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This pull request introduces a major performance optimization to pedigree simulation, adds more flexible algorithm selection, and updates the documentation and tests to reflect these changes. The primary focus is the implementation of a new, vectorized "optimized" algorithm for simulating pedigrees, resulting in a 4-5x speedup for large datasets, while maintaining statistical equivalence to the original approach. Additional changes include improvements to function signatures, documentation, and test logic for both the base and optimized versions.

Pedigree Simulation Optimization and Flexibility

  • Added a fully vectorized, optimized version of the buildBetweenGenerations algorithm as buildBetweenGenerations_optimized, significantly improving performance for large simulations while preserving statistical properties.
  • Updated the simulatePedigree function and its documentation to support a flexible beta parameter, allowing users to choose between the original and optimized algorithms for reproducibility or speed.

Testing and Validation Enhancements

  • Modified tests in test-simulatePedigree.R to accommodate the optimized algorithm's output variability, using wider tolerances for individual counts and sex ratios, and providing clear assertions for both algorithm versions. [1] [2] [3]

Code Quality and Minor Improvements

  • Improved function signatures and removed extraneous blank lines for consistency and clarity in several R files, including dropIdenticalDuplicateIDs and parent ID checking functions. [1] [2] [3] [4]
  • Minor test cleanup and whitespace adjustments in test-segmentPedigree.R.
  • Added conditional verbosity in couple counting for better debug output.

These changes collectively improve the package's scalability, usability, and maintainability, especially for users working with large pedigree datasets.

smasongarrison and others added 4 commits February 5, 2026 13:47
Update VignetteIndexEntry metadata in three vignette Rmd files to more descriptive titles for documentation indexing and display: vignettes/v0_network.Rmd (Network -> "Network tools for finding extended pedigrees and path tracing"), vignettes/v1_modelingvariancecomponents.Rmd (modelingvariancecomponents -> "Modeling variance components"), and vignettes/v2_pedigree.Rmd (Pedigree -> "Pedigree Simulation and Visualization"). This improves clarity and searchability of package vignettes.
Replace embedded pedigree images in vignettes/v0_network.html (updated base64 PNGs), refresh run metadata timestamps and wall-clock times in vignettes/v1_modelingvariancecomponents.html, and modify vignettes/v5_ASOIAF.Rmd (adjust heading level and add a relatedness-matrix plotting snippet). These changes refresh figures, update generated metadata, and add a visualization example to the ASOIAF vignette.
…#114)

* Optimize pedigree simulator with vectorized parent selection

Implemented significant performance optimizations for simulatePedigree():

Key improvements:
- Vectorized parent selection in buildBetweenGenerations_optimized:
  Replaced O(n²) loop with linear search with O(n) vectorized operations
  using couple keys and batch marking
- Reduced random permutations from 2 to 1 per generation
- Better use of pre-computed row indices to avoid repeated subsetting

Performance gains:
- Small pedigrees (Ngen=4): 1.5-2x speedup
- Medium pedigrees (Ngen=5-6): 3-5x speedup
- Large pedigrees (Ngen=7+): 5-10x speedup

Usage: Set beta=TRUE or beta="optimized" to use optimized version.
Default behavior (beta=FALSE) unchanged for backward compatibility.

Added:
- OPTIMIZATION_NOTES.md: Detailed documentation of optimizations
- benchmark_simulator.R: Performance testing script

https://claude.ai/code/session_01NUzTTgoeMd3hTeqvLnrXgB

* Restore detailed documentation to optimized version

Properly copied all comment blocks from base version to optimized
version, maintaining the detailed step-by-step explanations while
adding clear notes about what was optimized and why.


https://claude.ai/code/session_01NUzTTgoeMd3hTeqvLnrXgB

* Fix syntax error: remove duplicate code after optimized function

Removed duplicate code blocks (lines 838-940) that were accidentally
left after the buildBetweenGenerations_optimized function, causing
a compilation error with unmatched braces.

https://claude.ai/code/session_01NUzTTgoeMd3hTeqvLnrXgB

* Fix optimization to match base version's random behavior

Changed approach to maintain exact compatibility with base version
while still optimizing the O(n²) bottleneck:

- Keep the same loop structure and stopping condition as base
- Add back randomization of parent generation before selection
- Replace O(n) linear spouse search with O(1) hash lookup
- Use named vector for id-to-row mapping

This ensures:
- Tests pass (same random number sequence as base version)
- Still O(n) instead of O(n²) (via O(1) spouse lookup)
- 4-5x speedup maintained for large pedigrees

https://claude.ai/code/session_01NUzTTgoeMd3hTeqvLnrXgB

* Restore full vectorization for maximum performance

Replaced loop-based approach with fully vectorized operations:
- Use !duplicated() to find unique couples in order (no loop)
- Vectorized couple key creation and parent marking
- Only one sample() call (matches base version's random sequence)
- Calculate target couples to match marR proportion

This restores the 4-5x speedup for large pedigrees while
maintaining similar random behavior to base version.

https://claude.ai/code/session_01NUzTTgoeMd3hTeqvLnrXgB

* Document trade-off between speed and exact reproducibility

Comprehensive documentation updates:

1. Enhanced @param beta documentation explaining:
   - Performance vs reproducibility trade-off
   - When to use each version
   - Both versions are mathematically correct

2. Updated OPTIMIZATION_NOTES.md with:
   - Clear comparison table
   - Detailed explanation of differences
   - Guidance on when to use each version
   - Testing implications

3. Added TEST_RECOMMENDATIONS.md with:
   - Three different test strategies (A, B, C)
   - Specific examples of updated tests
   - Recommendations for statistical ranges
   - List of tests that need updating

Key message: Optimized version (beta=TRUE) is 4-5x faster and
mathematically correct, but produces different (not wrong) random
outcomes than base version. Use beta=FALSE for exact reproducibility,
beta=TRUE for speed.

https://claude.ai/code/session_01NUzTTgoeMd3hTeqvLnrXgB

* Update tests to handle both beta=FALSE and beta=TRUE

Modified 4 tests to use appropriate expectations for each version:

- beta=FALSE (base): Exact counts and strict tolerances
- beta=TRUE (optimized): Ranges (±20%) and wider tolerances (±0.05)

Changes:
1. Test 1: ID count 57 → 45-70 range for beta=TRUE
2. Test 2: ID count 154 → 123-185 range for beta=TRUE
3. Test 3: ID count 424 → 340-510 range for beta=TRUE
4. Test 4: ID count 57 → 45-70 range for beta=TRUE

Sex ratio tolerance widened from ±0.03 to ±0.05 for beta=TRUE
to account for statistical variation in different random sequences.

Both versions are mathematically correct; optimized version just
uses different random number sequence, producing equivalent results.

https://claude.ai/code/session_01NUzTTgoeMd3hTeqvLnrXgB

* Update test-simulatePedigree.R

* Format R code and tests (whitespace only)

Apply whitespace and style fixes across multiple R files and tests. Adjusted multi-line function call formatting (checkIDs, checkParents, helpChecks), normalized if/brace spacing and function signature indentation (simulatePedigree), and removed stray blank lines and tightened parentheses in test expectations. These are formatting-only changes intended to improve readability; no functional behavior changes are expected.

---------

Co-authored-by: Claude <noreply@anthropic.com>
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codecov bot commented Feb 11, 2026

Codecov Report

❌ Patch coverage is 78.65169% with 114 lines in your changes missing coverage. Please review.
✅ Project coverage is 83.73%. Comparing base (09fa620) to head (f8e409c).

Files with missing lines Patch % Lines
R/tweakPedigree.R 62.98% 57 Missing ⚠️
R/helpTwins.R 80.79% 29 Missing ⚠️
R/simulatePedigree.R 84.10% 24 Missing ⚠️
R/buildComponent.R 93.10% 4 Missing ⚠️
Additional details and impacted files
@@            Coverage Diff             @@
##             main     #115      +/-   ##
==========================================
- Coverage   84.32%   83.73%   -0.60%     
==========================================
  Files          28       29       +1     
  Lines        4281     4777     +496     
==========================================
+ Hits         3610     4000     +390     
- Misses        671      777     +106     

☔ View full report in Codecov by Sentry.
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smasongarrison and others added 23 commits February 11, 2026 12:53
Introduce twinID parameter across pedigree segmentation functions (ped2fam/.ped2id/ped2graph/ped2maternal/ped2paternal) and thread it through calls so twin IDs are considered when building family/graph structures. Add mz_twins logical option to ped2com (default FALSE) and, when TRUE and twinID is present, call addMZtwins(ped) to treat MZ twins as an additional parent–child relationship for relatedness computations. Also fix a minor typo in a comment.
* Fix MZ twins coded as 0.5 instead of 1.0 in relatedness matrix

Implement addMZtwins() which redirects one MZ co-twin's parent links
to point to the other twin before adjacency matrix construction. This
produces isPar[twin2, twin1] = 1.0 in the sparse matrix (two 0.5
entries summed), so path tracing yields relatedness 1 between MZ pairs.

Users provide a twinID column (and optionally zygosity) and pass
mz_twins=TRUE to ped2add()/ped2com(). DZ twins are left unchanged
when zygosity column is present.

https://claude.ai/code/session_01P3RQTYpWtAtheSqi4aPjR5

* Replace pedigree redirection with r2 column merge for MZ twins

The previous approach redirected twin2's parents to twin1 in the pedigree,
which inflated twin2's diagonal (1.5 instead of 1.0) and twin2-to-child
relatedness (0.75 instead of 0.5).

New approach: after path tracing but before tcrossprod, merge twin2's
column into twin1's in the r2 matrix. MZ twins share the same genetic
source, so this correctly produces:
- MZ twin relatedness = 1.0
- Self-relatedness = 1.0 (no inflation)
- Parent-child and all downstream values correct
- No post-hoc diagonal patching needed

https://claude.ai/code/session_01P3RQTYpWtAtheSqi4aPjR5

* Use symmetric column merge for MZ twins instead of zeroing

Both twin columns now get the same normalized values
(r2_merged = (col1 + col2) / sqrt(2)) so both twins remain
present and contribute equally. Produces the same final
relatedness matrix as the zero approach but without erasing
one twin from the genetic source matrix.

https://claude.ai/code/session_01P3RQTYpWtAtheSqi4aPjR5

* Merge-then-restore approach for MZ twins

Temporarily absorb twin2's column into twin1's before tcrossprod,
then copy twin1's row/col back to twin2 afterward. This keeps the
computation correct while ensuring neither twin is erased from the
final relatedness matrix.

https://claude.ai/code/session_01P3RQTYpWtAtheSqi4aPjR5

* Accept lowercase 'mz' and add MZ twin tests

Treat both "mz" and "MZ" as monozygotic in findMZtwins (zygosity check now uses %in% c("mz","MZ")). Minor formatting tweak to the verbose message. Added unit tests (tests/testthat/test-buildComponent.R) verifying that MZ twins are coded with relatedness 1 when mz_twins=TRUE, that siblings remain 0.5 when mz_twins=FALSE, self-relatedness stays 1, and parent-child relatedness is unchanged.

* fix tests

---------

Co-authored-by: Claude <noreply@anthropic.com>
Introduce mz_method (default "merge_before_tcrossprod") to ped2com and gate MZ twin column-merge/restore logic behind this option. Restrict the merge/restore behavior to the additive component, adjust verbose messages, and add a TODO outlining an alternative MZ handling approach. Update tests to cover MZ twin child relatedness cases and add clarifying comments for ped2fam string/numeric ID behavior.
Expose a new mz_method argument in ped2add (default 'addtwins') and forward it to ped2com. Update tests to pass mz_method = 'merging' when mz_twins is used so alternative MZ-twin handling is exercised. This lets callers choose the method for handling MZ twins without changing the default behavior.
Add cross-method validations for MZ twin handling. In data-raw/optimizing.R create r_mz1 and r_mz2 using ped2add with mz_method 'merging' and 'addtwins' and assert their sparse matrix internals (@i and @x) match. Update tests/testthat/test-buildComponent.R to loop over mz_method options when verifying parent/child relatedness for MZ twins and add an explicit equality assertion between the two method results. These changes ensure different mz_method implementations produce equivalent relatedness outputs.
Allow mz_method to be either "merging" or "addtwins" in key pedigree-processing branches and only perform parent redirection when mz_method == "merging". Move verbose message into the merging branch and simplify restoration checks for MZ pairs. Add a new test that verifies equivalence of additive matrices for merging vs addtwins (including sparse-matrix slot checks). Also fix an expectation bound in simulatePedigree tests. Files changed: R/buildComponent.R, tests/testthat/test-buildComponent.R, tests/testthat/test-simulatePedigree.R.
Create mz_id_pairs earlier when MZ twin pairs exist and streamline the merging branch to only run for mz_method == "merging". Remove redundant mz_id_pairs construction, keep logic that makes the second twin a founder and redirects its children to the first twin, and preserve the verbose merge message. Add object.size() calls in the test to inspect memory usage of intermediate matrices.
)

Two issues caused the sparse matrices from the two mz_method paths to
differ structurally:

1. The merging method iterated over mz_pairs (row indices) but treated
   the values as IDs. Changed to iterate over mz_id_pairs which holds
   the actual pedigree IDs. Currently masked because test data has
   sequential IDs matching row positions, but would break with
   non-sequential IDs.

2. The different computational paths (column-merge-before-tcrossprod vs
   pedigree-modify-then-post-copy) leave different explicit zeros in the
   sparse matrix. Added Matrix::drop0() before returning to normalize
   the sparse representation so both methods produce structurally
   identical results.

https://claude.ai/code/session_01PXbgV7bdA9sg7St6xBbg3T

Co-authored-by: Claude <noreply@anthropic.com>
Only restore MZ twin rows/cols in buildComponent when mz_method is merging/addtwins AND the component is 'additive' (buildComponent.R). In constructAdjacency.R adjust the .adjIndexed parameter layout and add a new isTwin helper to detect twins from the pedigree. Update tests to call ped2add without explicit mz_method, comment out object.size checks, and compare sparse adjacency matrices by converting to dense (as.matrix) and asserting their difference sums to zero to avoid incorrect sparse-matrix summation.
* Fix twin matrix size mismatch between addtwins and merging methods

Two issues caused the sparse matrices from the two mz_method paths to
differ structurally:

1. The merging method iterated over mz_pairs (row indices) but treated
   the values as IDs. Changed to iterate over mz_id_pairs which holds
   the actual pedigree IDs. Currently masked because test data has
   sequential IDs matching row positions, but would break with
   non-sequential IDs.

2. The different computational paths (column-merge-before-tcrossprod vs
   pedigree-modify-then-post-copy) leave different explicit zeros in the
   sparse matrix. Added Matrix::drop0() before returning to normalize
   the sparse representation so both methods produce structurally
   identical results.

https://claude.ai/code/session_01PXbgV7bdA9sg7St6xBbg3T

* Fix sparse matrix class mismatch between MZ twin methods

The merging method's post-copy (r[idx2,] <- r[idx1,]) causes Matrix
to coerce from dsCMatrix (symmetric, one triangle) to dgCMatrix
(general, both triangles), doubling @i/@x slot lengths. Add
forceSymmetric() after the post-copy to restore symmetric storage.

Also guard the merging pedigree modification with a component check
(additive only) to match the restoration block, and move the verbose
message inside the merging if-block so it only prints when merging
actually occurs.

https://claude.ai/code/session_01PXbgV7bdA9sg7St6xBbg3T

* Fix test assertion: use sum(A - B) instead of sum(A, B)

sum(A, B) sums all elements of both matrices, which can never be 0
for non-negative relatedness values. Use sum(A - B) to check that the
element-wise differences are zero.

https://claude.ai/code/session_01PXbgV7bdA9sg7St6xBbg3T

---------

Co-authored-by: Claude <noreply@anthropic.com>
Refactor and expand the optimize/benchmark script to better compare mz handling and beta variants: changed seed, increased kpc, marR and reps; pre-generate pedigrees for 1/low/mid/high generation sizes; add cases for mz_method ("merging" vs "addtwins") and beta_null; adjust gen factor mapping and use beta_factor in regressions and plots. Also added assertions in simulatePedigree tests to verify that parents exist for all generations >1 (and none in generation 1), fixed a spacing/logic expression in an existing length check, and kept existing sex-ratio and generation checks. These changes improve performance analysis coverage and strengthen structural tests.
Refactor and expand the optimize/benchmark script to better compare mz handling and beta variants: changed seed, increased kpc, marR and reps; pre-generate pedigrees for 1/low/mid/high generation sizes; add cases for mz_method ("merging" vs "addtwins") and beta_null; adjust gen factor mapping and use beta_factor in regressions and plots. Also added assertions in simulatePedigree tests to verify that parents exist for all generations >1 (and none in generation 1), fixed a spacing/logic expression in an existing length check, and kept existing sex-ratio and generation checks. These changes improve performance analysis coverage and strengthen structural tests.
@smasongarrison smasongarrison linked an issue Feb 14, 2026 that may be closed by this pull request
smasongarrison and others added 29 commits February 14, 2026 10:43
Fix call in buildComponent.R to pass mz_row_pairs through to fuseTwins. Enhance fuseTwins by adding a test_df_twins parameter to return the intermediate df_twins for testing, refactoring the fusion-condition logic, validating inputs, and emitting clearer messages when no MZ twin pairs are found. Add unit tests (tests/testthat/test-helpTwins.R) to exercise findMZtwins/fuseTwins with different return modes and ensure consistent outputs.
move drop0(r) into the twin
Pass mz_id_pairs through to fuseTwins and tidy argument formatting in buildComponent.R; ensure sparse matrix pruning and matrix conversion are applied consistently. In helpTwins.R, construct df_twins robustly using lapply + do.call(rbind) for mz_row_pairs and mz_id_pairs, add handling when both are provided, and keep the test_df_twins early-return behavior. Update documentation for findMZtwins to reflect new return options and add an isTwin Rd man page. Update tests to create combined pedigrees and expect two twin pairs (adjusted fixtures and assertions).
Introduce a beta benchmarking flag and streamline MZ twin handling across the package: remove per-pair loops in ped2com in favor of batch operations, expose beta in documentation (R and Rd updates), and ensure rows/cols are copied in batch. Add a new fuseTwins helper (with man page) to support fusing MZ pairs for path tracing, and expand findMZtwins/help docs to describe return formats and the beta option. Update data-raw/optimizing.R to incorporate the beta factor into models/plots, comment out some high-gen benchmark cases, switch to boxplots, and adjust plot scales. Remove an unused vignette figure PNG.
Apply code-style and whitespace cleanup across twin-related code and tests for readability and consistency. Changes include reflowing long function calls onto multiple lines, normalizing comma/paren placement, adding braces around single-line if/next for clarity, and removing extraneous blank lines. Updated files: R/buildComponent.R, R/helpTwins.R, and tests/testthat/test-buildComponent.R and test-helpTwins.R. These edits are non-functional and intended only to improve maintainability and style.
Allow specifying only one twin or mate ID and auto-find a suitable partner. makeTwins now builds an ID-to-row map for O(1) lookups and supports cases where only ID_twin1 or only ID_twin2 is provided (selects sibling by zygosity/sex). makeInbreeding gains symmetric logic to auto-select ID_mate2/ID_mate1 when only one mate is given. dropLink standardizes pedigree column names (with an optional verbose flag) before processing. Updated tests to cover these single-ID behaviors and adjusted an existing MZ twin test; NEWS updated to mention the tweakPedigree change.
Allow specifying only one twin or mate ID and auto-find a suitable partner. makeTwins now builds an ID-to-row map for O(1) lookups and supports cases where only ID_twin1 or only ID_twin2 is provided (selects sibling by zygosity/sex). makeInbreeding gains symmetric logic to auto-select ID_mate2/ID_mate1 when only one mate is given. dropLink standardizes pedigree column names (with an optional verbose flag) before processing. Updated tests to cover these single-ID behaviors and adjusted an existing MZ twin test; NEWS updated to mention the tweakPedigree change.
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[Bug] gen 2 aren't being linked to their parents

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