""" Full Training Pipeline: SFT -> RL -> Evaluation This script implements the complete training pipeline for the Memory Routing Agent following best practices from Tinker documentation and ML research. Key insights from the codebase analysis: 1. SFT must save with save_state() for RL to continue from those weights 2. RL uses importance_sampling loss with proper advantage normalization 3. Evaluation should compare against baseline (untrained) and larger models Architecture decisions: - Base model: Llama-3.1-8B (good balance of capability and efficiency) - LoRA rank 32 (sufficient for classification, per Tinker docs) - SFT: 100 steps with early stopping, then RL: 15 iterations """ import asyncio import json import time import os import numpy as np from typing import List, Dict, Any, Tuple, Optional from dataclasses import dataclass, field from collections import Counter from datetime import datetime @dataclass class PipelineConfig: """Configuration for the full training pipeline.""" # Model base_model: str = "meta-llama/Llama-3.1-8B" lora_rank: int = 32 renderer_name: str = "llama3" # SFT Phase sft_steps: int = 100 sft_batch_size: int = 64 sft_lr: Optional[float] = None # Auto from get_lr() sft_eval_every: int = 10 sft_early_stopping_patience: int = 5 # RL Phase rl_iterations: int = 15 rl_batch_size: int = 32 rl_group_size: int = 8 rl_lr: float = 1e-5 rl_temperature: float = 0.7 rl_kl_threshold: float = 0.01 # Data train_data_path: str = "training/processed_data/train_data.json" test_data_path: str = "training/processed_data/test_data.json" # Output experiment_name: str = "memory_routing_v1" output_dir: str = "training/experiments" # Memory taxonomy VALID_CATEGORIES = { "company.brand_core", "company.strategic_signatures", "company.knowledge_artifacts", "company.business_priorities", "company.tools_config", "company.performance_context", "user.communication_style", "user.strategic_approach", "user.role_context", "user.workflow_patterns", "user.session_history", "user.interaction_preferences", "none" } CATEGORY_PERSISTENCE = { "company.brand_core": "long", "company.strategic_signatures": "long", "company.knowledge_artifacts": "long", "company.business_priorities": "short", "company.tools_config": "medium", "company.performance_context": "rolling", "user.communication_style": "long", "user.strategic_approach": "long", "user.role_context": "medium", "user.workflow_patterns": "medium", "user.session_history": "short", "user.interaction_preferences": "evolving", "none": "short" } def compute_reward(predicted_text: str, gold_categories: List[str]) -> Tuple[float, Dict]: """ Compute reward with detailed breakdown. R_total = 0.6 * R_F1 + 0.2 * R_temp + 0.1 * R_parity + 0.1 * R_eff """ info = {"format_valid": True, "r_f1": 0, "r_temp": 0, "r_parity": 0, "r_eff": 0} # Parse prediction if not predicted_text or not predicted_text.strip(): info["format_valid"] = False return -1.0, info predicted = set([c.strip().lower() for c in predicted_text.split(",") if c.strip().lower() in VALID_CATEGORIES]) if not predicted: info["format_valid"] = False return -1.0, info # Remove "none" if mixed with others if "none" in predicted and len(predicted) > 1: predicted.discard("none") gold = set([c.lower() for c in gold_categories]) # F1 Score if predicted and gold: tp = len(predicted & gold) precision = tp / len(predicted) recall = tp / len(gold) info["r_f1"] = 2 * precision * recall / (precision + recall) if (precision + recall) > 0 else 0 elif not predicted and not gold: info["r_f1"] = 1.0 # Temporal alignment def majority_persistence(cats): if not cats: return "medium" persis = [CATEGORY_PERSISTENCE.get(c, "medium") for c in cats] return Counter(persis).most_common(1)[0][0] pred_pers = majority_persistence(predicted) gold_pers = majority_persistence(gold) if pred_pers == gold_pers: info["r_temp"] = 1.0 elif (pred_pers, gold_pers) in [("long", "medium"), ("medium", "long"), ("medium", "short"), ("short", "medium")]: info["r_temp"] = 0.5 # Scope parity def get_scope(cats): scopes = set() for c in cats: if c.startswith("company."): scopes.add("company") elif c.startswith("user."): scopes.add("user") if len(scopes) == 2: return "mixed" return scopes.pop() if scopes else "none" if get_scope(predicted) == get_scope(gold): info["r_parity"] = 1.0 # Efficiency n = len(predicted) info["r_eff"] = 1.0 if n <= 3 else (0.7 if n == 4 else (0.4 if n == 5 else 0.0)) # Total r_total = 0.6 * info["r_f1"] + 0.2 * info["r_temp"] + 0.1 * info["r_parity"] + 0.1 * info["r_eff"] return r_total, info async def run_sft_phase(config: PipelineConfig, service_client, tokenizer, renderer): """ Phase 1: Supervised Fine-Tuning Key principles: - Use cross_entropy loss for next-token prediction - Monitor train/test loss for overfitting - Save full state checkpoint for RL continuation """ import tinker from tinker import types from tinker_cookbook.hyperparam_utils import get_lr print("\n" + "=" * 70) print("PHASE 1: SUPERVISED FINE-TUNING") print("=" * 70) # Load data with open(config.train_data_path, "r") as f: train_data_raw = json.load(f) with open(config.test_data_path, "r") as f: test_data_raw = json.load(f) print(f"Train: {len(train_data_raw)}, Test: {len(test_data_raw)}") # Get learning rate lr = config.sft_lr or get_lr(config.base_model) print(f"Learning rate: {lr:.2e}") # Create training client training_client = await service_client.create_lora_training_client_async( base_model=config.base_model, rank=config.lora_rank, ) # Convert data to Datum objects def to_datum(item): messages = item.get("messages", []) tokens, weights = renderer.build_supervised_example(messages) if hasattr(tokens, 'tolist'): tokens = tokens.tolist() if hasattr(weights, 'tolist'): weights = weights.tolist() return types.Datum( model_input=types.ModelInput.from_ints(tokens[:-1]), loss_fn_inputs=dict(target_tokens=tokens[1:], weights=weights[1:]) ) train_data = [to_datum(item) for item in train_data_raw] test_data = [to_datum(item) for item in test_data_raw[:50]] # Subset for eval # Training loop metrics_log = [] best_test_loss = float('inf') no_improvement = 0 for step in range(config.sft_steps): step_start = time.time() # Create batch batch_idx = (step * config.sft_batch_size) % len(train_data) batch = train_data[batch_idx:batch_idx + config.sft_batch_size] if len(batch) < config.sft_batch_size: batch = batch + train_data[:config.sft_batch_size - len(batch)] # Forward-backward fwd_future = await training_client.forward_backward_async(batch, loss_fn="cross_entropy") optim_future = await training_client.optim_step_async( types.AdamParams(learning_rate=lr, beta1=0.9, beta2=0.95, eps=1e-8) ) fwd_result = await fwd_future.result_async() await optim_future.result_async() # Compute train loss logprobs = np.concatenate([o['logprobs'].tolist() for o in fwd_result.loss_fn_outputs]) weights = np.concatenate([d.loss_fn_inputs['weights'].tolist() for d in batch]) train_loss = -np.dot(logprobs, weights) / max(weights.sum(), 1) step_time = time.time() - step_start # Evaluation test_loss = None if step % config.sft_eval_every == 0 or step == config.sft_steps - 1: eval_future = await training_client.forward_backward_async(test_data, loss_fn="cross_entropy") eval_result = await eval_future.result_async() test_logprobs = np.concatenate([o['logprobs'].tolist() for o in eval_result.loss_fn_outputs]) test_weights = np.concatenate([d.loss_fn_inputs['weights'].tolist() for d in test_data]) test_loss = -np.dot(test_logprobs, test_weights) / max(test_weights.sum(), 1) # Early stopping check if test_loss < best_test_loss: best_test_loss = test_loss no_improvement = 0 else: no_improvement += 1 print(f"Step {step:3d}: train_loss={train_loss:.4f}, test_loss={test_loss:.4f}, time={step_time:.1f}s") if no_improvement >= config.sft_early_stopping_patience: print(f"Early stopping at step {step}") break else: print(f"Step {step:3d}: train_loss={train_loss:.4f}, time={step_time:.1f}s") metrics_log.append({ "step": step, "train_loss": float(train_loss), "test_loss": float(test_loss) if test_loss else None, "time": step_time }) # Save final checkpoint (full state for RL) print("\nSaving final SFT checkpoint...") state_future = await training_client.save_state_async(name="sft_final") state_result = await state_future.result_async() sft_checkpoint = state_result.path # Also save sampler weights for inference sampler_future = await training_client.save_weights_for_sampler_async(name="sft_final_sampler") sampler_result = await sampler_future.result_async() sampler_checkpoint = sampler_result.path print(f"SFT State checkpoint: {sft_checkpoint}") print(f"SFT Sampler checkpoint: {sampler_checkpoint}") return training_client, sft_checkpoint, sampler_checkpoint, metrics_log async def run_rl_phase(config: PipelineConfig, service_client, training_client, sft_checkpoint: str, tokenizer, renderer): """ Phase 2: Reinforcement Learning Key principles: - Load SFT weights to continue training - Use importance_sampling loss for policy gradient - Group rollouts for variance reduction - Monitor KL divergence for stability """ import tinker from tinker import types print("\n" + "=" * 70) print("PHASE 2: REINFORCEMENT LEARNING") print("=" * 70) # Load training data with open(config.train_data_path, "r") as f: train_data = json.load(f) print(f"Training examples: {len(train_data)}") print(f"RL iterations: {config.rl_iterations}") print(f"Batch size: {config.rl_batch_size}, Group size: {config.rl_group_size}") # Load SFT weights into training client print(f"\nLoading SFT checkpoint: {sft_checkpoint}") await training_client.load_state_async(sft_checkpoint) stop_sequences = renderer.get_stop_sequences() metrics_log = [] for iteration in range(config.rl_iterations): iter_start = time.time() print(f"\n--- Iteration {iteration + 1}/{config.rl_iterations} ---") # Save current weights for sampling save_future = await training_client.save_weights_for_sampler_async( name=f"rl_iter_{iteration:03d}" ) save_result = await save_future.result_async() sampling_client = service_client.create_sampling_client(model_path=save_result.path) # Sample batch batch_indices = np.random.choice(len(train_data), size=config.rl_batch_size, replace=False) all_rollouts = [] all_rewards = [] reward_infos = [] for idx in batch_indices: example = train_data[idx] gold_categories = example.get("categories", []) messages = example.get("messages", []) prompt_messages = [m for m in messages if m.get("role") != "assistant"] if not prompt_messages: continue prompt = renderer.build_generation_prompt(prompt_messages) params = types.SamplingParams( max_tokens=50, temperature=config.rl_temperature, stop=stop_sequences ) result = sampling_client.sample( prompt=prompt, sampling_params=params, num_samples=config.rl_group_size ).result() for seq in result.sequences: response, success = renderer.parse_response(seq.tokens) predicted = response["content"] if success else "" reward, info = compute_reward(predicted, gold_categories) all_rollouts.append({ "prompt": prompt, "tokens": seq.tokens, "logprobs": seq.logprobs or [], "predicted": predicted, "gold": gold_categories }) all_rewards.append(reward) reward_infos.append(info) # Compute advantages (normalized) rewards_arr = np.array(all_rewards) mean_reward = rewards_arr.mean() std_reward = rewards_arr.std() + 1e-8 advantages = (rewards_arr - mean_reward) / std_reward # Build training data training_data = [] for i, rollout in enumerate(all_rollouts): if not rollout["logprobs"]: continue prompt_tokens = rollout["prompt"].to_ints() gen_tokens = rollout["tokens"] logprobs = rollout["logprobs"] adv = advantages[i] n_prompt = len(prompt_tokens) - 1 n_gen = len(gen_tokens) if len(logprobs) != n_gen: continue full_input = prompt_tokens + gen_tokens[:-1] if n_gen > 1 else prompt_tokens full_target = prompt_tokens[1:] + gen_tokens full_logprobs = [0.0] * n_prompt + logprobs full_advantages = [0.0] * n_prompt + [adv] * n_gen if len(full_target) != len(full_input) or len(full_logprobs) != len(full_input): continue training_data.append(types.Datum( model_input=types.ModelInput.from_ints(full_input), loss_fn_inputs=dict( target_tokens=full_target, logprobs=full_logprobs, advantages=full_advantages ) )) # Update model if training_data: fwd_future = await training_client.forward_backward_async( training_data, loss_fn="importance_sampling" ) optim_future = await training_client.optim_step_async( types.AdamParams(learning_rate=config.rl_lr, beta1=0.9, beta2=0.95, eps=1e-8) ) await fwd_future.result_async() await optim_future.result_async() # Metrics iter_time = time.time() - iter_start accuracy = sum(1 for r in all_rewards if r > 0) / len(all_rewards) if all_rewards else 0 format_valid_rate = sum(1 for info in reward_infos if info["format_valid"]) / len(reward_infos) metrics = { "iteration": iteration, "mean_reward": float(mean_reward), "std_reward": float(std_reward), "accuracy": accuracy, "format_valid_rate": format_valid_rate, "num_rollouts": len(all_rollouts), "time": iter_time } metrics_log.append(metrics) print(f" Reward: {mean_reward:.3f} ± {std_reward:.3f}, Acc: {accuracy:.1%}, Format: {format_valid_rate:.1%}") # Save final checkpoint print("\nSaving final RL checkpoint...") final_future = await training_client.save_weights_for_sampler_async(name="rl_final") final_result = await final_future.result_async() rl_checkpoint = final_result.path print(f"RL checkpoint: {rl_checkpoint}") return rl_checkpoint, metrics_log async def run_evaluation(config: PipelineConfig, service_client, checkpoint: str, tokenizer, renderer, name: str = "model"): """ Comprehensive evaluation on test set. """ import tinker from tinker import types print(f"\n--- Evaluating: {name} ---") # Load test data with open(config.test_data_path, "r") as f: test_data = json.load(f) sampling_client = service_client.create_sampling_client(model_path=checkpoint) stop_sequences = renderer.get_stop_sequences() results = [] for i, example in enumerate(test_data): gold = example.get("categories", []) messages = example.get("messages", []) prompt_messages = [m for m in messages if m.get("role") != "assistant"] if not prompt_messages: continue prompt = renderer.build_generation_prompt(prompt_messages) params = types.SamplingParams(max_tokens=50, temperature=0.1, stop=stop_sequences) result = sampling_client.sample(prompt=prompt, sampling_params=params, num_samples=1).result() response, success = renderer.parse_response(result.sequences[0].tokens) predicted = response["content"] if success else "" reward, info = compute_reward(predicted, gold) predicted_set = set([c.strip().lower() for c in predicted.split(",") if c.strip().lower() in VALID_CATEGORIES]) gold_set = set([c.lower() for c in gold]) results.append({ "gold": gold, "predicted": predicted, "reward": reward, "exact_match": predicted_set == gold_set, "any_match": len(predicted_set & gold_set) > 0, "precision": len(predicted_set & gold_set) / len(predicted_set) if predicted_set else 0, "recall": len(predicted_set & gold_set) / len(gold_set) if gold_set else 0, "format_valid": info["format_valid"] }) if (i + 1) % 50 == 0: print(f" Evaluated {i + 1}/{len(test_data)}") # Aggregate metrics n = len(results) metrics = { "name": name, "n_examples": n, "mean_reward": np.mean([r["reward"] for r in results]), "exact_match": np.mean([r["exact_match"] for r in results]), "any_match": np.mean([r["any_match"] for r in results]), "precision": np.mean([r["precision"] for r in results]), "recall": np.mean([r["recall"] for r in results]), "format_valid": np.mean([r["format_valid"] for r in results]), } metrics["f1"] = 2 * metrics["precision"] * metrics["recall"] / (metrics["precision"] + metrics["recall"]) if (metrics["precision"] + metrics["recall"]) > 0 else 0 print(f" Any Match: {metrics['any_match']:.1%}") print(f" Exact Match: {metrics['exact_match']:.1%}") print(f" F1: {metrics['f1']:.1%}") print(f" Mean Reward: {metrics['mean_reward']:.3f}") return metrics, results async def main(): """Run the full training pipeline.""" import tinker from tinker_cookbook import renderers from tinker_cookbook.tokenizer_utils import get_tokenizer from dotenv import load_dotenv load_dotenv() config = PipelineConfig() # Setup output directory timestamp = datetime.now().strftime("%Y%m%d_%H%M%S") exp_dir = os.path.join(config.output_dir, f"{config.experiment_name}_{timestamp}") os.makedirs(exp_dir, exist_ok=True) print("=" * 70) print("MEMORY ROUTING AGENT - FULL TRAINING PIPELINE") print("=" * 70) print(f"Experiment: {config.experiment_name}") print(f"Output: {exp_dir}") print(f"Base model: {config.base_model}") print(f"LoRA rank: {config.lora_rank}") # Initialize service_client = tinker.ServiceClient() tokenizer = get_tokenizer(config.base_model) renderer = renderers.get_renderer(name=config.renderer_name, tokenizer=tokenizer) # Phase 1: SFT training_client, sft_state_ckpt, sft_sampler_ckpt, sft_metrics = await run_sft_phase( config, service_client, tokenizer, renderer ) # Evaluate SFT model sft_eval, _ = await run_evaluation( config, service_client, sft_sampler_ckpt, tokenizer, renderer, "SFT Model" ) # Phase 2: RL rl_checkpoint, rl_metrics = await run_rl_phase( config, service_client, training_client, sft_state_ckpt, tokenizer, renderer ) # Evaluate RL model rl_eval, _ = await run_evaluation( config, service_client, rl_checkpoint, tokenizer, renderer, "RL Model" ) # Save results results = { "config": { "base_model": config.base_model, "lora_rank": config.lora_rank, "sft_steps": config.sft_steps, "rl_iterations": config.rl_iterations, }, "checkpoints": { "sft_state": sft_state_ckpt, "sft_sampler": sft_sampler_ckpt, "rl_final": rl_checkpoint, }, "sft_metrics": sft_metrics, "rl_metrics": rl_metrics, "evaluation": { "sft": sft_eval, "rl": rl_eval, } } results_path = os.path.join(exp_dir, "results.json") with open(results_path, "w") as f: json.dump(results, f, indent=2, default=str) print("\n" + "=" * 70) print("TRAINING COMPLETE") print("=" * 70) print(f"Results saved to: {results_path}") print(f"\nFinal Model: {rl_checkpoint}") print(f"\nComparison:") print(f" SFT - F1: {sft_eval['f1']:.1%}, Any Match: {sft_eval['any_match']:.1%}") print(f" RL - F1: {rl_eval['f1']:.1%}, Any Match: {rl_eval['any_match']:.1%}") return results if __name__ == "__main__": asyncio.run(main())