AstrAI/assets/docs/training.md

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# Training
### Autoregression
Given a token sequence, the model predicts the probability of the next token. Each generated token is appended to the input and fed back, repeating until an end-of-sequence token or max length.
### Causal Mask
```
sequence : [[1, 2, 3, 4, 5, 6]]
input_ids: [[1, 2, 3, 4, 5]]
target_ids: [[2, 3, 4, 5, 6]]
```
Lower-triangular mask prevents attending to future positions:
```
[[0, -inf, -inf, -inf, -inf],
[0, 0, -inf, -inf, -inf],
[0, 0, 0, -inf, -inf],
[0, 0, 0, 0, -inf],
[0, 0, 0, 0, 0]]
```
### Rotary Position Embedding (RoPE)
RoPE embeds position into Q/K vectors via complex rotation:
$$ q_i = R_i W_q x_i, \quad k_j = R_j W_k x_j, \quad q_i^T k_j = x_i^T W_q^T R_{i-j} W_k x_j $$
The complex rotation `freqs_cis` is pre-computed once (`cos, sin` pairs per position). `apply_rotary_emb` multiplies Q/K as complex numbers.
## Training Loop
Two-level loop: **epoch****batch**. Optimizer step fires every `grad_accum_steps` batches.
```
on_train_begin
model.train()
on_epoch_begin
for batch in dataloader:
on_batch_begin
with executor.accumulate(model):
loss = strategy.compute_loss(batch)
context.loss = loss.item()
stand_loss = loss / executor.grad_accum_steps
executor.backward(stand_loss)
context.iteration += 1
on_batch_end
if executor.sync_gradients:
on_optimizer_step
optimizer.step()
optimizer.zero_grad()
if scheduler:
scheduler.step()
on_epoch_end
on_train_end
```
### Callback Lifecycle
| Hook | Fires | Default callback |
|------|-------|-----------------|
| `on_train_begin` | Before training starts | `GradientCheckpointingCallback` |
| `on_epoch_begin` | Start of each epoch | `ProgressBarCallback` |
| `on_batch_begin` | Every batch | — |
| `on_optimizer_step` | Every accumulation window | `GradientClippingCallback`, `ValidationCallback` |
| `on_batch_end` | Every batch | `CheckpointCallback`, `MetricLoggerCallback`, `ProgressBarCallback` |
| `on_epoch_end` | End of each epoch | `ProgressBarCallback` |
| `on_error` | On exception during training | `CheckpointCallback`, `MetricLoggerCallback` |
| `on_train_end` | Training ends (always via finally) | `CheckpointCallback`, `MetricLoggerCallback`, `GradientCheckpointingCallback` |
Default callbacks (in order): `gradient_checkpointing` (activation checkpointing, optional), `checkpoint` (safetensors, rank-0), `metric_logger` (JSONL, rank-0), `progress_bar` (tqdm), `gradient_clipping`, `validation` (periodic validation on val_dataset).
## Strategies
### SEQ (Pre-training)
Next-token cross-entropy with optional label smoothing:
$$
L_{\text{PT}} = -\sum_{t=1}^{T} \log P(x_t \mid x_{\lt t}; \theta)
$$
Keys: `input_ids`, `target_ids`. Optional: `label_smoothing`.
### SFT (Supervised Fine-Tuning)
Masked cross-entropy (`ignore_index=-100`) over response tokens:
$$
L_{\text{SFT}} = -\sum_{t=P+1}^{P+L} \log P(s_t \mid s_{\lt t}; \theta)
$$
Keys: `input_ids`, `target_ids`, `loss_mask`. Optional: `label_smoothing`.
### DPO (Direct Preference Optimization)
Frozen reference model, preference margin via log-ratio:
$$
L_{\text{DPO}} = -\mathbb{E}\left[\log\sigma\left(\beta\log\frac{\pi_\theta(y_w\mid x)}{\pi_{\text{ref}}(y_w\mid x)} - \beta\log\frac{\pi_\theta(y_l\mid x)}{\pi_{\text{ref}}(y_l\mid x)}\right)\right]
$$
Parameters: `beta=0.1`, `reduction="mean"`. Keys: `chosen`, `rejected`, `chosen_mask`, `rejected_mask`.
### GRPO (Group Relative Policy Optimization)
On-policy PPO with group-normalized advantages:
$$
\text{Advantage}_i = \frac{r_i - \mu}{\sigma + \epsilon}
$$
$$
L_{\text{GRPO}} = -\mathbb{E}\left[\min\left(\frac{\pi_\theta}{\pi_{\text{ref}}}A,\; \text{clip}\left(\frac{\pi_\theta}{\pi_{\text{ref}}}, 1-\epsilon, 1+\epsilon\right)A\right)\right] + \lambda \cdot \mathbb{E}\left[(\log\pi_\theta - \log\pi_{\text{ref}})^2\right]
$$
Parameters: `group_size=4`, `clip_eps=0.2`, `kl_coef=0.01`, `sync_interval=200`, `reduction="mean"`.
Keys: `prompts`, `responses`, `masks`, `rewards`.
## LR Schedulers
| Type | Class | Description |
|------|-------|-------------|
| Cosine | `CosineScheduler` | Linear warmup → cosine decay to `min_rate` |
| SGDR | `SGDRScheduler` | Cosine annealing with warm restarts (`t_mult=2`) |
Created by `SchedulerFactory.create(optimizer, schedule_type, **kwargs)`. Valid types: `"cosine"`, `"sgdr"`. Omit to use no scheduler.
## Gradient Checkpointing
Trades compute for memory by recomputing activations during backward pass. Specify module types via `gradient_checkpointing_modules`:
```python
from astrai.model.components.decoder_block import DecoderBlock
config = TrainConfig(..., gradient_checkpointing_modules=[DecoderBlock])
```
Callback wraps each `DecoderBlock.forward` with `torch.utils.checkpoint.checkpoint(use_reentrant=False)`, compatible with `torch.compile`. Uses `nn.Module.apply()` for traversal — works through DDP wrappers without manual unwrap. Empty list (default) means no-op.
## Checkpoint
```
Checkpoint(state_dict, epoch, iteration, extra, meta, config)
├── save(save_dir) rank-0 only: meta.json (epoch/iteration/timestamp) + config.json (model config) + model.safetensors + optional {key}.pt (optimizer.pt, scheduler.pt)
└── load(save_dir, broadcast=False) loads from local disk; set broadcast=True to broadcast metadata from rank-0
```
Optimizer/scheduler state persisted by default via `Checkpoint.extra`.
Model config (`context.model_config`) saved into `config.json` during training via `CheckpointCallback`.
## TrainContextBuilder (Builder Pattern)
```python
context = (
TrainContextBuilder(config)
.with_resume_dir(resume_dir)
.build()
)
# Returns TrainContext with model, strategy, optimizer, scheduler, dataloader, checkpoint
```
- Loads checkpoint weights if provided
- Creates executor via `ExecutorFactory.create(cfg.parallel_mode, grad_accum_steps=cfg.grad_accum_steps, **cfg.executor_kwargs)`
- Calls `executor.prepare(model, optimizer, dataloader, scheduler)` for model distribution (e.g. DDP) + gradient accumulation wrappers
- Creates `ResumableDistributedSampler` for shuffle+resume
- Builds strategy via `StrategyFactory.create(train_type, model, device, **kwargs)`
## Training CLI
```bash
export CUDA_VISIBLE_DEVICES=0,1,2,3
nohup python scripts/tools/train.py \
--nprocs=4 \
--parallel_mode=ddp \
--train_type=seq \
--data_root_path=/path/to/dataset \
--param_path=/path/to/model \
--batch_per_device=4 \
--grad_accum_steps=8 \
--warmup_ratio=0.05 \
--max_lr=1e-4 \
--max_grad_norm=1.0 \
--adamw_beta1=0.9 \
--adamw_beta2=0.95 \
--adamw_weight_decay=0.01 \
--window_size=2048 \
--ckpt_interval=10000 \
--ckpt_dir=./checkpoint \
--random_seed=3407 \
--label_smoothing=0.05 \
> out.log 2> err.log &
```
Full parameter reference at [params.md](params.md).
> Document Update Time: 2026-05-30