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"""
Configuration models for GEPA Optimizer
"""
import os
from dataclasses import dataclass, field
from typing import List, Optional, Dict, Any, Union, Tuple
@dataclass
class ModelConfig:
"""Configuration for any LLM provider"""
provider: str # Required: "openai", "anthropic", "huggingface", "vllm", etc.
model_name: str # Required: actual model name
api_key: str # Required: API key for the provider
base_url: Optional[str] = None # Optional: custom endpoint URL
temperature: float = 0.7
max_tokens: int = 2048
top_p: float = 1.0
frequency_penalty: float = 0.0
presence_penalty: float = 0.0
def __post_init__(self):
"""Validate required fields after initialization"""
if not self.provider:
raise ValueError("Provider is required (e.g., 'openai', 'anthropic', 'huggingface')")
if not self.model_name:
raise ValueError("Model name is required (e.g., 'gpt-4', 'claude-3-opus')")
if not self.api_key:
raise ValueError(f"API key is required for {self.provider} provider")
@classmethod
def from_string(cls, model_string: str) -> 'ModelConfig':
"""Create ModelConfig from string like 'openai/gpt-4' or 'gpt-4'"""
if "/" in model_string:
provider, model_name = model_string.split("/", 1)
else:
# Default to OpenAI if no provider specified
provider = "openai"
model_name = model_string
# Get API key from environment
api_key = cls._get_api_key_for_provider(provider)
if not api_key:
raise ValueError(
f"No API key found for {provider}. Please set {provider.upper()}_API_KEY environment variable"
)
return cls(
provider=provider,
model_name=model_name,
api_key=api_key
)
@classmethod
def from_dict(cls, config_dict: dict) -> 'ModelConfig':
"""Create ModelConfig from dictionary"""
return cls(**config_dict)
def to_dict(self) -> dict:
"""Convert ModelConfig to dictionary"""
return {
'provider': self.provider,
'model_name': self.model_name,
'api_key': self.api_key,
'base_url': self.base_url,
'temperature': self.temperature,
'max_tokens': self.max_tokens,
'top_p': self.top_p,
'frequency_penalty': self.frequency_penalty,
'presence_penalty': self.presence_penalty
}
@staticmethod
def _get_api_key_for_provider(provider: str) -> Optional[str]:
"""Get API key for provider from environment variables"""
env_var_map = {
"openai": "OPENAI_API_KEY",
"anthropic": "ANTHROPIC_API_KEY",
"huggingface": "HUGGINGFACE_API_KEY",
"cohere": "COHERE_API_KEY",
"ai21": "AI21_API_KEY",
"together": "TOGETHER_API_KEY",
"replicate": "REPLICATE_API_TOKEN",
"groq": "GROQ_API_KEY",
"ollama": "OLLAMA_API_KEY"
}
env_var = env_var_map.get(provider.lower())
if env_var:
return os.getenv(env_var)
# Fallback: try generic pattern
return os.getenv(f"{provider.upper()}_API_KEY")
@dataclass
class DataSplitConfig:
"""Configuration for dataset splitting into train/val/test sets
π₯ ADAPTIVE SPLITTING: Automatically adjusts ratios based on dataset size for optimal results.
- Small datasets (< 15): Prioritizes validation set (70/25/5) for reliable candidate ranking
- Medium datasets (15-50): Balanced split (60/20/20)
- Large datasets (50+): More training data (70/15/15)
"""
# Split ratios (must sum to 1.0) - used as defaults, but adaptive strategy overrides for small datasets
train_ratio: float = 0.6 # 60% for training (Dfeedback - reflection examples)
val_ratio: float = 0.2 # 20% for validation (Dpareto - Pareto selection)
test_ratio: float = 0.2 # 20% for test (held-out final evaluation)
# Minimum samples per split
min_train_samples: int = 3
min_val_samples: int = 3 # π₯ INCREASED from 2 to 3 for more reliable validation scores
min_test_samples: int = 1 # π₯ REDUCED from 2 to 1 (test set less critical, only used once)
# Strategy for handling small datasets
small_dataset_strategy: str = 'adaptive' # π₯ DEFAULT: 'adaptive', 'duplicate_val', 'no_test', 'error'
def __post_init__(self):
"""Validate split configuration"""
total = self.train_ratio + self.val_ratio + self.test_ratio
if not (0.99 <= total <= 1.01): # Allow small floating point errors
raise ValueError(
f"Split ratios must sum to 1.0, got {total:.3f} "
f"(train={self.train_ratio}, val={self.val_ratio}, test={self.test_ratio})"
)
if self.train_ratio <= 0 or self.val_ratio <= 0 or self.test_ratio < 0:
raise ValueError("Split ratios must be positive (test_ratio can be 0 to disable)")
if self.small_dataset_strategy not in {'adaptive', 'duplicate_val', 'no_test', 'error'}:
raise ValueError(
f"Invalid small_dataset_strategy: {self.small_dataset_strategy}. "
f"Must be 'adaptive', 'duplicate_val', 'no_test', or 'error'"
)
def get_adaptive_ratios(self, dataset_size: int) -> Tuple[float, float, float]:
"""
π₯ NEW: Get adaptive split ratios based on dataset size.
For prompt optimization:
- Small datasets (< 15): Prioritize validation (70/25/5) for reliable candidate ranking
- Medium (15-50): Balanced (60/20/20)
- Large (50+): More training (70/15/15)
Args:
dataset_size: Total number of samples in dataset
Returns:
Tuple of (train_ratio, val_ratio, test_ratio)
"""
if dataset_size < 15:
# Small dataset: Prioritize validation for reliable candidate ranking
# Validation set is CRITICAL - used for every candidate evaluation
return (0.70, 0.25, 0.05) # 70% train, 25% val, 5% test
elif dataset_size < 50:
# Medium dataset: Balanced split
return (0.60, 0.20, 0.20) # 60% train, 20% val, 20% test
else:
# Large dataset: More training data, can reduce validation/test
return (0.70, 0.15, 0.15) # 70% train, 15% val, 15% test
def get_split_indices(self, dataset_size: int) -> Tuple[int, int, int, int]:
"""
Calculate split indices for a dataset with adaptive ratios.
π₯ ADAPTIVE SPLITTING: Automatically adjusts ratios based on dataset size.
This ensures optimal allocation:
- Small datasets: More validation samples for reliable ranking
- Medium datasets: Balanced split
- Large datasets: More training data
Args:
dataset_size: Total number of samples in dataset
Returns:
Tuple of (train_end, val_end, test_end, dataset_size) indices
Raises:
ValueError: If dataset is too small for configured splits
"""
# π₯ NEW: Use adaptive ratios if strategy is 'adaptive'
if self.small_dataset_strategy == 'adaptive':
train_ratio, val_ratio, test_ratio = self.get_adaptive_ratios(dataset_size)
else:
train_ratio, val_ratio, test_ratio = self.train_ratio, self.val_ratio, self.test_ratio
if dataset_size < self.min_train_samples + self.min_val_samples:
if self.small_dataset_strategy == 'error':
raise ValueError(
f"Dataset too small ({dataset_size} samples). "
f"Need at least {self.min_train_samples + self.min_val_samples} samples."
)
# Calculate ideal split points with adaptive ratios
train_end = max(self.min_train_samples, int(dataset_size * train_ratio))
val_end = train_end + max(self.min_val_samples, int(dataset_size * val_ratio))
# Adjust for small datasets
if val_end >= dataset_size:
if self.small_dataset_strategy in {'adaptive', 'duplicate_val'}:
# Ensure minimum validation samples, use remainder for test
val_end = min(dataset_size, train_end + self.min_val_samples)
test_end = dataset_size
elif self.small_dataset_strategy == 'no_test':
# No test set for small datasets
val_end = dataset_size
test_end = dataset_size
else: # error
raise ValueError(
f"Dataset too small ({dataset_size} samples) for train/val/test split. "
f"Need at least {self.min_train_samples + self.min_val_samples + self.min_test_samples} samples."
)
else:
test_end = dataset_size
return train_end, val_end, test_end, dataset_size
@dataclass
class OptimizationConfig:
"""Configuration class for GEPA optimization process"""
# Core models - REQUIRED by user
model: Union[str, ModelConfig] # No default - user must specify
reflection_model: Union[str, ModelConfig] # No default - user must specify
# Optimization parameters - REQUIRED by user
max_iterations: int # No default - user decides their budget
max_metric_calls: int # No default - user sets their budget
batch_size: int # No default - user decides based on memory
# Dataset splitting configuration
data_split: DataSplitConfig = field(default_factory=DataSplitConfig)
# Reflection settings (separate from evaluation batch_size)
reflection_examples: int = 3 # Number of examples for each reflection (small!)
# Optional optimization settings with sensible fallbacks
early_stopping: bool = True
learning_rate: float = 0.01
# Multi-objective optimization
multi_objective: bool = False
objectives: List[str] = field(default_factory=lambda: ["accuracy"])
# Advanced settings
custom_metrics: Optional[Dict[str, Any]] = None
use_cache: bool = True
parallel_evaluation: bool = False
# Backwards compatibility (deprecated)
train_split_ratio: Optional[float] = None # Use data_split instead
min_dataset_size: int = 2
# Cost and budget - user controlled
max_cost_usd: Optional[float] = None
timeout_seconds: Optional[int] = None
# GEPA-specific optimization parameters (based on actual GEPA library)
candidate_selection_strategy: str = 'pareto' # Use Pareto selection strategy
skip_perfect_score: bool = False # Don't skip perfect scores (set to True for early stopping)
reflection_minibatch_size: Optional[int] = None # Will use reflection_examples if None
perfect_score: float = 1.0 # Perfect score threshold
module_selector: str = 'round_robin' # Component selection strategy
verbose: bool = True # Enable detailed GEPA logging
# Test set evaluation
evaluate_on_test: bool = True # Evaluate final prompt on held-out test set
# π LLEGO Genetic Operator Parameters (Optional - for faster convergence)
# Based on ICLR 2025 paper: "Decision Tree Induction Through LLMs via Semantically-Aware Evolution"
# Optimized for small datasets (6-10 samples)
use_llego_operators: bool = False # Enable LLEGO genetic operators
# π₯ HYBRID MODE: Combine GEPA Reflection + LLEGO Operators
# When both enabled, candidates are generated from BOTH sources for maximum diversity
enable_gepa_reflection_with_llego: bool = False # Enable hybrid GEPA+LLEGO mode
num_gepa_reflection_candidates: int = 3 # Number of GEPA reflection candidates per iteration (default: 3 for better exploration, range: 2-5)
# Fitness-guided crossover parameters (FIX #3: Conservative alpha)
alpha: float = 0.05 # FIX #3: Fitness extrapolation (0.05 = 5% above best parent, realistic for prompt optimization)
n_crossover: int = 2 # Number of offspring from crossover per iteration
# Diversity-guided mutation parameters
tau: float = 8.0 # Diversity temperature (8.0 = moderate diversity, balanced exploration/exploitation)
nu: int = 3 # Parent arity (3 parents optimal for small populations ~6 samples)
n_mutation: int = 2 # Number of offspring from mutation per iteration (total 4 offspring with crossover)
# Population management (for genetic operators)
population_size: int = 8 # Size of prompt population (small but diverse for 6-sample dataset)
# π LLM-as-Judge configuration (Phase 2)
use_llm_as_judge: bool = True # Enable LLM-as-Judge feedback for detailed, actionable analysis
llm_as_judge_threshold: float = 0.8 # Use LLM-as-Judge for scores below this threshold
llm_as_judge_model: Optional[ModelConfig] = None # Optional: use different model (defaults to reflection_model)
# π Logging configuration (Phase 3)
log_level: str = "INFO" # Logging level: "DEBUG", "INFO", "WARNING", "ERROR"
def __post_init__(self):
"""Validate and process configuration after initialization"""
# Handle backwards compatibility for train_split_ratio
if self.train_split_ratio is not None and self.train_split_ratio != 0.8:
import warnings
warnings.warn(
"train_split_ratio is deprecated. Use data_split=DataSplitConfig(...) instead. "
"Converting to 3-way split with your ratio.",
DeprecationWarning,
stacklevel=2
)
# Convert 2-way split to 3-way: use train_ratio, split remainder between val/test
remainder = 1.0 - self.train_split_ratio
self.data_split = DataSplitConfig(
train_ratio=self.train_split_ratio,
val_ratio=remainder * 0.5,
test_ratio=remainder * 0.5
)
# Convert string models to ModelConfig objects
self.model = self._parse_model_config(self.model, "model")
self.reflection_model = self._parse_model_config(self.reflection_model, "reflection_model")
# Set reflection_minibatch_size default
if self.reflection_minibatch_size is None:
self.reflection_minibatch_size = self.reflection_examples
# Validate required parameters
self._validate_required_params()
# Validate ranges
self._validate_ranges()
def _parse_model_config(self, model: Union[str, ModelConfig], field_name: str) -> ModelConfig:
"""Parse string model specification into ModelConfig"""
if isinstance(model, ModelConfig):
return model
if isinstance(model, str):
# Parse "provider/model-name" format
if "/" in model:
provider, model_name = model.split("/", 1)
else:
# Default to openai if no provider specified
provider = "openai"
model_name = model
# Try to get API key from environment
api_key = self._get_api_key_for_provider(provider)
if not api_key:
raise ValueError(
f"No API key found for {provider}. Please set environment variable "
f"or provide ModelConfig with api_key for {field_name}"
)
return ModelConfig(
provider=provider,
model_name=model_name,
api_key=api_key
)
raise ValueError(f"{field_name} must be either a string or ModelConfig object")
def _get_api_key_for_provider(self, provider: str) -> Optional[str]:
"""Get API key for provider from environment variables"""
return ModelConfig._get_api_key_for_provider(provider)
def _validate_required_params(self):
"""Validate that all required parameters are provided"""
required_fields = {
"max_iterations": self.max_iterations,
"max_metric_calls": self.max_metric_calls,
"batch_size": self.batch_size,
}
for field_name, value in required_fields.items():
if value is None:
raise ValueError(f"{field_name} is required and must be specified by user")
def _validate_ranges(self):
"""Validate parameter ranges"""
if self.max_iterations <= 0:
raise ValueError("max_iterations must be positive")
if self.max_metric_calls <= 0:
raise ValueError("max_metric_calls must be positive")
if self.batch_size <= 0:
raise ValueError("batch_size must be positive")
if self.reflection_examples <= 0 or self.reflection_examples > 10:
raise ValueError("reflection_examples must be between 1 and 10 (recommended: 2-5)")
if self.reflection_minibatch_size <= 0:
raise ValueError("reflection_minibatch_size must be positive")
if hasattr(self.model, 'max_tokens') and self.model.max_tokens <= 0:
raise ValueError("model.max_tokens must be a positive integer")
# Validate hybrid mode parameters
if self.enable_gepa_reflection_with_llego and not self.use_llego_operators:
raise ValueError("enable_gepa_reflection_with_llego requires use_llego_operators=True")
if self.num_gepa_reflection_candidates <= 0 or self.num_gepa_reflection_candidates > 5:
raise ValueError("num_gepa_reflection_candidates must be between 1 and 5 (recommended: 3 for balanced exploration)")
# Validate log_level
valid_log_levels = ["DEBUG", "INFO", "WARNING", "ERROR"]
if self.log_level.upper() not in valid_log_levels:
raise ValueError(f"log_level must be one of {valid_log_levels}, got: {self.log_level}")
def validate_api_connectivity(self) -> Dict[str, bool]:
"""Test API connectivity for both models"""
results = {}
for model_name, model_config in [("model", self.model), ("reflection_model", self.reflection_model)]:
try:
# This would be implemented to actually test the API
# For now, just check if we have the required info
if model_config.api_key and model_config.provider and model_config.model_name:
results[model_name] = True
else:
results[model_name] = False
except Exception:
results[model_name] = False
return results
def get_estimated_cost(self) -> Dict[str, Any]:
"""Estimate cost based on configuration"""
# This would calculate estimated costs based on:
# - max_metric_calls
# - model pricing
# - expected tokens per call
return {
"max_calls": self.max_metric_calls,
"estimated_cost_range": "To be calculated based on provider pricing",
"cost_factors": {
"model_calls": self.max_metric_calls,
"reflection_calls": self.max_iterations,
"batch_size": self.batch_size
}
}
@classmethod
def create_example_config(cls, provider: str = "openai") -> str:
"""Generate example configuration code for users"""
examples = {
"openai": '''
# Example OpenAI Configuration
config = OptimizationConfig(
model="openai/gpt-4-turbo", # or ModelConfig(...)
reflection_model="openai/gpt-4-turbo",
max_iterations=50, # Your choice based on budget
max_metric_calls=300, # Your choice based on budget
batch_size=8, # Your choice based on memory
early_stopping=True,
learning_rate=0.01
)
''',
"anthropic": '''
# Example Anthropic Configuration
config = OptimizationConfig(
model=ModelConfig(
provider="anthropic",
model_name="claude-3-opus-20240229",
api_key="your-anthropic-key",
temperature=0.7
),
reflection_model="anthropic/claude-3-sonnet-20240229",
max_iterations=30,
max_metric_calls=200,
batch_size=4
)
''',
"mixed": '''
# Example Mixed Providers Configuration
config = OptimizationConfig(
model="openai/gpt-4-turbo", # Main model
reflection_model="anthropic/claude-3-opus", # Reflection model
max_iterations=25,
max_metric_calls=250,
batch_size=6,
max_cost_usd=100.0, # Budget limit
timeout_seconds=3600 # 1 hour limit
)
'''
}
return examples.get(provider, examples["openai"])
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