1 | #region License Information
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2 | /* HeuristicLab
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3 | * Copyright (C) 2002-2015 Heuristic and Evolutionary Algorithms Laboratory (HEAL)
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4 | *
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5 | * This file is part of HeuristicLab.
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6 | *
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7 | * HeuristicLab is free software: you can redistribute it and/or modify
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8 | * it under the terms of the GNU General Public License as published by
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9 | * the Free Software Foundation, either version 3 of the License, or
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10 | * (at your option) any later version.
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11 | *
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12 | * HeuristicLab is distributed in the hope that it will be useful,
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13 | * but WITHOUT ANY WARRANTY; without even the implied warranty of
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14 | * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
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15 | * GNU General Public License for more details.
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16 | *
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17 | * You should have received a copy of the GNU General Public License
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18 | * along with HeuristicLab. If not, see <http://www.gnu.org/licenses/>.
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19 | */
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20 | #endregion
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21 |
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22 | using System;
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23 | using System.Collections.Generic;
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24 | using System.Linq;
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25 | using HEAL.Attic;
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26 | using HeuristicLab.Common;
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27 | using HeuristicLab.Core;
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28 | using HeuristicLab.Data;
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29 | using HeuristicLab.Encodings.SymbolicExpressionTreeEncoding;
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30 | using HeuristicLab.EvolutionTracking;
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31 | using HeuristicLab.Parameters;
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32 | using HeuristicLab.PluginInfrastructure;
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33 |
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34 | namespace HeuristicLab.Problems.DataAnalysis.Symbolic {
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35 | using Vertices = IEnumerable<IGenealogyGraphNode<ISymbolicExpressionTree>>;
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36 |
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37 | [Item("SchemaCreator", "An operator that builds schemas based on the heredity relationship in the genealogy graph.")]
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38 | [StorableType("5A12AFC2-C1B0-425A-A001-398FCA7E8C0D")]
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39 | public class SchemaCreator : EvolutionTrackingOperator<ISymbolicExpressionTree> {
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40 | #region parameter names
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41 | // criteria to trigger schema-based diversification
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42 | private const string MinimumSchemaLengthParameterName = "MinimumSchemaLength";
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43 | private const string MinimumSchemaFrequencyParameterName = "MinimumSchemaFrequency";
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44 | private const string MinimumPhenotypicSimilarityParameterName = "MinimumPhenotypicSimilarity";
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45 | // parameters controlling the diversification strategy
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46 | private const string UseAdaptiveMutationRateParameterName = "UseAdaptiveMutationRate"; // dynamically control mutation rate
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47 | private const string MutationRateUpdateRuleParameterName = "ReplacementRatioUpdateRule";
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48 | private const string MutationRateParameterName = "MutationRate"; // fixed mutation rate when not using adaptive update
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49 | private const string ExclusiveMatchingParameterName = "ExclusiveMatching"; // an individual can belong to only 1 schema
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50 | private const string ParentsRatio = "ParentsRatio"; // use best % parents to generate schemas from
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51 | private const string StrictSchemaMatchingParameterName = "StrictSchemaMatching"; // use strict node comparison (for constant values and variable weights)
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52 | private const string SchemaDefinitionParameterName = "SchemaDefinition"; // which schema definition to use: {=}, {#} or {=,#}
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53 | private const string SchemaManipulatorParameterName = "SchemaManipulator"; // mutation operator to apply within schemas
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54 |
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55 | // control parallel behaviour
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56 | private const string ExecuteInParallelParameterName = "ExecuteInParallel";
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57 | private const string MaxDegreeOfParalellismParameterName = "MaxDegreeOfParallelism";
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58 | private const string ScaleEstimatedValuesParameterName = "ScaleEstimatedValues";
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59 |
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60 | private const string UpdateCounterParameterName = "UpdateCounter";
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61 | private const string UpdateIntervalParameterName = "UpdateInterval";
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62 |
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63 | #region information parameters
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64 | private const string NumberOfChangedTreesParameterName = "NumberOfChangedTrees";
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65 | private const string NumberOfSchemasParameterName = "NumberOfSchemas";
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66 | private const string AverageSchemaLengthParameterName = "AverageSchemaLength";
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67 | #endregion
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68 | #endregion
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69 |
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70 | #region parameters
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71 | public IConstrainedValueParameter<ISymbolicExpressionTreeManipulator> SchemaManipulatorParameter {
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72 | get { return (IConstrainedValueParameter<ISymbolicExpressionTreeManipulator>)Parameters[SchemaManipulatorParameterName]; }
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73 | }
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74 | public IConstrainedValueParameter<StringValue> SchemaDefinitionParameter {
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75 | get { return (IConstrainedValueParameter<StringValue>)Parameters[SchemaDefinitionParameterName]; }
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76 | }
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77 | public IConstrainedValueParameter<StringValue> MutationRateUpdateRuleParameter {
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78 | get { return (IConstrainedValueParameter<StringValue>)Parameters[MutationRateUpdateRuleParameterName]; }
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79 | }
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80 | public IFixedValueParameter<BoolValue> UseAdaptiveMutationRateParameter {
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81 | get { return (IFixedValueParameter<BoolValue>)Parameters[UseAdaptiveMutationRateParameterName]; }
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82 | }
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83 | public IFixedValueParameter<BoolValue> StrictSchemaMatchingParameter {
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84 | get { return (IFixedValueParameter<BoolValue>)Parameters[StrictSchemaMatchingParameterName]; }
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85 | }
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86 | public IFixedValueParameter<BoolValue> ExclusiveMatchingParameter {
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87 | get { return (IFixedValueParameter<BoolValue>)Parameters[ExclusiveMatchingParameterName]; }
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88 | }
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89 | public IFixedValueParameter<BoolValue> ScaleEstimatedValuesParameter {
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90 | get { return (IFixedValueParameter<BoolValue>)Parameters[ScaleEstimatedValuesParameterName]; }
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91 | }
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92 | public IFixedValueParameter<PercentValue> ParentsRatioParameter {
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93 | get { return (IFixedValueParameter<PercentValue>)Parameters[ParentsRatio]; }
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94 | }
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95 | public IFixedValueParameter<IntValue> MinimumSchemaLengthParameter {
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96 | get { return (IFixedValueParameter<IntValue>)Parameters[MinimumSchemaLengthParameterName]; }
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97 | }
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98 | public IFixedValueParameter<BoolValue> ExecuteInParallelParameter {
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99 | get { return (IFixedValueParameter<BoolValue>)Parameters[ExecuteInParallelParameterName]; }
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100 | }
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101 | public IFixedValueParameter<IntValue> MaxDegreeOfParallelismParameter {
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102 | get { return (IFixedValueParameter<IntValue>)Parameters[MaxDegreeOfParalellismParameterName]; }
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103 | }
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104 | public IFixedValueParameter<PercentValue> MinimumSchemaFrequencyParameter {
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105 | get { return (IFixedValueParameter<PercentValue>)Parameters[MinimumSchemaFrequencyParameterName]; }
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106 | }
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107 | public IFixedValueParameter<PercentValue> MinimumPhenotypicSimilarityParameter {
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108 | get { return (IFixedValueParameter<PercentValue>)Parameters[MinimumPhenotypicSimilarityParameterName]; }
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109 | }
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110 | public IFixedValueParameter<PercentValue> MutationRateParameter {
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111 | get { return (IFixedValueParameter<PercentValue>)Parameters[MutationRateParameterName]; }
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112 | }
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113 | public IValueParameter<IntValue> NumberOfSchemasParameter {
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114 | get { return (IValueParameter<IntValue>)Parameters[NumberOfSchemasParameterName]; }
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115 | }
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116 | public IValueParameter<DoubleValue> AverageSchemaLengthParameter {
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117 | get { return (IValueParameter<DoubleValue>)Parameters[AverageSchemaLengthParameterName]; }
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118 | }
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119 | public IValueParameter<IntValue> NumberOfChangedTreesParameter {
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120 | get { return (IValueParameter<IntValue>)Parameters[NumberOfChangedTreesParameterName]; }
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121 | }
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122 | public IFixedValueParameter<IntValue> UpdateCounterParameter {
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123 | get { return (IFixedValueParameter<IntValue>)Parameters[UpdateCounterParameterName]; }
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124 | }
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125 | public IFixedValueParameter<IntValue> UpdateIntervalParameter {
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126 | get { return (IFixedValueParameter<IntValue>)Parameters[UpdateIntervalParameterName]; }
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127 | }
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128 | #endregion
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129 |
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130 | #region parameter properties
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131 | public int MinimumSchemaLength { get { return MinimumSchemaLengthParameter.Value.Value; } }
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132 | public int MaxDegreeOfParallelism { get { return MaxDegreeOfParallelismParameter.Value.Value; } }
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133 | public bool ExecuteInParallel { get { return ExecuteInParallelParameter.Value.Value; } }
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134 | public double PercentageOfPopulation { get { return ParentsRatioParameter.Value.Value; } }
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135 | public bool StrictSchemaMatching { get { return StrictSchemaMatchingParameter.Value.Value; } }
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136 | public IntValue UpdateCounter { get { return UpdateCounterParameter.Value; } }
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137 | public IntValue UpdateInterval { get { return UpdateIntervalParameter.Value; } }
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138 |
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139 | #endregion
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140 |
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141 | private UpdateQualityOperator updateQualityOperator;
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142 | private DiversificationStatisticsOperator diversificationStatisticsOperator;
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143 |
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144 | public override void InitializeState() {
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145 | base.InitializeState();
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146 | NumberOfChangedTreesParameter.Value.Value = 0;
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147 | NumberOfChangedTreesParameter.Value.Value = 0;
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148 | AverageSchemaLengthParameter.Value.Value = 0;
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149 | UpdateCounter.Value = 0;
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150 | }
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151 |
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152 | public override void ClearState() {
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153 | NumberOfChangedTreesParameter.Value.Value = 0;
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154 | NumberOfChangedTreesParameter.Value.Value = 0;
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155 | AverageSchemaLengthParameter.Value.Value = 0;
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156 | UpdateCounter.Value = 0;
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157 | base.ClearState();
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158 | }
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159 |
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160 | public SchemaCreator() {
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161 | #region add parameters
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162 | Parameters.Add(new FixedValueParameter<IntValue>(MinimumSchemaLengthParameterName, new IntValue(10)));
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163 | Parameters.Add(new FixedValueParameter<PercentValue>(MinimumSchemaFrequencyParameterName, new PercentValue(0.01)));
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164 | Parameters.Add(new FixedValueParameter<PercentValue>(MinimumPhenotypicSimilarityParameterName, new PercentValue(0.9)));
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165 | Parameters.Add(new FixedValueParameter<PercentValue>(MutationRateParameterName, new PercentValue(0.9)));
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166 | Parameters.Add(new FixedValueParameter<PercentValue>(ParentsRatio, new PercentValue(1)));
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167 | Parameters.Add(new FixedValueParameter<BoolValue>(ExecuteInParallelParameterName, new BoolValue(false)));
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168 | Parameters.Add(new FixedValueParameter<IntValue>(MaxDegreeOfParalellismParameterName, new IntValue(-1)));
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169 | Parameters.Add(new FixedValueParameter<BoolValue>(ScaleEstimatedValuesParameterName, new BoolValue(true)));
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170 | Parameters.Add(new FixedValueParameter<BoolValue>(ExclusiveMatchingParameterName, new BoolValue(false)));
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171 | Parameters.Add(new FixedValueParameter<BoolValue>(StrictSchemaMatchingParameterName, new BoolValue(false)));
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172 | Parameters.Add(new ValueParameter<IntValue>(NumberOfChangedTreesParameterName, new IntValue(0)));
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173 | Parameters.Add(new ValueParameter<IntValue>(NumberOfSchemasParameterName, new IntValue(0)));
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174 | Parameters.Add(new ValueParameter<DoubleValue>(AverageSchemaLengthParameterName, new DoubleValue(0)));
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175 | Parameters.Add(new FixedValueParameter<BoolValue>(UseAdaptiveMutationRateParameterName, new BoolValue(true)));
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176 | Parameters.Add(new FixedValueParameter<IntValue>(UpdateCounterParameterName, new IntValue(0)));
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177 | Parameters.Add(new FixedValueParameter<IntValue>(UpdateIntervalParameterName, new IntValue(1)));
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178 |
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179 | // add update rules
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180 | var mutationRateUpdateRules = new ItemSet<StringValue>(new[] {
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181 | new StringValue("f(x) = x"),
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182 | new StringValue("f(x) = tanh(x)"),
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183 | new StringValue("f(x) = tanh(2x)"),
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184 | new StringValue("f(x) = tanh(3x)"),
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185 | new StringValue("f(x) = tanh(4x)"),
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186 | new StringValue("f(x) = 1-sqrt(1-x)")
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187 | });
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188 | var mutationRateUpdateRuleParameter = new ConstrainedValueParameter<StringValue>(MutationRateUpdateRuleParameterName, mutationRateUpdateRules);
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189 | mutationRateUpdateRuleParameter.Value = mutationRateUpdateRules.First();
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190 | Parameters.Add(mutationRateUpdateRuleParameter);
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191 |
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192 | // add schema definitions
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193 | var schemaDefinitions = new ItemSet<StringValue>(new[] { "=", "#", "=,#" }.Select(x => new StringValue(x)));
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194 | var schemaDefinitionParameter = new ConstrainedValueParameter<StringValue>(SchemaDefinitionParameterName, schemaDefinitions);
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195 | schemaDefinitionParameter.Value = schemaDefinitions.First();
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196 | Parameters.Add(schemaDefinitionParameter);
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197 |
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198 | // use a separate set of manipulators in order to allow the user to specify different mutations for schemas
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199 | // and not be limited to the manipulator parameter for the whole algorithm
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200 | var manipulators = ApplicationManager.Manager.GetTypes(typeof(ISymbolicExpressionTreeManipulator))
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201 | .Where(x => !typeof(IMultiOperator<ISymbolicExpressionTreeManipulator>).IsAssignableFrom(x)
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202 | && !typeof(ISymbolicExpressionTreeArchitectureAlteringOperator).IsAssignableFrom(x))
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203 | .Select(x => (ISymbolicExpressionTreeManipulator)Activator.CreateInstance(x)).ToList();
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204 | manipulators.Add(new MultiSymbolicExpressionTreeManipulator());
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205 |
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206 | // add individual manipulators
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207 | var manipulatorParameter = new ConstrainedValueParameter<ISymbolicExpressionTreeManipulator>(SchemaManipulatorParameterName, new ItemSet<ISymbolicExpressionTreeManipulator>(manipulators));
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208 | // add a multi manipulator as well
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209 | manipulatorParameter.Value = manipulators.First();
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210 | Parameters.Add(manipulatorParameter);
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211 | #endregion
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212 |
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213 | NumberOfChangedTreesParameter.Hidden = true;
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214 | NumberOfSchemasParameter.Hidden = true;
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215 | AverageSchemaLengthParameter.Hidden = true;
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216 |
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217 | ExecuteInParallelParameter.Hidden = true;
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218 | MaxDegreeOfParallelismParameter.Hidden = true;
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219 | }
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220 |
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221 | protected SchemaCreator(SchemaCreator original, Cloner cloner) : base(original, cloner) { }
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222 |
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223 | public override IDeepCloneable Clone(Cloner cloner) {
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224 | return new SchemaCreator(this, cloner);
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225 | }
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226 |
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227 | [StorableConstructor]
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228 | protected SchemaCreator(StorableConstructorFlag _) : base(_) { }
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229 |
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230 |
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231 | [StorableHook(HookType.AfterDeserialization)]
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232 | private void AfterDeserialization() {
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233 | if (!Parameters.ContainsKey(StrictSchemaMatchingParameterName))
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234 | Parameters.Add(new FixedValueParameter<BoolValue>(StrictSchemaMatchingParameterName, new BoolValue(false)));
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235 | }
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236 |
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237 | public override IOperation Apply() {
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238 | UpdateCounter.Value++;
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239 | if (UpdateCounter.Value != UpdateInterval.Value)
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240 | return base.Apply();
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241 | UpdateCounter.Value = 0;
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242 |
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243 | // apply only when at least one generation has passed
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244 | var gen = Generations.Value;
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245 | if (gen < 1 || GenealogyGraph == null)
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246 | return base.Apply();
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247 |
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248 |
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249 | var updateEstimatedValues = new OperationCollection { Parallel = true };
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250 | if (updateQualityOperator == null)
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251 | updateQualityOperator = new UpdateQualityOperator();
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252 |
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253 | var scope = ExecutionContext.Scope;
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254 |
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255 | foreach (var s in scope.SubScopes.Where(s => !s.Variables.ContainsKey("EstimatedValues"))) {
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256 | updateEstimatedValues.Add(ExecutionContext.CreateChildOperation(updateQualityOperator, s));
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257 | }
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258 |
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259 | var updateRule = MutationRateUpdateRuleParameter.Value.Value;
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260 | var schemaManipulator = SchemaManipulatorParameter.Value;
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261 |
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262 | var evaluateSchemas = new OperationCollection();
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263 |
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264 | Func<IScope, double> getQuality = s => ((DoubleValue)s.Variables["Quality"].Value).Value;
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265 |
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266 | var bestN = (int)Math.Round(scope.SubScopes.Count * PercentageOfPopulation);
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267 | var scopes = new ScopeList(scope.SubScopes.OrderByDescending(getQuality).Take(bestN));
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268 | // for now, only consider crossover offspring
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269 | var vertices = from s in scopes
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270 | let t = (ISymbolicExpressionTree)s.Variables["SymbolicExpressionTree"].Value
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271 | let v = GenealogyGraph.GetByContent(t)
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272 | where v.InDegree == 2
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273 | select v;
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274 |
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275 | IEnumerable<ISymbolicExpressionTree> schemas;
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276 | switch (SchemaDefinitionParameter.Value.Value) {
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277 | case "=":
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278 | schemas = GenerateAnyNodeSchemas(vertices, MinimumSchemaLength, 0, StrictSchemaMatching);
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279 | break;
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280 | case "#":
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281 | schemas = GenerateAnySubtreeSchemas(vertices, MinimumSchemaLength, 0, StrictSchemaMatching);
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282 | break;
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283 | case "=,#":
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284 | schemas = GenerateCombinedSchemas(vertices, MinimumSchemaLength, 0, StrictSchemaMatching);
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285 | break;
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286 | default:
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287 | return base.Apply();
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288 | }
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289 |
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290 | if (!schemas.Any())
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291 | return base.Apply();
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292 |
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293 | #region create schemas and add subscopes representing the individuals
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294 | double avgLength = 0;
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295 | int count = 0;
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296 | foreach (var schema in schemas) {
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297 | avgLength += schema.Length;
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298 | ++count;
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299 | evaluateSchemas.Add(ExecutionContext.CreateChildOperation(new SchemaEvaluator { Schema = schema, MutationRateUpdateRule = updateRule, SchemaManipulator = schemaManipulator }, scope));
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300 | }
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301 | avgLength /= count;
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302 | #endregion
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303 |
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304 | // set parameters for statistics
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305 | AverageSchemaLengthParameter.Value = new DoubleValue(avgLength);
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306 | NumberOfSchemasParameter.Value = new IntValue(count);
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307 | NumberOfChangedTreesParameter.Value = new IntValue(0);
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308 |
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309 | if (diversificationStatisticsOperator == null)
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310 | diversificationStatisticsOperator = new DiversificationStatisticsOperator();
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311 |
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312 | var calculateStatistics = ExecutionContext.CreateChildOperation(diversificationStatisticsOperator);
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313 |
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314 | // return an operation collection containing all the scope operations + base.Apply()
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315 | return new OperationCollection { updateEstimatedValues, evaluateSchemas, calculateStatistics, base.Apply() };
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316 | }
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317 |
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318 | #region schema generation
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319 | public static IEnumerable<ISymbolicExpressionTree> GenerateAnyNodeSchemas(Vertices vertices, int minimumSchemaLength, int minOffspringCount = 1, bool strict = true) {
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320 | return GenerateSchemas(vertices, ReplaceAnyNode, minimumSchemaLength, minOffspringCount, strict);
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321 | }
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322 |
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323 | public static IEnumerable<ISymbolicExpressionTree> GenerateAnySubtreeSchemas(Vertices vertices, int minimumSchemaLength, int minOffspringCount = 1, bool strict = true) {
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324 | return GenerateSchemas(vertices, ReplaceAnySubtree, minimumSchemaLength, minOffspringCount, strict);
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325 | }
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326 |
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327 | public static IEnumerable<ISymbolicExpressionTree> GenerateCombinedSchemas(Vertices vertices, int minimumSchemaLength, int minOffspringCount = 1, bool strict = true) {
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328 | return GenerateSchemas(vertices, ReplaceCombined, minimumSchemaLength, minOffspringCount, strict);
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329 | }
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330 |
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331 | public static IEnumerable<ISymbolicExpressionTree> GenerateSchemas(Vertices vertices, Func<ISymbolicExpressionTree, ISymbolicExpressionTreeNode, int, bool> replaceFunc, int minimumSchemaLength, int minOffspringCount, bool strict = true) {
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332 | var anySubtreeSymbol = new AnySubtreeSymbol();
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333 | var groups = vertices.GroupBy(x => x.Parents.First()).Where(g => g.Skip(minOffspringCount - 1).Any()).OrderByDescending(g => g.Count());
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334 | var hash = new HashSet<string>();
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335 | foreach (var g in groups) {
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336 | var parent = g.Key;
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337 | if (parent.Data.Length < minimumSchemaLength)
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338 | continue;
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339 | bool replaced = false;
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340 | var schema = (ISymbolicExpressionTree)parent.Data.Clone();
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341 | var nodes = schema.IterateNodesPrefix().ToList();
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342 | var fragments = g.Select(x => x.InArcs.Last().Data).Where(x => x != null).Cast<IFragment<ISymbolicExpressionTreeNode>>();
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343 | var indices = fragments.Select(x => x.Index1).Distinct().OrderByDescending(x => schema.Root.GetBranchLevel(nodes[x]));
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344 | foreach (var i in indices) {
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345 | replaced |= replaceFunc(schema, nodes[i], minimumSchemaLength);
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346 | }
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347 | if (replaced) {
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348 | var str = schema.Root.GetSubtree(0).GetSubtree(0).FormatToString(strict);
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349 | if (hash.Add(str))
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350 | yield return schema;
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351 | }
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352 | }
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353 | }
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354 |
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355 | // node replacement rules
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356 | private static bool ReplaceAnyNode(ISymbolicExpressionTree schema, ISymbolicExpressionTreeNode node, int minSchemaLength) {
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357 | var anyNodeSymbol = new AnyNodeSymbol(node.Symbol.MinimumArity, node.Symbol.MaximumArity);
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358 | var replacement = anyNodeSymbol.CreateTreeNode();
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359 | SchemaUtil.ReplaceSubtree(node, replacement, true);
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360 |
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361 | return true;
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362 | }
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363 |
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364 | private static bool ReplaceAnySubtree(ISymbolicExpressionTree schema, ISymbolicExpressionTreeNode node, int minSchemaLength) {
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365 | if (schema.Length - node.GetLength() + 1 < minSchemaLength)
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366 | return false;
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367 |
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368 | var anySubtreeSymbol = new AnySubtreeSymbol();
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369 | var replacement = anySubtreeSymbol.CreateTreeNode();
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370 |
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371 | SchemaUtil.ReplaceSubtree(node, replacement, false);
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372 | return true;
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373 | }
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374 |
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375 | private static bool ReplaceCombined(ISymbolicExpressionTree schema, ISymbolicExpressionTreeNode node, int minSchemaLength) {
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376 | ISymbol wildcard;
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377 | if (node.SubtreeCount > 0)
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378 | wildcard = new AnyNodeSymbol(node.Symbol.MinimumArity, node.Symbol.MaximumArity);
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379 | else
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380 | wildcard = new AnySubtreeSymbol();
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381 |
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382 | SchemaUtil.ReplaceSubtree(node, wildcard.CreateTreeNode(), node.SubtreeCount > 0);
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383 | return true;
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384 | }
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385 | #endregion
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386 | }
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387 | }
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