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Multimode batched evaluation of factorized CC (cost model + placement + dry-run) - #583

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Multimode batched evaluation of factorized CC (cost model + placement + dry-run)#583
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@evaleev evaleev commented Jul 29, 2026

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Multimode batched evaluation of factorized coupled-cluster equations

Adds cost-model-driven multimode batching to the SeQuant evaluator so
large-system CSV/PNO-CC residuals can be evaluated without forming their
largest transients whole. Six squashed commits (dry-run backend, optimizer,
evaluator, supporting core, tests, docs).

What it does

  • Batch modes with two kinds: external (occ / PNO pair, free on the result
    -> scattered into disjoint slices) and contracted (DF aux, summed ->
    accumulated). Loops nest external-outside-contracted.
  • Perf-first cost model (DenseTimeSpace): minimizes flops with
    peak_threshold as a ceiling; role-split (contracted/external) batchability;
    order-aware placement over the combined nest.
  • Batched evaluator: cache scope chain with fall-through; slice-on-use
    (a cached intermediate fetched from an outer scope is sliced to the current
    block) decouples correctness from placement; per-level placement driven by
    a per-canonical lifetime mask (cross-occurrence proto-aware meet) unioned
    with contracted residency; iterative (stack-safe) tree traversal.
  • Dry-run cost-profile backend predicts peak/flops/exec over the same IR.

C60 PNO-CCSD dry run (55-term residual, aux K@256, occ@8, 100 GB budget)

batching dry-run peak schedule flops (DP cost) modeled roofline time
none 38 897 GB baseline 1.06e17
contracted-aux only 6 047 GB (6.4x) identical schedule 2.94e16
ext-occ + contracted-aux 443.6 GB (87.7x) identical schedule 1.13e17

The DP selects the same factorization regardless of what is batchable
(flops are unchanged); batching only slices modes to lower the peak. The
roofline-time column moves because a giant intermediate executed whole is
memory-bound (machine_balance x traffic) but compute-bound when sliced -- the
cache-blocking win of the same schedule, not a cheaper one. Recompute overhead
(avoidable_time) is 1.8% -> 6.5% -> 39.8% as slicing gets more aggressive.

Validation

  • Units: [eval] 449, [lifetime_mask] 76, [optimize] 628 assertions green;
    OFF (order-blind) path byte-identical.
  • MPQC he10 CSV-CCk on this stack: batched (371 external scatter + 962 aux group
    events) matches unbatched to < 1e-9, within the 1e-7 precision, no aborts.

Follow-ups (non-blocking, from the final review): dedup the proto-expansion
helper; add a real-forest hidden-tag hash-regression test; revisit the
stamp_lifetime_masks const_cast.

evaleev added 6 commits July 29, 2026 14:39
CostProfile (peak/flops/exec) over the factorized IR via a zero-data dry-run
evaluation, driving the batched cost model's predictions.
Perf-first (DenseTimeSpace) objective with peak_threshold as a ceiling;
role-split (contracted/external) batchability; order-aware placement over the
combined nest; per-node batch annotations consumed by the evaluator.
External-mode scatter + contracted accumulate; cache scope chain with
fall-through; slice-on-use; per-level placement driven by a per-canonical
lifetime mask (cross-occurrence meet) unioned with contracted residency;
iterative (stack-safe) tree traversal.
Index-space occupancy predicates robust to non-physical spaces; logger;
is_valid accepts Power; convention.
evaleev added 20 commits July 29, 2026 23:06
The multimode-batched-eval tests had only run under Release/IGNORE, so several
Debug-only asserts (and one ASan bug) were masked. Fix them so the suite is
green under Debug (SEQUANT_ASSERT_BEHAVIOR=ABORT + AddressSanitizer):

- Covariant tensor forms in the synthetic batched-eval tests: contracted
  indices had been placed in the same bra/ket slot, tripping create_graph's
  strict-braket invariant. Reorient contractions Einstein-properly and move
  Hadamard/external indices to the aux slot (test_lifetime_mask, test_eval_ta,
  test_eval_dryrun). Physical-tensor tests were unaffected (Symm braket).
- test_eval_dryrun: a rank-4 CSV composite used a duplicate proto index; use a
  distinct fourth occ index.
- test_eval_ta: rand_tensor_yield now sizes the m (mu~) space; and copy the
  compared tiles by value in shape_spike_ToT_inner_contraction_to_flat_T (it
  bound a reference into a temporary Future -> ASan stack-use-after-scope).
- test_cache_manager: the batch-axis veto is phase-2 -- a node carrying a batch
  mode free on its own result is batch-variant (External or Contracted) and
  correctly refused run-scope caching; update the stale case-3 expectation.
- cost_model: seeded_root_peak_batched must admit the seed via the external-role
  predicate too. The seed is an external mode, so build_context's role filter
  gates it through is_batchable_external_index; overriding only the
  contracted-role predicate dropped the seed and tripped the k_seed assert.
- Hide ([.]) the all-C60-terms perf-first cost diagnostic: it runs optimize()
  on every summand (tens of minutes in Debug) and has no correctness checks.
- Add a hidden ([.]) water-20 occ-batching overcompute dry-run diagnostic.
order_aware_recompute=false selects the set-keyed DP that ignores the
per-batch-block replay recompute, which under-costs every batched schedule and
is never the more realistic default. Default it to true in BatchPolicy and
CostParams (MPQC and other callers inherit it via optimize()).

Pin it false in the two cases that specifically characterize the legacy
set-keyed behavior: reconstruct_batched_modes_emits_external_per_node (its own
comment documents the order-aware-off emit_external regime) and the C60
objective-determines-factorization case (peak-first forms the fully-sliceable
4-PAO only under the set-keyed peak model; under the realistic resident-scan
model the contrast collapses -- peak-first also avoids it and perf-first flops
then exceed peak-first because the recompute is charged).
OptimizeOptions::inner_pow and PeakBatchedModel::inner_pow already have no
default (empty + composite indices -> inner_aware_volume throws, so the old
silent mis-sizing fallback cannot recur). But 9 OptimizeOptions{...} designated
initializers omitted inner_pow, which g++ -Wextra -Werror flags as
missing-field-initializers (clang does not, so macOS CI and local clang builds
missed it) -- breaking every Linux Debug job.

Add an explicit .inner_pow = {} (composite-free no-op) at all 9 sites
(optimize.cpp compatibility_opts + 8 in test_optimize). Also finish the
removal that had missed CostParams::inner_pow: drop its stale = {} default and
its stale "sized by idxsz (k=1)" fallback comment so all three inner_pow fields
are uniformly no-default (all 21 CostParams{...} sites already set it).
The static per-node walk in cost_profile() prices each node once, so its
flops/exec are order- and batching-blind and never reflect the per-occ-block
REPLAY recompute the batched evaluator does at runtime -- the reason a dry-run
could not predict occ-batching being slower than aux-only.

Split the reported cost:
- Rename CostProfile::{flops,exec_cost,n_ops} -> model_{flops,exec,n_ops} (the
  static DP-model quantities, unchanged).
- Add dryrun_{flops,exec,n_ops}, tallied from the existing Trace::On replay: an
  optional CostSink is attached to the shared dry-run CostModel, and every
  actual product-op execution (DryRunOps::prod) folds its own SLICED-extent
  flops/exec (the same numbers already computed for the per-op OpCost log) into
  it. Because a sliced occ-dependent op run N times does ~1/N work per pass, its
  sliced-cost sum is work-neutral; only occ-INDEPENDENT work re-executed at full
  size once per block inflates -- so dryrun_* isolates exactly the recompute.

The sink is opt-in (nullptr default) and lives on the dry-run CostModel, which
is constructed only inside cost_profile(); eval.hpp / make_evaluator are
untouched, so mpqc's production evaluator path is byte-identical.

water-20 [.][dryrun-water20-overcompute], heavy occ batching: model_flops
ratio 1.0 (flat), dryrun_flops/exec ratio ~1.98, dryrun_n_ops ~55x -- the
recompute is now visible where the model walk saw nothing.
Extend [.][dryrun-water20-overcompute] to three configs -- aux-only, occ+aux
order_aware=false (MPQC production / root-level forest seed), occ+aux
order_aware=true (node-level placement) -- and report the recompute-aware
dryrun_{exec,n_ops} per config plus the OA-true-vs-false ratio.

Diagnoses the water-20 order_aware=true slowdown: under occ batching,
order_aware=true does ~2x the dryrun_exec and ~12x the op-executions of
order_aware=false, and (via its resident-scan peak model reporting higher
peaks) also tips more terms over peak_threshold so occ batching engages where
order_aware=false leaves them un-batched -- a double hit that matches the
observed runtime regression.
Flipping the default to true (previous commit on this branch) turned on the
order-aware cost model AND, together with batch_spectator_indices, node-level
external placement. On water-20 that path is a runtime regression -- the
water-20 dryrun diagnostic measures ~2x the traffic and ~12x the op-executions
of the root-level forest seed for the same term -- and, worse, was reported on
Owl (job 649250) to produce a WRONG schedule: incorrect PNO-CCSD iteration
energies and malformed eval ops. Restore the known-good default (false =
legacy set-keyed DP + root-level forest seed) until node-level placement is
root-caused and fixed. The two tests that pin order_aware off explicitly keep
passing (the pin now merely matches the default).
order_aware_recompute conflated two orthogonal concerns: the order-aware
recompute COST MODEL (which factorization the DP selects) and the node-level
external-mode EMISSION placement (per-node External stamps vs the root-level
forest seed). node_level_placement was defined as order_aware_recompute &&
batch_spectator_indices, so enabling the more-realistic cost model forced the
node-level emission along with it.

A water-8 A/B (holding the cost model fixed, toggling only emission) shows the
regression is the EMISSION, not the cost model: node-level placement runs ~6x
slower (~124 vs ~20 s/iter) and emits ~8x more batch scopes than the root-level
seed, because it nests a batch scope at every carrying node and the batched
evaluator replays each. The order-aware cost model with root-seed emission is
correct and cheap. Node-level placement also produces a wrong residual on
water-20 (size-dependent; not reproduced at water-8/he10).

Split node_level_placement into its own BatchPolicy/CostParams/CostModel flag
(default false), threaded alongside order_aware_recompute. order_aware_recompute
now drives only selection; node_level_placement drives only emission. Both
default false, so this is behavior-neutral. A gated SEQUANT_NODE_LEVEL_PLACEMENT
env knob forces the placement for A/B diagnostics without recompiling a flag
through the caller.

Tests that engaged node-level placement via order_aware_recompute=true now set
node_level_placement=true explicitly; the node-level correctness sweep now
drives the emission via its sweep variable.
Now that node-level emission is separately gated by node_level_placement
(default off), the order-aware recompute cost model is selection-only and safe
to default on: it charges recompute realistically and picks better-batching
factorizations, while emission stays the correct, cheap root-level forest seed.
Verified no churn across the [optimize] suite (628 assertions) and the batched
emission tests. The internal CostModel/oracle-helper member defaults stay false
(documented seeded-probe reason); the public BatchPolicy/CostParams path
threads the true default through.
…le recompute

Add a batched-evaluation schedule-visualizer pipeline and make avoidable
recompute a first-class per-node output of cost_profile().

- schedule_dump.hpp (new): per-term IR schedule-record emitter
  (schedule_ir_json) and a shared cost_op_signature() join key (result index
  labels + the sorted operand pair). One definition, used by three producers
  so a DAG node, its runtime Build event, and cost_profile's per-node number
  all carry the identical key -- no signature is reconstructed downstream.
- eval.hpp: runtime schedule-dump hooks (SCHEDULE_RUN_EVENT / RUN_GROUP),
  each internal Build event stamped with the same signature and per-loop
  dependent-mode flags, all gated by SEQUANT_SCHED_DUMP (production path
  byte-identical when unset).
- CostProfile gains per-node avoidable_nodes {label,count,exec,flops} plus
  avoidable_exec / avoidable_ops and avoidable_time(). DryRunOps::prod tallies
  each build's necessary = product of block counts of its touched (dependent)
  modes, so builds - necessary is the avoidable recompute (a node rebuilt once
  per block of a mode it does not touch). The cost model is dense, so necessary
  is exact and no empirical correction is needed. avoidable_nodes_from_sink()
  is the shared rollup, reused by the schedule-dump test to emit these numbers.
- Consolidate the two dryrun avoidable witnesses (occ-veto, extmode) onto
  cost_profile's structural per-node rollup, replacing the BatchGroup/BatchIter
  trace-parse string-match reconstruction with a read of cp.avoidable_* (the
  structural signature is relabeling-proof; the trace is still parsed only for
  the scatter/group Begin markers cost_profile does not expose).
…uckets

The per-node avoidable-recompute rollup keyed only by the label signature
(result+operand indices), so a node built at many slice sizes landed in one
bucket. Because the exec model is roofline-like (nonlinear in slice size),
those builds span orders of magnitude (a 257x spread on the C60 external-occ
arm); pricing avoidable as count * a single per-build exec then exceeded the
whole replay's exec -- the impossible avoidable_time > 100%.

Fix: key the sink by the EXTENDED signature (label + the touched modes'
realized extents), so every build in a bucket ran at the same slice-context
and hence the same roofline cost. Within a cost-homogeneous bucket
avoidable_exec = total_exec * (builds - necessary)/builds is exact; the
buckets of one DAG node aggregate back to a per-label AvoidableNode (what the
visualizer joins on by hash->sig).

Verified: buckets are homogeneous (count*last == total*frac per bucket), all
arms bounded <= 100% (C60 external-occ 390% -> 0.005%), and the giant term
reads 77%, matching an independent dependent-mode analysis (78%). NodeCost now
accumulates total_exec/total_flops; min/max/last are kept only for the
SEQUANT_AVOIDABLE_DEBUG homogeneity dump.
Redefine the per-value avoidable-recompute metric: it is now measured in FLOPs
against the batching-free (unlimited-memory) ideal -- the arithmetic the batched
replay repeats beyond building each value once at full extent -- rather than in
roofline exec against a within-scheme "necessary" reference.

Two problems with the exec-weighted metric drove this:
 - roofline exec is nonlinear in slice size, so one value's differently-sized
   builds spanned ~257x; pricing avoidable as count x a single per-build exec
   exceeded the whole replay's exec (avoidable_time > 100%). The prior
   cost-homogeneous slice-context bucketing removed the >100% but stayed
   exec-weighted;
 - referencing "necessary = distinct slices the scheme produces" is circular --
   it scores an un-hoisted value's per-block rebuilds as necessary, so it cannot
   see the recompute hoisting exists to avoid.

FLOPs is linear in extents, hence additive across slices: disjoint per-block
slices that tile a value sum to exactly full_flops (0 avoidable), while a value
rebuilt full per block sums to N*full ((N-1)*full avoidable). So avoidable =
max(0, total_flops - full_flops) per value, bounded in [0, dryrun_flops] by
construction, needs no slice-context bucketing, and answers "what does batching
cost vs. infinite memory". NodeCost drops to {builds, total_flops, full_flops};
CostProfile.avoidable_exec -> avoidable_flops, avoidable_time() = avoidable_flops
/ dryrun_flops.

Witnesses re-baselined (nterms=55, FLOPs): occ-veto 1.8/6.5/15.4%; the extmode
witness shows external-occ (~1.95%) and contracted-occ (~1.97%) essentially
equal -- external-mode batching is NOT a recompute fix on the C60 forest (its
original conclusion, now with honest magnitudes). The [cost_profile] giant reads
77.8%, matching an independent dependent-mode analysis (78%).
The batch-variant caching veto in cache_manager had two disjuncts: (a) a node
whose own batched_here() carries a Contracted, batchable mode FREE in its own
result, and (b) a non-empty cross-occurrence lifetime mask. Disjunct (a) is
structurally dead: a Contracted mode is summed AT the node, so it can never be
free in that node's result, and post-role-split a free index is stamped
External, never Contracted -- so the condition never holds (the occ-veto test's
[veto-reach] probe read 0, structurally, not by forest accident). It only ever
guarded a malformed emission.

Remove disjunct (a) and the `is_batchable_contracted_index` parameter from the
cache_manager factory (the only functional caller, build_dryrun_cache, drops the
arg; no production caller passed it), the `CacheConfig::is_batchable_index`
field and the cost_profile() overwrite that fed it, and the now-obsolete
[veto-reach]/[veto-hazard] probes plus the disjunct-(a) sub-test. Disjunct (b)
(the cross-occurrence lifetime-mask veto -- the load-bearing F1 correctness
guard) is unchanged.

Behavior-preserving: [cache_manager] (200), [lifetime_mask] (76), [dryrun], and
[eval] (TA production path, 457) all green. Does NOT touch
BatchPolicy::is_batchable_contracted_index (the batching decision) or
BatchPolicy::is_batchable_index() (the eval accept union) -- both stay.
Design note reframing batched-eval cache placement as register allocation.
Three identities -- value (hash), instance (use-site), cell (a materialized copy
serving a subset of instances). A value's instances partition into cells; perfect
CSE = one cell/value, no CSE = one cell/instance, and the peak budget chooses the
granularity in between (a partial un-CSE / materialization DAG). Cell identity =
(value, home-scope, split-index): home-scope is the loop level (the axis batching
adds), split-index names a same-scope peak split (the RA live-range-split rename).

Placement is register allocation + loop-invariant code motion + rematerialization:
hoisting a shared value lengthens its live range (peak) to save recompute; slicing
adds partial-hoist granularity. Objective: minimize recompute (the rational,
batching-aware reuse count W-1 times build cost) subject to the whole-forest peak
profile <= peak_threshold. Peak is a placement (post-CSE, whole-forest) constraint,
not a factorizer one; cost_profile()'s replay peak is the detection safety net, and
a peak that survives full splitting is factorization-inherent.

Includes a prior-art section (rematerialization/checkpointing -- Checkmate;
electronic-structure space-time tradeoff -- Cociorva/Sadayappan PLDI 2002; register
allocation; pebble games), four worked cases, and open items (group-scoped cache
keying, the greedy split move, per-placement footprint, W's fixed point).
O1 (cell keying) resolved as a router + dumb stores, not a wider cache key. Add
§7a "Runtime realization": one value-keyed store per (home-scope, split-index)
-- the cache stays TreeNode-keyed unchanged -- plus an explicit router
{value, use-site} -> (home-scope, split-index) that is the placement pass's
output and replaces the implicit parent_ fall-through search. Reads route via
the map then reuse the EXISTING Enter-stage slicer, (use-scope - home-scope)
INTERSECT carried(N), fed the home scope directly instead of via hops; default
{value} -> (home, 0) is byte-identical. Standardize terminology on "home scope"
(= the code's "lifetime scope" = store scope; consumer's is "use scope"). Update
§4, §9, and O1 accordingly; residual O1 sub-items are the use-site/occurrence id,
the parent_/hops audit, and the naming standardization.
Add §7b: the placement pass as a register-allocation spill loop. Seed = perfect
CSE (recompute-minimal, peak-maximal); walk up the recompute axis to walk down
peak until peak <= threshold. Objective and constraint are exactly
cost_profile()'s avoidable_flops and peak_bytes -- no new measurement. Moves:
SHRINK (slice a carried mode a cell holds full -- the existing external-slice /
node_level_placement, now driven off the true whole-forest peak) and EVICT
(delay/un-hoist an invariant cell held idle, or split a long-lived cell's
instances into short-lived groups -- the new CSE-aware move the per-term DP
cannot see). Greedy: candidates = cells alive at the binding peak point, prefer
free shrinks then max ΔPeak/ΔRecompute (the spill metric), apply, incrementally
re-cost, repeat; terminate on fit or on a factorization-inherent peak. Residual
sub-items O2a (incremental profile update), O2b (per-move estimator/lookahead),
O2c (subsume vs run-after the DP external-slice pass).
Clarify §7b: O2 runs after the per-term min-time factorizer and takes the
factorization AND batch-loop assignments (batched_here) as FIXED, deciding only
the whole-forest eval/placement strategy (home-scope + router); it never adds,
removes, or re-assigns a batch loop. Reframe "shrink" from "slice a carried
mode" to "re-home a cell into an EXISTING carried loop" -- a placement choice on
the fixed nest, not a batching change; deciding to batch an un-batched mode
(adding a loop) is the factorizer's lever. Split the termination boundary into
two non-O2 failure modes: factorization-inherent (a single intermediate > budget)
vs. re-batch-needed (fixed batching left placement too little room, e.g. a shared
cell needing slicing on a mode no single term batched) -- both detected via
peak_bytes and fed back, giving the structure factorize+batch -> O2 place -> if
infeasible re-batch.
Add §7c. Cell footprint is home-relative: a carried mode is sliced (block extent)
iff its fixed batch loop encloses the cell's home, else held full -- the existing
moment-aware memsize with home-relative extent overrides, so O2's shrink ΔPeak is
just the footprint delta. The peak profile is max weighted-interval overlap: each
cell is a [first-use, last-use] interval (from the router's use-sites + the static
schedule order) weighted by footprint; peak = max over static points of the sum of
live cells' footprints (a sweep line), and the argmax is O2's binding peak point.
Because it SUMS co-resident live cells it corrects today's peak_bytes =
max(scratch, cache) under-count (a lower bound per §1); the replay stays the oracle
(must sum, not max, co-residency). The weighted-interval form updates incrementally
under an O2 move (feeds O2a). Residual O3a-c: the sweep structure, the summed-
co-residency replay oracle, composite/proto sizing.
Add §7d. Define home_scope(value) = deepest scope enclosing the loops of
(sliced_modes ∪ demoted_external_modes). sliced_modes is the cross-occurrence
meet (max-reuse upper bound); the demotion fold adds the External batched_here
stamps the meet demoted (has_demoted_external) -- occurrences bind them to
incompatible blocks, so the value can't be a single full value above those loops
and its home must be inside them. The fold is exactly what unifies the current
cache-veto-vs-has_demoted_external disagreement into one authority both the cache
and the runtime read. Per-block is temporal (one external-loop-homed cell
re-instantiated per iteration), so no split-index -- that stays reserved for O2's
peak-driven same-scope splits. Structural and computed from the meet before O2,
which only lowers homes further for peak; consistent with W (the demoted mode is
free tiling). Residual O5a-b: confirm the exact signal / edge cases and the seed
router construction. Also tie O6 to §7b's two failure modes.
O4 (W's computation order) is not a fixed point: W is a function of the current
placement, well-defined at the home_scope seed and re-costed incrementally per O2
move -- seed-then-refine, subsumed by §7b/§7d. O6 (feedback) scoped to a minimal
detect-and-report step (surface the binding cell + failure mode so a schedule
fails loudly, not silent OOM), with the re-batch/re-factorize hint as a follow-on
that the detect step precedes. All major open items (O1-O6) now designed or
resolved; the spec is design-complete.
Phased plan for the placement-as-register-allocation design. Phase 1 (detailed,
bite-sized TDD) corrects cost_profile()'s peak_bytes from max(scratch, cache)
hwmarks to the instant-resolved co-resident SUM across the scope chain (spec
7c/O3b) -- adds CacheManager current_residency()/chain_residency(), threads the
chain sum into note_working_set, simplifies the fold, and re-baselines the
documented-RED peak figures from measurement. Phases 2-5 (router+home_scope seed,
static peak sweep, the O2 greedy, feedback) are a roadmap, each a future plan.
Global constraints: no en-dashes, clang-format, byte-identical perfect-CSE
default, replay stays the peak oracle.
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