demanded exact dtypes and rejected the natural `np.array([1])` momentum
(numpy's default int64) with `TypeError: 'ndarray' object is not an
instance of 'ndarray'`. A new `ppvm.symmetry` module wraps them with the
same dtype coercion `lindblad.py` already applies, and re-exports
`TranslationGroup` — which previously had to be imported from the private
`ppvm._core` despite the docstrings pointing users at it. `ppvm` now
exports `TranslationGroup`, `canonicalize_basis_arr`,
`canonicalize_basis_arr_complex` and `check_momentum_sector_arr`; the
docstrings that said `ppvm._core.TranslationGroup` are updated, and griffe
picks the module up for the docs site automatically.
285 Python tests pass (one new, for the coercion), `cargo test --workspace`
is green, clippy/ruff/ty are clean.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Three small fixes closing out the symmetry-evolution cleanup.
`pc_step_orbit_rep` silently ignored `cfg.num_threads` while its sibling
`pc_step` honoured it — the orbit-rep path never went through
`run_in_pool`. It does now, and `num_threads` is threaded through the PyO3
signature, the `.pyi` stub and the `lindblad.py` wrapper so the two
adaptive step entry points take the same knobs. Previously the binding
hardcoded `num_threads: None`, so the argument could not even be passed.
`PauliSum.momentum_merge` took `other` as `PyRefMut`, so passing the same
object as both the real and imaginary part died with PyO3's raw
already-borrowed error instead of the "must be distinct objects" the
docstring promised. It now takes a `Bound` and converts the failed borrow
into that message.
`group` / `momentum` parameters on `PauliSum.symmetry_merge`,
`PauliSum.momentum_merge` and `Lindbladian.pc_step_orbit_rep` were
unannotated; they now carry `_core.TranslationGroup` / `Sequence[int]` /
`npt.ArrayLike`.
Also finishes a dedup that 7432704 got wrong: the `coeffs has length ...`
check appears four times in `lindblad.rs`, and the replacement there landed
on the first occurrence rather than the intended one in
`pc_step_orbit_rep`. All four now call `check_coeffs_len`. Messages were
identical, so no behavior changed either way.
288 Python tests pass (three new: the same-object rejection and
num_threads=1/2 result-equivalence), `cargo test --workspace` green,
clippy/ruff/ty clean.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
…up inputs
Two fixes from a review of the orbit-rep CTPP path.
**Stabilized orbits.** The phase-aware action sums characters over the
output orbit's *distinct* members, which makes it the orbit-rep generator
in the summing convention `ĉ_r = |orbit_r| · c_r`. The public API carries
averaged coefficients (`c_r` = the plain coefficient of the rep word, as
`canonicalize_pauli_sum_complex` produces), so every matrix entry needs
the similarity factor `|orbit_in| / |orbit_out|` — which is 1 only when
both orbits are free. Without it, evolving `ZIZI + IZIZ` on a 4-site
chain came out a factor 2 too large on every coefficient. Reps whose
stabilizer is incompatible with the sector are now dropped too, matching
what the reference projection does.
`TranslationGroup::canonicalize_in_sector` computes the rep, the shift
counter, the distinct-orbit size and sector compatibility from ONE orbit
traversal (orbit-stabilizer, counting stabilizer elements during the
lex-min walk), so the hot action loop pays one extra word compare.
**FFI validation.** `pc_step_orbit_rep` never checked the group's qubit
count against the spec's, and ran `canonicalize_first` — documented as
not deduplicating — without a uniqueness check, so a release wheel
silently collapsed same-orbit rows onto one CSC index. The lattice
constructors and the unchecked half of `from_generators` (zero order,
inexact order, non-commuting generators) aborted through `assert!`.
All now raise `ValueError`.
The order and commutation checks move into a fallible core constructor,
`TranslationGroup::try_from_generators` -> `GroupError`, rather than
being duplicated in the binding; `from_generators` panics with the same
messages as before. `LossyPauliSum` gained explicit `symmetry_merge` /
`momentum_merge` overrides raising `NotImplementedError`, and the `.pyi`
stubs moved onto a non-loss base so type checkers reject the call.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
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@AlexSchuckert@david-pl