ConformalLabpp/doc/roadmap/research-track.md

# Research Track — items beyond the Java port

> **Purpose:** This document consolidates everything in conformallab++
> that goes *beyond* a port of `de.varylab.discreteconformal`.  Items
> listed here are **new research**, drawn from published mathematical
> sources (not from Java code).  They are separated from the
> port-tracking sheet `doc/roadmap/java-parity.md` so that the porting
> work and the research work can be planned independently.
>
> **Created:** 2026-05-21, after a full doc audit that identified four
> items previously mislabelled as "ports".  This document corrects the
> record and extends it with the explicit research plan for Phase
> 9b-analytic.

---

## How to read this document

Every entry has the structure:

```
### <item>
* Mathematical source(s):  <papers with year, journal, equation/section>
* Java reference:          NONE  (or:  partial — <class>, with the note "<what>")
* Status:                  🔲 planned · 🟡 PR open · ✅ landed · ❌ blocked
* Acceptance criteria:     <what tests/proofs must pass>
* Effort:                  small / medium / large
* Phase:                   9b-analytic / 9c / 10a / 10b / 10c
```

The phase numbers match `doc/roadmap/phases.md`.

---

## Items already on `main` (research, not port)

### Hyper-ideal Hessian — FD (Phase 4a, ✅ landed)
* **Mathematical source:** symmetric central difference of the
  analytic gradient `G = (β − Θ, α − θ)` (Springborn 2020 §4 for the
  gradient itself).
* **Java reference:** `HyperIdealFunctional.java:295-298` declares
  `hasHessian() { return false; }` — **Java has no Hessian at all**.
* **Status:** ✅ landed in `code/include/hyper_ideal_hessian.hpp` Phase 4a.
* **Why a research item, not a port:** the existing Phase 4a label
  describes only *when* it was added to the C++ project, not Java
  parity.  The Hessian is a conformallab++ addition.
* **Effort:** small (already done).

### Period matrix τ for genus 1 (Phase 7, ✅ landed)
* **Mathematical source:**
  - Sechelmann (2016) *Variational Methods for Discrete Surface
    Parameterization* §4 — SL(2,ℤ) reduction algorithm.
  - Bobenko-Springborn (2004) §6 — period matrix definition.
* **Java reference:** partial — `PeriodMatrixUtility.java` exists in Java
  with similar functionality (this *is* a port).
* **Status:** ✅ landed in `code/include/period_matrix.hpp`.
* **Note:** listed here only because parts of `phase-9a-validation.md`
  reference it as research; clarification — the genus-1 period matrix is
  a Java port, the **genus g ≥ 2** extension (Phase 10b) is research.

### Möbius holonomy in SU(1,1) (Phase 7, ✅ landed)
* **Mathematical source:** Bobenko-Springborn (2004) §5; Sechelmann
  (2016) §3 for the SU(1,1) representation.
* **Java reference:** partial — Java has Möbius transformations but not
  the holonomy-around-cut-graph computation in the same form.
* **Status:** ✅ landed in `code/include/layout.hpp` (`MobiusMap` class).
* **Why partially research:** the half-edge `uv` storage for proper
  seam-aware texture atlasing is new in conformallab++.

### Cross-API consistency tests (Phase 7 stubs, ✅ landed)
* `EuclideanFunctional.GradientCheck_Hessian` and the spherical analog
  were ported from Java `@Ignore` stubs and given real bodies.
* See `doc/architecture/phase-9a-validation.md` for the full mapping.

---

## Items currently on open PRs

### CP-Euclidean functional (Phase 9a.1, 🟡 PR #8)
* **Mathematical source:** Bobenko, Pinkall, Springborn (2010).
  *Discrete conformal maps and ideal hyperbolic polyhedra.*
  Geometry & Topology 14, 379–426.
* **Java reference:** ✅ `CPEuclideanFunctional.java` (260 lines + 88-line
  `CPEuclideanFunctionalTest.java`).  **This one IS a port.**
* **Status:** 🟡 PR #8 open, 10 tests including Java-test parity.
* **Note:** listed here because the *face-based* DOF structure is new in
  conformallab++ (existing functionals all have vertex/edge DOFs); the
  trait API generalisation needed for it is research-flavoured but the
  algorithm itself is a port.

### Inversive-distance functional (Phase 9a.2, 🟡 PR #8)
* **Mathematical sources:**
  - **Luo, F.** (2004). *Combinatorial Yamabe Flow on Surfaces.*
    Comm. Contemp. Math. 6(5), 765–780.  → edge-length formula §3,
    gradient identity Lemma 3.1.
  - **Bowers, P. L. & Stephenson, K.** (2004). *Uniformizing dessins
    and Belyĭ maps via circle packing.* Memoirs of the AMS 170(805).
    → inversive-distance identity `I_ij = (ℓ²−r_i²−r_j²)/(2 r_i r_j)`.
  - **Glickenstein, D.** (2011). *Discrete conformal variations and
    scalar curvature on piecewise flat manifolds.* J. Diff. Geom.
    87(2), 201–238.  → §5 correspondence `I_ij = cos θ_e`, eq. 4.6
    analytic Hessian (used later by Phase 9b-analytic mirror).
* **Java reference:** ❌ **none.**  Verified empirically:
  ```bash
  $ find /Users/tarikmoussa/Desktop/conformallab -iname "*nversive*"
  (zero matches)
  ```
* **Status:** 🟡 PR #8 open, 11 tests including limit-case verification
  and cross-validation with `euclidean_functional.hpp` at `u = 0`.
* **Acceptance criteria (all met):**
  - Three limit-cases of Luo's `ℓ²` formula at machine precision
    (tangent, orthogonal, inside-tangent).
  - Bowers-Stephenson round-trip identity at machine precision.
  - FD-vs-analytic gradient check ≤ 1e-6 on triangle, quad-strip, tetra.
  - Cross-validation `G_id(0) = G_eu(0)` at 1e-10 (Glickenstein §5).

### Hyper-ideal Hessian — block-FD (Phase 9b, 🟡 PR #9)
* **Mathematical source:** per-face locality lemma:
  `∂G_x/∂y = Σ_{f: x,y ∈ local(f)} ∂(β or α)/∂y at f`.
  Same gradient as Phase 4a (Springborn 2020 §4).
* **Java reference:** ❌ none (`hasHessian() == false`).
* **Status:** 🟡 PR #9 open, 7 tests, measured 96× speed-up over Phase 4a.
* **Why research:** the locality lemma + 6×6 block-scatter is a
  conformallab++ algorithmic contribution; it makes Hessian-based Newton
  viable on meshes that the upstream Java cannot solve in reasonable
  time at all (since it has no Hessian).

---

## Planned research (not yet PR)

### Hyper-ideal Hessian — full analytic (Phase 9b-analytic, 🔲 planned)

* **Mathematical sources:**
  - **Schläfli, L.** (1858/60). *On the multiple integral
    ∫dx dy …*  Quart. J. Pure & Appl. Math.  → second-order Schläfli
    identity: `2 dV = Σ_e aₑ dαₑ + Σ_v bᵥ dβᵥ` for any hyperbolic
    polyhedron, with corresponding bilinear differential on second
    derivatives.
  - **Springborn, B.** (2020). *Ideal Hyperbolic Polyhedra and
    Discrete Uniformization.* Discrete & Comput. Geom.  → §4 for the
    hyper-ideal energy whose gradient is `(β − Θ, α − θ)`, hence
    Hessian is the Schläfli bilinear form's restriction to the
    constraint surface.
  - **Cho, Y. & Kim, H.** (1999). *On the volume formula for
    hyperbolic tetrahedra.*  Discr. Comput. Geom. 22, 347–366.
    → explicit derivative formulas for `∂α/∂a`, `∂α/∂b`, `∂β/∂a`,
    `∂β/∂b` at hyperbolic tetrahedra.
  - **Glickenstein, D.** (2011) §4 — analogous derivation for the
    cone-vertex case (extending the formulas across the ideal /
    hyper-ideal vertex boundary).

* **Java reference:** ❌ none.

* **Chain of differentiation:**

  ```
  (bᵢ, aₑ)  →  ℓᵢⱼ           via lij()      (closed form: ζ₁₃, ζ₁₄, ζ₁₅)
            →  βᵢ            via zeta()     (law of cosines)
            →  αᵢⱼ           via alpha_ij() (zeta + sigma_i + sigma_ij)
  ```

  Each arrow is a smooth function in the interior of its domain.  The
  chain rule then gives, for each face:

  ```
  ∂βᵢ/∂(bⱼ, aₑ)  =  Σ_k  (∂βᵢ/∂ℓₖ) · (∂ℓₖ/∂(bⱼ, aₑ))
  ∂αᵢⱼ/∂(bₖ, aₑ) =  (similar, with β-dependence factored)
  ```

  These are then assembled into the local 6×6 block, scattered the
  same way as block-FD (Phase 9b).

* **Acceptance criteria:**
  - Each of the four partial-derivative formulas (`∂α/∂a`, `∂α/∂b`,
    `∂β/∂a`, `∂β/∂b`) cross-checked against block-FD at random `x` on
    every supported vertex configuration:
      - all hyper-ideal vertices (general case)
      - one ideal vertex (`σᵢ`/`σⱼ`/`σₖ` ideal branches)
      - two ideal vertices
  - Schläfli identity `H · x = 0` for the constant-vector `x` that
    corresponds to a global Möbius dilation must hold numerically
    (gauge null space).
  - PSD property preserved (Springborn 2020 §4.3).
  - Measured speed-up over Phase 9b block-FD ≥ 3× (asymptotic ~6×).
  - **Correctness proof:** a short LaTeX note in
    `doc/math/hyperideal-hessian-derivation.tex` showing each
    Schläfli + chain-rule step with edge-cases.

* **Effort:** large (10–14 days net).  Significant share of the time
  is the formal derivation note and the per-case symbolic verification.

* **Phase:** 9b-analytic.

* **Why deferred:** Phase 9b (block-FD) already removes the practical
  Hessian bottleneck (96× speed-up measured).  Analytic gives only
  another ~6× but at substantial implementation + verification cost.
  Land on demand when profiling on a real V > 5000 application points
  to it as the new bottleneck.

---

### Inversive-distance Hessian — full analytic (Phase 9a.2-analytic, 🔲 planned)

* **Mathematical source:** Glickenstein, D. (2011) eq. (4.6).
* **Java reference:** ❌ none.
* **Chain:** `(uᵢ, uⱼ) → ℓᵢⱼ → αᵢⱼ` with `∂ℓ²/∂u_i = 2(r_i² + I r_i r_j)`.
* **Effort:** medium (5–7 days, less involved than HyperIdeal because
  the chain has fewer levels and no `σ` intermediaries).
* **Status:** 🔲 planned, mirrors Phase 9b-analytic in spirit.

---

### Genus g ≥ 2 fundamental domain (Phase 9c, 🔲 planned)
* **Mathematical sources:**
  - **Poincaré, H.** (1882). *Théorie des groupes fuchsiens.*
    Acta Math. 1, 1–62. → 4g-gon construction.
  - **Sechelmann** (2016) §5 for the canonical-form algorithm.
* **Java reference:** ✅ partial — `FundamentalPolygonUtility.java`
  (698 lines) + `CanonicalFormUtility.java` (532 lines) exist; this is
  a port-with-research-extensions (the C++ side will need to bridge to
  the cut-graph + holonomy infrastructure already in conformallab++).
* **Effort:** large (10–14 days).
* **Status:** roadmap item, no PR yet.

---

### Discrete holomorphic and harmonic 1-forms (Phase 10a, 🔲 planned)
* **Mathematical sources:**
  - **Mercat, C.** (2001). *Discrete Riemann surfaces and the Ising
    model.* Comm. Math. Phys. 218, 177–216. → discrete complex
    structure on a quad mesh.
  - **Bobenko, A. I. & Springborn, B.** (2004) §6 — discrete
    harmonic and holomorphic 1-forms on triangulated surfaces.
* **Java reference:** ✅ `DiscreteHarmonicFormUtility.java` (657 lines)
  + `DiscreteHolomorphicFormUtility.java` (285 lines).  Port-with-
  research:  the C++ port can choose between literal Java translation
  and a redesign that uses `cut_graph.hpp` + `period_matrix.hpp`
  natively (research opportunity).
* **Effort:** very large (3+ weeks); see java-parity.md.

---

### Siegel period matrix Ω ∈ H_g (Phase 10b, 🔲 planned)
* **Mathematical sources:**
  - **Bobenko-Springborn (2004)** §6 for the discrete formula
    `Ω_{ij} = ∫_{b_j} ω_i`.
  - Siegel-fundamental-domain reduction algorithm (Gottschling 1959).
* **Java reference:** ✅ partial — `DiscreteRiemannUtility.java`
  (186 lines).
* **Acceptance criteria:** `Ω` symmetric, `Im(Ω) > 0`, in the standard
  fundamental domain of `Sp(2g, ℤ)`.
* **Effort:** medium (1 week after 10a).

---

### Full uniformization for genus g ≥ 2 (Phase 10c, 🔲 planned)
* **Mathematical source:** classical (Poincaré 1883; Bers 1960);
  Sechelmann 2016 §6 for the discrete instance.
* **Java reference:** ❌ none — Java has the polygon + period matrix
  pieces but does not assemble them into a Fuchsian group representation.
* **Status:** **fully new research** — depends on 9c + 10a + 10b.

---

### geometry-central cross-comparison track (Optional, 🔲 exploratory)
Three independent items (GC-1/2/3) tracked separately in
`doc/roadmap/phases.md` and analysed in detail in
`doc/architecture/geometry-central-comparison.md`.  They are **purely
exploratory**, not roadmap commitments.

| ID | Item | Effort |
|---|---|---|
| GC-1 | Output-vector cross-validation against geometry-central | small (2 days) |
| GC-2 | Intrinsic Delaunay pre-conditioning via Ptolemaic flips | medium (1 week) |
| GC-3 | Ptolemaic flip-based solver as alternative backend | research (Phase 10+) |

---

## Java features still worth porting

These are tracked separately in
[`java-parity.md`](java-parity.md), summarised here only for cross-reference:

| Java class | Lines | Suggested phase | Effort |
|---|---|---|---|
| `FundamentalPolygonUtility` + `CanonicalFormUtility` | 698 + 532 | 9c | 2 weeks |
| `CuttingUtility` + `SurgeryUtility` | 584 + 217 | 9c foundation | 2 weeks |
| `DiscreteHarmonicFormUtility` | 657 | 10a | 2 weeks |
| `DiscreteHolomorphicFormUtility` | 285 | 10a | 2 weeks |
| `CanonicalBasisUtility` | 337 | 10a prereq | 1 week |
| `DualityUtility` + `HomologyUtility` | 308 + 122 | 10a support | 1 week |
| `DiscreteRiemannUtility` | 186 | 10b | small |
| `HyperbolicCyclicFunctional` | 530 | 10b–c | 2 weeks |
| `QuasiisothermicUtility` + `SinConditionApplication` | ~1 200 | 10b | 3 weeks |
| `KoebePolyhedron` | 321 | 10c | 2 weeks |
| `MobiusCenteringFunctional`, `ElectrostaticSphereFunctional` | 289 + 127 | 10c (optional) | small |

Total identified backlog: ~6 500 Java lines, estimated ~5 months of work
to bring it all over.  None of it changes the **mathematical** scope —
all 11 items above sit within Phases 9c, 10a, 10b, 10c.

---

## Maintenance rule

If a future PR claims "ports X from Java", **first verify** by:

```bash
find /Users/tarikmoussa/Desktop/conformallab -iname "*X*"
grep -r "ClassName" /Users/tarikmoussa/Desktop/conformallab/src
```

If either returns zero matches, the item is research and belongs in
**this** document, not in `java-parity.md`.  Add it with the structured
template above, including the primary literature reference and the
acceptance criteria.