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206 changes: 112 additions & 94 deletions documentation/source/development/add-vars.md
Original file line number Diff line number Diff line change
@@ -1,147 +1,165 @@
# Guide for adding Variables & Constraints
# Guide for adding variables and constraints

Specific instructions must be followed to add an input, iteration variable,
optimisation figure of merit and constraints to the `PROCESS` code.
A guide for how to add new inputs, constraints, figures of merit, and scan variables.

**At all times the [`PROCESS` style guide](../development/standards.md) must be used.**
**At all times ensure new variables and functions adhere to the [`PROCESS` style guide](../development/standards.md).**

!!! note

As the code is quickly converging towards a wholly Python codebase the respective files may change in type from `.f90` to `.py`.
All of these features rely on 'variables' which belong to a 'data structure'. All of the data structures can be found in `process/data_structure`.

-----------------
In general, a variable within a data structure could act as an:

- Input variable: is specified by the user in an `IN.DAT` and its value is not changed once PROCESS is running.
- Iteration variable: is modified by the solver to try and optimise for some figure of merit.
- Scan variable: is sequentially modified by the `Scan` class to some `IN.DAT`-defined values.
- Intermediate variable: is calculated within a model and then used within other models.
- Output variable: is calculated within a model and then written out to the `MFILE.DAT`.

It is advised that a variable is either used to define a particular PROCESS run (input variable, iteration variable, or scan variable) or mutated within a PROCESS run (output variable or intermediate variable). Mixing the two classes of variable (e.g. having a variable that can be input but is also mutated within a model) will lead to confusing, dangerous, and incorrect results.

## Add an input

To add a `PROCESS` input, please follow below:
-----------------

## Add a new variable
You may need to add a variable to PROCESS when changing or creating models. In most cases, you will want to add your variable to an existing data structure. Creating an entirely new data structure is beyond the scope of this guide, so please seek support from the PROCESS maintainers.

1. Choose the most relevant module `XX` and add the variable in the `XX_variables` defined in `XX_variables.f90`.

2. Add a description of the input variable below the declaration, using the FORD formatting described in the standards section specifying the units.

3. Specify a sensible default value in the `init_XX_variables()` function within the corresponding model `.py` main file

4. Add the parameter to the `INPUT_VARIABLES` dictionary in `input.py`.
For example, if you are adding a new variable that relates to the blanket model, you would add the variable to `process/data_structure/blanket_variables.py` as part of the `BlanketData` dataclass.

Here is an example of the code to add:

```python
@dataclass(slots=True)
class BlanketData:
<... existing variables ...>

Variable definition example in `tfcoil_variables.f90`:
```fortran
real(dp) :: rho_tf_joints
!! TF joints surfacic resistivity [ohm.m]
!! Feldmetal joints assumed.
my_new_blanket_variable: float = 0.0
"""my variable description [m]"""
```

Variable initialization example in `tf_coil.py`:
Here, `[m]` is the units and should be replaced with the appropriate units for the variable being added.

This variable could then be used within a model

```python
def init_tfcoil_variables():
...
tfv.rho_tf_joints = 2.5e-10
self.data.blanket.my_new_blanket_variable = 1.0
...
another_variable = self.data.blanket.my_new_blanket_variable / 2.0
```

Comment thread
timothy-nunn marked this conversation as resolved.
Code example in the `input.py` file:
-----------------

## Add a new input
Adding an input in PROCESS means that some variable in a data structure can be set from the `IN.DAT`. Inputs are defined in the `process/core/input.py` file in the `INPUT_VARIABLES` dictionary. Adding a new entry to this dictionary will create a new input.

Continuing with the example from the previous section:
```python
INPUT_VARIABLES = {
INPUT_VARIABLES = {
Comment thread
timothy-nunn marked this conversation as resolved.
...
"rho_tf_joints": InputVariable("tfcoil", float, range=(0.0, 0.01)),
"my_new_blanket_variable": InputVariable("blanket", float),
}
```

-----------------
`InputVariable` has several additional fields to support validation and the parsing of arrays, please consult the dataclass for these additional arguments.

## Add an iteration variable
You would replace `"blanket"` with the name of the data structure your specific variable belongs to (found by looking at `DataStructure` in `process/core/model.py`).

Now, in the `IN.DAT`, you could set `my_new_blanket_variable` by writing:

To add a `PROCESS` iteration variable please follow the steps below, in addition to the instructions for adding an input variable:
```
my_new_blanket_variable = 1.0
```

-----------------

1. The parameter `IPNVARS` in module `numerics` of `numerics.f90` will normally be greater than the actual number of iteration variables, and does not need to be changed.
2. Append a new iteration number key to the end of the `ITERATION_VARIABLES` dictionary in `iteration_variables.py`. The associated variable is the corresponding key value.
3. Set the variable origin file and then the associated lower and upper bounds
4. Update the `lablxc` description in `numerics.f90`.

It should be noted that iteration variables must not be reset elsewhere in the
code. That is, they may only be assigned new values when originally
initialised (in the relevant module, or in the input file if required).
Otherwise, the numerical procedure cannot adjust the value as it requires, and
the program will fail.
## Add an iteration variable

Adding an iteration variable allows the PROCESS solver to change the variable as part of the optimisation/solving loop. Iteration variables are defined in `process/core/solver/iteration_variables.py` in the `ITERATION_VARIABLES` dictionary. You would add a new entry to this dictionary to create a new iteration variable:

Here is a code snippet showing how `rmajor` is defined in `iteration_variables.py`

```python
ITERATION_VARIABLES = {
...
3: IterationVariable("rmajor", "physics", 0.1, 50.00),
123: IterationVariable("my_new_blanket_variable", "blanket", 0.1, 1.0),
}
```

In this example:

- `123` is the identifier of the iteration variable, and must be unique.
- `"blanket"` is the data structure the variable will be set on.
- `0.1` is the default lower bound of the variable.
- `1.0` is the default upper bound of the variable.

You will often want to [add a variable as an input](#add-a-new-input) if it is an iteration variable. That way, you can specify the initial value of the iteration variable in the `IN.DAT`.

The iteration variable can be enabled in the `IN.DAT` by:
```
ixc = 123

my_new_blanket_variable = 0.5
```

Note you can omit the `my_new_blanket_variable = 0.5` line and the initial value would just be whatever the variables default value is (`0.0` in this example, this is the default we assigned [earlier](#add-a-new-variable)).

-----------------

## Add a figure of merit

New figures of merit are added to `PROCESS` in the following way:
A figure of merit is the scalar that the optimiser (e.g. VMCON) will try and minimise or maximise. The figures of merit are specified in `process/core/solver/objectives.py` in the `objective_function()` function.

1. Increment the parameter `IPNFOMS` in module `numerics` in source file `numerics.py` to accommodate the new figure of merit.

2. Assign the new integer value and description string of the new figure of merit to the `FiguresOfMerit` enumerator in `numerics.py`.

3. Add the new figure of merit equation to `objective_function()` in `objectives.py`, following the method used in the existing examples. The value of figure of merit case should be of order unity, so select a reasonable scaling factor if necessary.

An example can be found below:
To add a new figure of merit, first create a new entry in the `FiguresOfMerit` enum in `process/data_structure/numerics.py`:

```python
class FiguresOfMerit(IntEnum):
...
BLANKET_FIGURE_OF_MERIT = (20, "my FOM description")
```
Here `20` will be the identifier of the figure of merit, and **must** be unique.

Finally, add the equation to `process/core/solver/objectives.py`:
```python
objective_function():
...
try:
figure_of_merit = FiguresOfMerit(abs(minmax))
...
if figure_of_merit == FiguresOfMerit.MAJOR_RADIUS:
objective_metric = 0.2 * data.physics.rmajor
elif figure_of_merit == FiguresOfMerit.BLANKET_FIGURE_OF_MERIT:
objective_metric = data.blanket.my_new_blanket_variable
```

-----------
Note that you will want to scale the `objective_metric` such that it is on the order unity if the variable is not already.

## Add a scan variable
The figure of merit can be selected in the `IN.DAT`:
```
minmax = 20
```
Remember, setting `minmax = -20` would minimise instead of maximise our new variable.

After following the instruction to add an input variable, you can make the variable a scan variable by following these steps:
-----------------

1. Increment the parameter `IPNSCNV` defined in `scan_variables.py` in the data_structure directory, to accommodate the new scanning variable. The incremented value will identify your scan variable.

2. Add a short description of the new scanning variable in the `nsweep` comment in `scan_variables.py`, alongside its identification number.

3. Update the `ScanVariables` enum in the `scan.py` file by adding a new case statement connecting the variable to the scan integer switch, the variable name and a short description.

4. Add a comment in the corresponding variable file in the data_structure directory, eg, `data_structure/[XX]_variables.py`, to add the variable description indicating the scan switch number.

## Add a scan variable

`nsweep` comment example:
```fortran
After following the instruction to add an input variable, you can then make a scan variable.

integer :: nsweep = 1
!! nsweep /1/ : switch denoting quantity to scan:<UL>
!! <LI> 1 aspect
!! <LI> 2 pflux_div_heat_load_max_mw
...
!! <LI> 54 GL_nbti upper critical field at 0 Kelvin
!! <LI> 55 `dr_shld_inboard` : Inboard neutron shield thickness </UL>
First, add the variable to the `ScanVariables` enum in `process/core/scan.py`.
```python
class ScanVariables(Enum):
...
blanket_scan_variable = ScanVariable(
"my_new_blanket_variable", "A blanket variable", 82
)
```
Here, `82` is the identifier of the scan variable and must be unique.

`SCAN_VARIABLES` case example:
Next, increment the parameter `IPNSCNV` in `process/data_structure/scan_variables.py` and be sure to add a description of the scan variable in the docstring of the `nsweep` variable.

Finally, in `process/core/scan.py`, add the scan variable to the `Scan.scan_select()` method.
```python
class ScanVariables(Enum):
aspect: ScanVariable("aspect", "Aspect_ratio", 1),
pflux_div_heat_load_max_mw: ScanVariable("pflux_div_heat_load_max_mw", "Div_heat_limit_(MW/m2)", 2),
...
Bc2_0K: ScanVariable("Bc2(0K)", "GL_NbTi Bc2(0K)", 54),
dr_shld_inboard : ScanVariable("dr_shld_inboard", "Inboard neutronic shield", 55),
match nwp:
...
case 82:
self.data.tfcoil.my_new_blanket_variable = swp[iscn - 1]
```

---------------
Please see the [scan documentation](../usage/running-process.md#running-process) for how to setup a scan `IN.DAT`

-----------------

## Add a constraint equation

Constraint equations are added to *PROCESS* in the `process/core/solver/constraints.py` file. They are registered with the `ConstraintManager` whenever the application is run. Each equation has a unique name that is currently an integer, however upgrades to the input file format in the future will allow arbitrary hashable constraint names.
Constraint equations are added to PROCESS in the `process/core/solver/constraints.py` file. They are registered with the `ConstraintManager` whenever the application is run. Each equation has a unique name that is currently an integer, however upgrades to the input file format in the future will allow arbitrary hashable constraint names.

A constraint is simply added by registering the constraint to the manager using a decorator.

Expand All @@ -153,20 +171,20 @@ The arguments to the `register_constraint` function are:

- Name (again, currently an integer)

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Might be worth linking this to the example (like in the 'Add an interation variable section'), e.g. saying that the 'Name' here is 1234 etc ?

- Unit (for output reporting purposes)
- Symbol (e.g. =, >=, <=. Again, for output reporting purposes)
- Symbol (e.g. `=`, `>=`, `<=`. Again, for output reporting purposes)


`my_constraint_function` should be named appropriately and return a `ConstraintResult` which contains the:

- Normalised residual error
- Constraint residual
- Normalised residual
- Constraint value
- Constraint bound
- Constraint residual

The recommended way to do this is using one of the functions `geq`, `leq`, or `eq` depending on whether the constraint is desired to be $v\geq b$, $v\leq b$, or $v=b$, respectively.

```python
@ConstraintManager.register_constraint(1234, "m", "=")
def my_constraint_function(constraint_registration):
return geq(value, bound, constraint_registration)
return eq(value, bound, constraint_registration)
```
6 changes: 3 additions & 3 deletions process/core/input.py
Original file line number Diff line number Diff line change
Expand Up @@ -16,7 +16,7 @@
)
from process.core.solver.constraints import ConstraintManager
from process.data_structure.impurity_radiation_variables import N_IMPURITIES
from process.data_structure.numerics import IPEQNS, IPNVARS
from process.data_structure.numerics import IPNVARS
from process.data_structure.pfcoil_variables import N_PF_GROUPS_MAX
from process.data_structure.physics_variables import N_CONFINEMENT_SCALINGS
from process.data_structure.scan_variables import IPNSCNS, IPNSCNV
Expand Down Expand Up @@ -47,7 +47,7 @@ def _icc_additional_actions(
data.numerics.n_constraints += 1


@dataclass
@dataclass(slots=True)
class InputVariable:
"""A variable to be parsed from the input file."""

Expand Down Expand Up @@ -1133,7 +1133,7 @@ def __post_init__(self):
"icc": InputVariable(
None,
int,
range=(1, IPEQNS),
choices=ConstraintManager.constraint_ids(),
additional_actions=_icc_additional_actions,
set_variable=False,
),
Expand Down
4 changes: 4 additions & 0 deletions process/core/solver/constraints.py
Original file line number Diff line number Diff line change
Expand Up @@ -77,6 +77,10 @@ def num_constraints(cls):
"""Return the number of constraints currently in the registry"""
return len(cls._constraint_registry)

@classmethod
def constraint_ids(cls):
return tuple(cls._constraint_registry.keys())

@classmethod
def register_constraint(
cls, name: Hashable, units: str, symbol: ConstraintSymbolType
Expand Down
8 changes: 6 additions & 2 deletions process/core/solver/iteration_variables.py
Original file line number Diff line number Diff line change
@@ -1,12 +1,16 @@
from __future__ import annotations

from copy import deepcopy
from dataclasses import dataclass
from typing import Any
from typing import TYPE_CHECKING, Any
from warnings import warn

import numpy as np

from process.core.exceptions import ProcessValueError
from process.core.model import DataStructure

if TYPE_CHECKING:
from process.core.model import DataStructure


@dataclass
Expand Down
12 changes: 6 additions & 6 deletions process/data_structure/numerics.py
Original file line number Diff line number Diff line change
Expand Up @@ -4,6 +4,8 @@

import numpy as np

from process.core.solver.iteration_variables import ITERATION_VARIABLES


class PROCESSRunMode(IntEnum):
"""Enumeration of the available PROCESS run modes, which determine the behaviour
Expand Down Expand Up @@ -100,14 +102,12 @@ def description(self):
return self._description_


IPNVARS = 177
IPNVARS = max(ITERATION_VARIABLES.keys())
"""total number of variables available for iteration"""

IPEQNS = 92
"""number of constraint equations available"""

IPNFOMS = 19
"""number of available figures of merit"""
# Set to a really large number so that it should never need to be changed
IPEQNS = 500
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"""Maximum number of constraint equations available"""


@dataclass(slots=True)
Expand Down
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