apex_solver/core/
variable.rs

1//! Variables for optimization on manifolds.
2//!
3//! This module provides the `Variable` struct, which represents optimization variables that
4//! live on manifolds (Lie groups like SE2, SE3, SO2, SO3, or Euclidean spaces Rn). Variables
5//! support manifold operations (plus/minus in tangent space), constraints (fixed indices,
6//! bounds), and covariance estimation.
7//!
8//! # Key Concepts
9//!
10//! ## Manifolds vs. Vector Spaces
11//!
12//! Unlike standard optimization that operates in Euclidean space (Rⁿ), many robotics problems
13//! involve variables on manifolds:
14//! - **Poses**: SE(2) or SE(3) - rigid body transformations
15//! - **Rotations**: SO(2) or SO(3) - rotation matrices/quaternions
16//! - **Landmarks**: R³ - 3D points in Euclidean space
17//!
18//! Manifolds require special handling:
19//! - Updates happen in the tangent space (local linearization)
20//! - Plus operation (⊞): manifold × tangent → manifold
21//! - Minus operation (⊟): manifold × manifold → tangent
22//!
23//! ## Tangent Space Updates
24//!
25//! During optimization, updates are computed as tangent vectors and applied via the plus
26//! operation:
27//!
28//! ```text
29//! x_new = x_old ⊞ δx
30//! ```
31//!
32//! where `δx` is a tangent vector (e.g., 6D for SE(3), 3D for SE(2)).
33//!
34//! ## Constraints
35//!
36//! Variables support two types of constraints:
37//! - **Fixed indices**: Specific DOF held constant during optimization
38//! - **Bounds**: Box constraints (min/max) on tangent space components
39//!
40//! ## Covariance
41//!
42//! After optimization, the `Variable` can store a covariance matrix representing uncertainty
43//! in the tangent space. For SE(3), this is a 6×6 matrix; for SE(2), a 3×3 matrix.
44//!
45//! # Example: SE(2) Variable
46//!
47//! ```
48//! use apex_solver::core::variable::Variable;
49//! use apex_solver::manifold::se2::{SE2, SE2Tangent};
50//! use nalgebra::DVector;
51//!
52//! // Create a 2D pose variable
53//! let initial_pose = SE2::from_xy_angle(1.0, 2.0, 0.5);
54//! let mut var = Variable::new(initial_pose);
55//!
56//! // Apply a tangent space update: [dx, dy, dtheta]
57//! let delta = SE2Tangent::from(DVector::from_vec(vec![0.1, 0.2, 0.05]));
58//! let updated_pose = var.plus(&delta);
59//! var.set_value(updated_pose);
60//!
61//! println!("Updated pose at ({}, {}, {})",
62//!     var.value.translation().x,
63//!     var.value.translation().y,
64//!     var.value.angle()
65//! );
66//! ```
67//!
68//! # Example: Variable with Constraints
69//!
70//! ```
71//! use apex_solver::core::variable::Variable;
72//! use apex_solver::manifold::rn::Rn;
73//! use nalgebra::DVector;
74//!
75//! // Create a 3D point variable
76//! let mut landmark = Variable::new(Rn::new(DVector::from_vec(vec![0.0, 0.0, 0.0])));
77//!
78//! // Fix the z-coordinate (index 2)
79//! landmark.fixed_indices.insert(2);
80//!
81//! // Constrain x to [-10, 10]
82//! landmark.bounds.insert(0, (-10.0, 10.0));
83//!
84//! // Apply update (will respect constraints)
85//! let update = DVector::from_vec(vec![15.0, 5.0, 100.0]); // Large update
86//! landmark.update_variable(update);
87//!
88//! let result = landmark.to_vector();
89//! assert_eq!(result[0], 10.0);   // Clamped to upper bound
90//! assert_eq!(result[1], 5.0);    // Unconstrained
91//! assert_eq!(result[2], 0.0);    // Fixed at original value
92//! ```
93
94use std::collections::{HashMap, HashSet};
95
96use crate::manifold::{LieGroup, Tangent};
97use faer::Mat;
98use nalgebra::DVector;
99
100/// Generic Variable struct that uses static dispatch with any manifold type.
101///
102/// This struct represents optimization variables that live on manifolds and provides
103/// type-safe operations for updating variables with tangent space perturbations.
104///
105/// # Type Parameters
106/// * `M` - The manifold type that implements the LieGroup trait
107///
108/// # Examples
109/// ```
110/// use apex_solver::core::variable::Variable;
111/// use apex_solver::manifold::se2::SE2;
112/// use apex_solver::manifold::rn::Rn;
113///
114/// // Create a Variable for SE2 manifold
115/// let se2_value = SE2::from_xy_angle(1.0, 2.0, 0.5);
116/// let se2_var = Variable::new(se2_value);
117///
118/// // Create a Variable for Euclidean space
119/// let rn_value = Rn::from_vec(vec![1.0, 2.0, 3.0]);
120/// let rn_var = Variable::new(rn_value);
121/// ```
122#[derive(Clone, Debug)]
123pub struct Variable<M: LieGroup> {
124    /// The manifold value
125    pub value: M,
126    /// Indices that should remain fixed during optimization
127    pub fixed_indices: HashSet<usize>,
128    /// Bounds constraints on the tangent space representation
129    pub bounds: HashMap<usize, (f64, f64)>,
130    /// Covariance matrix in the tangent space (uncertainty estimation)
131    ///
132    /// This is `None` if covariance has not been computed.
133    /// When present, it's a square matrix of size `tangent_dim x tangent_dim`
134    /// representing the uncertainty in the optimized variable's tangent space.
135    ///
136    /// For example, for SE3 this would be a 6×6 matrix representing uncertainty
137    /// in [translation_x, translation_y, translation_z, rotation_x, rotation_y, rotation_z].
138    pub covariance: Option<faer::Mat<f64>>,
139}
140
141impl<M> Variable<M>
142where
143    M: LieGroup + Clone + 'static,
144    M::TangentVector: Tangent<M>,
145{
146    /// Create a new Variable from a manifold value.
147    ///
148    /// # Arguments
149    /// * `value` - The initial manifold value
150    ///
151    /// # Examples
152    /// ```
153    /// use apex_solver::core::variable::Variable;
154    /// use apex_solver::manifold::se2::SE2;
155    ///
156    /// let se2_value = SE2::from_xy_angle(1.0, 2.0, 0.5);
157    /// let variable = Variable::new(se2_value);
158    /// ```
159    pub fn new(value: M) -> Self {
160        Variable {
161            value,
162            fixed_indices: HashSet::new(),
163            bounds: HashMap::new(),
164            covariance: None,
165        }
166    }
167
168    /// Set the manifold value.
169    ///
170    /// # Arguments
171    /// * `value` - The new manifold value
172    pub fn set_value(&mut self, value: M) {
173        self.value = value;
174    }
175
176    /// Get the degrees of freedom (tangent space dimension) of the variable.
177    ///
178    /// This returns the dimension of the tangent space, which is the number of
179    /// parameters that can be optimized for this manifold type.
180    ///
181    /// # Returns
182    /// The tangent space dimension (degrees of freedom)
183    pub fn get_size(&self) -> usize {
184        self.value.tangent_dim()
185    }
186
187    /// Plus operation: apply tangent space perturbation to the manifold value.
188    ///
189    /// This method takes a tangent vector and returns a new manifold value by applying
190    /// the manifold's plus operation (typically the exponential map).
191    ///
192    /// # Arguments
193    /// * `tangent` - The tangent vector to apply as a perturbation
194    ///
195    /// # Returns
196    /// A new manifold value after applying the tangent perturbation
197    ///
198    /// # Examples
199    /// ```
200    /// use apex_solver::core::variable::Variable;
201    /// use apex_solver::manifold::se2::{SE2, SE2Tangent};
202    /// use nalgebra as na;
203    ///
204    /// let se2_value = SE2::from_xy_angle(1.0, 2.0, 0.0);
205    /// let variable = Variable::new(se2_value);
206    ///
207    /// // Create a tangent vector: [dx, dy, dtheta]
208    /// let tangent = SE2Tangent::from(na::DVector::from(vec![0.1, 0.1, 0.1]));
209    /// let new_value = variable.plus(&tangent);
210    /// ```
211    pub fn plus(&self, tangent: &M::TangentVector) -> M {
212        self.value.plus(tangent, None, None)
213    }
214
215    /// Minus operation: compute tangent space difference between two manifold values.
216    ///
217    /// This method computes the tangent vector that would transform this variable's
218    /// value to the other variable's value using the manifold's minus operation
219    /// (typically the logarithmic map).
220    ///
221    /// # Arguments
222    /// * `other` - The other variable to compute the difference to
223    ///
224    /// # Returns
225    /// A tangent vector representing the difference in tangent space
226    ///
227    /// # Examples
228    /// ```
229    /// use apex_solver::core::variable::Variable;
230    /// use apex_solver::manifold::se2::SE2;
231    ///
232    /// let se2_1 = SE2::from_xy_angle(2.0, 3.0, 0.5);
233    /// let se2_2 = SE2::from_xy_angle(1.0, 2.0, 0.0);
234    /// let var1 = Variable::new(se2_1);
235    /// let var2 = Variable::new(se2_2);
236    ///
237    /// let difference = var1.minus(&var2);
238    /// ```
239    pub fn minus(&self, other: &Self) -> M::TangentVector {
240        self.value.minus(&other.value, None, None)
241    }
242
243    /// Get the covariance matrix for this variable (if computed).
244    ///
245    /// Returns `None` if covariance has not been computed.
246    ///
247    /// # Returns
248    /// Reference to the covariance matrix in tangent space
249    pub fn get_covariance(&self) -> Option<&Mat<f64>> {
250        self.covariance.as_ref()
251    }
252
253    /// Set the covariance matrix for this variable.
254    ///
255    /// The covariance matrix should be square with dimension equal to
256    /// the tangent space dimension of this variable.
257    ///
258    /// # Arguments
259    /// * `cov` - Covariance matrix in tangent space
260    pub fn set_covariance(&mut self, cov: Mat<f64>) {
261        self.covariance = Some(cov);
262    }
263
264    /// Clear the covariance matrix.
265    pub fn clear_covariance(&mut self) {
266        self.covariance = None;
267    }
268}
269
270// Extension implementation for Rn manifold (special case since it's Euclidean)
271use crate::manifold::rn::Rn;
272
273impl Variable<Rn> {
274    /// Convert the Rn variable to a vector representation.
275    pub fn to_vector(&self) -> DVector<f64> {
276        self.value.data().clone()
277    }
278
279    /// Create an Rn variable from a vector representation.
280    pub fn from_vector(values: DVector<f64>) -> Self {
281        Self::new(Rn::new(values))
282    }
283
284    /// Update the Rn variable with bounds and fixed constraints.
285    pub fn update_variable(&mut self, mut tangent_delta: DVector<f64>) {
286        // bound
287        for (&idx, &(lower, upper)) in &self.bounds {
288            tangent_delta[idx] = tangent_delta[idx].max(lower).min(upper);
289        }
290
291        // fix
292        for &index_to_fix in &self.fixed_indices {
293            tangent_delta[index_to_fix] = self.value.data()[index_to_fix];
294        }
295
296        self.value = Rn::new(tangent_delta);
297    }
298}
299
300#[cfg(test)]
301mod tests {
302    use super::*;
303    use crate::manifold::{rn::Rn, se2::SE2, se3::SE3, so2::SO2, so3::SO3};
304    use nalgebra::{DVector, Quaternion, Vector3};
305    use std;
306
307    #[test]
308    fn test_variable_creation_rn() {
309        let vec_data = DVector::from_vec(vec![1.0, 2.0, 3.0, 4.0, 5.0]);
310        let rn_value = Rn::new(vec_data);
311        let variable = Variable::new(rn_value);
312
313        // Use get_size for Rn manifold (returns dynamic size)
314        assert_eq!(variable.get_size(), 5);
315        assert!(variable.fixed_indices.is_empty());
316        assert!(variable.bounds.is_empty());
317    }
318
319    #[test]
320    fn test_variable_creation_se2() {
321        let se2 = SE2::from_xy_angle(1.0, 2.0, 0.5);
322        let variable = Variable::new(se2);
323
324        assert_eq!(variable.get_size(), SE2::DOF);
325        assert!(variable.fixed_indices.is_empty());
326        assert!(variable.bounds.is_empty());
327    }
328
329    #[test]
330    fn test_variable_creation_se3() {
331        let se3 = SE3::from_translation_quaternion(
332            Vector3::new(1.0, 2.0, 3.0),
333            Quaternion::new(1.0, 0.0, 0.0, 0.0),
334        );
335        let variable = Variable::new(se3);
336
337        assert_eq!(variable.get_size(), SE3::DOF);
338        assert!(variable.fixed_indices.is_empty());
339        assert!(variable.bounds.is_empty());
340    }
341
342    #[test]
343    fn test_variable_creation_so2() {
344        let so2 = SO2::from_angle(0.5);
345        let variable = Variable::new(so2);
346
347        assert_eq!(variable.get_size(), SO2::DOF);
348        assert!(variable.fixed_indices.is_empty());
349        assert!(variable.bounds.is_empty());
350    }
351
352    #[test]
353    fn test_variable_creation_so3() {
354        let so3 = SO3::from_euler_angles(0.1, 0.2, 0.3);
355        let variable = Variable::new(so3);
356
357        assert_eq!(variable.get_size(), SO3::DOF);
358        assert!(variable.fixed_indices.is_empty());
359        assert!(variable.bounds.is_empty());
360    }
361
362    #[test]
363    fn test_variable_set_value() {
364        let initial_vec = DVector::from_vec(vec![1.0, 2.0, 3.0]);
365        let mut variable = Variable::new(Rn::new(initial_vec));
366
367        let new_vec = DVector::from_vec(vec![4.0, 5.0, 6.0, 7.0]);
368        variable.set_value(Rn::new(new_vec));
369        assert_eq!(variable.get_size(), 4);
370
371        let se2_initial = SE2::from_xy_angle(0.0, 0.0, 0.0);
372        let mut se2_variable = Variable::new(se2_initial);
373
374        let se2_new = SE2::from_xy_angle(1.0, 2.0, std::f64::consts::PI / 4.0);
375        se2_variable.set_value(se2_new);
376        assert_eq!(se2_variable.get_size(), SE2::DOF);
377    }
378
379    #[test]
380    fn test_variable_plus_minus_operations() {
381        // Test SE2 manifold plus/minus operations
382        let se2_1 = SE2::from_xy_angle(2.0, 3.0, std::f64::consts::PI / 2.0);
383        let se2_2 = SE2::from_xy_angle(1.0, 1.0, std::f64::consts::PI / 4.0);
384        let var1 = Variable::new(se2_1);
385        let var2 = Variable::new(se2_2);
386
387        let diff_tangent = var1.minus(&var2);
388        let var2_updated = var2.plus(&diff_tangent);
389        let final_diff = var1.minus(&Variable::new(var2_updated));
390
391        assert!(DVector::from(final_diff).norm() < 1e-10);
392    }
393
394    #[test]
395    fn test_variable_rn_plus_minus_operations() {
396        // Test Rn manifold plus/minus operations
397        let rn_1 = Rn::new(DVector::from_vec(vec![1.0, 2.0, 3.0]));
398        let rn_2 = Rn::new(DVector::from_vec(vec![4.0, 5.0, 6.0]));
399        let var1 = Variable::new(rn_1);
400        let var2 = Variable::new(rn_2);
401
402        // Test minus operation
403        let diff_tangent = var1.minus(&var2);
404        assert_eq!(
405            diff_tangent.to_vector(),
406            DVector::from_vec(vec![-3.0, -3.0, -3.0])
407        );
408
409        // Test plus operation
410        let var2_updated = var2.plus(&diff_tangent);
411        assert_eq!(var2_updated.data(), &DVector::from_vec(vec![1.0, 2.0, 3.0]));
412
413        // Test roundtrip consistency
414        let final_diff = var1.minus(&Variable::new(var2_updated));
415        assert!(final_diff.to_vector().norm() < 1e-10);
416    }
417
418    #[test]
419    fn test_variable_update_with_bounds() {
420        let vec_data = DVector::from_vec(vec![1.0, 2.0, 3.0, 4.0, 5.0, 6.0]);
421        let mut variable = Variable::new(Rn::new(vec_data));
422
423        variable.bounds.insert(0, (-1.0, 1.0));
424        variable.bounds.insert(2, (0.0, 5.0));
425
426        let new_values = DVector::from_vec(vec![-5.0, 10.0, -3.0, 20.0, 30.0, 40.0]);
427        variable.update_variable(new_values);
428
429        let result_vec = variable.to_vector();
430        assert!(result_vec.len() == 6);
431    }
432
433    #[test]
434    fn test_variable_update_with_fixed_indices() {
435        let vec_data = DVector::from_vec(vec![1.0, 2.0, 3.0, 4.0, 5.0, 6.0, 7.0, 8.0]);
436        let mut variable = Variable::new(Rn::new(vec_data.clone()));
437
438        variable.fixed_indices.insert(1);
439        variable.fixed_indices.insert(4);
440
441        let delta_values = DVector::from_vec(vec![9.0, 18.0, 27.0, 36.0, 45.0, 54.0, 63.0, 72.0]);
442        variable.update_variable(delta_values);
443
444        let result_vec = variable.to_vector();
445        assert_eq!(result_vec[1], 2.0);
446        assert_eq!(result_vec[4], 5.0);
447        assert!(result_vec.len() == 8);
448    }
449
450    #[test]
451    fn test_variable_combined_bounds_and_fixed() {
452        let vec_data = DVector::from_vec(vec![1.0, 2.0, 3.0, 4.0, 5.0, 6.0, 7.0]);
453        let mut variable = Variable::new(Rn::new(vec_data.clone()));
454
455        variable.bounds.insert(0, (-2.0, 2.0));
456        variable.bounds.insert(3, (-1.0, 1.0));
457        variable.fixed_indices.insert(1);
458        variable.fixed_indices.insert(5);
459
460        let delta_values = DVector::from_vec(vec![-5.0, 100.0, 30.0, 10.0, 50.0, 600.0, 70.0]);
461        variable.update_variable(delta_values);
462
463        let result = variable.to_vector();
464        assert_eq!(result[1], 2.0);
465        assert_eq!(result[5], 6.0);
466        assert!(result.len() == 7);
467    }
468
469    #[test]
470    fn test_variable_type_safety() {
471        let se2_var = Variable::new(SE2::from_xy_angle(1.0, 2.0, 0.5));
472        let se3_var = Variable::new(SE3::from_translation_quaternion(
473            Vector3::new(1.0, 2.0, 3.0),
474            Quaternion::new(1.0, 0.0, 0.0, 0.0),
475        ));
476        let so2_var = Variable::new(SO2::from_angle(0.5));
477        let so3_var = Variable::new(SO3::from_euler_angles(0.1, 0.2, 0.3));
478        let rn_var = Variable::new(Rn::new(DVector::from_vec(vec![1.0, 2.0, 3.0])));
479
480        assert_eq!(se2_var.get_size(), SE2::DOF);
481        assert_eq!(se3_var.get_size(), SE3::DOF);
482        assert_eq!(so2_var.get_size(), SO2::DOF);
483        assert_eq!(so3_var.get_size(), SO3::DOF);
484        assert_eq!(rn_var.get_size(), 3);
485    }
486
487    #[test]
488    fn test_variable_vector_conversion_roundtrip() {
489        let original_data = DVector::from_vec(vec![1.0, 2.0, 3.0, 4.0, 5.0]);
490        let rn_var = Variable::new(Rn::new(original_data.clone()));
491        let vec_repr = rn_var.to_vector();
492        assert_eq!(vec_repr, original_data);
493
494        let reconstructed_var = Variable::<Rn>::from_vector(vec_repr);
495        assert_eq!(reconstructed_var.to_vector(), original_data);
496    }
497
498    #[test]
499    fn test_variable_manifold_operations_consistency() {
500        // Test Rn manifold operations (has vector conversion methods)
501        let rn_initial = Rn::new(DVector::from_vec(vec![1.0, 2.0, 3.0]));
502        let mut rn_var = Variable::new(rn_initial);
503        let rn_new_values = DVector::from_vec(vec![2.0, 3.0, 4.0]);
504        rn_var.update_variable(rn_new_values);
505
506        let rn_result = rn_var.to_vector();
507        assert_eq!(rn_result, DVector::from_vec(vec![2.0, 3.0, 4.0]));
508
509        // Test SE2 manifold plus/minus operations (core functionality)
510        let se2_1 = SE2::from_xy_angle(2.0, 3.0, std::f64::consts::PI / 2.0);
511        let se2_2 = SE2::from_xy_angle(1.0, 1.0, std::f64::consts::PI / 4.0);
512        let var1 = Variable::new(se2_1);
513        let var2 = Variable::new(se2_2);
514
515        let diff_tangent = var1.minus(&var2);
516        let var2_updated = var2.plus(&diff_tangent);
517        let final_diff = var1.minus(&Variable::new(var2_updated));
518
519        // The final difference should be small (close to identity in tangent space)
520        assert!(DVector::from(final_diff).norm() < 1e-10);
521    }
522
523    #[test]
524    fn test_variable_constraints_interaction() {
525        let rn_data = DVector::from_vec(vec![0.0, 0.0, 0.0, 0.0, 0.0]);
526        let mut rn_var = Variable::new(Rn::new(rn_data));
527
528        rn_var.bounds.insert(0, (-1.0, 1.0));
529        rn_var.bounds.insert(2, (-10.0, 10.0));
530        rn_var.fixed_indices.insert(1);
531        rn_var.fixed_indices.insert(4);
532
533        let large_delta = DVector::from_vec(vec![5.0, 100.0, 15.0, 20.0, 200.0]);
534        rn_var.update_variable(large_delta);
535
536        let result = rn_var.to_vector();
537
538        assert_eq!(result[0], 1.0);
539        assert_eq!(result[1], 0.0);
540        assert_eq!(result[2], 10.0);
541        assert_eq!(result[3], 20.0);
542        assert_eq!(result[4], 0.0);
543    }
544}