""" StepProbe: Targeted Restoration Given the diagnosis results, construct minimal "Silver Bullet" datasets and apply QLoRA or DPO fine-tuning to restore reasoning capability at the identified failure points. Key insight: We don't need to fine-tune on everything — just on the specific error patterns that quantization introduces. """ import json import os import random from typing import List, Dict, Optional, Tuple from dataclasses import dataclass, field from stepprobe.utils import load_jsonl, save_jsonl, set_seed @dataclass class RestorationSample: """A single training sample for restoration.""" problem_id: str problem_text: str # For SFT/QLoRA correct_cot: str # full correct CoT from FP16 # For DPO incorrect_cot: Optional[str] = None # incorrect CoT from quantized # Metadata error_type: str = "" failure_step: int = -1 # ============================================================ # Silver Bullet Dataset Construction # ============================================================ def build_silver_bullet_dataset( diagnosed_traces: List[dict], ref_traces: List[dict], problems: List[dict], max_samples: int = 500, target_error_types: Optional[List[str]] = None, seed: int = 42, sampling_strategy: str = "silver_bullet", ) -> Tuple[List[RestorationSample], Dict[str, int]]: """ Build a training dataset from diagnosed traces. `sampling_strategy` controls which problems get selected. The three strategies are used for ablation / baseline comparison so the value of the step-level diagnosis is falsifiable: - "silver_bullet" (default): failed problems only, proportional allocation across the four error types. - "failed_only": failed problems only, uniform random (no error-type balancing). Isolates the contribution of error-type proportional allocation. - "random": ALL diagnosed problems sampled uniformly (both failed and correct). Isolates whether diagnosis matters at all — a negative control. Args: diagnosed_traces: Output from diagnose_batch ref_traces: FP16 segmented traces problems: Original problems max_samples: Maximum dataset size target_error_types: If specified, only include these error types seed: Random seed sampling_strategy: One of {"silver_bullet", "failed_only", "random"} Returns: (samples, stats) where stats maps error_type -> count """ assert sampling_strategy in {"silver_bullet", "failed_only", "random"}, \ f"unknown sampling_strategy: {sampling_strategy}" set_seed(seed) ref_by_id = {t["problem_id"]: t for t in ref_traces} prob_by_id = {p.get("problem_id", p.get("id", "")): p for p in problems} # Collect candidate samples. For "random", we include correct traces too # (whose "error type" is tagged as "correct") so the baseline gets to # sample from the full set. failures_by_type: Dict[str, List[RestorationSample]] = { "conceptual": [], "methodological": [], "executional": [], "logical": [], } correct_pool: List[RestorationSample] = [] for trace in diagnosed_traces: pid = trace["problem_id"] ref = ref_by_id.get(pid) prob = prob_by_id.get(pid, {}) if ref is None: continue is_failure = trace.get("is_correct_final", True) is False # Identify first error + type (applicable only for failures). first_error_type = "executional" first_error_step = -1 for step in trace.get("steps", []): if step.get("is_correct") is False: first_error_type = step.get("error_type", "executional") first_error_step = step.get("index", -1) break if target_error_types and is_failure and first_error_type not in target_error_types: continue sample = RestorationSample( problem_id=pid, problem_text=prob.get("question", prob.get("problem", "")), correct_cot=ref.get("raw_output", ""), incorrect_cot=trace.get("raw_output", "") if is_failure else None, error_type=first_error_type if is_failure else "correct", failure_step=first_error_step, ) if is_failure and first_error_type in failures_by_type: failures_by_type[first_error_type].append(sample) elif not is_failure: correct_pool.append(sample) failed_all = [s for pool in failures_by_type.values() for s in pool] if sampling_strategy == "random": pool_all = failed_all + correct_pool if not pool_all: print("[WARN] No diagnosed traces available.") return [], {} n_alloc = min(max_samples, len(pool_all)) samples = random.sample(pool_all, n_alloc) stats: Dict[str, int] = {} for s in samples: stats[s.error_type] = stats.get(s.error_type, 0) + 1 random.shuffle(samples) print(f"[random baseline] {len(samples)} samples from {len(pool_all)} diagnosed problems") for k, v in sorted(stats.items()): print(f" {k}: {v}") return samples, stats if sampling_strategy == "failed_only": if not failed_all: print("[WARN] No failures found.") return [], {} n_alloc = min(max_samples, len(failed_all)) samples = random.sample(failed_all, n_alloc) stats = {} for s in samples: stats[s.error_type] = stats.get(s.error_type, 0) + 1 random.shuffle(samples) print(f"[failed-only baseline] {len(samples)} samples from {len(failed_all)} failures") for k, v in sorted(stats.items()): print(f" {k}: {v}") return samples, stats # Default: silver_bullet (proportional across error types) total_failures = sum(len(v) for v in failures_by_type.values()) if total_failures == 0: print("[WARN] No failures found. Nothing to restore.") return [], {} samples = [] stats = {} for etype, pool in failures_by_type.items(): if not pool: continue n_alloc = max(1, int(max_samples * len(pool) / total_failures)) n_alloc = min(n_alloc, len(pool)) selected = random.sample(pool, n_alloc) samples.extend(selected) stats[etype] = n_alloc random.shuffle(samples) samples = samples[:max_samples] print(f"Silver Bullet dataset: {len(samples)} samples from {total_failures} failures") for etype, count in sorted(stats.items()): print(f" {etype}: {count}") return samples, stats def format_for_sft(samples: List[RestorationSample]) -> List[dict]: """Format samples for supervised fine-tuning (SFT / QLoRA).""" formatted = [] for s in samples: formatted.append({ "messages": [ {"role": "user", "content": s.problem_text}, {"role": "assistant", "content": s.correct_cot}, ], "metadata": { "problem_id": s.problem_id, "error_type": s.error_type, "failure_step": s.failure_step, }, }) return formatted def format_for_dpo(samples: List[RestorationSample]) -> List[dict]: """Format samples for Direct Preference Optimization (DPO).""" formatted = [] for s in samples: if not s.incorrect_cot: continue formatted.append({ "prompt": s.problem_text, "chosen": s.correct_cot, "rejected": s.incorrect_cot, "metadata": { "problem_id": s.problem_id, "error_type": s.error_type, "failure_step": s.failure_step, }, }) return formatted # ============================================================ # QLoRA Fine-Tuning # ============================================================ def run_qlora_restoration( model_name: str, train_data: List[dict], output_dir: str, r: int = 16, lora_alpha: int = 32, target_modules: List[str] = None, learning_rate: float = 2e-4, num_epochs: int = 3, batch_size: int = 4, gradient_accumulation_steps: int = 4, max_seq_length: int = 2048, ): """ Run QLoRA fine-tuning for targeted restoration. This loads the model in 4-bit, applies LoRA adapters, and fine-tunes on the Silver Bullet dataset. """ import torch from transformers import ( AutoModelForCausalLM, AutoTokenizer, BitsAndBytesConfig, TrainingArguments, ) from peft import LoraConfig, get_peft_model, prepare_model_for_kbit_training from trl import SFTTrainer, SFTConfig from datasets import Dataset if target_modules is None: target_modules = ["q_proj", "v_proj", "k_proj", "o_proj"] os.makedirs(output_dir, exist_ok=True) print(f"Loading model: {model_name} (4-bit)") bnb_config = BitsAndBytesConfig( load_in_4bit=True, bnb_4bit_quant_type="nf4", bnb_4bit_compute_dtype=torch.float16, bnb_4bit_use_double_quant=True, ) tokenizer = AutoTokenizer.from_pretrained(model_name, trust_remote_code=True) if tokenizer.pad_token is None: tokenizer.pad_token = tokenizer.eos_token model = AutoModelForCausalLM.from_pretrained( model_name, quantization_config=bnb_config, device_map="auto", trust_remote_code=True, ) model = prepare_model_for_kbit_training(model) # Apply LoRA lora_config = LoraConfig( r=r, lora_alpha=lora_alpha, target_modules=target_modules, lora_dropout=0.05, bias="none", task_type="CAUSAL_LM", ) model = get_peft_model(model, lora_config) model.print_trainable_parameters() # Format data def format_messages(example): text = tokenizer.apply_chat_template( example["messages"], tokenize=False, add_generation_prompt=False ) return {"text": text} dataset = Dataset.from_list(train_data) dataset = dataset.map(format_messages) # Training — save every 25 steps so an OOM crash mid-epoch loses at most # ~25 steps of work rather than the whole run. save_total_limit=2 keeps # disk usage bounded (each LoRA checkpoint is only ~30 MB). training_args = SFTConfig( output_dir=output_dir, num_train_epochs=num_epochs, per_device_train_batch_size=1, gradient_accumulation_steps=batch_size * gradient_accumulation_steps, learning_rate=learning_rate, weight_decay=0.01, warmup_ratio=0.1, lr_scheduler_type="cosine", logging_steps=10, save_strategy="steps", save_steps=25, save_total_limit=2, bf16=True, max_length=max_seq_length, dataset_text_field="text", gradient_checkpointing=True, report_to="none", ) trainer = SFTTrainer( model=model, processing_class=tokenizer, train_dataset=dataset, args=training_args, ) # Auto-resume from the latest checkpoint if one exists. HuggingFace's # `resume_from_checkpoint=True` fails loudly when no checkpoint is on # disk, so we detect by hand. import glob as _glob existing_ckpts = sorted( _glob.glob(os.path.join(output_dir, "checkpoint-*")), key=lambda p: int(p.rsplit("-", 1)[-1]) if p.rsplit("-", 1)[-1].isdigit() else -1, ) if existing_ckpts: latest = existing_ckpts[-1] print(f"Resuming from checkpoint: {latest}") print(f"Starting QLoRA training: {len(train_data)} samples, {num_epochs} epochs (resume)") trainer.train(resume_from_checkpoint=latest) else: print(f"Starting QLoRA training: {len(train_data)} samples, {num_epochs} epochs") trainer.train() # Save final adapter at a stable path the rest of the pipeline looks for. adapter_path = os.path.join(output_dir, "adapter") model.save_pretrained(adapter_path) tokenizer.save_pretrained(adapter_path) print(f"Adapter saved to {adapter_path}") # Clean up intermediate checkpoints so subsequent runs don't accidentally # resume stale training on top of a newer dataset (and to save disk). for ck in _glob.glob(os.path.join(output_dir, "checkpoint-*")): import shutil shutil.rmtree(ck, ignore_errors=True) return adapter_path # ============================================================ # DPO Fine-Tuning # ============================================================ def run_dpo_restoration( model_name: str, train_data: List[dict], output_dir: str, beta: float = 0.1, learning_rate: float = 5e-5, num_epochs: int = 1, batch_size: int = 2, gradient_accumulation_steps: int = 8, max_seq_length: int = 1024, ): """ Run DPO fine-tuning using (correct, incorrect) CoT pairs. """ import torch from transformers import AutoModelForCausalLM, AutoTokenizer, BitsAndBytesConfig from peft import LoraConfig, prepare_model_for_kbit_training from trl import DPOTrainer, DPOConfig from datasets import Dataset os.makedirs(output_dir, exist_ok=True) print(f"Loading model: {model_name} (4-bit)") bnb_config = BitsAndBytesConfig( load_in_4bit=True, bnb_4bit_quant_type="nf4", bnb_4bit_compute_dtype=torch.float16, bnb_4bit_use_double_quant=True, ) tokenizer = AutoTokenizer.from_pretrained(model_name, trust_remote_code=True) if tokenizer.pad_token is None: tokenizer.pad_token = tokenizer.eos_token model = AutoModelForCausalLM.from_pretrained( model_name, quantization_config=bnb_config, device_map="auto", trust_remote_code=True, ) lora_config = LoraConfig( r=16, lora_alpha=32, target_modules=["q_proj", "v_proj", "k_proj", "o_proj"], lora_dropout=0.05, bias="none", task_type="CAUSAL_LM", ) # Build DPO dataset dataset = Dataset.from_list(train_data) training_args = DPOConfig( output_dir=output_dir, num_train_epochs=num_epochs, per_device_train_batch_size=1, gradient_accumulation_steps=batch_size * gradient_accumulation_steps, learning_rate=learning_rate, beta=beta, warmup_ratio=0.1, lr_scheduler_type="cosine", logging_steps=10, save_strategy="steps", save_steps=25, save_total_limit=2, bf16=True, max_length=max_seq_length, gradient_checkpointing=True, report_to="none", ) trainer = DPOTrainer( model=model, ref_model=None, # use implicit reference with peft processing_class=tokenizer, train_dataset=dataset, args=training_args, peft_config=lora_config, ) # Auto-resume from the latest checkpoint if one exists. import glob as _glob existing_ckpts = sorted( _glob.glob(os.path.join(output_dir, "checkpoint-*")), key=lambda p: int(p.rsplit("-", 1)[-1]) if p.rsplit("-", 1)[-1].isdigit() else -1, ) if existing_ckpts: latest = existing_ckpts[-1] print(f"Resuming DPO training from checkpoint: {latest}") trainer.train(resume_from_checkpoint=latest) else: print(f"Starting DPO training: {len(train_data)} pairs, beta={beta}") trainer.train() adapter_path = os.path.join(output_dir, "adapter") trainer.save_model(adapter_path) tokenizer.save_pretrained(adapter_path) print(f"Adapter saved to {adapter_path}") # Drop intermediate checkpoints once the final adapter is on disk. for ck in _glob.glob(os.path.join(output_dir, "checkpoint-*")): import shutil shutil.rmtree(ck, ignore_errors=True) return adapter_path # ============================================================ # CLI # ============================================================ if __name__ == "__main__": import argparse parser = argparse.ArgumentParser(description="Targeted restoration of quantized reasoning models") parser.add_argument("--model", required=True, help="Base model name") parser.add_argument("--diagnosis", required=True, help="Directory with diagnosed traces") parser.add_argument("--ref", required=True, help="Directory with FP16 segmented traces") parser.add_argument("--problems", default=None, help="JSONL with original problems") parser.add_argument("--output", required=True, help="Output directory") parser.add_argument("--method", default="qlora", choices=["qlora", "dpo"]) parser.add_argument("--max-samples", type=int, default=500) parser.add_argument("--target-errors", nargs="*", default=None, help="Target specific error types (e.g., executional conceptual)") parser.add_argument("--sampling-strategy", default="silver_bullet", choices=["silver_bullet", "failed_only", "random"], help="Dataset construction: silver_bullet (failures " "balanced across error types), failed_only (failures " "uniformly sampled), or random (sample from ALL " "diagnosed problems including correct ones). The " "latter two are baselines against which silver_bullet " "is measured.") parser.add_argument("--epochs", type=int, default=3) parser.add_argument("--lr", type=float, default=2e-4) parser.add_argument("--batch-size", type=int, default=4) parser.add_argument("--max-seq-length", type=int, default=2048, help="Max sequence length during training. Drop to 1024 " "if training OOMs under memory pressure.") parser.add_argument("--lora-rank", type=int, default=16, help="LoRA rank. Halve (8) if training OOMs.") args = parser.parse_args() import glob # Load data diagnosed = [] for f in sorted(glob.glob(os.path.join(args.diagnosis, "*.jsonl"))): diagnosed.extend(load_jsonl(f)) ref_traces = [] for f in sorted(glob.glob(os.path.join(args.ref, "*.jsonl"))): ref_traces.extend(load_jsonl(f)) problems = [] if args.problems: problems = load_jsonl(args.problems) else: # Reconstruct questions from the original benchmark datasets. # problem_ids are like "gsm8k_0", "math500_123", "gpqa_42". from datasets import load_dataset _bench_cache = {} def _load_bench(bench_name): if bench_name in _bench_cache: return _bench_cache[bench_name] qs = [] if bench_name == "gsm8k": ds = load_dataset("openai/gsm8k", "main", split="test") qs = [ex["question"] for ex in ds] elif bench_name == "math500": ds = load_dataset("HuggingFaceH4/MATH-500", split="test") qs = [ex["problem"] for ex in ds] elif bench_name == "gpqa": ds = load_dataset("Idavidrein/gpqa", "gpqa_diamond", split="train") qs = [ex["Question"] for ex in ds] _bench_cache[bench_name] = qs return qs def _get_question(problem_id: str) -> str: parts = problem_id.rsplit("_", 1) if len(parts) != 2 or not parts[1].isdigit(): return "" bench_name, idx = parts[0], int(parts[1]) qs = _load_bench(bench_name) return qs[idx] if idx < len(qs) else "" for t in ref_traces: pid = t["problem_id"] problems.append({ "problem_id": pid, "question": _get_question(pid), "answer": t.get("final_answer", ""), }) # Build training dataset under the chosen sampling strategy. samples, stats = build_silver_bullet_dataset( diagnosed_traces=diagnosed, ref_traces=ref_traces, sampling_strategy=args.sampling_strategy, problems=problems, max_samples=args.max_samples, target_error_types=args.target_errors, ) if not samples: print("No samples to train on. Exiting.") exit(0) # Save dataset dataset_dir = os.path.join(args.output, "dataset") os.makedirs(dataset_dir, exist_ok=True) if args.method == "qlora": train_data = format_for_sft(samples) save_jsonl(train_data, os.path.join(dataset_dir, "sft_train.jsonl")) print(f"\nSFT dataset saved: {len(train_data)} samples") adapter_path = run_qlora_restoration( model_name=args.model, train_data=train_data, output_dir=os.path.join(args.output, "qlora"), learning_rate=args.lr, num_epochs=args.epochs, batch_size=args.batch_size, r=args.lora_rank, lora_alpha=args.lora_rank * 2, max_seq_length=args.max_seq_length, ) elif args.method == "dpo": train_data = format_for_dpo(samples) save_jsonl(train_data, os.path.join(dataset_dir, "dpo_train.jsonl")) print(f"\nDPO dataset saved: {len(train_data)} pairs") adapter_path = run_dpo_restoration( model_name=args.model, train_data=train_data, output_dir=os.path.join(args.output, "dpo"), learning_rate=args.lr, num_epochs=args.epochs, batch_size=args.batch_size, ) # Save stats save_jsonl([{"stats": stats, "n_samples": len(samples), "method": args.method}], os.path.join(args.output, "restoration_stats.jsonl")) print(f"\nRestoration complete! Adapter at: {adapter_path}")