override the entire create_optimzier method

* support galore once upstreamed into transformers

* update module name for llama in readme and fix typing for all linear

* bump trl for deprecation fixes from newer transformers

* include galore as an extra and install in docker image

* fix optim_args type

* fix optim_args

* update dependencies for galore

* add galore to cicd dockerfile

.github/ISSUE_TEMPLATE/bug-report.yaml

@@ -59,6 +59,7 @@ body:
       label: Config yaml
       description: |
         Please attach the config yaml!
+      render: yaml
 
   - type: textarea
     id: possible-solution

.github/workflows/lint.yml

@@ -17,6 +17,6 @@ jobs:
       - uses: actions/checkout@v3
       - uses: actions/setup-python@v4
         with:
-          python-version: "3.9"
+          python-version: "3.10"
           cache: 'pip' # caching pip dependencies
       - uses: pre-commit/action@v3.0.0

.github/workflows/main.yml

@@ -18,6 +18,7 @@ jobs:
             python_version: "3.10"
             pytorch: 2.1.2
             axolotl_extras:
+            axolotl_args: "--extra-index-url https://download.pytorch.org/whl/cu118"
             is_latest: true
           - cuda: 121
             cuda_version: 12.1.0
@@ -54,6 +55,7 @@ jobs:
             BASE_TAG=${{ github.ref_name }}-base-py${{ matrix.python_version }}-cu${{ matrix.cuda }}-${{ matrix.pytorch }}
             CUDA=${{ matrix.cuda }}
             PYTORCH_VERSION=${{ matrix.pytorch }}
+            AXOLOTL_ARGS=${{ matrix.axolotl_args }}
           file: ./docker/Dockerfile
           push: ${{ github.event_name != 'pull_request' }}
           tags: |

.github/workflows/tests.yml

@@ -23,7 +23,7 @@ jobs:
       - uses: actions/checkout@v3
       - uses: actions/setup-python@v4
         with:
-          python-version: "3.9"
+          python-version: "3.10"
           cache: 'pip' # caching pip dependencies
       - uses: pre-commit/action@v3.0.0
 
@@ -33,7 +33,7 @@ jobs:
     strategy:
       fail-fast: false
       matrix:
-        python_version: ["3.9", "3.10", "3.11"]
+        python_version: ["3.10", "3.11"]
     timeout-minutes: 10
 
     steps:
@@ -58,8 +58,8 @@ jobs:
   docker-e2e-tests:
     if: github.repository_owner == 'OpenAccess-AI-Collective'
     # this job needs to be run on self-hosted GPU runners...
-    runs-on: [self-hosted, gpu, docker]
-    timeout-minutes: 30
+    runs-on: [self-hosted, modal]
+    timeout-minutes: 60
     needs: [pre-commit, pytest]
 
     strategy:
@@ -70,43 +70,31 @@ jobs:
             cuda_version: 11.8.0
             python_version: "3.10"
             pytorch: 2.1.2
+            axolotl_args: "--extra-index-url https://download.pytorch.org/whl/cu118"
+            num_gpus: 1
           - cuda: 121
             cuda_version: 12.1.0
             python_version: "3.10"
             pytorch: 2.1.2
+            num_gpus: 1
     steps:
       - name: Checkout
         uses: actions/checkout@v4
-      - name: Docker metadata
-        id: metadata
-        uses: docker/metadata-action@v5
+      - name: Install Python
+        uses: actions/setup-python@v5
         with:
-          images: winglian/axolotl-tests
-      - name: Build Docker image
+          python-version: "3.10"
+      - name: Install Modal
         run: |
-          # Set up build arguments
-          BASE_TAG="main-base-py${{ matrix.python_version }}-cu${{ matrix.cuda }}-${{ matrix.pytorch }}"
-          CUDA="${{ matrix.cuda }}"
-          PYTORCH_VERSION="${{ matrix.pytorch }}"
-          # Build the Docker image
-          docker build . \
-            --file ./docker/Dockerfile-tests \
-            --build-arg BASE_TAG=$BASE_TAG \
-            --build-arg CUDA=$CUDA \
-            --build-arg GITHUB_REF=$GITHUB_REF \
-            --build-arg PYTORCH_VERSION=$PYTORCH_VERSION \
-            --tag ${{ steps.metadata.outputs.tags }}-py${{ matrix.python_version }}-cu${{ matrix.cuda }}-${{ matrix.pytorch }} \
-            --no-cache
-      - name: Unit Tests w docker image
+          python -m pip install --upgrade pip
+          pip install modal jinja2
+      - name: Update env vars
         run: |
-          docker run --rm ${{ steps.metadata.outputs.tags }}-py${{ matrix.python_version }}-cu${{ matrix.cuda }}-${{ matrix.pytorch }} pytest --ignore=tests/e2e/ /workspace/axolotl/tests/
-      - name: GPU Unit Tests w docker image
+          echo "BASE_TAG=main-base-py${{ matrix.python_version }}-cu${{ matrix.cuda }}-${{ matrix.pytorch }}" >> $GITHUB_ENV
+          echo "PYTORCH_VERSION=${{ matrix.pytorch}}" >> $GITHUB_ENV
+          echo "AXOLOTL_ARGS=${{ matrix.axolotl_args}}" >> $GITHUB_ENV
+          echo "CUDA=${{ matrix.cuda }}" >> $GITHUB_ENV
+          echo "N_GPUS=${{ matrix.num_gpus }}" >> $GITHUB_ENV
+      - name: Run tests job on Modal
         run: |
-          docker run --privileged --gpus "all" --env WANDB_DISABLED=true --rm ${{ steps.metadata.outputs.tags }}-py${{ matrix.python_version }}-cu${{ matrix.cuda }}-${{ matrix.pytorch }} pytest --ignore=tests/e2e/patched/ /workspace/axolotl/tests/e2e/
-      - name: GPU Unit Tests monkeypatched w docker image
-        run: |
-          docker run --privileged --gpus "all" --env WANDB_DISABLED=true --rm ${{ steps.metadata.outputs.tags }}-py${{ matrix.python_version }}-cu${{ matrix.cuda }}-${{ matrix.pytorch }} pytest /workspace/axolotl/tests/e2e/patched/
-      - name: Prune image from docker
-        if: github.ref != 'refs/heads/main'
-        run: |
-          docker rmi -f ${{ steps.metadata.outputs.tags }}-py${{ matrix.python_version }}-cu${{ matrix.cuda }}-${{ matrix.pytorch }}
+          modal run cicd.tests

.gitignore

@@ -167,3 +167,8 @@ cython_debug/
 # WandB
 # wandb creates a folder to store logs for training runs
 wandb
+
+# Runs
+lora-out/*
+qlora-out/*
+mlruns/*

.mypy.ini

@@ -1,5 +1,5 @@
 [mypy]
-
+plugins = pydantic.mypy
 exclude = venv
 
 [mypy-alpaca_lora_4bit.*]

.pre-commit-config.yaml

@@ -31,6 +31,7 @@ repos:
       additional_dependencies:
         [
             'types-PyYAML',
+            'pydantic>=2.5.3',
         ]
 -   repo: https://github.com/PyCQA/bandit
     rev: 1.7.5

README.md

@@ -13,6 +13,9 @@ Features:
 - Log results and optionally checkpoints to wandb or mlflow
 - And more!
 
+<a href="https://www.phorm.ai/query?projectId=e315ba4a-4e14-421f-ab05-38a1f9076f25">
+  <img alt="phorm.ai" src="https://img.shields.io/badge/Phorm-Ask_AI-%23F2777A.svg?&logo=data:image/svg+xml;base64,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">
+</a>
 
 <table>
 <tr>
@@ -22,12 +25,13 @@ Features:
 - [Introduction](#axolotl)
 - [Supported Features](#axolotl-supports)
 - [Quickstart](#quickstart-)
-- [Installation](#installation)
+- [Environment](#environment)
   - [Docker](#docker)
   - [Conda/Pip venv](#condapip-venv)
-  - [Cloud GPU](#cloud-gpu) - Latitude.sh, RunPod
+  - [Cloud GPU](#cloud-gpu) - Latitude.sh, JarvisLabs, RunPod
   - [Bare Metal Cloud GPU](#bare-metal-cloud-gpu)
   - [Windows](#windows)
+  - [Mac](#mac)
   - [Launching on public clouds via SkyPilot](#launching-on-public-clouds-via-skypilot)
 - [Dataset](#dataset)
   - [How to Add Custom Prompts](#how-to-add-custom-prompts)
@@ -87,17 +91,18 @@ Features:
 | phi         | ✅         | ✅    | ✅     | ❓             | ❓                 | ❓          | ❓            |
 | RWKV        | ✅         | ❓    | ❓     | ❓             | ❓                 | ❓          | ❓            |
 | Qwen        | ✅         | ✅    | ✅     | ❓             | ❓                 | ❓          | ❓            |
+| Gemma       | ✅         | ✅    | ✅     | ❓             | ❓                 | ✅          | ❓            |
 
+✅: supported
+❌: not supported
+❓: untested
 
 ## Quickstart ⚡
 
 Get started with Axolotl in just a few steps! This quickstart guide will walk you through setting up and running a basic fine-tuning task.
 
-**Requirements**: Python >=3.9 and Pytorch >=2.0.
+**Requirements**: Python >=3.10 and Pytorch >=2.1.1.
 
-`pip3 install "axolotl[flash-attn,deepspeed] @ git+https://github.com/OpenAccess-AI-Collective/axolotl"`
-
-### For developers
 ```bash
 git clone https://github.com/OpenAccess-AI-Collective/axolotl
 cd axolotl
@@ -127,13 +132,14 @@ accelerate launch -m axolotl.cli.inference examples/openllama-3b/lora.yml \
 accelerate launch -m axolotl.cli.train https://raw.githubusercontent.com/OpenAccess-AI-Collective/axolotl/main/examples/openllama-3b/lora.yml
 ```
 
-## Installation
+## Advanced Setup
 
 ### Environment
 
 #### Docker
+
   ```bash
-  docker run --gpus '"all"' --rm -it winglian/axolotl:main-py3.10-cu118-2.0.1
+  docker run --gpus '"all"' --rm -it winglian/axolotl:main-latest
   ```
 
   Or run on the current files for development:
@@ -152,7 +158,7 @@ accelerate launch -m axolotl.cli.train https://raw.githubusercontent.com/OpenAcc
   A more powerful Docker command to run would be this:
 
   ```bash
-docker run --privileged --gpus '"all"' --shm-size 10g --rm -it --name axolotl --ipc=host --ulimit memlock=-1 --ulimit stack=67108864 --mount type=bind,src="${PWD}",target=/workspace/axolotl -v ${HOME}/.cache/huggingface:/root/.cache/huggingface winglian/axolotl:main-py3.10-cu118-2.0.1
+docker run --privileged --gpus '"all"' --shm-size 10g --rm -it --name axolotl --ipc=host --ulimit memlock=-1 --ulimit stack=67108864 --mount type=bind,src="${PWD}",target=/workspace/axolotl -v ${HOME}/.cache/huggingface:/root/.cache/huggingface winglian/axolotl:main-latest
   ```
 
   It additionally:
@@ -167,7 +173,7 @@ docker run --privileged --gpus '"all"' --shm-size 10g --rm -it --name axolotl --
   </details>
 
 #### Conda/Pip venv
-  1. Install python >=**3.9**
+  1. Install python >=**3.10**
 
   2. Install pytorch stable https://pytorch.org/get-started/locally/
 
@@ -187,6 +193,7 @@ docker run --privileged --gpus '"all"' --shm-size 10g --rm -it --name axolotl --
 For cloud GPU providers that support docker images, use [`winglian/axolotl-cloud:main-latest`](https://hub.docker.com/r/winglian/axolotl-cloud/tags)
 
 - on Latitude.sh use this [direct link](https://latitude.sh/blueprint/989e0e79-3bf6-41ea-a46b-1f246e309d5c)
+- on JarvisLabs.ai use this [direct link](https://jarvislabs.ai/templates/axolotl)
 - on RunPod use this [direct link](https://runpod.io/gsc?template=v2ickqhz9s&ref=6i7fkpdz)
 
 #### Bare Metal Cloud GPU
@@ -200,11 +207,11 @@ For cloud GPU providers that support docker images, use [`winglian/axolotl-cloud
   1. Install python
   ```bash
   sudo apt update
-  sudo apt install -y python3.9
+  sudo apt install -y python3.10
 
-  sudo update-alternatives --install /usr/bin/python python /usr/bin/python3.9 1
-  sudo update-alternatives --config python # pick 3.9 if given option
-  python -V # should be 3.9
+  sudo update-alternatives --install /usr/bin/python python /usr/bin/python3.10 1
+  sudo update-alternatives --config python # pick 3.10 if given option
+  python -V # should be 3.10
 
   ```
 
@@ -236,21 +243,46 @@ For cloud GPU providers that support docker images, use [`winglian/axolotl-cloud
   ```
   </details>
 
+##### GCP
+
+<details>
+
+<summary>Click to Expand</summary>
+
+Use a Deeplearning linux OS with cuda and pytorch installed. Then follow instructions on quickstart.
+
+Make sure to run the below to uninstall xla.
+```bash
+pip uninstall -y torch_xla[tpu]
+```
+
+</details>
+
 #### Windows
 Please use WSL or Docker!
 
+#### Mac
+
+Use the below instead of the install method in QuickStart.
+```
+pip3 install -e '.'
+```
+More info: [mac.md](/docs/mac.md)
 
 #### Launching on public clouds via SkyPilot
 To launch on GPU instances (both on-demand and spot instances) on 7+ clouds (GCP, AWS, Azure, OCI, and more), you can use [SkyPilot](https://skypilot.readthedocs.io/en/latest/index.html):
+
 ```bash
 pip install "skypilot-nightly[gcp,aws,azure,oci,lambda,kubernetes,ibm,scp]"  # choose your clouds
 sky check
 ```
+
 Get the [example YAMLs](https://github.com/skypilot-org/skypilot/tree/master/llm/axolotl) of using Axolotl to finetune `mistralai/Mistral-7B-v0.1`:
 ```
 git clone https://github.com/skypilot-org/skypilot.git
 cd skypilot/llm/axolotl
 ```
+
 Use one command to launch:
 ```bash
 # On-demand
@@ -260,32 +292,33 @@ HF_TOKEN=xx sky launch axolotl.yaml --env HF_TOKEN
 HF_TOKEN=xx BUCKET=<unique-name> sky spot launch axolotl-spot.yaml --env HF_TOKEN --env BUCKET
 ```
 
-
 ### Dataset
 
 Axolotl supports a variety of dataset formats. Below are some of the formats you can use.
 Have dataset(s) in one of the following format (JSONL recommended):
 
-- `alpaca`: instruction; input(optional)
-  ```json
-  {"instruction": "...", "input": "...", "output": "..."}
-  ```
-- `sharegpt`: conversations where `from` is `human`/`gpt`. (optional: `system` to override default system prompt)
-  ```json
-  {"conversations": [{"from": "...", "value": "..."}]}
-  ```
-- `llama-2`: the json is the same format as `sharegpt` above, with the following config (see the [config section](#config) for more details)
-    ```yml
-    datasets:
-      - path: <your-path>
-        type: sharegpt
-        conversation: llama-2
-    ```
+#### Pretraining
+
 - `completion`: raw corpus
   ```json
   {"text": "..."}
   ```
 
+Note: Axolotl usually loads the entire dataset into memory. This will be challenging for large datasets. Use the following config to enable streaming:
+
+```yaml
+pretraining_dataset: # hf path only
+```
+
+#### Supervised finetuning
+
+##### Instruction
+
+- `alpaca`: instruction; input(optional)
+  ```json
+  {"instruction": "...", "input": "...", "output": "..."}
+  ```
+
 <details>
 
 <summary>See other formats</summary>
@@ -362,14 +395,37 @@ Have dataset(s) in one of the following format (JSONL recommended):
   ```json
   {"scores": "...", "critiques": "...", "instruction": "...", "answer": "...", "revision": "..."}
   ```
-- `pygmalion`: pygmalion
-  ```json
-  {"conversations": [{"role": "...", "value": "..."}]}
-  ```
 - `metharme`: instruction, adds additional eos tokens
   ```json
   {"prompt": "...", "generation": "..."}
   ```
+
+</details>
+
+##### Template-Free
+
+- `input_output`: template-free prompt construction
+  ```json
+   {"segments": [{"label": true|false, "text": "..."}]}
+  ```
+
+This is a special format that allows you to construct prompts without using templates. This is for advanced users who want more freedom with prompt construction.  See [these docs](docs/input_output.md) for more details.
+
+##### Conversation
+
+- `sharegpt`: conversations where `from` is `human`/`gpt`. (optional: first row with role `system` to override default system prompt)
+  ```json
+  {"conversations": [{"from": "...", "value": "..."}]}
+  ```
+
+<details>
+
+<summary>See other formats</summary>
+
+- `pygmalion`: pygmalion
+  ```json
+  {"conversations": [{"role": "...", "value": "..."}]}
+  ```
 - `sharegpt.load_role`: conversations where `role` is used instead of `from`
   ```json
   {"conversations": [{"role": "...", "value": "..."}]}
@@ -385,6 +441,8 @@ Have dataset(s) in one of the following format (JSONL recommended):
 
 </details>
 
+Note: `type: sharegpt` opens a special config `conversation:` that enables conversions to many Conversation types. See dataset section under [all yaml options](#all-yaml-options).
+
 #### How to add custom prompts
 
 For a dataset that is preprocessed for instruction purposes:
@@ -406,12 +464,16 @@ datasets:
       format: "[INST] {instruction} [/INST]"
       no_input_format: "[INST] {instruction} [/INST]"
 ```
+See full config options under [all yaml options](#all-yaml-options).
 
 #### How to use your custom pretokenized dataset
 
 - Do not pass a `type:`
 - Columns in Dataset must be exactly `input_ids`, `attention_mask`, `labels`
 
+```yaml
+- path: ...
+```
 
 ### Config
 
@@ -425,22 +487,18 @@ See [examples](examples) for quick start. It is recommended to duplicate and mod
 
 - dataset
   ```yaml
-  sequence_len: 2048 # max token length for prompt
-
-  # huggingface repo
   datasets:
+      # huggingface repo
     - path: vicgalle/alpaca-gpt4
-      type: alpaca # format from earlier
+      type: alpaca
 
-  # huggingface repo with specific configuration/subset
-  datasets:
+      # huggingface repo with specific configuration/subset
     - path: EleutherAI/pile
       name: enron_emails
       type: completion # format from earlier
       field: text # Optional[str] default: text, field to use for completion data
 
-  # huggingface repo with multiple named configurations/subsets
-  datasets:
+      # huggingface repo with multiple named configurations/subsets
     - path: bigcode/commitpackft
       name:
         - ruby
@@ -448,34 +506,29 @@ See [examples](examples) for quick start. It is recommended to duplicate and mod
         - typescript
       type: ... # unimplemented custom format
 
-  # fastchat conversation
-  # See 'conversation' options: https://github.com/lm-sys/FastChat/blob/main/fastchat/conversation.py
-  datasets:
+      # fastchat conversation
+      # See 'conversation' options: https://github.com/lm-sys/FastChat/blob/main/fastchat/conversation.py
     - path: ...
       type: sharegpt
-      conversation: chatml
+      conversation: chatml # default: vicuna_v1.1
 
-  # local
-  datasets:
+      # local
     - path: data.jsonl # or json
       ds_type: json # see other options below
       type: alpaca
 
-  # dataset with splits, but no train split
-  dataset:
+      # dataset with splits, but no train split
     - path: knowrohit07/know_sql
       type: context_qa.load_v2
       train_on_split: validation
 
-  # loading from s3 or gcs
-  # s3 creds will be loaded from the system default and gcs only supports public access
-  dataset:
+      # loading from s3 or gcs
+      # s3 creds will be loaded from the system default and gcs only supports public access
     - path: s3://path_to_ds # Accepts folder with arrow/parquet or file path like above. Supports s3, gcs.
       ...
 
-  # Loading Data From a Public URL
-  # - The file format is `json` (which includes `jsonl`) by default. For different formats, adjust the `ds_type` option accordingly.
-  dataset:
+      # Loading Data From a Public URL
+      # - The file format is `json` (which includes `jsonl`) by default. For different formats, adjust the `ds_type` option accordingly.
     - path: https://some.url.com/yourdata.jsonl # The URL should be a direct link to the file you wish to load. URLs must use HTTPS protocol, not HTTP.
       ds_type: json # this is the default, see other options below.
   ```
@@ -484,9 +537,11 @@ See [examples](examples) for quick start. It is recommended to duplicate and mod
   ```yaml
   load_in_4bit: true
   load_in_8bit: true
+
   bf16: auto # require >=ampere, auto will detect if your GPU supports this and choose automatically.
   fp16: # leave empty to use fp16 when bf16 is 'auto'. set to false if you want to fallback to fp32
   tf32: true # require >=ampere
+
   bfloat16: true # require >=ampere, use instead of bf16 when you don't want AMP (automatic mixed precision)
   float16: true # use instead of fp16 when you don't want AMP
   ```
@@ -494,7 +549,7 @@ See [examples](examples) for quick start. It is recommended to duplicate and mod
 
 - lora
   ```yaml
-  adapter: lora # qlora or leave blank for full finetune
+  adapter: lora # 'qlora' or leave blank for full finetune
   lora_r: 8
   lora_alpha: 16
   lora_dropout: 0.05
@@ -503,9 +558,9 @@ See [examples](examples) for quick start. It is recommended to duplicate and mod
     - v_proj
   ```
 
-<details>
+<details id="all-yaml-options">
 
-<summary>All yaml options (click me)</summary>
+<summary>All yaml options (click to expand)</summary>
 
 ```yaml
 # This is the huggingface model that contains *.pt, *.safetensors, or *.bin files
@@ -517,8 +572,8 @@ base_model_ignore_patterns:
 # You can set that here, or leave this empty to default to base_model
 base_model_config: ./llama-7b-hf
 # You can specify to choose a specific model revision from huggingface hub
-model_revision:
-# Optional tokenizer configuration override in case you want to use a different tokenizer
+revision_of_model:
+# Optional tokenizer configuration path in case you want to use a different tokenizer
 # than the one defined in the base model
 tokenizer_config:
 # If you want to specify the type of model to load, AutoModelForCausalLM is a good choice too
@@ -535,15 +590,16 @@ tokenizer_legacy:
 # This is reported to improve training speed on some models
 resize_token_embeddings_to_32x:
 
+# (Internal use only)
 # Used to identify which the model is based on
 is_falcon_derived_model:
 is_llama_derived_model:
+is_qwen_derived_model:
 # Please note that if you set this to true, `padding_side` will be set to "left" by default
 is_mistral_derived_model:
-is_qwen_derived_model:
 
 # optional overrides to the base model configuration
-model_config:
+overrides_of_model_config:
   # RoPE Scaling https://github.com/huggingface/transformers/pull/24653
   rope_scaling:
     type: # linear | dynamic
@@ -560,8 +616,6 @@ bnb_config_kwargs:
 
 # Whether you are training a 4-bit GPTQ quantized model
 gptq: true
-gptq_groupsize: 128 # group size
-gptq_model_v1: false # v1 or v2
 
 # This will attempt to quantize the model down to 8 bits and use adam 8 bit optimizer
 load_in_8bit: true
@@ -597,9 +651,13 @@ datasets:
     train_on_split: train # Optional[str] name of dataset split to load from
 
     # Optional[str] fastchat conversation type, only used with type: sharegpt
-    conversation:  # Options (see Conversation 'name'): https://github.com/lm-sys/FastChat/blob/main/fastchat/conversation.py
+    conversation: # Options (see Conversation 'name'): https://github.com/lm-sys/FastChat/blob/main/fastchat/conversation.py
     field_human: # Optional[str]. Human key to use for conversation.
     field_model: # Optional[str]. Assistant key to use for conversation.
+    # Add additional keys from your dataset as input or output roles
+    roles:
+      input: # Optional[List[str]]. These will be masked based on train_on_input
+      output: # Optional[List[str]].
 
   # Custom user instruction prompt
   - path: repo
@@ -624,6 +682,10 @@ datasets:
       # For `completion` datsets only, uses the provided field instead of `text` column
       field:
 
+# If false, the datasets will not be shuffled and will keep their original order in `datasets`.
+# The same applies to the `test_datasets` option and the `pretraining_dataset` option. Default is true.
+shuffle_merged_datasets: true
+
 # A list of one or more datasets to eval the model with.
 # You can use either test_datasets, or val_set_size, but not both.
 test_datasets:
@@ -635,7 +697,7 @@ test_datasets:
     data_files:
       - /workspace/data/eval.jsonl
 
-# use RL training: dpo, ipo, kto_pair
+# use RL training: 'dpo', 'ipo', 'kto_pair'
 rl:
 
 # Saves the desired chat template to the tokenizer_config.json for easier inferencing
@@ -655,7 +717,7 @@ dataset_processes: # defaults to os.cpu_count() if not set
 # Only needed if cached dataset is taking too much storage
 dataset_keep_in_memory:
 # push checkpoints to hub
-hub_model_id: # repo path to push finetuned model
+hub_model_id: # private repo path to push finetuned model
 # how to push checkpoints to hub
 # https://huggingface.co/docs/transformers/v4.31.0/en/main_classes/trainer#transformers.TrainingArguments.hub_strategy
 hub_strategy:
@@ -751,6 +813,7 @@ wandb_log_model: # "checkpoint" to log model to wandb Artifacts every `save_step
 # mlflow configuration if you're using it
 mlflow_tracking_uri: # URI to mlflow
 mlflow_experiment_name: # Your experiment name
+hf_mlflow_log_artifacts:  # set to true to copy each saved checkpoint on each save to mlflow artifact registry
 
 # Where to save the full-finetuned model to
 output_dir: ./completed-model
@@ -804,7 +867,7 @@ group_by_length: false
 gradient_checkpointing: false
 # additional kwargs to pass to the trainer for gradient checkpointing
 # gradient_checkpointing_kwargs:
-#   use_reentrant: false
+#   use_reentrant: true
 
 # Stop training after this many evaluation losses have increased in a row
 # https://huggingface.co/transformers/v4.2.2/_modules/transformers/trainer_callback.html#EarlyStoppingCallback
@@ -819,10 +882,6 @@ cosine_constant_lr_ratio: # freeze lr at some percentage of the step, e.g. cosin
 # For one_cycle optim
 lr_div_factor: # Learning rate div factor
 
-# For log_sweep optim
-log_sweep_min_lr:
-log_sweep_max_lr:
-
 # Specify optimizer
 # Valid values are driven by the Transformers OptimizerNames class, see:
 # https://github.com/huggingface/transformers/blob/95b374952dc27d8511541d6f5a4e22c9ec11fb24/src/transformers/training_args.py#L134
@@ -848,7 +907,26 @@ log_sweep_max_lr:
 # - paged_adamw_8bit
 # - paged_lion_32bit
 # - paged_lion_8bit
+# - galore_adamw
+# - galore_adamw_8bit
+# - galore_adafactor
+# - galore_adamw_layerwise
+# - galore_adamw_8bit_layerwise
+# - galore_adafactor_layerwise
 optimizer:
+# Dictionary of arguments to pass to the optimizer
+optim_args:
+# For Galore Optimizers the following optim_args are available
+# rank:  # type: int
+# update_proj_gap  # type: int
+# scale  # type: float
+# proj_type:  # type: str, default = std
+
+# The target modules to optimize, i.e. the module names that you would like to train, right now this is used only for GaLore algorithm
+optim_target_modules:
+# - self_attn  # for llama
+# - mlp
+
 # Specify weight decay
 weight_decay:
 # adamw hyperparams
@@ -1045,6 +1123,10 @@ fsdp_config:
   fsdp_transformer_layer_cls_to_wrap: LlamaDecoderLayer
 ```
 
+##### FSDP + QLoRA
+
+Axolotl supports training with FSDP and QLoRA, see [these docs](docs/fsdp_qlora.md) for more information.
+
 ##### Weights & Biases Logging
 
 Make sure your `WANDB_API_KEY` environment variable is set (recommended) or you login to wandb with `wandb login`.
@@ -1106,7 +1188,7 @@ Please use `--sample_packing False` if you have it on and receive the error simi
 
 ### Merge LORA to base
 
-The following command will merge your LORA adapater with your base model.  You can optionally pass the argument `--lora_model_dir` to specify the directory where your LORA adapter was saved, otherwhise, this will be inferred from `output_dir` in your axolotl config file.  The merged model is saved in the sub-directory `{lora_model_dir}/merged`.
+The following command will merge your LORA adapater with your base model. You can optionally pass the argument `--lora_model_dir` to specify the directory where your LORA adapter was saved, otherwhise, this will be inferred from `output_dir` in your axolotl config file.  The merged model is saved in the sub-directory `{lora_model_dir}/merged`.
 
 ```bash
 python3 -m axolotl.cli.merge_lora your_config.yml --lora_model_dir="./completed-model"
@@ -1167,7 +1249,7 @@ If you decode a prompt constructed by axolotl, you might see spaces between toke
 
 1. Materialize some data using `python -m axolotl.cli.preprocess your_config.yml --debug`, and then decode the first few rows with your model's tokenizer.
 2. During inference, right before you pass a tensor of token ids to your model, decode these tokens back into a string.
-3. Make sure the inference string from #2 looks **exactly** like the data you fine tuned on from #1, including spaces and new lines.  If they aren't the same adjust your inference server accordingly.
+3. Make sure the inference string from #2 looks **exactly** like the data you fine tuned on from #1, including spaces and new lines.  If they aren't the same, adjust your inference server accordingly.
 4. As an additional troubleshooting step, you can look at the token ids between 1 and 2 to make sure they are identical.
 
 Having misalignment between your prompts during training and inference can cause models to perform very poorly, so it is worth checking this.  See [this blog post](https://hamel.dev/notes/llm/05_tokenizer_gotchas.html) for a concrete example.
@@ -1214,11 +1296,20 @@ PRs are **greatly welcome**!
 
 Please run below to setup env
 ```bash
+git clone https://github.com/OpenAccess-AI-Collective/axolotl
+cd axolotl
+
+pip3 install packaging
+pip3 install -e '.[flash-attn,deepspeed]'
+
 pip3 install -r requirements-dev.txt -r requirements-tests.txt
 pre-commit install
 
 # test
 pytest tests/
+
+# optional: run against all files
+pre-commit run --all-files
 ```
 
 Thanks to all of our contributors to date. Help drive open source AI progress forward by contributing to Axolotl.
@@ -1255,4 +1346,6 @@ consider sponsoring the project via [GitHub Sponsors](https://github.com/sponsor
 
 #### 🥉 Bronze Sponsors - $500/mo
 
+ - [JarvisLabs.ai](https://jarvislabs.ai)
+
 ---

cicd/Dockerfile.jinja

@@ -0,0 +1,39 @@
+FROM winglian/axolotl-base:{{ BASE_TAG }}
+
+ENV TORCH_CUDA_ARCH_LIST="7.0 7.5 8.0 8.6+PTX"
+ENV AXOLOTL_EXTRAS="{{ AXOLOTL_EXTRAS }}"
+ENV AXOLOTL_ARGS="{{ AXOLOTL_ARGS }}"
+ENV CUDA="{{ CUDA }}"
+ENV BNB_CUDA_VERSION="{{ CUDA }}"
+ENV PYTORCH_VERSION="{{ PYTORCH_VERSION }}"
+ENV GITHUB_REF="{{ GITHUB_REF }}"
+ENV GITHUB_SHA="{{ GITHUB_SHA }}"
+
+RUN apt-get update && \
+    apt-get install -y --allow-change-held-packages vim curl nano libnccl2 libnccl-dev
+
+WORKDIR /workspace
+
+RUN git clone --depth=1 https://github.com/OpenAccess-AI-Collective/axolotl.git
+
+WORKDIR /workspace/axolotl
+
+RUN git fetch origin +$GITHUB_REF && \
+    git checkout FETCH_HEAD
+
+# If AXOLOTL_EXTRAS is set, append it in brackets
+RUN if [ "$AXOLOTL_EXTRAS" != "" ] ; then \
+        pip install -e .[deepspeed,flash-attn,mamba-ssm,galore,$AXOLOTL_EXTRAS] $AXOLOTL_ARGS; \
+    else \
+        pip install -e .[deepspeed,flash-attn,mamba-ssm,galore] $AXOLOTL_ARGS; \
+    fi
+
+# So we can test the Docker image
+RUN pip install pytest
+
+# fix so that git fetch/pull from remote works
+RUN git config remote.origin.fetch "+refs/heads/*:refs/remotes/origin/*" && \
+    git config --get remote.origin.fetch
+
+# helper for huggingface-login cli
+RUN git config --global credential.helper store

cicd/cicd.sh

@@ -0,0 +1,5 @@
+#!/bin/bash
+
+pytest --ignore=tests/e2e/ /workspace/axolotl/tests/
+pytest /workspace/axolotl/tests/e2e/patched/
+pytest --ignore=tests/e2e/patched/ /workspace/axolotl/tests/e2e/

cicd/tests.py

@@ -0,0 +1,75 @@
+"""
+ modal application to run axolotl gpu tests in Modal
+ """
+import os
+import pathlib
+import tempfile
+
+import jinja2
+import modal
+from jinja2 import select_autoescape
+from modal import Image, Stub
+
+cicd_path = pathlib.Path(__file__).parent.resolve()
+
+template_loader = jinja2.FileSystemLoader(searchpath=cicd_path)
+template_env = jinja2.Environment(
+    loader=template_loader, autoescape=select_autoescape()
+)
+df_template = template_env.get_template("Dockerfile.jinja")
+
+df_args = {
+    "AXOLOTL_EXTRAS": os.environ.get("AXOLOTL_EXTRAS", ""),
+    "AXOLOTL_ARGS": os.environ.get("AXOLOTL_ARGS", ""),
+    "PYTORCH_VERSION": os.environ.get("PYTORCH_VERSION", "2.0.1"),
+    "BASE_TAG": os.environ.get("BASE_TAG", "main-base-py3.10-cu118-2.0.1"),
+    "CUDA": os.environ.get("CUDA", "118"),
+    "GITHUB_REF": os.environ.get("GITHUB_REF", "refs/heads/main"),
+    "GITHUB_SHA": os.environ.get("GITHUB_SHA", ""),
+}
+
+dockerfile_contents = df_template.render(**df_args)
+
+temp_dir = tempfile.mkdtemp()
+with open(pathlib.Path(temp_dir) / "Dockerfile", "w", encoding="utf-8") as f:
+    f.write(dockerfile_contents)
+
+cicd_image = (
+    Image.from_dockerfile(
+        pathlib.Path(temp_dir) / "Dockerfile",
+        force_build=True,
+        gpu="A10G",
+    )
+    .env(df_args)
+    .pip_install("fastapi==0.110.0", "pydantic==2.6.3")
+)
+
+stub = Stub("Axolotl CI/CD", secrets=[])
+
+
+N_GPUS = int(os.environ.get("N_GPUS", 1))
+GPU_CONFIG = modal.gpu.A10G(count=N_GPUS)
+
+
+def run_cmd(cmd: str, run_folder: str):
+    import subprocess  # nosec
+
+    # Propagate errors from subprocess.
+    if exit_code := subprocess.call(cmd.split(), cwd=run_folder):  # nosec
+        exit(exit_code)  # pylint: disable=consider-using-sys-exit
+
+
+@stub.function(
+    image=cicd_image,
+    gpu=GPU_CONFIG,
+    timeout=45 * 60,
+    cpu=8.0,
+    memory=131072,
+)
+def cicd_pytest():
+    run_cmd("./cicd/cicd.sh", "/workspace/axolotl")
+
+
+@stub.local_entrypoint()
+def main():
+    cicd_pytest.remote()

deepspeed_configs/zero1.json

@@ -16,6 +16,7 @@
     "min_loss_scale": 1
   },
   "gradient_accumulation_steps": "auto",
+  "gradient_clipping": "auto",
   "train_batch_size": "auto",
   "train_micro_batch_size_per_gpu": "auto",
   "wall_clock_breakdown": false

deepspeed_configs/zero2.json

@@ -20,6 +20,7 @@
     "min_loss_scale": 1
   },
   "gradient_accumulation_steps": "auto",
+  "gradient_clipping": "auto",
   "train_batch_size": "auto",
   "train_micro_batch_size_per_gpu": "auto",
   "wall_clock_breakdown": false

deepspeed_configs/zero3.json

@@ -24,6 +24,7 @@
     "min_loss_scale": 1
   },
   "gradient_accumulation_steps": "auto",
+  "gradient_clipping": "auto",
   "train_batch_size": "auto",
   "train_micro_batch_size_per_gpu": "auto",
   "wall_clock_breakdown": false

deepspeed_configs/zero3_bf16.json

@@ -24,6 +24,7 @@
     "min_loss_scale": 1
   },
   "gradient_accumulation_steps": "auto",
+  "gradient_clipping": "auto",
   "train_batch_size": "auto",
   "train_micro_batch_size_per_gpu": "auto",
   "wall_clock_breakdown": false

docker/Dockerfile

@@ -3,9 +3,10 @@ FROM winglian/axolotl-base:$BASE_TAG
 
 ARG TORCH_CUDA_ARCH_LIST="7.0 7.5 8.0 8.6+PTX"
 ARG AXOLOTL_EXTRAS=""
+ARG AXOLOTL_ARGS=""
 ARG CUDA="118"
 ENV BNB_CUDA_VERSION=$CUDA
-ARG PYTORCH_VERSION="2.0.1"
+ARG PYTORCH_VERSION="2.1.2"
 
 ENV PYTORCH_VERSION=$PYTORCH_VERSION
 
@@ -20,9 +21,9 @@ WORKDIR /workspace/axolotl
 
 # If AXOLOTL_EXTRAS is set, append it in brackets
 RUN if [ "$AXOLOTL_EXTRAS" != "" ] ; then \
-        pip install -e .[deepspeed,flash-attn,mamba-ssm,$AXOLOTL_EXTRAS]; \
+        pip install -e .[deepspeed,flash-attn,mamba-ssm,galore,$AXOLOTL_EXTRAS] $AXOLOTL_ARGS; \
     else \
-        pip install -e .[deepspeed,flash-attn,mamba-ssm]; \
+        pip install -e .[deepspeed,flash-attn,mamba-ssm,galore] $AXOLOTL_ARGS; \
     fi
 
 # So we can test the Docker image

docker/Dockerfile-base

@@ -7,8 +7,8 @@ FROM nvidia/cuda:$CUDA_VERSION-cudnn$CUDNN_VERSION-devel-ubuntu$UBUNTU_VERSION a
 
 ENV PATH="/root/miniconda3/bin:${PATH}"
 
-ARG PYTHON_VERSION="3.9"
-ARG PYTORCH_VERSION="2.0.1"
+ARG PYTHON_VERSION="3.10"
+ARG PYTORCH_VERSION="2.1.2"
 ARG CUDA="118"
 ARG TORCH_CUDA_ARCH_LIST="7.0 7.5 8.0 8.6 9.0+PTX"
 

docker/Dockerfile-tests

@@ -3,9 +3,10 @@ FROM winglian/axolotl-base:$BASE_TAG
 
 ARG TORCH_CUDA_ARCH_LIST="7.0 7.5 8.0 8.6+PTX"
 ARG AXOLOTL_EXTRAS=""
+ARG AXOLOTL_ARGS=""
 ARG CUDA="118"
 ENV BNB_CUDA_VERSION=$CUDA
-ARG PYTORCH_VERSION="2.0.1"
+ARG PYTORCH_VERSION="2.1.2"
 ARG GITHUB_REF="main"
 
 ENV PYTORCH_VERSION=$PYTORCH_VERSION
@@ -24,9 +25,9 @@ RUN git fetch origin +$GITHUB_REF && \
 
 # If AXOLOTL_EXTRAS is set, append it in brackets
 RUN if [ "$AXOLOTL_EXTRAS" != "" ] ; then \
-        pip install -e .[deepspeed,flash-attn,mamba-ssm,$AXOLOTL_EXTRAS]; \
+        pip install -e .[deepspeed,flash-attn,mamba-ssm,$AXOLOTL_EXTRAS] $AXOLOTL_ARGS; \
     else \
-        pip install -e .[deepspeed,flash-attn,mamba-ssm]; \
+        pip install -e .[deepspeed,flash-attn,mamba-ssm] $AXOLOTL_ARGS; \
     fi
 
 # So we can test the Docker image

docs/debugging.md

@@ -74,7 +74,6 @@ pip3 install -e '.[flash-attn,deepspeed]'
 
 If you developing on a remote host, you can easily use VSCode to debug remotely.  To do so, you will need to follow this [remote - SSH guide](https://code.visualstudio.com/docs/remote/ssh).  You can also see the video below on [Docker and Remote SSH debugging](#video---attaching-to-docker-on-remote-host).
 
-```bash
 
 ### Configuration
 

docs/fsdp_qlora.md

@@ -0,0 +1,37 @@
+# FDSP + QLoRA
+
+## Background
+
+Using FSDP with QLoRA is essential for **fine-tuning larger (70b+ parameter) LLMs on consumer GPUs.**  For example, you can use FSDP + QLoRA to train a 70b model on two 24GB GPUs[^1].
+
+Below, we describe how to use this feature in Axolotl.
+
+## Usage
+
+To enable `QLoRA` with `FSDP`, you need to perform the following steps:
+
+> ![Tip]
+> See the [example config](#example-config) file in addition to reading these instructions.
+
+1. Set `adapter: qlora` in your axolotl config file.
+2. Enable FSDP in your axolotl config, as [described here](https://github.com/OpenAccess-AI-Collective/axolotl?tab=readme-ov-file#fsdp).
+3. Use one of the supported model types: `llama`, `mistral` or `mixtral`.
+
+## Example Config
+
+[examples/llama-2/qlora-fsdp.yml](../examples/llama-2/qlora-fsdp.yml) contains an example of how to enable QLoRA + FSDP in axolotl.
+
+## References
+
+- [PR #1378](https://github.com/OpenAccess-AI-Collective/axolotl/pull/1378) enabling QLoRA in FSDP in Axolotl.
+- [Blog Post](https://www.answer.ai/posts/2024-03-06-fsdp-qlora.html) from the [Answer.AI](https://www.answer.ai/) team describing the work that enabled QLoRA in FSDP.
+- Related HuggingFace PRs Enabling FDSP + QLoRA:
+    - Accelerate [PR#2544](https://github.com/huggingface/accelerate/pull/2544 )
+    - Transformers [PR#29587](https://github.com/huggingface/transformers/pull/29587)
+    - TRL [PR#1416](https://github.com/huggingface/trl/pull/1416)
+    - PEFT [PR#1550](https://github.com/huggingface/peft/pull/1550)
+
+
+
+
+[^1]: This was enabled by [this work](https://www.answer.ai/posts/2024-03-06-fsdp-qlora.html) from the Answer.AI team.

docs/input_output.md

@@ -0,0 +1,260 @@
+# Template-free prompt construction with the `input_output` format
+
+<!-- TOC -->
+
+- [Background](#background)
+    - [Masking Inputs](#masking-inputs)
+    - [You may not want prompt templates](#you-may-not-want-prompt-templates)
+    - [The `input_output` format](#the-input_output-format)
+- [Usage](#usage)
+    - [1. Prepare Data](#1-prepare-data)
+    - [2. Use `type: input_output`](#2-use-type-input_output)
+    - [3. Check the prompts](#3-check-the-prompts)
+
+<!-- /TOC -->
+
+<a id="markdown-background" name="background"></a>
+
+## Background
+
+<a id="markdown-masking-inputs" name="masking-inputs"></a>
+
+### Masking Inputs
+
+One of the most popular features of
+[axolotl](https://github.com/OpenAccess-AI-Collective/axolotl) is
+setting the following configuration value:
+
+
+```yaml
+train_on_inputs: false
+```
+
+If you declare a [dataset formats](https://github.com/OpenAccess-AI-Collective/axolotl?tab=readme-ov-file#dataset)
+such as `alpaca` or `chatml`, axolotl knows what is an input
+(i.e. human) vs. an output (i.e. the assistant) and masks the input
+labels so that your model can focus on predicting the outputs only.
+
+<a id="markdown-you-may-not-want-prompt-templates" name="you-may-not-want-prompt-templates"></a>
+
+### You may not want prompt templates
+
+However, there are many situations where you don't want to use one of
+these formats or templates (I usually don't!). This is because they can:
+
+-   Add unnecessary boilerplate to your prompts.
+-   Create artifacts like special delimiters `<|im_start|>` that can
+    quickly become footguns if you don't include them correctly at
+    inference time.
+-   Enforce a *chat* interface when you do not want one. Sometimes you
+    just want to fine-tune a model to a very specific task and do NOT
+    want multi-turn conversations, roles, etc.
+-   Limit you to only certain roles that the template allows.
+
+<a id="markdown-the-inputoutput-format" name="the-inputoutput-format"></a>
+
+### The `input_output` format
+
+You can construct your prompts without a template by using the
+`input_output` format, by setting `type: input_output` in your
+configuration file like this:
+
+**config.yml**
+
+```yaml
+train_on_inputs: false # Mask segments of your data
+datasets:
+  - path: output.jsonl
+    type: input_output  # use template free prompt construction
+```
+
+Unlike `type: completion`, which is also template-free,
+`type: input_output` allows you to mask segments of your text. More
+details on how this works are described below.
+
+<a id="markdown-usage" name="usage"></a>
+
+## Usage
+
+This is how you can use the `input_output` format:
+
+<a id="markdown-1-prepare-data" name="1-prepare-data"></a>
+
+### 1. Prepare Data
+
+To use the `input_output` format, collect your data in the following
+format into a jsonl file (below is the first row from the file
+`output`.jsonl` pretty printed):
+
+```bash
+$ head -n1 output.jsonl | python -m json.tool
+
+{.cell-output .cell-output-stdout}
+    {
+        "segments": [
+            {
+                "label": true,
+                "text": "<s>Hello\n"
+            },
+            {
+                "label": true,
+                "text": "hi there!. "
+            },
+            {
+                "label": false,
+                "text": "goodbye "
+            },
+            {
+                "label": true,
+                "text": "farewell</s>"
+            }
+        ]
+    }
+```
+
+Set `label:false` when you want to mask a segment of text so that the
+model isn't trained on it. Some things to keep in mind:
+
+> [!IMPORTANT]
+> 1.  **EOS, BOS, spaces, newlines etc. are entirely up to you. Axolotl
+    concatenates all the segments as-is.** The tokenizer doesn't add
+    anything additional. Notice how I added spaces, newlines, `<s>`
+    (BOS), and `</s>` (EOS) myself.
+> 2.  Make sure you check the materialized output to validate that the
+    prompt is getting assembled how you like.
+
+<a id="markdown-2-use-type-inputoutput" name="2-use-type-inputoutput"></a>
+
+### 2. Use `type: input_output`
+
+Let's materialize data with our `output.jsonl` file by setting
+`type: input_output` in our axolotl config:
+
+```yaml
+# training_config.yaml
+base_model: mistralai/Mistral-7B-v0.1
+data_seed: 49
+seed: 49
+
+datasets:
+  - path: output.jsonl
+    type: input_output
+val_set_size: 0.1
+
+sequence_len: 896
+sample_packing: false
+
+micro_batch_size: 2
+gradient_accumulation_steps: 3
+eval_batch_size: 2
+num_epochs: 1
+learning_rate: 0.0002
+
+train_on_inputs: false
+special_tokens:
+  bos_token: "<s>"
+  eos_token: "</s>"
+  unk_token: "<unk>"
+```
+
+You can use the following command to materialize your data. The
+`--debug` flag will print the tokens, along with the labels so you can
+verify that the correct items are being ignored:
+
+```bash
+$ python -m axolotl.cli.preprocess training_config.yaml --debug
+
+...
+[2024-03-05 23:36:46,969] [INFO] [axolotl.check_example_labels:35] [PID:607731] [RANK:0] <s>(1, 1) Hello(22557, 22557)
+(13, 13) hi(12014, 12014) there(736, 736) !(28808, 28808) .(28723, 28723) (28705, 28705) good(-100, 1179) bye(-100, 17664) (-100, 28705) fare(19111, 19111) well(5458, 5458) </s>(2, 2)
+
+```
+
+The format is `decoded_token`(`label`, `token_id`), for example,
+`<s>(1, 1)` means that the token is `<s>`, the label is `1` and the
+token_id is `1`. When the label is `-100` then that token is ignored for
+training.
+
+<a id="markdown-3-check-the-prompts" name="3-check-the-prompts"></a>
+
+### 3. Check the prompts
+
+Here is another way to check the materialized output:
+
+```python
+from transformers import AutoTokenizer
+from datasets import load_from_disk
+import yaml
+
+directory = !ls last_run_prepared/
+with open('training_config.yaml', 'r') as f:
+    cfg = yaml.safe_load(f)
+model_id = cfg['base_model']
+tok = AutoTokenizer.from_pretrained(model_id)
+ds = load_from_disk(f'last_run_prepared/{directory[0]}/')
+```
+
+```python
+>>> row = ds[0]
+>>> print(tok.decode(row['input_ids']))
+<s> Hello
+    hi there!.  goodbye  farewell</s>
+```
+
+We can check that the right tokens are ingored by comparing the labels
+to each token:
+
+```python
+import pandas as pd
+pd.DataFrame([{'token': tok.decode(i), 'label': l, 'id':i} for i,l in
+              zip(row['input_ids'], row['labels'])])
+```
+
+| token | label | id    |
+|-------|-------|-------|
+| 0     | \<s\> | 1     |
+| 1     | Hello | 22557 |
+| 2     | \\n   | 13    |
+| 3     | hi    | 12014 |
+| 4     | there | 736   |
+| 5     | !     | 28808 |
+| 6     | .     | 28723 |
+| 7     |       | 28705 |
+| 8     | good  | -100  |
+| 9     | bye   | -100  |
+| 10    |       | -100  |
+| 11    | fare  | 19111 |
+| 12    | well  | 5458  |
+| 13    | \</s\>| 2     |
+
+
+
+If we look at the input data, the above table seems correct! (The jsonl
+version is repeated below for reference):
+
+
+```bash
+$ head -n1 output.jsonl | python -m json.tool
+
+{.cell-output .cell-output-stdout}
+    {
+        "segments": [
+            {
+                "label": true,
+                "text": "<s>Hello\n"
+            },
+            {
+                "label": true,
+                "text": "hi there!. "
+            },
+            {
+                "label": false,
+                "text": "goodbye "
+            },
+            {
+                "label": true,
+                "text": "farewell</s>"
+            }
+        ]
+    }
+```

docs/mac.md

@@ -0,0 +1,18 @@
+# Mac M series support
+
+Currently Axolotl on Mac is partially usable, many of the dependencies of Axolotl including Pytorch do not support MPS or have incomplete support.
+
+Current support:
+- [x] Support for all models
+- [x] Full training of models
+- [x] LoRA training
+- [x] Sample packing
+- [ ] FP16 and BF16 (awaiting AMP support for MPS in Pytorch)
+- [ ] Tri-dao's flash-attn (until it is supported use spd_attention as an alternative)
+- [ ] xformers
+- [ ] bitsandbytes (meaning no 4/8 bits loading and bnb optimizers)
+- [ ] qlora
+- [ ] DeepSpeed
+
+Untested:
+- FSDP

docs/optimizers.md

@@ -0,0 +1,29 @@
+# Optimizers
+
+Optimizers are an important component when training LLMs. Optimizers are responsible for updating the model's weights (parameters) based on the gradients computed during backpropagation.
+The goal of an optimizer is to minimize the loss function.
+
+### Adam/AdamW Optimizers
+
+```yaml
+adam_beta1: 0.9
+adam_beta2: 0.999
+adam_epsilon: 1e-8
+weight_decay: 0.0
+```
+
+### GaLore Optimizer
+
+https://huggingface.co/papers/2403.03507
+
+```yaml
+optimizer: galore_adamw | galore_adamw_8bit | galore_adafactor
+optim_args:
+  rank: 128
+  update_proj_gap: 200
+  scale: 0.25
+  proj_type: std
+optim_target_modules:
+  - mlp
+  - attn
+```

docs/rlhf.md

@@ -34,6 +34,21 @@ datasets:
 rl: ipo
 ```
 
+#### ORPO
+
+Paper: https://arxiv.org/abs/2403.07691
+
+```yaml
+rl: orpo
+orpo_alpha: 0.1
+remove_unused_columns: false
+
+chat_template: chatml
+datasets:
+  - path: argilla/ultrafeedback-binarized-preferences-cleaned
+    type: orpo.chat_template
+```
+
 #### Using local dataset files
 ```yaml
 datasets:

examples/gemma/qlora.yml

@@ -22,7 +22,7 @@ lora_target_linear: true
 
 sequence_len: 4096
 sample_packing: false
-pad_to_sequence_len: false
+pad_to_sequence_len: true
 
 wandb_project:
 wandb_entity:

examples/llama-2/qlora-fsdp.yml

@@ -0,0 +1,70 @@
+base_model: NousResearch/Llama-2-7b-hf
+model_type: LlamaForCausalLM
+tokenizer_type: LlamaTokenizer
+
+load_in_8bit: false
+load_in_4bit: true
+strict: false
+
+datasets:
+  - path: yahma/alpaca-cleaned
+    type: alpaca
+dataset_prepared_path: last_run_prepared
+val_set_size: 0.05
+output_dir: ./qlora-out
+
+adapter: qlora
+lora_model_dir:
+
+sequence_len: 512
+sample_packing: false
+pad_to_sequence_len: true
+
+lora_r: 32
+lora_alpha: 16
+lora_dropout: 0.05
+lora_target_modules:
+lora_target_linear: true
+lora_fan_in_fan_out:
+
+wandb_project:
+wandb_entity:
+wandb_watch:
+wandb_name:
+wandb_log_model:
+
+gradient_accumulation_steps: 4
+micro_batch_size: 4
+num_epochs: 4
+optimizer: paged_adamw_8bit
+lr_scheduler: cosine
+learning_rate: 0.00001
+
+train_on_inputs: false
+group_by_length: false
+bf16: auto
+fp16:
+tf32: false
+
+gradient_checkpointing: true
+gradient_checkpointing_kwargs:
+  use_reentrant: true
+early_stopping_patience:
+resume_from_checkpoint:
+local_rank:
+logging_steps: 1
+xformers_attention:
+flash_attention: true
+
+warmup_steps: 10
+evals_per_epoch: 4
+eval_table_size:
+saves_per_epoch: 1
+debug:
+deepspeed:
+weight_decay: 0.0
+fsdp:
+  - full_shard
+fsdp_config:
+  fsdp_transformer_layer_cls_to_wrap: LlamaDecoderLayer
+special_tokens:

examples/mistral/lora-mps.yml

@@ -0,0 +1,79 @@
+base_model: mistralai/Mistral-7B-v0.1
+model_type: MistralForCausalLM
+tokenizer_type: LlamaTokenizer
+
+load_in_8bit: false
+load_in_4bit: false
+strict: false
+
+datasets:
+  - path: mhenrichsen/alpaca_2k_test
+    type: alpaca
+dataset_prepared_path: last_run_prepared
+val_set_size: 0
+output_dir: ./lora-out
+eval_sample_packing: false
+
+adapter: lora
+lora_model_dir:
+
+sequence_len: 4096
+sample_packing: true
+pad_to_sequence_len: true
+
+lora_r: 32
+lora_alpha: 16
+lora_dropout: 0.05
+lora_target_linear: true
+lora_fan_in_fan_out:
+lora_target_modules:
+  - gate_proj
+  - down_proj
+  - up_proj
+  - q_proj
+  - v_proj
+  - k_proj
+  - o_proj
+
+wandb_project:
+wandb_entity:
+wandb_watch:
+wandb_name:
+wandb_log_model:
+
+gradient_accumulation_steps: 8
+micro_batch_size: 1
+num_epochs: 2
+optimizer: adamw_torch
+lr_scheduler: cosine
+learning_rate: 0.0002
+
+train_on_inputs: false
+group_by_length: false
+bf16: auto
+fp16: false
+tf32: true
+
+gradient_checkpointing: true
+early_stopping_patience:
+resume_from_checkpoint:
+local_rank:
+logging_steps: 1
+xformers_attention:
+flash_attention: false
+sdp_attention: true
+
+loss_watchdog_threshold: 5.0
+loss_watchdog_patience: 3
+
+warmup_steps: 10
+evals_per_epoch: 4
+eval_table_size:
+eval_table_max_new_tokens: 128
+saves_per_epoch: 1
+debug:
+deepspeed:
+weight_decay: 0.0
+fsdp:
+fsdp_config:
+special_tokens:

examples/mistral/mixtral-qlora-fsdp.yml

@@ -0,0 +1,74 @@
+base_model: mistralai/Mixtral-8x7B-v0.1
+model_type: AutoModelForCausalLM
+tokenizer_type: LlamaTokenizer
+trust_remote_code: true
+
+load_in_8bit: false
+load_in_4bit: true
+strict: false
+
+datasets:
+  - path: tatsu-lab/alpaca
+    type: alpaca
+dataset_prepared_path: last_run_prepared
+val_set_size: 0.02
+output_dir: ./qlora-out
+
+model_config:
+  output_router_logits: true
+
+adapter: qlora
+lora_model_dir:
+
+sequence_len: 1024
+sample_packing: false
+pad_to_sequence_len: false
+
+lora_r: 32
+lora_alpha: 16
+lora_dropout: 0.05
+lora_target_linear: true
+lora_fan_in_fan_out:
+
+wandb_project:
+wandb_entity:
+wandb_watch:
+wandb_name:
+wandb_log_model:
+
+gradient_accumulation_steps: 4
+micro_batch_size: 2
+num_epochs: 1
+optimizer: paged_adamw_8bit
+lr_scheduler: cosine
+learning_rate: 0.0002
+
+train_on_inputs: false
+group_by_length: false
+bf16: auto
+fp16:
+tf32: false
+
+gradient_checkpointing: true
+early_stopping_patience:
+resume_from_checkpoint:
+local_rank:
+logging_steps: 1
+xformers_attention:
+flash_attention: true
+
+loss_watchdog_threshold: 5.0
+loss_watchdog_patience: 3
+
+warmup_steps: 10
+evals_per_epoch: 4
+eval_table_size:
+eval_max_new_tokens: 128
+saves_per_epoch: 1
+debug:
+weight_decay: 0.0
+fsdp:
+  - full_shard
+fsdp_config:
+  fsdp_transformer_layer_cls_to_wrap: MixtralSparseMoeBlock
+special_tokens:

examples/mistral/mixtral.yml

@@ -16,12 +16,12 @@ output_dir: ./qlora-out
 
 ## You can optionally freeze the entire model and unfreeze a subset of parameters
 unfrozen_parameters:
-#  - lm_head.*
-#  - model.embed_tokens.*
-#  - model.layers.2[0-9]+.block_sparse_moe.gate.*
-#  - model.layers.2[0-9]+.block_sparse_moe.experts.*
-#  - model.layers.3[0-9]+.block_sparse_moe.gate.*
-#  - model.layers.3[0-9]+.block_sparse_moe.experts.*
+#  - ^lm_head.weight$
+#  - ^model.embed_tokens.weight$[:32000]
+#  - model.layers.2[0-9]+.block_sparse_moe.gate
+#  - model.layers.2[0-9]+.block_sparse_moe.experts
+#  - model.layers.3[0-9]+.block_sparse_moe.gate
+#  - model.layers.3[0-9]+.block_sparse_moe.experts
 
 model_config:
   output_router_logits: true

examples/stablelm-2/1.6b/fft.yml

@@ -0,0 +1,69 @@
+base_model: stabilityai/stablelm-2-1_6b
+model_type: AutoModelForCausalLM
+tokenizer_type: AutoTokenizer
+trust_remote_code: true
+
+load_in_8bit: false
+load_in_4bit: false
+strict: false
+
+datasets:
+  - path: mhenrichsen/alpaca_2k_test
+    type: alpaca
+dataset_prepared_path: last_run_prepared
+val_set_size: 0.05
+output_dir: ./out
+
+sequence_len: 4096
+sample_packing: true
+pad_to_sequence_len: true
+
+adapter:
+lora_model_dir:
+lora_r:
+lora_alpha:
+lora_dropout:
+lora_target_linear:
+lora_fan_in_fan_out:
+
+wandb_project:
+wandb_entity:
+wandb_watch:
+wandb_name:
+wandb_log_model:
+
+gradient_accumulation_steps: 1
+micro_batch_size: 1
+num_epochs: 1
+optimizer: adamw_bnb_8bit
+lr_scheduler: cosine
+learning_rate: 0.0002
+
+train_on_inputs: false
+group_by_length: false
+bf16: auto
+fp16:
+tf32: false
+
+gradient_checkpointing: true
+early_stopping_patience:
+resume_from_checkpoint:
+local_rank:
+logging_steps: 1
+xformers_attention:
+flash_attention: true
+flash_attn_cross_entropy: false
+flash_attn_rms_norm: true
+flash_attn_fuse_qkv: false
+flash_attn_fuse_mlp: true
+
+warmup_steps: 100
+evals_per_epoch: 4
+eval_table_size:
+saves_per_epoch: 1
+debug:
+deepspeed: #deepspeed_configs/zero2.json # multi-gpu only
+weight_decay: 0.1
+fsdp:
+fsdp_config:
+special_tokens:

examples/stablelm-2/1.6b/lora.yml

@@ -0,0 +1,66 @@
+base_model: stabilityai/stablelm-2-1_6b
+model_type: AutoModelForCausalLM
+tokenizer_type: AutoTokenizer
+trust_remote_code: true
+
+load_in_8bit: true
+load_in_4bit: false
+strict: false
+
+datasets:
+  - path: mhenrichsen/alpaca_2k_test
+    type: alpaca
+dataset_prepared_path:
+val_set_size: 0.05
+output_dir: ./lora-out
+
+sequence_len: 4096
+sample_packing: true
+pad_to_sequence_len: true
+
+adapter: lora
+lora_model_dir:
+lora_r: 32
+lora_alpha: 16
+lora_dropout: 0.05
+lora_target_linear: true
+lora_fan_in_fan_out:
+
+wandb_project:
+wandb_entity:
+wandb_watch:
+wandb_name:
+wandb_log_model:
+
+gradient_accumulation_steps: 1
+micro_batch_size: 1
+num_epochs: 1
+optimizer: adamw_bnb_8bit
+lr_scheduler: cosine
+learning_rate: 0.0002
+
+train_on_inputs: false
+group_by_length: false
+bf16: auto
+fp16:
+tf32: false
+
+gradient_checkpointing: true
+early_stopping_patience:
+resume_from_checkpoint:
+local_rank:
+logging_steps: 1
+xformers_attention:
+flash_attention: true
+flash_attn_cross_entropy: false
+flash_attn_rms_norm: true
+
+warmup_steps: 10
+evals_per_epoch: 4
+saves_per_epoch: 1
+debug:
+deepspeed:
+weight_decay: 0.0
+fsdp:
+fsdp_config:
+special_tokens:

examples/stablelm-2/README.md

@@ -0,0 +1,36 @@
+# StableLM 2
+
+This repository contains examples for training and processing using StableLM-2. It also includes a section to help you estimate the GPU requirements for your specific use case.
+
+## Estimating GPU Requirements
+
+| type          | deepspeed | batch size | context length | vRAM GPU (GBs) |
+|---------------|-----------|------------|----------------|----------------|
+| full finetune | N/A       | 1          | 4096           | ~21.5GBs       |
+| full finetune | zero2     | 1          | 4096           | ~20GBs         |
+| lora          | N/A       | 1          | 4096           | ~16.6GBs       |
+
+The above are estimates and might differ slight depending on the setup for example whether you pack your sequence lengths or not (the above assumes you do to length 4096).
+
+This blog post from Hamel Husain was a great resource for estimating these numbers: https://hamel.dev/notes/llm/03_estimating_vram.html
+
+## Training
+We have example scripts here for both full finetuning and lora using the popular alpaca dataset:
+
+```shell
+# preprocess the dataset
+CUDA_VISIBLE_DEVICES="" python -m axolotl.cli.preprocess examples/stablelm-2/1.6b/lora.yml
+```
+
+Single GPU Training:
+```shell
+python -m axolotl.cli.train examples/stablelm-2/fft.yml --deepspeed deepspeed_configs/zero2.json
+# OR
+python -m axolotl.cli.train examples/stablelm-2/1.6b/lora.yml
+```
+
+Multinode GPU Training with `accelerate`:
+```shell
+# make sure you've configured accelerate properly
+accelerate launch -m axolotl.cli.train examples/stablelm-2/1.6b/fft.yml --deepspeed deepspeed_configs/zero2.json
+```

examples/starcoder2/qlora.yml

@@ -0,0 +1,69 @@
+base_model: bigcode/starcoder2-3b
+
+load_in_8bit: false
+load_in_4bit: true
+strict: false
+
+datasets:
+  - path: mhenrichsen/alpaca_2k_test
+    type: alpaca
+
+
+dataset_prepared_path:
+val_set_size: 0.2
+output_dir: ./qlora
+
+adapter: qlora
+lora_model_dir:
+
+sequence_len: 8192
+sample_packing: true
+pad_to_sequence_len: true
+
+lora_r: 32
+lora_alpha: 16
+lora_dropout: 0.05
+lora_target_modules:
+lora_target_linear: true
+lora_fan_in_fan_out:
+
+wandb_project:
+wandb_entity:
+wandb_watch:
+wandb_run_id:
+wandb_log_model:
+
+gradient_accumulation_steps: 8
+micro_batch_size: 2
+num_epochs: 3
+optimizer: adamw_bnb_8bit
+lr_scheduler: cosine
+learning_rate: 2e-5
+
+train_on_inputs: false
+group_by_length: false
+bf16: auto
+fp16: false
+tf32: false
+
+gradient_checkpointing: true
+early_stopping_patience:
+resume_from_checkpoint:
+local_rank:
+logging_steps: 1
+xformers_attention:
+flash_attention: true
+
+warmup_steps: 20
+evals_per_epoch: 4
+eval_steps:
+eval_table_size:
+saves_per_epoch: 4
+save_steps:
+save_total_limit: 2
+debug:
+deepspeed:
+weight_decay:
+fsdp:
+fsdp_config:
+special_tokens:

examples/tiny-llama/lora.yml

@@ -15,6 +15,7 @@ output_dir: ./lora-out
 
 sequence_len: 4096
 sample_packing: true
+eval_sample_packing: false
 pad_to_sequence_len: true
 
 adapter: lora

requirements.txt

@@ -1,17 +1,18 @@
 --extra-index-url https://huggingface.github.io/autogptq-index/whl/cu118/
 packaging==23.2
-peft @ git+https://github.com/huggingface/peft.git
-transformers @ git+https://github.com/huggingface/transformers.git@ae49b218c3d718df90d8e4a109016450fb8f0632
+peft==0.9.0
+transformers @ git+https://github.com/huggingface/transformers.git@f6261d7d81edd036fc53bfede65fe91f01a661aa
 tokenizers==0.15.0
-bitsandbytes>=0.41.1
+bitsandbytes>=0.43.0
 accelerate==0.26.1
-deepspeed>=0.13.1
+deepspeed==0.13.1
+pydantic==2.6.3
 addict
 fire
 PyYAML>=6.0
 requests
 datasets>=2.15.0
-flash-attn==2.3.3
+flash-attn==2.5.5
 sentencepiece
 wandb
 einops
@@ -21,14 +22,13 @@ hf_transfer
 colorama
 numba
 numpy>=1.24.4
-mlflow
 # qlora things
 evaluate==0.4.1
 scipy
 scikit-learn==1.2.2
 pynvml
 art
-fschat==0.2.34
+fschat==0.2.36
 gradio==3.50.2
 tensorboard
 
@@ -39,4 +39,8 @@ s3fs
 gcsfs
 # adlfs
 
-trl>=0.7.9
+trl @ git+https://github.com/huggingface/trl.git@304e208f778a5442c30cdda500348226cdc97d90
+fastcore>=1.5.29
+
+lpmm @ git+https://github.com/thu-ml/low-bit-optimizers.git@main
+yacs

setup.py

@@ -18,6 +18,7 @@ def parse_requirements():
                 or "flash-attention" in line
                 or "deepspeed" in line
                 or "mamba-ssm" in line
+                or "lion-pytorch" in line
             )
             if line.startswith("--extra-index-url"):
                 # Handle custom index URLs
@@ -67,13 +68,13 @@ setup(
     dependency_links=dependency_links,
     extras_require={
         "flash-attn": [
-            "flash-attn==2.5.0",
+            "flash-attn==2.5.5",
         ],
         "fused-dense-lib": [
             "fused-dense-lib  @ git+https://github.com/Dao-AILab/flash-attention@v2.3.3#subdirectory=csrc/fused_dense_lib",
         ],
         "deepspeed": [
-            "deepspeed>=0.13.1",
+            "deepspeed==0.13.1",
             "deepspeed-kernels",
         ],
         "mamba-ssm": [
@@ -82,5 +83,14 @@ setup(
         "auto-gptq": [
             "auto-gptq==0.5.1",
         ],
+        "mlflow": [
+            "mlflow",
+        ],
+        "lion-pytorch": [
+            "lion-pytorch==0.1.2",
+        ],
+        "galore": [
+            "galore_torch",
+        ],
     },
 )

src/axolotl/cli/__init__.py

@@ -13,7 +13,6 @@ from threading import Thread
 from typing import Any, Dict, List, Optional, Union
 from urllib.parse import urlparse
 
-import gradio as gr
 import requests
 import torch
 import yaml
@@ -24,6 +23,7 @@ from art import text2art
 from huggingface_hub import HfApi
 from huggingface_hub.utils import LocalTokenNotFoundError
 from transformers import GenerationConfig, TextIteratorStreamer, TextStreamer
+from transformers.utils import is_torch_bf16_gpu_available
 
 from axolotl.common.cli import TrainerCliArgs, load_model_and_tokenizer
 from axolotl.logging_config import configure_logging
@@ -214,6 +214,8 @@ def do_inference_gradio(
     cfg: DictDefault,
     cli_args: TrainerCliArgs,
 ):
+    import gradio as gr
+
     model, tokenizer = load_model_and_tokenizer(cfg=cfg, cli_args=cli_args)
     prompter = cli_args.prompter
     default_tokens = {"unk_token": "<unk>", "bos_token": "<s>", "eos_token": "</s>"}
@@ -328,7 +330,6 @@ def load_cfg(config: Union[str, Path] = Path("examples/"), **kwargs):
     # load the config from the yaml file
     with open(config, encoding="utf-8") as file:
         cfg: DictDefault = DictDefault(yaml.safe_load(file))
-    cfg.axolotl_config_path = config
     # if there are any options passed in the cli, if it is something that seems valid from the yaml,
     # then overwrite the value
     cfg_keys = cfg.keys()
@@ -341,7 +342,22 @@ def load_cfg(config: Union[str, Path] = Path("examples/"), **kwargs):
             else:
                 cfg[k] = kwargs[k]
 
-    validate_config(cfg)
+    cfg.axolotl_config_path = config
+
+    try:
+        device_props = torch.cuda.get_device_properties("cuda")
+        gpu_version = "sm_" + str(device_props.major) + str(device_props.minor)
+    except:  # pylint: disable=bare-except # noqa: E722
+        gpu_version = None
+
+    cfg = validate_config(
+        cfg,
+        capabilities={
+            "bf16": is_torch_bf16_gpu_available(),
+            "n_gpu": os.environ.get("WORLD_SIZE", 1),
+            "compute_capability": gpu_version,
+        },
+    )
 
     prepare_optim_env(cfg)
 

src/axolotl/cli/preprocess.py

@@ -54,7 +54,7 @@ def do_cli(config: Union[Path, str] = Path("examples/"), **kwargs):
         LOG.warning(msg)
         parsed_cfg.dataset_prepared_path = DEFAULT_DATASET_PREPARED_PATH
 
-    if parsed_cfg.rl:
+    if parsed_cfg.rl and parsed_cfg.rl != "orpo":
         load_rl_datasets(cfg=parsed_cfg, cli_args=parsed_cli_args)
     else:
         load_datasets(cfg=parsed_cfg, cli_args=parsed_cli_args)

src/axolotl/cli/train.py

@@ -47,7 +47,7 @@ def do_train(cfg, cli_args) -> Tuple[PreTrainedModel, PreTrainedTokenizer]:
     else:
         register_chatml_template()
 
-    if cfg.rl:
+    if cfg.rl and cfg.rl != "orpo":
         dataset_meta = load_rl_datasets(cfg=cfg, cli_args=cli_args)
     else:
         dataset_meta = load_datasets(cfg=cfg, cli_args=cli_args)

src/axolotl/core/policies/auto_wrap.py

@@ -0,0 +1,55 @@
+"""module for building the auto wrap policy for FSDP"""
+import functools
+
+from peft import PrefixEncoder, PromptEmbedding, PromptEncoder
+from torch.distributed.fsdp.wrap import (
+    _or_policy,
+    lambda_auto_wrap_policy,
+    transformer_auto_wrap_policy,
+)
+from transformers.models.llama.modeling_llama import LlamaDecoderLayer
+from transformers.models.mistral.modeling_mistral import MistralDecoderLayer
+from transformers.models.mixtral.modeling_mixtral import MixtralDecoderLayer
+
+SUPPORTED_AUTO_WRAP_MODEL_TYPES = [
+    "llama",
+    "mistral",
+    "mixtral",
+]
+
+
+def get_wrapping_policy_factory(model_type):
+    if model_type == "llama":
+        layer_to_wrap = LlamaDecoderLayer
+    elif model_type == "mistral":
+        layer_to_wrap = MistralDecoderLayer
+    elif model_type == "mixtral":
+        layer_to_wrap = MixtralDecoderLayer
+
+    def get_wrapping_policy():
+        """This checks for lora layers (has weight and requires_grad)"""
+
+        def lambda_policy_fn(module):
+            return (
+                len(list(module.named_children())) == 0
+                and getattr(module, "weight", None) is not None
+                and module.weight.requires_grad
+            )
+
+        lambda_policy = functools.partial(
+            lambda_auto_wrap_policy, lambda_fn=lambda_policy_fn
+        )
+        transformer_layer_name = layer_to_wrap
+        transformer_wrap_policy = functools.partial(
+            transformer_auto_wrap_policy,
+            transformer_layer_cls=(
+                PrefixEncoder,
+                PromptEncoder,
+                PromptEmbedding,
+                transformer_layer_name,
+            ),
+        )
+        policies = [lambda_policy, transformer_wrap_policy]
+        return functools.partial(_or_policy, policies=policies)
+
+    return get_wrapping_policy

src/axolotl/core/trainer_builder.py

@@ -5,36 +5,48 @@ Builder for the training args and trainer
 
 import abc
 import importlib
+import importlib.util
 import logging
 import math
+import os
 import sys
 from abc import abstractmethod
+from collections import defaultdict
 from dataclasses import dataclass, field
 from functools import wraps
 from pathlib import Path
-from typing import List, Optional, Type, Union
+from typing import Any, Dict, List, Literal, Optional, Tuple, Type, Union
 
+import lpmm
 import torch
 import transformers
+from accelerate import FullyShardedDataParallelPlugin
+from accelerate.utils import str_to_bool
 from datasets import Dataset
+from torch import nn
+from torch.distributed.fsdp import MixedPrecision
 from torch.optim.lr_scheduler import OneCycleLR
 from torch.utils.data import BatchSampler, DataLoader, RandomSampler, SequentialSampler
 from transformers import (
     EarlyStoppingCallback,
+    PreTrainedModel,
     Trainer,
     TrainerCallback,
     TrainingArguments,
 )
 from transformers.trainer_utils import seed_worker
+from transformers.utils import is_sagemaker_mp_enabled
 from trl import DPOTrainer
 
+from axolotl.core.policies.auto_wrap import get_wrapping_policy_factory
+from axolotl.core.trainers import OptimizerNames
+from axolotl.loraplus import create_loraplus_optimizer
 from axolotl.monkeypatch.multipack import SUPPORTED_MULTIPACK_MODEL_TYPES
 from axolotl.monkeypatch.relora import ReLoRACallback, ReLoRAScheduler
 from axolotl.utils.callbacks import (
     EvalFirstStepCallback,
     GPUStatsCallback,
     LossWatchDogCallback,
-    SaveAxolotlConfigtoMlflowCallback,
     SaveAxolotlConfigtoWandBCallback,
     SaveBetterTransformerModelCallback,
     bench_eval_callback_factory,
@@ -54,6 +66,12 @@ from axolotl.utils.schedulers import (
     get_cosine_schedule_with_warmup_decay_constant,
 )
 
+# monkeypatch so it accepts our custom optimizers
+transformers.training_args.OptimizerNames = OptimizerNames
+
+if is_sagemaker_mp_enabled():
+    import smdistributed.modelparallel.torch as smp
+
 try:
     import torch._dynamo  # pylint: disable=ungrouped-imports
 except ImportError:
@@ -62,6 +80,10 @@ except ImportError:
 LOG = logging.getLogger("axolotl.core.trainer_builder")
 
 
+def is_mlflow_available():
+    return importlib.util.find_spec("mlflow") is not None
+
+
 def _sanitize_kwargs_for_tagging(tag_names, kwargs=None):
     if isinstance(tag_names, str):
         tag_names = [tag_names]
@@ -175,6 +197,20 @@ class AxolotlTrainingArguments(TrainingArguments):
             "help": "Starting constant learning rate step is cosine_constant_lr_ratio * max_steps"
         },
     )
+    loraplus_lr_ratio: Optional[float] = field(
+        default=None, metadata={"help": "loraplus learning rate ratio lr_B / lr_A."}
+    )
+    loraplus_lr_embedding: Optional[float] = field(
+        default=1e-6,
+        metadata={"help": "loraplus learning rate for lora embedding layers."},
+    )
+    qlora: bool = field(
+        default=False,
+        metadata={"help": "whether this is a qlora training"},
+    )
+    orpo_alpha: Optional[float] = field(
+        default=None,
+    )
 
 
 class AxolotlTrainer(Trainer):
@@ -191,13 +227,122 @@ class AxolotlTrainer(Trainer):
         num_epochs=1,
         bench_data_collator=None,
         eval_data_collator=None,
-        **kwargs
+        **kwargs,
     ):
         self.num_epochs = num_epochs
         self.bench_data_collator = bench_data_collator
         self.eval_data_collator = eval_data_collator
         super().__init__(*_args, **kwargs)
         self.train_data_collator = self.data_collator
+        self._stored_metrics = defaultdict(lambda: defaultdict(list))
+        if self.args.orpo_alpha:
+            self.loss_fct = torch.nn.CrossEntropyLoss(reduction="none")
+
+    @staticmethod
+    def get_optimizer_cls_and_kwargs(
+        args: TrainingArguments, model: Optional[PreTrainedModel] = None
+    ) -> Tuple[Any, Any]:
+        optim_args = {}
+        if args.optim_args:
+            for mapping in args.optim_args.replace(" ", "").split(","):
+                key, value = mapping.split("=")
+                optim_args[key] = value
+
+        optimizer_kwargs = {"lr": args.learning_rate}
+
+        adam_kwargs = {
+            "betas": (args.adam_beta1, args.adam_beta2),
+            "eps": args.adam_epsilon,
+        }
+
+        if args.optim in [
+            OptimizerNames.LPMM_ADAMW_4BIT,
+            OptimizerNames.LPMM_ADAMW_4BIT_FUSED,
+        ]:
+            optimizer_cls = lpmm.optim.AdamW
+            optimizer_kwargs.update(adam_kwargs)
+            if args.optim == OptimizerNames.LPMM_ADAMW_4BIT_FUSED:
+                optimizer_kwargs.update({"fused": True})
+            return optimizer_cls, optimizer_kwargs
+
+        return Trainer.get_optimizer_cls_and_kwargs(
+            args,
+            model=model,
+        )
+
+    def create_optimizer(self):
+        opt_model = self.model_wrapped if is_sagemaker_mp_enabled() else self.model
+
+        if self.optimizer is None:  # pylint: disable=access-member-before-definition
+            decay_parameters = self.get_decay_parameter_names(opt_model)
+            optimizer_grouped_parameters = [
+                {
+                    "params": [
+                        p
+                        for n, p in opt_model.named_parameters()
+                        if (n in decay_parameters and p.requires_grad)
+                    ],
+                    "weight_decay": self.args.weight_decay,
+                },
+                {
+                    "params": [
+                        p
+                        for n, p in opt_model.named_parameters()
+                        if (n not in decay_parameters and p.requires_grad)
+                    ],
+                    "weight_decay": 0.0,
+                },
+            ]
+
+            (
+                optimizer_cls,
+                optimizer_kwargs,
+            ) = AxolotlTrainer.get_optimizer_cls_and_kwargs(self.args)
+
+            if self.args.loraplus_lr_ratio:
+                loraplus_lr_ratio = getattr(self.args, "loraplus_lr_ratio", None)
+                loraplus_lr_embedding = getattr(
+                    self.args, "loraplus_lr_embedding", None
+                )
+                self.optimizer = create_loraplus_optimizer(  # pylint: disable=attribute-defined-outside-init
+                    opt_model,
+                    optimizer_cls,
+                    optimizer_kwargs,
+                    loraplus_lr_ratio,
+                    loraplus_lr_embedding,
+                )
+
+            else:
+                self.optimizer = (  # pylint: disable=attribute-defined-outside-init
+                    optimizer_cls(optimizer_grouped_parameters, **optimizer_kwargs)
+                )
+
+            if optimizer_cls.__name__ == "Adam8bit":
+                import bitsandbytes
+
+                manager = bitsandbytes.optim.GlobalOptimManager.get_instance()
+
+                skipped = 0
+                for module in opt_model.modules():
+                    if isinstance(module, nn.Embedding):
+                        skipped += sum(
+                            {
+                                p.data_ptr(): p.numel() for p in module.parameters()
+                            }.values()
+                        )
+                        LOG.info(f"skipped {module}: {skipped/2**20}M params")
+                        manager.register_module_override(
+                            module, "weight", {"optim_bits": 32}
+                        )
+                        LOG.debug(f"bitsandbytes: will optimize {module} in fp32")
+                LOG.info(f"skipped: {skipped/2**20}M params")
+
+        if is_sagemaker_mp_enabled():
+            self.optimizer = smp.DistributedOptimizer(  # pylint: disable=attribute-defined-outside-init
+                self.optimizer
+            )
+
+        return self.optimizer
 
     def create_scheduler(
         self, num_training_steps: int, optimizer: torch.optim.Optimizer = None
@@ -413,8 +558,112 @@ class AxolotlTrainer(Trainer):
         #     outputs = model(**inputs)
         #     loss = trainer_weighted_loss(outputs, labels, shift_labels=True)
         #     return (loss, outputs) if return_outputs else loss
+        if self.args.orpo_alpha:
+            return self.orpo_compute_loss(model, inputs, return_outputs=return_outputs)
         return super().compute_loss(model, inputs, return_outputs=return_outputs)
 
+    def orpo_compute_custom_loss(self, logits, labels):
+        logits = logits.contiguous()
+        loss = 0.0
+
+        if labels is not None:
+            # move labels to correct device to enable model parallelism
+            labels = labels.to(logits.device)
+            # Shift so that tokens < n predict n
+            shift_logits = logits[..., :-1, :].contiguous()
+            shift_labels = labels[..., 1:].contiguous()
+
+            # Flatten the tokens
+            loss = self.loss_fct(shift_logits.transpose(2, 1), shift_labels).mean(
+                dim=-1
+            )
+
+        return loss
+
+    def orpo_compute_logps(
+        self, prompt_attention_mask, chosen_inputs, chosen_attention_mask, logits
+    ):
+        # Get the shape of chosen_attention_mask[:, :-1]
+        chosen_shape = chosen_attention_mask[:, :-1].shape
+
+        # Calculate the padding size
+        pad_length = chosen_shape[1] - (prompt_attention_mask.shape[1] - 1)
+
+        # Pad prompt_attention_mask with zeros to match the desired shape
+        prompt_attention_mask_padded = torch.nn.functional.pad(
+            prompt_attention_mask[:, 1:], (0, pad_length), mode="constant", value=0
+        )
+
+        # Perform the subtraction operation
+        mask = chosen_attention_mask[:, :-1] > prompt_attention_mask_padded
+
+        per_token_logps = torch.gather(
+            logits[:, :-1, :].log_softmax(-1),
+            dim=2,
+            index=(mask * chosen_inputs[:, 1:]).unsqueeze(2),
+        ).squeeze(2)
+        return torch.mul(per_token_logps, mask.to(dtype=torch.bfloat16)).sum(dim=1).to(
+            dtype=torch.float64
+        ) / mask.sum(dim=1).to(dtype=torch.float64)
+
+    def orpo_compute_loss(self, model, inputs, return_outputs=False):
+        outputs_neg = model(
+            **{
+                "input_ids": inputs["rejected_input_ids"],
+                "attention_mask": inputs["rejected_attention_mask"],
+                "labels": inputs["rejected_labels"],
+            },
+            output_hidden_states=True,
+        )
+        outputs_pos = model(
+            **{
+                "input_ids": inputs["input_ids"],
+                "attention_mask": inputs["attention_mask"],
+                "labels": inputs["labels"],
+            },
+            output_hidden_states=True,
+        )
+
+        # Calculate NLL loss
+        pos_loss = self.orpo_compute_custom_loss(
+            logits=outputs_pos.logits, labels=inputs["input_ids"]
+        )
+
+        # Calculate Log Probability
+        pos_prob = self.orpo_compute_logps(
+            prompt_attention_mask=inputs["prompt_attention_mask"],
+            chosen_inputs=inputs["input_ids"],
+            chosen_attention_mask=inputs["attention_mask"],
+            logits=outputs_pos.logits,
+        )
+        neg_prob = self.orpo_compute_logps(
+            prompt_attention_mask=inputs["prompt_attention_mask"],
+            chosen_inputs=inputs["rejected_input_ids"],
+            chosen_attention_mask=inputs["rejected_attention_mask"],
+            logits=outputs_neg.logits,
+        )
+
+        # Calculate log odds
+        log_odds = (pos_prob - neg_prob) - (
+            torch.log(1 - torch.exp(pos_prob)) - torch.log(1 - torch.exp(neg_prob))
+        )
+        sig_ratio = torch.nn.functional.sigmoid(log_odds)
+        ratio = torch.log(sig_ratio)
+
+        # Calculate the Final Loss
+        loss = torch.mean(pos_loss - self.args.orpo_alpha * ratio).to(
+            dtype=torch.bfloat16
+        )
+
+        metrics = {}
+        metrics["chosen_geometric_mean"] = torch.mean(pos_prob).cpu().item()
+        metrics["rejected_geometric_mean"] = torch.mean(neg_prob).cpu().item()
+        metrics["log_odds_ratio"] = torch.mean(ratio).cpu().item()
+        metrics["log_odds"] = torch.mean(log_odds).cpu().item()
+        self.store_metrics(metrics, train_eval="train")
+
+        return (loss, outputs_pos) if return_outputs else loss
+
     @wraps(Trainer.push_to_hub)
     def push_to_hub(self, *args, **kwargs) -> str:
         """
@@ -425,6 +674,78 @@ class AxolotlTrainer(Trainer):
 
         return super().push_to_hub(*args, **kwargs)
 
+    @wraps(Trainer.create_accelerator_and_postprocess)
+    def create_accelerator_and_postprocess(self):
+        rank = int(os.environ.get("LOCAL_RANK", 0))
+        res = super().create_accelerator_and_postprocess()
+
+        if self.args.qlora is False:
+            return res
+
+        # the rest of this method override is specific to fsdp + qlora (for now)
+        sync_module_states = (
+            str_to_bool(os.environ.get("FSDP_SYNC_MODULE_STATES", "True")) == 1
+        )
+
+        mp_policy = None
+        amp = os.environ["ACCELERATE_MIXED_PRECISION"]
+        if amp == "fp16":
+            mp_policy = MixedPrecision(
+                param_dtype=torch.float32,
+                reduce_dtype=torch.float32,
+                buffer_dtype=torch.float32,
+            )
+        elif amp == "bf16":
+            mp_policy = MixedPrecision(
+                param_dtype=torch.float32,
+                reduce_dtype=torch.float32,
+                buffer_dtype=torch.float32,
+            )
+
+        # If somehow we figure out how we want to parameterize we want to autocast buffers...
+        # mp_policy = MixedPrecision(param_dtype=torch.bfloat16, reduce_dtype=torch.bfloat16, buffer_dtype=torch.float32)
+        # load_param_skip_names = ['inv_freq']
+
+        if self.is_fsdp_enabled:
+            wrapping_policy = get_wrapping_policy_factory(self.args.model_type)
+            fsdp_plugin = FullyShardedDataParallelPlugin(
+                auto_wrap_policy=wrapping_policy(),
+                cpu_offload=False,
+                use_orig_params=False,
+                limit_all_gathers=True,
+                param_init_fn=lambda module: module.to_empty(
+                    device=torch.device("cuda"), recurse=False
+                )
+                if (rank != 0 and sync_module_states)
+                else None,
+                mixed_precision_policy=mp_policy,
+            )
+            self.accelerator.state.fsdp_plugin = fsdp_plugin
+
+        return res
+
+    def log(self, logs: Dict[str, float]) -> None:
+        """
+        Log `logs` on the various objects watching training, including stored metrics.
+
+        Args:
+            logs (`Dict[str, float]`):
+                The values to log.
+        """
+        # logs either has 'loss' or 'eval_loss'
+        train_eval = "train" if "loss" in logs else "eval"
+        # Add averaged stored metrics to logs
+        for key, metrics in self._stored_metrics[train_eval].items():
+            logs[key] = torch.tensor(metrics).mean().item()
+        del self._stored_metrics[train_eval]
+        return super().log(logs)
+
+    def store_metrics(
+        self, metrics: Dict[str, float], train_eval: Literal["train", "eval"] = "train"
+    ) -> None:
+        for key, value in metrics.items():
+            self._stored_metrics[train_eval][key].append(value)
+
 
 class AxolotlMambaTrainer(AxolotlTrainer):
     """
@@ -648,7 +969,11 @@ class HFCausalTrainerBuilder(TrainerBuilderBase):
             callbacks.append(
                 SaveAxolotlConfigtoWandBCallback(self.cfg.axolotl_config_path)
             )
-        if self.cfg.use_mlflow:
+        if self.cfg.use_mlflow and is_mlflow_available():
+            from axolotl.utils.callbacks.mlflow_ import (
+                SaveAxolotlConfigtoMlflowCallback,
+            )
+
             callbacks.append(
                 SaveAxolotlConfigtoMlflowCallback(self.cfg.axolotl_config_path)
             )
@@ -731,15 +1056,14 @@ class HFCausalTrainerBuilder(TrainerBuilderBase):
                 training_arguments_kwargs[
                     "gradient_checkpointing_kwargs"
                 ] = self.cfg.gradient_checkpointing_kwargs
-            else:
-                training_arguments_kwargs["gradient_checkpointing_kwargs"] = {
-                    "use_reentrant": False
-                }
         if self.cfg.fsdp:
             training_arguments_kwargs["fsdp"] = self.cfg.fsdp
             if self.cfg.fsdp_config:
                 training_arguments_kwargs["fsdp_config"] = dict(self.cfg.fsdp_config)
 
+        if self.cfg.adapter == "qlora":
+            training_arguments_kwargs["qlora"] = True
+
         # deepspeed
         if self.cfg.deepspeed:
             training_arguments_kwargs["deepspeed"] = self.cfg.deepspeed
@@ -794,6 +1118,11 @@ class HFCausalTrainerBuilder(TrainerBuilderBase):
         elif self.cfg.sample_packing and self.cfg.eval_sample_packing is False:
             training_arguments_kwargs["dataloader_drop_last"] = True
 
+        if self.cfg.remove_unused_columns is not None:
+            training_arguments_kwargs[
+                "remove_unused_columns"
+            ] = self.cfg.remove_unused_columns
+
         if not self.cfg.test_datasets and self.cfg.val_set_size == 0:
             # no eval set, so don't eval
             training_arguments_kwargs["evaluation_strategy"] = "no"
@@ -907,6 +1236,22 @@ class HFCausalTrainerBuilder(TrainerBuilderBase):
         training_arguments_kwargs["optim"] = (
             self.cfg.optimizer if self.cfg.optimizer else "adamw_hf"
         )
+        if self.cfg.optim_args:
+            if isinstance(self.cfg.optim_args, dict):
+                optim_args = ",".join(
+                    [f"{key}={value}" for key, value in self.cfg.optim_args.items()]
+                )
+            else:
+                optim_args = self.cfg.optim_args
+            training_arguments_kwargs["optim_args"] = optim_args
+        if self.cfg.optim_target_modules:
+            training_arguments_kwargs[
+                "optim_target_modules"
+            ] = self.cfg.optim_target_modules
+        training_arguments_kwargs["loraplus_lr_ratio"] = self.cfg.loraplus_lr_ratio
+        training_arguments_kwargs[
+            "loraplus_lr_embedding"
+        ] = self.cfg.loraplus_lr_embedding
         training_arguments_kwargs["lr_scheduler_type"] = (
             self.cfg.lr_scheduler
             if self.cfg.lr_scheduler
@@ -957,23 +1302,50 @@ class HFCausalTrainerBuilder(TrainerBuilderBase):
         training_arguments_kwargs["model_type"] = self.cfg.model_config_type
         training_arguments_kwargs["pretraining"] = bool(self.cfg.pretraining_dataset)
 
+        if self.cfg.rl == "orpo":
+            training_arguments_kwargs["orpo_alpha"] = self.cfg.orpo_alpha
+
         if self.cfg.neftune_noise_alpha is not None:
             training_arguments_kwargs[
                 "neftune_noise_alpha"
             ] = self.cfg.neftune_noise_alpha
 
+        trainer_kwargs = {}
+
+        if self.cfg.optimizer == "lion_pytorch":
+            from lion_pytorch import Lion
+
+            lion_kwargs = {"lr": training_arguments_kwargs["learning_rate"]}
+            if "weight_decay" in training_arguments_kwargs:
+                lion_kwargs["weight_decay"] = training_arguments_kwargs["weight_decay"]
+
+            if (
+                "adam_beta1" in training_arguments_kwargs
+                and "adam_beta2" in training_arguments_kwargs
+            ):
+                lion_kwargs["betas"] = (
+                    training_arguments_kwargs["adam_beta1"],
+                    training_arguments_kwargs["adam_beta2"],
+                )
+
+            trainer_kwargs["optimizers"] = (
+                Lion(params=self.model.parameters(), **lion_kwargs),
+                None,
+            )
+            # Set default so transformers doesn't throw
+            training_arguments_kwargs["optim"] = "adamw_hf"
+
+        if self.cfg.optimizer == "adamw_anyprecision":
+            if Path(self.cfg.torchdistx_path).exists():
+                sys.path.append(self.cfg.torchdistx_path)
+                importlib.import_module("torchdistx")
+
         training_args = (
             AxolotlTrainingArguments(  # pylint: disable=unexpected-keyword-arg
                 **training_arguments_kwargs,
             )
         )
         training_args = self.hook_post_create_training_args(training_args)
-        trainer_kwargs = {}
-
-        if self.cfg.optimizer == "adamw_anyprecision":
-            if Path(self.cfg.torchdistx_path).exists():
-                sys.path.append(self.cfg.torchdistx_path)
-                importlib.import_module("torchdistx")
 
         data_collator_kwargs = {
             "padding": True,  # True/"longest" is the default

src/axolotl/core/trainers/__init__.py

@@ -0,0 +1,40 @@
+"""module for trainer helpers like OptimizerNames"""
+
+from transformers.utils import ExplicitEnum
+
+
+class OptimizerNames(ExplicitEnum):
+    """
+    Stores the acceptable string identifiers for optimizers.
+    """
+
+    ADAMW_HF = "adamw_hf"
+    ADAMW_TORCH = "adamw_torch"
+    ADAMW_TORCH_FUSED = "adamw_torch_fused"
+    ADAMW_TORCH_XLA = "adamw_torch_xla"
+    ADAMW_TORCH_NPU_FUSED = "adamw_torch_npu_fused"
+    ADAMW_APEX_FUSED = "adamw_apex_fused"
+    ADAFACTOR = "adafactor"
+    ADAMW_ANYPRECISION = "adamw_anyprecision"
+    SGD = "sgd"
+    ADAGRAD = "adagrad"
+    ADAMW_BNB = "adamw_bnb_8bit"
+    ADAMW_8BIT = "adamw_8bit"  # just an alias for adamw_bnb_8bit
+    LION_8BIT = "lion_8bit"
+    LION = "lion_32bit"
+    PAGED_ADAMW = "paged_adamw_32bit"
+    PAGED_ADAMW_8BIT = "paged_adamw_8bit"
+    PAGED_LION = "paged_lion_32bit"
+    PAGED_LION_8BIT = "paged_lion_8bit"
+    RMSPROP = "rmsprop"
+    RMSPROP_BNB = "rmsprop_bnb"
+    RMSPROP_8BIT = "rmsprop_bnb_8bit"
+    RMSPROP_32BIT = "rmsprop_bnb_32bit"
+    GALORE_ADAMW = "galore_adamw"
+    GALORE_ADAMW_8BIT = "galore_adamw_8bit"
+    GALORE_ADAFACTOR = "galore_adafactor"
+    GALORE_ADAMW_LAYERWISE = "galore_adamw_layerwise"
+    GALORE_ADAMW_8BIT_LAYERWISE = "galore_adamw_8bit_layerwise"
+    GALORE_ADAFACTOR_LAYERWISE = "galore_adafactor_layerwise"
+    LPMM_ADAMW_4BIT = "lmpp_adamw_4bit"
+    LPMM_ADAMW_4BIT_FUSED = "lmpp_adamw_4bit_fused"

src/axolotl/logging_config.py

@@ -30,6 +30,7 @@ class ColorfulFormatter(Formatter):
 
 DEFAULT_LOGGING_CONFIG: Dict[str, Any] = {
     "version": 1,
+    "disable_existing_loggers": False,
     "formatters": {
         "simple": {
             "format": "[%(asctime)s] [%(levelname)s] [%(name)s.%(funcName)s:%(lineno)d] [PID:%(process)d] %(message)s",

src/axolotl/loraplus.py

@@ -0,0 +1,133 @@
+"""Module for LoRA+"""
+
+# MIT License
+#
+# Copyright (c) 2024 nikhil-ghosh-berkeley
+# https://github.com/nikhil-ghosh-berkeley/loraplus
+
+import logging
+from functools import reduce
+
+from peft.tuners import lora
+from torch import nn
+from transformers.pytorch_utils import ALL_LAYERNORM_LAYERS
+from transformers.trainer_pt_utils import get_parameter_names
+
+LOG = logging.getLogger("axolotl.loraplus")
+
+
+def get_module(name, opt_model):
+    """
+    Retrieve a module from a model using its parameter name.
+    Args:
+        name (str): Full name of the parameter, typically including module path.
+        opt_model (torch.nn.Module): The model from which to retrieve the module.
+
+    Returns:
+        Module corresponding to the given name.
+    """
+    parent_idx = 2 if "lora" in name else 1
+    module_names = name.split(sep=".")[:-parent_idx]
+    module = reduce(getattr, module_names, opt_model)
+    return module
+
+
+def create_loraplus_optimizer(
+    opt_model,
+    optimizer_cls,
+    optimizer_kwargs,
+    loraplus_lr_ratio,
+    loraplus_lr_embedding=None,
+):
+    """
+    Creates an optimizer for the given model, applying LoRA-specific learning rate adjustments to different parameter groups.
+
+    Args:
+        opt_model (torch.nn.Module): The model for which the optimizer is being created.
+        optimizer_cls (class): The class of the optimizer to be used (e.g., torch.optim.Adam).
+        optimizer_kwargs (dict): A dictionary of keyword arguments for the optimizer's initialization.
+        loraplus_lr_ratio (float): The learning rate ratio to be applied to LoRA parameters.
+        loraplus_lr_embedding (float, optional): A specific learning rate for embedding parameters, with a default value if not provided.
+
+    Returns:
+        An instance of the specified optimizer class configured with the model's parameters organized into groups with custom learning rates.
+    """
+
+    assert loraplus_lr_ratio is not None, "loraplus_lr_ratio must be provided."
+
+    if loraplus_lr_embedding is None:
+        loraplus_lr_embedding = 1e-6
+
+    decay_parameters = get_parameter_names(opt_model, ALL_LAYERNORM_LAYERS)
+    decay_parameters = [name for name in decay_parameters if "bias" not in name]
+    param_groups = {
+        "groupA": {},
+        "groupB": {},
+        "groupB_no_decay": {},
+        "embedding": {},
+    }
+
+    for name, param in opt_model.named_parameters():
+        if not param.requires_grad:
+            continue
+
+        module = get_module(name, opt_model)
+        if isinstance(module, lora.Embedding):
+            param_groups["embedding"][name] = param
+        elif "lora_B" in name or param.ndim == 1:
+            if name in decay_parameters:
+                param_groups["groupB"][name] = param
+            else:
+                param_groups["groupB_no_decay"][name] = param
+        else:
+            param_groups["groupA"][name] = param
+
+    assigned_param_groups = ""
+    for group, group_params in param_groups.items():
+        assigned_param_groups += f"{group}\n {list(group_params.keys())}\n\n"
+    LOG.info(assigned_param_groups)
+
+    lr = optimizer_kwargs["lr"]  # pylint: disable=invalid-name
+    weight_decay = optimizer_kwargs.get("weight_decay", 0.0)
+
+    optimizer_grouped_parameters = [
+        {
+            "params": list(param_groups["groupA"].values()),
+            "weight_decay": weight_decay,
+            "lr": lr,
+        },
+        {
+            "params": list(param_groups["embedding"].values()),
+            "weight_decay": weight_decay,
+            "lr": loraplus_lr_embedding,
+        },
+        {
+            "params": list(param_groups["groupB"].values()),
+            "weight_decay": weight_decay,
+            "lr": lr * loraplus_lr_ratio,
+        },
+        {
+            "params": list(param_groups["groupB_no_decay"].values()),
+            "weight_decay": 0.0,
+            "lr": lr * loraplus_lr_ratio,
+        },
+    ]
+
+    optimizer = optimizer_cls(optimizer_grouped_parameters, **optimizer_kwargs)
+    if optimizer_cls.__name__ == "Adam8bit":
+        import bitsandbytes
+
+        manager = bitsandbytes.optim.GlobalOptimManager.get_instance()
+
+        skipped = 0
+        for module in opt_model.modules():
+            if isinstance(module, nn.Embedding):
+                skipped += sum(
+                    {p.data_ptr(): p.numel() for p in module.parameters()}.values()
+                )
+                LOG.info(f"skipped {module}: {skipped/2**20}M params")
+                manager.register_module_override(module, "weight", {"optim_bits": 32})
+                LOG.debug(f"bitsandbytes: will optimize {module} in fp32")
+        LOG.info(f"skipped: {skipped/2**20}M params")
+
+    return optimizer

src/axolotl/monkeypatch/fastchat_conversation_turns.py

@@ -106,7 +106,7 @@ def get_turns(  # pylint: disable=too-many-return-statements
         if self.system_message:
             contains_sys_msg = True
             if self.messages:
-                # There is no clear guidance on how to handle system messages in Mistral so we just prepend it to the first human instruction seperated by a newline
+                # There is no clear guidance on how to handle system messages in Mistral so we just prepend it to the first human instruction separated by a newline
                 first_role, first_msg = self.messages[0]
                 if first_role == self.roles[0]:
                     system_prompt = self.system_template.format(

src/axolotl/monkeypatch/llama_attn_hijack_flash.py

@@ -44,6 +44,18 @@ except ImportError:
 LOG = logging.getLogger("axolotl")
 
 
+def is_xformers_swiglu_available() -> bool:
+    from xformers.ops.common import get_xformers_operator
+
+    try:
+        get_xformers_operator("swiglu_packedw")()
+        return True
+    except RuntimeError as exc:
+        if "No such operator xformers::swiglu_packedw " in str(exc):
+            return False
+        return True
+
+
 def replace_llama_mlp_with_swiglu(model):
     for name, module in model.named_modules():
         if isinstance(module, LlamaMLP):

src/axolotl/monkeypatch/multipack.py

@@ -1,15 +1,26 @@
 """multipack patching for v2 of sample packing"""
+import importlib
 
 import transformers
+from accelerate import init_empty_weights
+from transformers import AutoConfig, AutoModelForCausalLM
 from transformers.integrations import is_deepspeed_zero3_enabled
 
 from axolotl.monkeypatch.mixtral import patch_mixtral_moe_forward_zero3
 from axolotl.monkeypatch.utils import get_unpad_data
 
-SUPPORTED_MULTIPACK_MODEL_TYPES = ["mixtral", "qwen2", "falcon", "phi", "gemma"]
+SUPPORTED_MULTIPACK_MODEL_TYPES = [
+    "mixtral",
+    "qwen2",
+    "falcon",
+    "phi",
+    "gemma",
+    "gemmoe",
+    "starcoder2",
+]
 
 
-def patch_for_multipack(model_type):
+def patch_for_multipack(model_type, model_name=None):
     if model_type == "mixtral":
         transformers.models.mixtral.modeling_mixtral._get_unpad_data = (  # pylint: disable=protected-access
             get_unpad_data
@@ -32,3 +43,19 @@ def patch_for_multipack(model_type):
         transformers.models.gemma.modeling_gemma._get_unpad_data = (  # pylint: disable=protected-access
             get_unpad_data
         )
+    elif model_type == "starcoder2":
+        transformers.models.starcoder2.modeling_starcoder2._get_unpad_data = (  # pylint: disable=protected-access
+            get_unpad_data
+        )
+    elif model_type == "gemmoe":
+        model_config = AutoConfig.from_pretrained(model_name, trust_remote_code=True)
+        # we need to load the model here in order for modeling_gemmoe to be available
+        with init_empty_weights():
+            AutoModelForCausalLM.from_pretrained(model_name, trust_remote_code=True)
+        module_name = model_config.__class__.__module__.replace(
+            ".configuration_gemmoe", ".modeling_gemmoe"
+        )
+        modeling_gemmoe = importlib.import_module(module_name)
+        modeling_gemmoe._get_unpad_data = (  # pylint: disable=protected-access
+            get_unpad_data
+        )

src/axolotl/monkeypatch/relora.py

@@ -267,7 +267,7 @@ class ReLoRAScheduler(LRScheduler):
         original = self.inner_schedule.get_lr()
         step = self.last_epoch
 
-        if step < self.relora_steps:
+        if step < self.relora_steps - self.warmup_steps:
             scale = 1
         else:
             per_relora_progress = step % self.relora_steps

src/axolotl/prompt_strategies/base.py

@@ -0,0 +1,20 @@
+"""
+module for base dataset transform strategies
+"""
+
+import importlib
+import logging
+
+LOG = logging.getLogger("axolotl")
+
+
+def load(strategy, cfg, module_base=None, **kwargs):
+    try:
+        load_fn = strategy.split(".")[-1]
+        strategy = ".".join(strategy.split(".")[:-1])
+        mod = importlib.import_module(f".{strategy}", module_base)
+        func = getattr(mod, load_fn)
+        return func(cfg, **kwargs)
+    except Exception:  # pylint: disable=broad-exception-caught
+        LOG.warning(f"unable to load strategy {strategy}")
+        return None

src/axolotl/prompt_strategies/chat_template.py

@@ -0,0 +1,78 @@
+"""
+HF Chat Templates prompt strategy
+"""
+from typing import Any, Dict, Optional
+
+from axolotl.prompt_tokenizers import PromptTokenizingStrategy
+from axolotl.prompters import Prompter
+from axolotl.utils.chat_templates import chat_templates
+
+
+class ChatTemplatePrompter(Prompter):
+    """prompter for HF chat templates"""
+
+    def __init__(self, tokenizer, chat_template=None, max_length=2048):
+        self.tokenizer = tokenizer
+        self.chat_template = chat_template
+        self.max_length = max_length
+
+    def build_prompt(self, conversation, add_generation_prompt=False):
+        return self.tokenizer.apply_chat_template(
+            conversation,
+            truncation=True,
+            max_length=self.max_length,
+            add_generation_prompt=add_generation_prompt,
+            chat_template=self.chat_template,
+        )
+
+
+class ChatTemplateStrategy(PromptTokenizingStrategy):
+    """
+    Tokenizing strategy for instruction-based prompts.
+    """
+
+    def tokenize_prompt(self, prompt):
+        turns = self.get_conversation_thread(prompt)
+        prompt_ids = self.prompter.build_prompt([turns[0]], add_generation_prompt=True)
+        input_ids = self.prompter.build_prompt(turns)
+
+        if not self.train_on_inputs:
+            user_prompt_len = len(prompt_ids)
+            labels = [-100] * user_prompt_len + input_ids[user_prompt_len:]
+        else:
+            labels = input_ids
+
+        tokenized_prompt = {
+            "input_ids": input_ids,
+            "labels": labels,
+            "attention_mask": [1] * len(input_ids),
+        }
+
+        return tokenized_prompt
+
+    def get_conversation_thread(self, prompt):
+        conversations = prompt["conversations"]
+        # remap roles - allow for assistant turn
+        role_map = {
+            "human": "user",
+            "user": "user",
+            "assistant": "assistant",
+            "gpt": "assistant",
+        }
+        turns = [
+            {"role": role_map[t["from"]], "content": t["value"]} for t in conversations
+        ]
+        return turns
+
+
+def load(tokenizer, cfg, ds_cfg: Optional[Dict[str, Any]] = None):
+    chat_template = (
+        ds_cfg["chat_template"] if ds_cfg and "chat_template" in ds_cfg else "chatml"
+    )
+    strategy = ChatTemplateStrategy(
+        ChatTemplatePrompter(tokenizer, chat_templates(chat_template)),
+        tokenizer,
+        cfg.train_on_inputs,
+        cfg.sequence_len,
+    )
+    return strategy

src/axolotl/prompt_strategies/dpo/__init__.py

@@ -1,21 +1,8 @@
 """
 module for DPO style dataset transform strategies
 """
+from functools import partial
 
-import importlib
-import logging
+from ..base import load as load_base
 
-LOG = logging.getLogger("axolotl")
-
-
-def load(strategy, cfg):
-    try:
-        load_fn = strategy.split(".")[-1]
-        strategy = ".".join(strategy.split(".")[:-1])
-        mod = importlib.import_module(f".{strategy}", "axolotl.prompt_strategies.dpo")
-        func = getattr(mod, load_fn)
-        load_kwargs = {}
-        return func(cfg, **load_kwargs)
-    except Exception:  # pylint: disable=broad-exception-caught
-        LOG.warning(f"unable to load strategy {strategy}")
-        return None
+load = partial(load_base, module="axolotl.prompt_strategies.dpo")

src/axolotl/prompt_strategies/dpo/chatml.py

@@ -5,6 +5,7 @@ DPO strategies for chatml
 
 def argilla(
     cfg,
+    **kwargs,
 ):  # pylint: disable=possibly-unused-variable,unused-argument
     def transform_fn(sample):
         if "system" in sample and sample["system"]:
@@ -23,8 +24,28 @@ def argilla(
     return transform_fn
 
 
+def argilla_chat(
+    cfg,
+    **kwargs,
+):  # pylint: disable=possibly-unused-variable,unused-argument
+    """
+    for argilla/dpo-mix-7k conversations
+    """
+
+    def transform_fn(sample):
+        sample[
+            "prompt"
+        ] = f"<|im_start|>user\n{sample['chosen'][0]['content']}<|im_end|>\n<|im_start|>assistant\n"
+        sample["chosen"] = f"{sample['chosen'][1]['content']}<|im_end|>"
+        sample["rejected"] = f"{sample['rejected'][1]['content']}<|im_end|>"
+        return sample
+
+    return transform_fn
+
+
 def icr(
     cfg,
+    **kwargs,
 ):  # pylint: disable=possibly-unused-variable,unused-argument
     """
     chatml transforms for datasets with system, input, chosen, rejected
@@ -48,7 +69,7 @@ def icr(
     return transform_fn
 
 
-def intel(cfg):  # pylint: disable=possibly-unused-variable,unused-argument
+def intel(cfg, **kwargs):  # pylint: disable=possibly-unused-variable,unused-argument
     """
     For Intel Orca DPO Pairs
     """
@@ -70,7 +91,9 @@ def intel(cfg):  # pylint: disable=possibly-unused-variable,unused-argument
     return transform_fn
 
 
-def prompt_pairs(cfg):  # pylint: disable=possibly-unused-variable,unused-argument
+def prompt_pairs(
+    cfg, **kwargs
+):  # pylint: disable=possibly-unused-variable,unused-argument
     def transform_fn(sample):
         if "system" in sample and sample["system"]:
             sample["prompt"] = (
@@ -88,7 +111,7 @@ def prompt_pairs(cfg):  # pylint: disable=possibly-unused-variable,unused-argume
     return transform_fn
 
 
-def ultra(cfg):  # pylint: disable=possibly-unused-variable,unused-argument
+def ultra(cfg, **kwargs):  # pylint: disable=possibly-unused-variable,unused-argument
     """
     for ultrafeedback binarized conversations
     """

src/axolotl/prompt_strategies/dpo/user_defined.py

@@ -0,0 +1,41 @@
+"""
+User-defined DPO strategies
+"""
+
+
+def default(cfg, dataset_idx=0, **kwargs):  # pylint: disable=unused-argument
+    ds_cfg = cfg["datasets"][dataset_idx]["type"]
+    if not isinstance(ds_cfg, dict):
+        raise ValueError(
+            f"User-defined dataset type must be a dictionary. Got: {ds_cfg}"
+        )
+    field_prompt = ds_cfg.get("field_prompt", "prompt")
+    field_system = ds_cfg.get("field_system", "system")
+    field_chosen = ds_cfg.get("field_chosen", "chosen")
+    field_rejected = ds_cfg.get("field_rejected", "rejected")
+    prompt_format = ds_cfg.get("prompt_format")
+    if not prompt_format:
+        prompt_format = "{" + field_prompt + "}"
+    chosen_format = ds_cfg.get("chosen_format")
+    if not chosen_format:
+        chosen_format = "{" + field_chosen + "}"
+    rejected_format = ds_cfg.get("rejected_format")
+    if not rejected_format:
+        rejected_format = "{" + field_rejected + "}"
+
+    def transform_fn(sample):
+        if (
+            "{" + field_system + "}" in prompt_format
+            and field_system in sample
+            and sample[field_system]
+        ):
+            sample["prompt"] = prompt_format.format(
+                system=sample[field_system], prompt=sample[field_prompt]
+            )
+        else:
+            sample["prompt"] = prompt_format.format(prompt=sample["prompt"])
+        sample["chosen"] = chosen_format.format(chosen=sample[field_chosen])
+        sample["rejected"] = rejected_format.format(rejected=sample[field_rejected])
+        return sample
+
+    return transform_fn

src/axolotl/prompt_strategies/dpo/zephyr.py

@@ -3,7 +3,7 @@ DPO strategies for zephyr
 """
 
 
-def nectar(cfg):  # pylint: disable=possibly-unused-variable,unused-argument
+def nectar(cfg, **kwargs):  # pylint: disable=possibly-unused-variable,unused-argument
     def transform_fn(sample):
         data = {}
         data["prompt"] = (

src/axolotl/prompt_strategies/input_output.py

@@ -0,0 +1,54 @@
+"""Module for plain input/output prompt pairs"""
+from typing import Generator, Tuple
+
+from axolotl.prompt_tokenizers import PromptTokenizingStrategy
+from axolotl.prompters import IGNORE_TOKEN_ID, Prompter
+
+
+class RawInputOutputStrategy(PromptTokenizingStrategy):
+    """Prompt Strategy class for input/output pairs"""
+
+    def __init__(self, *args, eos_token=None, **kwargs):
+        super().__init__(*args, **kwargs)
+        self.eos_token = eos_token
+        if not eos_token:
+            self.eos_token = self.tokenizer.eos_token
+
+    def tokenize_prompt(self, prompt):
+        # pylint: disable=duplicate-code
+        input_ids = []
+        labels = []
+        for label, text in self.prompter.build_prompt(prompt["segments"]):
+            tokenized_output = self.tokenizer(
+                text, add_special_tokens=False, return_tensors=None
+            )["input_ids"]
+            input_ids += tokenized_output
+            if label or self.train_on_inputs:
+                labels += tokenized_output
+            else:
+                labels += [IGNORE_TOKEN_ID] * len(tokenized_output)
+
+        tokenized_prompt = {
+            "input_ids": input_ids,
+            "labels": labels,
+            "attention_mask": [1] * len(input_ids),
+        }
+
+        return tokenized_prompt
+
+
+class RawInputOutputPrompter(Prompter):
+    """prompter for raw i/o data"""
+
+    def build_prompt(self, source) -> Generator[Tuple[bool, str], None, None]:
+        for segment in source:
+            yield segment["label"], segment["text"]
+
+
+def load(tokenizer, cfg):
+    return RawInputOutputStrategy(
+        RawInputOutputPrompter(),
+        tokenizer,
+        cfg.train_on_inputs,
+        cfg.sequence_len,
+    )

src/axolotl/prompt_strategies/orpo/__init__.py

@@ -0,0 +1,9 @@
+"""
+module for ORPO style dataset transform strategies
+"""
+
+from functools import partial
+
+from ..base import load as load_base
+
+load = partial(load_base, module="axolotl.prompt_strategies.orpo")

src/axolotl/prompt_strategies/orpo/chat_template.py

@@ -0,0 +1,187 @@
+"""chatml prompt tokenization strategy for ORPO"""
+from typing import Any, Dict, Generator, List, Optional, Tuple
+
+from pydantic import BaseModel
+
+from axolotl.prompt_tokenizers import IGNORE_INDEX, PromptTokenizingStrategy
+from axolotl.prompters import Prompter
+from axolotl.utils.chat_templates import chat_templates
+
+
+class Message(BaseModel):
+    """message/turn"""
+
+    role: str
+    content: str
+    label: Optional[bool] = None
+
+
+class MessageList(BaseModel):
+    """conversation"""
+
+    messages: List[Message]
+
+
+def load(
+    tokenizer, cfg, ds_cfg: Optional[Dict[str, Any]] = None, **kwargs
+):  # pylint: disable=possibly-unused-variable,unused-argument
+    """
+    chatml transforms for datasets with system, input, chosen, rejected
+    """
+
+    chat_template = chat_templates("chatml")
+    if ds_cfg and "chat_template" in ds_cfg:
+        chat_template = ds_cfg["chat_template"]
+        try:
+            chat_template = chat_templates(chat_template)
+        except ValueError:
+            pass
+
+    return ORPOTokenizingStrategy(
+        ORPOPrompter(chat_template, tokenizer),
+        tokenizer,
+        cfg.train_on_inputs,
+        cfg.sequence_len,
+        dataset_parser=ORPODatasetParsingStrategy(),
+    )
+
+
+class ORPODatasetParsingStrategy:
+    """Strategy to parse chosen rejected dataset into messagelist"""
+
+    def get_chosen_conversation_thread(self, prompt) -> MessageList:
+        """Dataset structure mappings"""
+
+        messages: List[Message] = []
+        if system := prompt.get("system", None):
+            messages.append(Message(role="system", content=system, label=False))
+        messages.append(Message(role="user", content=prompt["prompt"], label=False))
+        messages.append(
+            Message(
+                role="assistant", content=prompt["chosen"][1]["content"], label=True
+            )
+        )
+        return MessageList(messages=messages)
+
+    def get_rejected_conversation_thread(self, prompt) -> MessageList:
+        """Dataset structure mappings"""
+
+        messages: List[Message] = []
+        if system := prompt.get("system", None):
+            messages.append(Message(role="system", content=system, label=False))
+        messages.append(Message(role="user", content=prompt["prompt"], label=False))
+        messages.append(
+            Message(
+                role="assistant", content=prompt["rejected"][1]["content"], label=True
+            )
+        )
+        return MessageList(messages=messages)
+
+
+class ORPOTokenizingStrategy(PromptTokenizingStrategy):
+    """
+    rejected_input_ids
+    input_ids
+    rejected_attention_mask
+    attention_mask
+    rejected_labels
+    labels
+    """
+
+    def __init__(
+        self,
+        *args,
+        dataset_parser=None,
+        **kwargs,
+    ):
+        super().__init__(*args, **kwargs)
+        self.dataset_parser = dataset_parser
+
+    def tokenize_prompt(self, prompt):
+        # pass the rejected prompt/row to the Prompter to get the formatted prompt
+        prompt_len = 0
+        rejected_message_list = self.dataset_parser.get_rejected_conversation_thread(
+            prompt
+        )
+        input_ids = []
+        labels = []
+        for _, (part, label) in enumerate(
+            self.prompter.build_prompt(rejected_message_list)
+        ):
+            if not part:
+                continue
+            _input_ids = self.tokenizer.encode(part, add_special_tokens=False)
+            prev_idx = len(input_ids)
+            input_ids += _input_ids[prev_idx:]
+            if label:
+                labels += input_ids[prev_idx:]
+            else:
+                labels += [IGNORE_INDEX] * (len(input_ids) - prev_idx)
+                prompt_len = len(input_ids)
+        # remap the input_ids, attention_mask and labels
+        rejected_input_ids = input_ids
+        rejected_labels = labels
+        # pass the chosen prompt/row to the Prompter to get the formatted prompt
+        chosen_message_list = self.dataset_parser.get_chosen_conversation_thread(prompt)
+        input_ids = []
+        labels = []
+        for _, (part, label) in enumerate(
+            self.prompter.build_prompt(chosen_message_list)
+        ):
+            if not part:
+                continue
+            _input_ids = self.tokenizer.encode(part, add_special_tokens=False)
+            prev_idx = len(input_ids)
+            input_ids += _input_ids[prev_idx:]
+            if label:
+                labels += input_ids[prev_idx:]
+            else:
+                labels += [IGNORE_INDEX] * (len(input_ids) - prev_idx)
+
+        return {
+            "rejected_input_ids": rejected_input_ids,
+            "rejected_labels": rejected_labels,
+            "rejected_attention_mask": [1] * len(rejected_labels),
+            "input_ids": input_ids,
+            "labels": labels,
+            "attention_mask": [1] * len(labels),
+            "prompt_attention_mask": [1] * prompt_len
+            + [0] * (len(labels) - prompt_len),
+        }
+
+
+class ORPOPrompter(Prompter):
+    """Single Turn prompter for ORPO"""
+
+    def __init__(self, chat_template, tokenizer):
+        self.chat_template = chat_template
+        self.tokenizer = tokenizer
+
+    def build_prompt(
+        self,
+        message_list: MessageList,
+    ) -> Generator[Tuple[str, bool], None, None]:
+        conversation = []
+        for message in message_list.messages:
+            conversation.append(message.model_dump())
+            if message.role == "system":
+                yield self.tokenizer.apply_chat_template(
+                    conversation,
+                    add_generation_prompt=False,
+                    chat_template=self.chat_template,
+                    tokenize=False,
+                ), False
+            if message.role == "user":
+                yield self.tokenizer.apply_chat_template(
+                    conversation,
+                    add_generation_prompt=True,
+                    chat_template=self.chat_template,
+                    tokenize=False,
+                ), False
+            if message.role == "assistant":
+                yield self.tokenizer.apply_chat_template(
+                    conversation,
+                    add_generation_prompt=False,
+                    chat_template=self.chat_template,
+                    tokenize=False,
+                ), True

src/axolotl/prompt_strategies/sharegpt.py

@@ -1,10 +1,18 @@
 """Module containing the SimpleShareGPTPromptTokenizingStrategy class"""
+
+import logging
 from typing import Any, Dict, Optional
 
 from fastchat.conversation import Conversation, SeparatorStyle, register_conv_template
 
 from axolotl.prompt_tokenizers import ShareGPTPromptTokenizingStrategy
 from axolotl.prompters import ShareGPTPrompterV2
+from axolotl.utils.tokenization import (
+    chatml_to_conversation,
+    merge_consecutive_messages,
+)
+
+LOG = logging.getLogger("axolotl")
 
 
 def register_chatml_template(system_message=None):
@@ -19,6 +27,16 @@ def register_chatml_template(system_message=None):
             sep="<|im_end|>",
         )
     )
+    register_conv_template(
+        Conversation(
+            name="chatml_glaive",
+            system_template="<|im_start|>system\n{system_message}",
+            system_message=system_message,
+            roles=["<|im_start|>user", "<|im_start|>assistant", "<|im_start|>tool"],
+            sep_style=SeparatorStyle.CHATML,
+            sep="<|im_end|>",
+        )
+    )
 
 
 def load(tokenizer, cfg, ds_cfg: Optional[Dict[str, Any]] = None):
@@ -27,11 +45,13 @@ def load(tokenizer, cfg, ds_cfg: Optional[Dict[str, Any]] = None):
     )
     field_human = ds_cfg["field_human"] if ds_cfg and "field_human" in ds_cfg else None
     field_model = ds_cfg["field_model"] if ds_cfg and "field_model" in ds_cfg else None
+    roles = ds_cfg["roles"].to_dict() if ds_cfg and "roles" in ds_cfg else None
     strategy = SimpleShareGPTPromptTokenizingStrategy(
         ShareGPTPrompterV2(
             conversation=conversation,
             role_key_model=field_model,
             role_key_human=field_human,
+            roles=roles,
         ),
         tokenizer,
         cfg.train_on_inputs,
@@ -77,12 +97,26 @@ def load_guanaco(tokenizer, cfg):
     )
 
 
+def load_glaive(tokenizer, cfg, ds_cfg: Optional[Dict[str, Any]] = None):
+    conversation = (
+        ds_cfg["conversation"]
+        if ds_cfg and "conversation" in ds_cfg
+        else "chatml_glaive"
+    )
+    return GlaiveShareGPTPromptTokenizingStrategy(
+        ShareGPTPrompterV2(conversation=conversation),
+        tokenizer,
+        cfg.train_on_inputs,
+        cfg.sequence_len,
+    )
+
+
 class SimpleShareGPTPromptTokenizingStrategy(ShareGPTPromptTokenizingStrategy):
     """
     basic sharegpt strategy to grab conversations from the sample row
     """
 
-    _strict = True
+    _strict = False
 
     @property
     def strict(self):
@@ -96,10 +130,30 @@ class SimpleShareGPTPromptTokenizingStrategy(ShareGPTPromptTokenizingStrategy):
         conversations = prompt["conversations"]
         if self.strict:
             return conversations
-        # remap roles - allow for assistant turn
-        role_map = {"human": "human", "assistant": "gpt", "gpt": "gpt"}
+        role_key = "from"
+        if "role" in conversations[0].keys():
+            role_key = "role"
+        value_key = "value"
+        if "text" in conversations[0].keys():
+            value_key = "text"
+        elif "content" in conversations[0].keys():
+            value_key = "content"
+        # remap roles - allow for assistant turn"
+        role_map = {
+            "user": "human",
+            "human": "human",
+            "assistant": "gpt",
+            "gpt": "gpt",
+            "system": "system",
+        }
         turns = [
-            {"from": role_map[t["from"]], "value": t["value"]} for t in conversations
+            {
+                "from": (
+                    role_map[t[role_key]] if t[role_key] in role_map else t[role_key]
+                ),
+                "value": t[value_key],
+            }
+            for t in conversations
         ]
         return turns
 
@@ -143,3 +197,15 @@ class UltrachatShareGPTPromptTokenizingStrategy(SimpleShareGPTPromptTokenizingSt
             {"from": role_map[t["role"]], "value": t["content"]} for t in conversations
         ]
         return turns
+
+
+class GlaiveShareGPTPromptTokenizingStrategy(SimpleShareGPTPromptTokenizingStrategy):
+    """
+    sharegpt strategy that remaps glaive data to sharegpt format
+    """
+
+    def get_conversation_thread(self, prompt):
+        conversation = chatml_to_conversation(prompt)
+        conversation = merge_consecutive_messages(conversation)
+
+        return conversation

src/axolotl/prompt_tokenizers.py

@@ -11,7 +11,7 @@ from transformers import BatchEncoding, PreTrainedTokenizer
 from axolotl.monkeypatch.fastchat_conversation_turns import (
     add_get_turns_to_conversation,
 )
-from axolotl.prompters import IGNORE_TOKEN_ID
+from axolotl.prompters import IGNORE_TOKEN_ID, Prompter
 
 LOG = logging.getLogger("axolotl")
 
@@ -37,7 +37,7 @@ class PromptTokenizingStrategy(abc.ABC):
 
     def __init__(
         self,
-        prompter,
+        prompter: Prompter,
         tokenizer,
         train_on_inputs: bool = False,
         sequence_len: int = 2048,
@@ -340,6 +340,23 @@ class ShareGPTPromptTokenizingStrategy(PromptTokenizingStrategy):
             self.prompter._conversation.copy()  # pylint: disable=protected-access
         )
 
+        input_roles = {conversation.roles[0]}
+        output_roles = {conversation.roles[1]}
+
+        if len(conversation.roles) == 3:
+            tool_role_label = conversation.roles[2]
+            input_roles.add(tool_role_label)
+
+        # Add roles from the config
+        if self.prompter.roles:
+            if "input" in self.prompter.roles and self.prompter.roles["input"]:
+                for role in self.prompter.roles["input"]:
+                    input_roles.add(role)
+
+            if "output" in self.prompter.roles and self.prompter.roles["output"]:
+                for role in self.prompter.roles["output"]:
+                    output_roles.add(role)
+
         # support for custom roles from the dataset, only useful for vicuna style prompts/roles
         role_remap = []
         if (
@@ -360,11 +377,18 @@ class ShareGPTPromptTokenizingStrategy(PromptTokenizingStrategy):
                     LOG.warning(f"expected tuple, got {part}")
                     continue
 
-                user, assistant = conversation.roles
                 role, content = part
 
                 # Uses "in" because role contains extra characters
-                if user in role:
+                input_turn = any(r.lower() in role.lower() for r in input_roles)
+                output_turn = any(r.lower() in role.lower() for r in output_roles)
+                empty_role = role.strip() == ""
+
+                if not any([input_turn, output_turn, empty_role]):
+                    LOG.warning(f"unhandled role: {role}")
+                    continue
+
+                if input_turn:
                     role = (
                         role.replace(role_remap[0]["from"], role_remap[0]["to"])
                         if role_remap
@@ -384,7 +408,7 @@ class ShareGPTPromptTokenizingStrategy(PromptTokenizingStrategy):
                     else:
                         # everything from this is masked out from the labels
                         labels = [IGNORE_TOKEN_ID] * len(res["input_ids"])
-                elif assistant in role:
+                elif output_turn:
                     role = (
                         role.replace(role_remap[1]["from"], role_remap[1]["to"])
                         if role_remap
@@ -415,7 +439,7 @@ class ShareGPTPromptTokenizingStrategy(PromptTokenizingStrategy):
                         labels[:len_role] = [IGNORE_TOKEN_ID] * min(
                             len_role, len(labels)
                         )
-                elif role == "":
+                elif empty_role:
                     turn = content
                     # this is only ever the first part, should include the bos token and the user query
                     res = self._tokenize(
@@ -426,9 +450,6 @@ class ShareGPTPromptTokenizingStrategy(PromptTokenizingStrategy):
                     else:
                         # everything from this is masked out from the labels
                         labels = [IGNORE_TOKEN_ID] * len(res["input_ids"])
-                else:
-                    LOG.warning(f"unhandled role: {role}")
-                    continue
 
                 # pylint: disable=duplicate-code
                 result, current_len = parse_tokenized_to_result(

src/axolotl/prompters.py

@@ -259,6 +259,12 @@ SHAREGPT_ASSERTION_FAILED_ROLE = (
     "Role did not alternate between turns (gpt and human). Please check your data."
 )
 
+CONVERSATION_ROLE_FORMAT = {
+    "chatml": "<|im_start|>{ROLE}",
+    "zephyr": "<|{ROLE}|>",
+    "vicuna_v1.1": "{ROLE}",
+}
+
 
 class ShareGPTPrompter(Prompter):  # pylint: disable=too-few-public-methods
     """
@@ -267,6 +273,10 @@ class ShareGPTPrompter(Prompter):  # pylint: disable=too-few-public-methods
 
     role_key_human = "human"
     role_key_model = "gpt"
+    # Optional, only used for tool usage datasets.
+    role_key_tool: Optional[str] = None
+    # Optional, role input/output mapping
+    roles: Optional[dict] = None
 
     def __init__(
         self,
@@ -274,6 +284,8 @@ class ShareGPTPrompter(Prompter):  # pylint: disable=too-few-public-methods
         conversation: Optional[Union[str, Conversation]] = None,
         role_key_human: Optional[str] = None,
         role_key_model: Optional[str] = None,
+        role_key_tool: Optional[str] = None,
+        roles: Optional[dict] = None,
     ):
         if conversation:
             if isinstance(conversation, Conversation):
@@ -286,6 +298,10 @@ class ShareGPTPrompter(Prompter):  # pylint: disable=too-few-public-methods
             self.role_key_human = role_key_human
         if role_key_model:
             self.role_key_model = role_key_model
+        if role_key_tool:
+            self.role_key_tool = role_key_tool
+        if roles:
+            self.roles = roles
 
     def _build_result(self, source):
         if len(source) < 2:
@@ -303,6 +319,8 @@ class ShareGPTPrompter(Prompter):  # pylint: disable=too-few-public-methods
             source.pop(0)
 
         roles = {self.role_key_human: conv.roles[0], self.role_key_model: conv.roles[1]}
+        if self.role_key_tool:
+            roles[self.role_key_tool] = conv.roles[2]
 
         try:
             # Apply prompt templates
@@ -315,11 +333,23 @@ class ShareGPTPrompter(Prompter):  # pylint: disable=too-few-public-methods
 
         conv.messages = []
         for _, sentence in enumerate(source):
-            role = roles[sentence["from"]]
-            if len(conv.messages) > 0 and (
-                (role == conv.messages[-1][0]) or (role not in conv.roles)
-            ):
+            from_role = sentence["from"]
+            if from_role in roles:
+                role = roles[from_role]
+            else:
+                if self._conversation.name not in CONVERSATION_ROLE_FORMAT:
+                    raise NotImplementedError(
+                        f"Role ({role}) not in default roles, and {self._conversation.name} does not support role remapping yet."
+                        "Please help us by creating an Issue to add support for this conversation type."
+                    )
+
+                role = CONVERSATION_ROLE_FORMAT[self._conversation.name].format(
+                    ROLE=from_role
+                )
+
+            if len(conv.messages) > 0 and ((role == conv.messages[-1][0])):
                 LOG.warning(f"{SHAREGPT_ASSERTION_FAILED_ROLE}: {sentence}")
+
             conv.append_message(role, sentence["value"])
 
         return conv.get_turns()
@@ -347,11 +377,13 @@ class ShareGPTPrompterV2(ShareGPTPrompter):
         conversation: Optional[Union[str, Conversation]] = None,
         role_key_human: Optional[str] = None,
         role_key_model: Optional[str] = None,
+        roles: Optional[dict] = None,
     ):
         super().__init__(
             conversation=conversation,
             role_key_human=role_key_human,
             role_key_model=role_key_model,
+            roles=roles,
         )
 
 

src/axolotl/train.py

@@ -19,7 +19,7 @@ from transformers.integrations.deepspeed import is_deepspeed_zero3_enabled
 from axolotl.common.cli import TrainerCliArgs
 from axolotl.logging_config import configure_logging
 from axolotl.utils.dict import DictDefault
-from axolotl.utils.freeze import freeze_parameters_except
+from axolotl.utils.freeze import freeze_layers_except
 from axolotl.utils.models import load_model, load_tokenizer
 from axolotl.utils.trainer import setup_trainer
 
@@ -85,7 +85,7 @@ def train(
     model.generation_config.do_sample = True
 
     model_ref = None
-    if cfg.rl:
+    if cfg.rl and cfg.rl != "orpo":
         if cfg.adapter and not cfg.rl_adapter_ref_model:
             # use built-in trl autounwrap
             LOG.debug("Passing model_ref: None to RL trainer")
@@ -99,7 +99,7 @@ def train(
     safe_serialization = cfg.save_safetensors is True
 
     if cfg.unfrozen_parameters:
-        freeze_parameters_except(model, cfg.unfrozen_parameters)
+        freeze_layers_except(model, cfg.unfrozen_parameters)
 
     trainer = setup_trainer(
         cfg,
@@ -110,9 +110,6 @@ def train(
         total_num_steps,
     )
 
-    if hasattr(model, "config"):
-        model.config.use_cache = False
-
     # go ahead and presave, so we have the adapter config available to inspect
     if peft_config:
         LOG.info(f"Pre-saving adapter config to {cfg.output_dir}")

src/axolotl/utils/bench.py

@@ -24,9 +24,9 @@ def check_cuda_device(default_value):
                 or not torch.cuda.is_available()
                 or device == "auto"
                 or torch.device(device).type == "cpu"
+                or torch.device(device).type == "meta"
             ):
                 return default_value
-
             return func(*args, **kwargs)
 
         return wrapper

src/axolotl/utils/callbacks/__init__.py

@@ -9,7 +9,6 @@ from tempfile import NamedTemporaryFile
 from typing import TYPE_CHECKING, Dict, List
 
 import evaluate
-import mlflow
 import numpy as np
 import pandas as pd
 import torch
@@ -42,8 +41,8 @@ from axolotl.utils.distributed import (
 if TYPE_CHECKING:
     from axolotl.core.trainer_builder import AxolotlTrainingArguments
 
-LOG = logging.getLogger("axolotl.callbacks")
 IGNORE_INDEX = -100
+LOG = logging.getLogger("axolotl.callbacks")
 
 
 class EvalFirstStepCallback(
@@ -756,31 +755,3 @@ class SaveAxolotlConfigtoWandBCallback(TrainerCallback):
             except (FileNotFoundError, ConnectionError) as err:
                 LOG.warning(f"Error while saving Axolotl config to WandB: {err}")
         return control
-
-
-class SaveAxolotlConfigtoMlflowCallback(TrainerCallback):
-    """Callback to save axolotl config to mlflow"""
-
-    def __init__(self, axolotl_config_path):
-        self.axolotl_config_path = axolotl_config_path
-
-    def on_train_begin(
-        self,
-        args: AxolotlTrainingArguments,  # pylint: disable=unused-argument
-        state: TrainerState,  # pylint: disable=unused-argument
-        control: TrainerControl,
-        **kwargs,  # pylint: disable=unused-argument
-    ):
-        if is_main_process():
-            try:
-                with NamedTemporaryFile(
-                    mode="w", delete=False, suffix=".yml", prefix="axolotl_config_"
-                ) as temp_file:
-                    copyfile(self.axolotl_config_path, temp_file.name)
-                    mlflow.log_artifact(temp_file.name, artifact_path="")
-                    LOG.info(
-                        "The Axolotl config has been saved to the MLflow artifacts."
-                    )
-            except (FileNotFoundError, ConnectionError) as err:
-                LOG.warning(f"Error while saving Axolotl config to MLflow: {err}")
-        return control

src/axolotl/utils/callbacks/mlflow_.py

@@ -0,0 +1,44 @@
+"""MLFlow module for trainer callbacks"""
+import logging
+from shutil import copyfile
+from tempfile import NamedTemporaryFile
+from typing import TYPE_CHECKING
+
+import mlflow
+from transformers import TrainerCallback, TrainerControl, TrainerState
+
+from axolotl.utils.distributed import is_main_process
+
+if TYPE_CHECKING:
+    from axolotl.core.trainer_builder import AxolotlTrainingArguments
+
+LOG = logging.getLogger("axolotl.callbacks")
+
+
+class SaveAxolotlConfigtoMlflowCallback(TrainerCallback):
+    # pylint: disable=duplicate-code
+    """Callback to save axolotl config to mlflow"""
+
+    def __init__(self, axolotl_config_path):
+        self.axolotl_config_path = axolotl_config_path
+
+    def on_train_begin(
+        self,
+        args: "AxolotlTrainingArguments",  # pylint: disable=unused-argument
+        state: TrainerState,  # pylint: disable=unused-argument
+        control: TrainerControl,
+        **kwargs,  # pylint: disable=unused-argument
+    ):
+        if is_main_process():
+            try:
+                with NamedTemporaryFile(
+                    mode="w", delete=False, suffix=".yml", prefix="axolotl_config_"
+                ) as temp_file:
+                    copyfile(self.axolotl_config_path, temp_file.name)
+                    mlflow.log_artifact(temp_file.name, artifact_path="")
+                    LOG.info(
+                        "The Axolotl config has been saved to the MLflow artifacts."
+                    )
+            except (FileNotFoundError, ConnectionError) as err:
+                LOG.warning(f"Error while saving Axolotl config to MLflow: {err}")
+        return control

src/axolotl/utils/chat_templates.py

@@ -21,7 +21,8 @@ def chat_templates(user_choice: str):
     templates = {
         "alpaca": "{% for message in messages %}{% if message['role'] == 'user' %}{{ '### Instruction: ' + message['content'] + '\n\n' }}{% elif message['role'] == 'assistant' %}{{ '### Response: ' + message['content'] + eos_token}}{% endif %}{% endfor %}",
         "inst": "{{ bos_token }}{% for message in messages %}{% if (message['role'] == 'user') != (loop.index0 % 2 == 0) %}{{ raise_exception('Conversation roles must alternate user/assistant/user/assistant/...') }}{% endif %}{% if message['role'] == 'user' %}{{ '[INST] ' + message['content'] + ' [/INST]' }}{% elif message['role'] == 'assistant' %}{{ message['content'] + eos_token}}{% else %}{{ raise_exception('Only user and assistant roles are supported!') }}{% endif %}{% endfor %}",  # I don't know what this one is called. Used by Mistral/Mixtral.
-        "chatml": "{% if messages[0]['role'] == 'system' %}{% set loop_messages = messages[1:] %}{% set system_message = messages[0]['content'] %}{% else %}{% set loop_messages = messages %}{% set system_message = 'You are a helpful assistant.' %}{% endif %}{% if not add_generation_prompt is defined %}{% set add_generation_prompt = false %}{% endif %}{% for message in loop_messages %}{% if loop.index0 == 0 %}{{'<|im_start|>system\n' + system_message + '<|im_end|>\n'}}{% endif %}{{'<|im_start|>' + message['role'] + '\n' + message['content'] + '<|im_end|>' + '\n'}}{% endfor %}{% if add_generation_prompt %}{{ '<|im_start|>assistant\n' }}{% endif %}",
+        "chatml": "{% if not add_generation_prompt is defined %}{% set add_generation_prompt = false %}{% endif %}{% for message in messages %}{{'<|im_start|>' + message['role'] + '\n' + message['content'] + '<|im_end|>' + '\n'}}{% endfor %}{% if add_generation_prompt %}{{ '<|im_start|>assistant\n' }}{% endif %}",
+        "gemma": "{{ bos_token }}{% if messages[0]['role'] == 'system' %}{{ raise_exception('System role not supported') }}{% endif %}{% for message in messages %}{% if (message['role'] == 'user') != (loop.index0 % 2 == 0) %}{{ raise_exception('Conversation roles must alternate user/assistant/user/assistant/...') }}{% endif %}{% if (message['role'] == 'assistant') %}{% set role = 'model' %}{% else %}{% set role = message['role'] %}{% endif %}{{ '<start_of_turn>' + role + '\n' + message['content'] | trim + '<end_of_turn>\n' }}{% endfor %}{% if add_generation_prompt %}{{'<start_of_turn>model\n'}}{% endif %}",
     }
 
     if user_choice in templates:

src/axolotl/utils/config/__init__.py

@@ -3,11 +3,16 @@ import json
 import logging
 import os
 from pathlib import Path
+from typing import Optional
 
 import torch
 from transformers.utils import is_torch_bf16_gpu_available
 
 from axolotl.utils.bench import log_gpu_memory_usage
+from axolotl.utils.config.models.input.v0_4_1 import (
+    AxolotlConfigWCapabilities,
+    AxolotlInputConfig,
+)
 from axolotl.utils.dict import DictDefault
 from axolotl.utils.models import load_model_config
 
@@ -119,7 +124,7 @@ def normalize_config(cfg):
         (hasattr(model_config, "model_type") and model_config.model_type == "llama")
         or cfg.is_llama_derived_model
         or "llama" in cfg.base_model.lower()
-        or (cfg.model_type and "llama" in cfg.model_type.lower())
+        or (cfg.type_of_model and "llama" in cfg.type_of_model.lower())
     )
 
     # figure out if the model is falcon
@@ -135,7 +140,7 @@ def normalize_config(cfg):
         )
         or cfg.is_falcon_derived_model
         or "falcon" in cfg.base_model.lower()
-        or (cfg.model_type and "rwforcausallm" in cfg.model_type.lower())
+        or (cfg.type_of_model and "rwforcausallm" in cfg.type_of_model.lower())
     )
 
     cfg.is_mistral_derived_model = (
@@ -148,7 +153,7 @@ def normalize_config(cfg):
         )
         or cfg.is_mistral_derived_model
         or "mistral" in cfg.base_model.lower().split("/")[-1]
-        or (cfg.model_type and "mistral" in cfg.model_type.lower())
+        or (cfg.type_of_model and "mistral" in cfg.type_of_model.lower())
     )
 
     cfg.is_qwen_derived_model = (
@@ -159,9 +164,6 @@ def normalize_config(cfg):
         ]
     ) or cfg.is_qwen_derived_model
 
-    if isinstance(cfg.learning_rate, str):
-        cfg.learning_rate = float(cfg.learning_rate)
-
     if isinstance(cfg.pretraining_dataset, dict):
         cfg.pretraining_dataset = [cfg.pretraining_dataset]
 
@@ -189,9 +191,28 @@ def normalize_cfg_datasets(cfg):
                         f"updating dataset {ds_cfg.path} with `conversation: chatml` to match your chat_template"
                     )
                     cfg.datasets[idx].conversation = "chatml"
+                if ds_cfg.type == "orpo.chat_template" and not ds_cfg.chat_template:
+                    LOG.info(
+                        f"updating dataset {ds_cfg.path} with `chat_template: chatml` to match your chat_template"
+                    )
+                    cfg.datasets[idx].chat_template = "chatml"
 
 
-def validate_config(cfg):
+def validate_config(cfg: DictDefault, capabilities: Optional[dict] = None):
+    if capabilities:
+        return DictDefault(
+            dict(
+                AxolotlConfigWCapabilities(
+                    **cfg.to_dict(), capabilities=capabilities
+                ).model_dump(exclude_unset=True)
+            )
+        )
+    return DictDefault(
+        dict(AxolotlInputConfig(**cfg.to_dict()).model_dump(exclude_unset=True))
+    )
+
+
+def legacy_validate_config(cfg):
     """
     This is a "pre-validation" step that handles the yaml configuration before we have any
     information about the model architecture
@@ -363,11 +384,11 @@ def validate_config(cfg):
             "hub_model_id is set without any models being saved. To save a model, set either save_steps or saves_per_epoch."
         )
 
-    if cfg.gptq and cfg.model_revision:
+    if cfg.gptq and cfg.revision_of_model:
         raise ValueError(
-            "model_revision is not supported for GPTQ models. "
+            "revision_of_model is not supported for GPTQ models. "
             + "Please download the model from HuggingFace Hub manually for correct branch, "
-            + "point to its path, and remove model_revision from the config."
+            + "point to its path, and remove revision_of_model from the config."
         )
 
     # if cfg.sample_packing and cfg.sdp_attention:
@@ -480,9 +501,6 @@ def validate_config(cfg):
     if cfg.rope_scaling:
         LOG.warning("`rope_scaling` should now be be a key under `model_config`")
 
-    if cfg.warmup_steps and cfg.warmup_ratio:
-        raise ValueError("warmup_steps and warmup_ratio are mutually exclusive")
-
     if cfg.wandb_run_id and not cfg.wandb_name:
         cfg.wandb_name = cfg.wandb_run_id
 

src/axolotl/utils/config/models/internals/__init__.py

@@ -0,0 +1,14 @@
+"""module for gpu capabilities"""
+from typing import Optional
+
+from pydantic import BaseModel, Field
+
+
+class GPUCapabilities(BaseModel):
+    """model to manage the gpu capabilities statically"""
+
+    bf16: bool = Field(default=False)
+    fp8: bool = Field(default=False)
+    n_gpu: int = Field(default=1)
+    n_node: int = Field(default=1)
+    compute_capability: Optional[str] = Field(default=None)

src/axolotl/utils/data.py

@@ -415,8 +415,11 @@ def load_tokenized_prepared_datasets(
         dataset = concatenate_datasets(datasets)
 
         if len(datasets) > 1:
-            LOG.info("shuffle merged datasets")
-            dataset = dataset.shuffle(seed=seed)
+            if cfg.shuffle_merged_datasets:
+                LOG.debug("shuffle merged datasets")
+                dataset = dataset.shuffle(seed=seed)
+            else:
+                LOG.debug("NOT shuffling merged datasets")
 
         dataset, _ = process_datasets_for_packing(cfg, dataset, None)
 
@@ -819,7 +822,11 @@ def wrap_pretraining_dataset(
     else:
         encode = functools.partial(encode_pretraining, tokenizer, max_tokens)
 
-    dataset = dataset.shuffle(seed=seed, buffer_size=buffer_size)
+    if cfg.shuffle_merged_datasets:
+        dataset = dataset.shuffle(seed=seed, buffer_size=buffer_size)
+    else:
+        LOG.debug("NOT shuffling merged pretraining datasets")
+
     dataset = dataset.map(
         encode,
         batched=True,
@@ -937,7 +944,9 @@ def load_prepare_dpo_datasets(cfg):
         for i, data_set in enumerate(split_datasets):
             _type = dataset_cfgs[i]["type"]
             if _type:
-                ds_transform_fn = load_dpo(_type, _cfg)
+                if isinstance(_type, DictDefault):
+                    _type = "user_defined.default"
+                ds_transform_fn = load_dpo(_type, _cfg, dataset_idx=i)
                 split_datasets[i] = data_set.map(
                     ds_transform_fn,
                     desc="Mapping RL Dataset",

src/axolotl/utils/dict.py

@@ -12,4 +12,4 @@ class DictDefault(Dict):
         return None
 
     def __or__(self, other):
-        return DictDefault(super().__or__(other))
+        return DictDefault(super().__ror__(other))

src/axolotl/utils/freeze.py

@@ -3,13 +3,14 @@ module to freeze/unfreeze parameters by name
 """
 import logging
 import re
+from typing import Callable, List, Tuple, Union
 
 from axolotl.utils.distributed import is_main_process
 
 LOG = logging.getLogger("axolotl.utils.freeze")
 
 
-def freeze_parameters_except(model, regex_patterns):
+def freeze_layers_except(model, regex_patterns):
     """
     Freezes all layers of the given model except for the layers that match given regex patterns.
     Periods in the patterns are treated as literal periods, not as wildcard characters.
@@ -17,22 +18,211 @@ def freeze_parameters_except(model, regex_patterns):
     Parameters:
     - model (nn.Module): The PyTorch model to be modified.
     - regex_patterns (list of str): List of regex patterns to match layer names to keep unfrozen.
+      Note that you cannot use a dot as a wildcard character in the patterns since it is reserved for separating layer names.
+      Also, to match the entire layer name, the pattern should start with "^" and end with "$", otherwise it will match any part of the layer name.
+      The range pattern part is optional and it is not compiled as a regex pattern which means you must put "$" before the range pattern if you want to match the entire layer name.
+      E.g., ["^model.embed_tokens.weight$[:32000]", "layers.2[0-9]+.block_sparse_moe.gate.[a-z]+$"]
 
     Returns:
     None; the model is modified in place.
     """
-    # Escape periods and compile the regex patterns
-    compiled_patterns = [
-        re.compile(pattern.replace(".", "\\.")) for pattern in regex_patterns
-    ]
+    if isinstance(regex_patterns, str):
+        regex_patterns = [regex_patterns]
 
-    # First, freeze all parameters in the model
-    for param in model.parameters():
-        param.requires_grad = False
+    patterns = [LayerNamePattern(pattern) for pattern in regex_patterns]
 
     # Unfreeze layers that match the regex patterns
     for name, param in model.named_parameters():
-        if any(pattern.match(name) for pattern in compiled_patterns):
-            if is_main_process():
-                LOG.debug(f"unfreezing {name}")
+        param.requires_grad = False
+        unfrozen_ranges = []
+        for pattern in patterns:
+            if not pattern.match(name):
+                continue
+
             param.requires_grad = True
+
+            if pattern.range is not None:
+                unfrozen_ranges.append(pattern.range)
+
+        merged_unfrozen_ranges = _merge_ranges(unfrozen_ranges, len(param))
+
+        if param.requires_grad and is_main_process():
+            unfrozen_ranges = (
+                f" with ranges {merged_unfrozen_ranges}"
+                if merged_unfrozen_ranges
+                else ""
+            )
+            LOG.debug(f"Unfrozen {name}{unfrozen_ranges}")
+
+        if not merged_unfrozen_ranges:
+            continue
+
+        # The range list we need is actually the inverted of the merged ranges
+        ranges_to_freeze = _invert_ranges(merged_unfrozen_ranges, len(param))
+
+        param.register_hook(_create_freeze_parameters_hook(ranges_to_freeze))
+
+    if is_main_process() and all(
+        not param.requires_grad for param in model.parameters()
+    ):
+        LOG.warning("All parameters are frozen. Model will not be trained.")
+
+
+def _invert_ranges(
+    given_ranges: List[Tuple[int, int]], layer_size: int
+) -> List[Tuple[int, int]]:
+    """
+    Inverts a list of ranges to obtain the ranges not covered by the given ranges.
+
+    Parameters:
+    - given_ranges (List[Tuple[int, int]]): List of ranges to invert. Each range is represented as a tuple of start (inclusive) and end (exclusive) indices.
+    - layer_size (int): The length of the layer. E.g., len(model.layer.weight)
+    Returns:
+    - List[Tuple[int, int]]: List of inverted ranges, where each range is represented as a tuple of start (inclusive) and end (exclusive) indices.
+    """
+    if not given_ranges:
+        return [(0, layer_size)]
+
+    inverted_ranges = []
+    current_start = 0
+
+    for start, end in sorted(given_ranges):
+        if start > current_start:
+            inverted_ranges.append((current_start, start))
+        current_start = max(current_start, end)
+
+    # Handle the case where the last given range does not reach the end of the total_size
+    if current_start < layer_size:
+        inverted_ranges.append((current_start, layer_size))
+
+    return inverted_ranges
+
+
+def _merge_ranges(
+    given_ranges: List[Tuple[int, Union[int, None]]], layer_size: int
+) -> List[Tuple[int, int]]:
+    """
+    Merges overlapping ranges and sorts the given ranges.
+
+    This function takes a list of ranges and merges any overlapping ranges. The ranges are represented
+    as tuples, where the first element is the start index (inclusive) and the second element is the end
+    index (exclusive). The end index can be None, indicating that the range extends to the end of the
+    sequence.
+
+    Parameters:
+    - given_ranges (List[Tuple[int, int | None]]): List of ranges to merge.
+    - layer_size (int): The length of the layer. E.g., len(model.layer.weight)
+
+    Returns:
+    - List[Tuple[int, int]]: List of merged ranges, as start (inclusive) and end (exclusive) indices.
+    """
+    # End of each range can be determined now since we have the total size
+    processed_ranges = [
+        (start, end if end is not None else layer_size) for start, end in given_ranges
+    ]
+
+    # No need to merge if there's only one or no ranges
+    if len(processed_ranges) <= 1:
+        return processed_ranges
+
+    sorted_ranges = sorted(processed_ranges)
+
+    merged_ranges = [sorted_ranges[0]]
+    for start, end in sorted_ranges[1:]:
+        prev_start, prev_end = merged_ranges[-1]
+        if start <= prev_end:
+            merged_ranges[-1] = (prev_start, max(prev_end, end))
+        else:
+            merged_ranges.append((start, end))
+
+    return merged_ranges
+
+
+def _create_freeze_parameters_hook(ranges_to_freeze: List[Tuple[int, int]]) -> Callable:
+    """
+    Create a hook to freeze parameters in specified ranges by setting their gradients to zero.
+
+    This function takes a list of tuples representing the ranges of indices to freeze. Each tuple should contain
+    two integers representing the start and end indices of the range.
+
+    Parameters:
+    - ranges_to_freeze (List[Tuple[int, int]]): Ranges of indices to freeze.
+
+    Returns:
+    - Callable: A hook function to be used with `register_hook` on parameters.
+
+    Example usage:
+    ```
+    ranges_to_freeze = [(0, 10), (20, 30)]
+    hook = _create_freeze_parameters_hook(ranges_to_freeze)
+    model.register_hook(hook)
+    ```
+    """
+
+    def freeze_parameters_hook(gradients):
+        for start, end in ranges_to_freeze:
+            gradients[start:end].zero_()
+
+    return freeze_parameters_hook
+
+
+class LayerNamePattern:
+    """
+    Represents a regex pattern for layer names, potentially including a parameter index range.
+    """
+
+    def __init__(self, pattern: str):
+        """
+        Initializes a new instance of the LayerNamePattern class.
+
+        Parameters:
+        - pattern (str): The regex pattern for layer names, potentially including a parameter index range.
+        """
+        self.raw_pattern = pattern
+        name_pattern, self.range = self._parse_pattern(pattern)
+        self.name_regex = re.compile(name_pattern.replace(".", "\\."))
+
+    def match(self, name: str) -> bool:
+        """
+        Checks if the given layer name matches the regex pattern.
+
+        Parameters:
+        - name (str): The layer name to check.
+
+        Returns:
+        - bool: True if the layer name matches the pattern, False otherwise.
+        """
+        return self.name_regex.match(name) is not None
+
+    def _parse_pattern(
+        self, pattern: str
+    ) -> Tuple[str, Union[Tuple[int, Union[int, None]], None]]:
+        """
+        Extracts the range pattern from the given pattern.
+
+        Parameters:
+        - pattern (str): The pattern to extract the range from.
+
+        Returns:
+        - Tuple[str, Tuple[int, int | None] | None]: A tuple containing the regex pattern to match the layer name without the range pattern and the range of layer indices to match, if specified.
+        """
+        match = re.match(r"^(.+)\[([0-9]*)(?::([0-9]*))?\]$", pattern)
+        if not match:
+            return pattern, None
+
+        base_pattern, start_part, end_part = match.groups()
+
+        if end_part is None and start_part.isdecimal():
+            index = int(start_part)
+            return base_pattern, (index, index + 1)
+
+        # [:end] or [start:] or [start:end]
+        start = int(start_part) if start_part else 0
+        end = int(end_part) if end_part else None
+
+        if end is not None and start >= end:
+            raise ValueError(
+                f"Invalid range in layer name pattern: {pattern}."
+                "End of range must be greater than start."
+            )
+        return base_pattern, (start, end)

src/axolotl/utils/mlflow_.py

@@ -7,7 +7,7 @@ from axolotl.utils.dict import DictDefault
 
 def setup_mlflow_env_vars(cfg: DictDefault):
     for key in cfg.keys():
-        if key.startswith("mlflow_"):
+        if key.startswith("mlflow_") or key.startswith("hf_mlflow_"):
             value = cfg.get(key, "")
 
             if value and isinstance(value, str) and len(value) > 0:

src/axolotl/utils/models.py

@@ -1,13 +1,20 @@
 """Module for models and model loading"""
+# pylint: disable=too-many-lines
+
 import logging
 import math
 import os
-from typing import Any, Dict, Optional, Tuple, Union  # noqa: F401
+import types
+from typing import Any, Dict, List, Optional, Tuple, Type, Union  # noqa: F401
 
 import addict
 import bitsandbytes as bnb
+import safetensors
 import torch
 import transformers
+from accelerate import init_empty_weights
+from bitsandbytes.nn import Linear4bit, Params4bit
+from fastcore.parallel import parallel
 from peft import (
     LoftQConfig,
     PeftConfig,
@@ -16,6 +23,7 @@ from peft import (
     prepare_model_for_kbit_training,
 )
 from peft.tuners.lora import QuantLinear
+from torch import Tensor, nn
 from transformers import (  # noqa: F401
     AddedToken,
     AutoConfig,
@@ -27,7 +35,9 @@ from transformers import (  # noqa: F401
     PreTrainedTokenizerBase,
 )
 from transformers.integrations.deepspeed import is_deepspeed_zero3_enabled
+from transformers.utils import SAFE_WEIGHTS_INDEX_NAME, SAFE_WEIGHTS_NAME, hub
 
+from axolotl.core.policies.auto_wrap import SUPPORTED_AUTO_WRAP_MODEL_TYPES
 from axolotl.models.mamba import fix_mamba_attn_for_loss
 from axolotl.monkeypatch.multipack import (
     SUPPORTED_MULTIPACK_MODEL_TYPES,
@@ -86,8 +96,8 @@ def load_model_config(cfg):
         model_config_name = cfg.tokenizer_config
     trust_remote_code = cfg.trust_remote_code is True
     config_kwargs = {}
-    if cfg.model_revision:
-        config_kwargs["revision"] = cfg.model_revision
+    if cfg.revision_of_model:
+        config_kwargs["revision"] = cfg.revision_of_model
 
     try:
         model_config = AutoConfig.from_pretrained(
@@ -104,8 +114,8 @@ def load_model_config(cfg):
             )
         raise err
 
-    if cfg.model_config:
-        for key, val in cfg.model_config.items():
+    if cfg.overrides_of_model_config:
+        for key, val in cfg.overrides_of_model_config.items():
             setattr(model_config, key, val)
 
     check_model_config(cfg, model_config)
@@ -262,6 +272,117 @@ def load_tokenizer(cfg):
     return tokenizer
 
 
+def replace_linear(
+    model: nn.Module,
+    linear_replacement: Type[nn.Module],
+    quant_config: Union[dict, None] = None,
+    skip_modules=None,
+    **kwargs,
+):
+    """
+    Replace linear modules with a new Linear module.
+    Parameters:
+        model (`torch.nn.Module`):
+            Input model or `torch.nn.Module` as the function is run recursively.
+        linear_replacement (`torch.nn.Module`):
+            The linear module that replaces the old one. Only expects standard arguments.
+            If other arguments need to be passed, use a lambda.
+        skip_modules (`List[str]`, *optional*, defaults to `lm_head`):
+            List of modules names not to convert. Defaults to `lm_head`.
+    """
+    if skip_modules is None:
+        skip_modules = ["lm_head"]
+    for name, module in model.named_children():
+        if len(list(module.children())) > 0:
+            replace_linear(
+                module, linear_replacement, quant_config, skip_modules, **kwargs
+            )
+
+        if isinstance(module, torch.nn.Linear) and name not in skip_modules:
+            if issubclass(linear_replacement, Linear4bit):
+                model._modules[  # pylint: disable=protected-access
+                    name
+                ] = linear_replacement(
+                    module.in_features,
+                    module.out_features,
+                    module.bias is not None,
+                    **kwargs,
+                )
+            else:
+                raise ValueError(
+                    f"Unsupported linear replacement: {type(linear_replacement)}"
+                )
+    return model
+
+
+def load_and_quantize(
+    module: nn.Module,
+    name: str,
+    value: Tensor,
+    device: torch.device = None,
+    dtype: torch.dtype = None,
+    skip_names: Optional[List[str]] = None,
+    is_meta_rank: bool = False,
+    low_memory: bool = True,
+    verbose: bool = False,
+    quant_method: str = "bnb",
+):
+    """
+    Loads `value` tensor into submodule of `module`, optionally skipping `skip_names` and converting to `dtype`.
+
+    Quantizes `Params4bit` on `device` then places on "cpu" if low_memory=True or "meta" if is_meta_rank=True.
+    """
+
+    if skip_names is None:
+        skip_names = []
+
+    def place_on_device(value):
+        if is_meta_rank:
+            device = "meta"
+        elif low_memory:
+            device = "cpu"
+        else:
+            device = "cuda"
+        return value.to(device=device, dtype=dtype)
+
+    if any(skip_name in name for skip_name in skip_names):
+        if verbose:
+            print(f"Skipping {name} because it is in skip_names")
+        return
+
+    module_key, _, value_key = name.rpartition(".")
+    try:
+        submodule = module.get_submodule(module_key)
+    except AttributeError as exc:
+        print(f"Module {module_key} not found:\n{exc}")
+        return
+
+    try:
+        if quant_method == "bnb":
+            param = submodule.get_parameter(value_key)
+            if isinstance(param, Params4bit):
+                # With `sync_module_states=True`, a meta device Params4bit needs to be the same
+                # shape as the quantized Params4bit with an initialized quant_state. However,
+                # FSDP only syncs parameters and buffers, so the quant_state isn't copied. This
+                # workaround quantizes Params4bit to initialize quant_state on all ranks, then
+                # replaces Params4bit's data with a meta tensor to free memory on non-rank 0.
+                value = type(param)(
+                    value.to(device=device, dtype=dtype).data, **param.__dict__
+                ).cuda(device)
+                if is_meta_rank:
+                    value = type(param)(value.data.to("meta"), **value.__dict__)
+                elif low_memory:
+                    value = type(param)(value.data.to("cpu"), **value.__dict__)
+            else:
+                value = type(param)(place_on_device(value).data)
+
+    except AttributeError:
+        # it's a buffer
+        value = place_on_device(value)
+
+    setattr(submodule, value_key, value)
+
+
 def load_model(
     cfg: DictDefault,
     tokenizer: PreTrainedTokenizerBase,
@@ -272,7 +393,7 @@ def load_model(
     Load a model for a given configuration and tokenizer.
     """
     base_model = cfg.base_model
-    model_type = cfg.model_type
+    model_type = cfg.type_of_model
     model_config = load_model_config(cfg)
 
     # TODO refactor as a kwarg
@@ -308,7 +429,7 @@ def load_model(
         and cfg.flash_attention
         and cfg.sample_packing
     ):
-        patch_for_multipack(cfg.model_config_type)
+        patch_for_multipack(cfg.model_config_type, model_name=cfg.base_model)
     elif cfg.is_llama_derived_model:
         # Modify all llama derived models in one block
 
@@ -394,7 +515,7 @@ def load_model(
 
     if max_memory is not None:
         # Based on https://github.com/togethercomputer/OpenChatKit/blob/main/inference/bot.py
-        from accelerate import infer_auto_device_map, init_empty_weights
+        from accelerate import infer_auto_device_map
 
         with init_empty_weights():
             model_canvas = AutoModelForCausalLM.from_config(model_config)
@@ -426,8 +547,8 @@ def load_model(
     if is_deepspeed_zero3_enabled():
         del model_kwargs["device_map"]
 
-    if cfg.model_revision:
-        model_kwargs["revision"] = cfg.model_revision
+    if cfg.revision_of_model:
+        model_kwargs["revision"] = cfg.revision_of_model
     if cfg.gptq:
         if not hasattr(model_config, "quantization_config"):
             LOG.warning("model config does not contain quantization_config information")
@@ -496,8 +617,78 @@ def load_model(
         model_kwargs["attn_implementation"] = "eager"
         model_config._attn_implementation = "eager"  # pylint: disable=protected-access
 
+    qlora_fsdp = (
+        cfg.fsdp
+        and cfg.adapter == "qlora"
+        and model_config.model_type in SUPPORTED_AUTO_WRAP_MODEL_TYPES
+    )
+
     try:
-        if (
+        if qlora_fsdp:
+            if cfg.bf16 or cfg.bfloat16:
+                torch_dtype, compute_dtype = torch.float32, torch.bfloat16
+            elif cfg.fp16 or cfg.float16:
+                torch_dtype, compute_dtype = torch.float32, torch.float16
+            else:
+                torch_dtype, compute_dtype = torch.float32, torch.float16
+
+            with init_empty_weights():
+                LOG.info("Loading model with empty weights.")
+                model = AutoModelForCausalLM.from_config(model_config)
+                model.model = replace_linear(
+                    model.model,
+                    Linear4bit,
+                    compute_dtype=compute_dtype,
+                    quant_type="nf4",
+                    quant_storage=torch_dtype,
+                )
+
+            model.is_loaded_in_4bit = True
+
+            # Grab the safetensors files that hold the weights
+            try:
+                idx = hub.cached_file(base_model, SAFE_WEIGHTS_INDEX_NAME)
+                files, _ = hub.get_checkpoint_shard_files(base_model, idx)
+            except OSError:
+                try:
+                    # This means the model doesn't have a model.safetensors.index.json because it is not sharded
+                    files = []
+                    files.append(hub.cached_file(base_model, SAFE_WEIGHTS_NAME))
+                except OSError as exc:
+                    # This means the model probably doesn't have a safetensors file
+                    raise exc
+
+            # Load in the weights, using our custom load_and_quantize method which quantizes Params4bit on the fly
+            # and then places each layer on CPU or meta if using low_memory to minimize GPU memory usage
+            def load_and_quantize_parallel(name_param, model, **kwargs):
+                name, param = name_param
+                load_and_quantize(model, name, param, **kwargs)
+
+            param_count = sum((p.numel() for n, p in model.named_parameters()))
+            for filename in files:
+                weights = safetensors.torch.load_file(filename)
+                quant_method = "bnb"
+                devprops = torch.cuda.get_device_properties(torch.cuda.current_device())
+                left = int(os.cpu_count() / torch.cuda.device_count())
+                right = int(
+                    8 * (devprops.total_memory / 1e9 / 40) * (70 / (param_count / 1e9))
+                )
+                n_workers = min(left, right)
+                parallel(
+                    load_and_quantize_parallel,
+                    weights.items(),
+                    n_workers=n_workers,
+                    threadpool=True,
+                    model=model,
+                    dtype=torch_dtype,
+                    device=cfg.local_rank,
+                    skip_names=[],
+                    is_meta_rank=(cfg.local_rank != 0),
+                    verbose=False,
+                    quant_method=quant_method,
+                )
+
+        elif (
             model_config.model_type == "llama"
             and not cfg.trust_remote_code
             and not cfg.gptq
@@ -512,11 +703,12 @@ def load_model(
 
             if cfg.flash_attention and not inference:
                 from axolotl.monkeypatch.llama_attn_hijack_flash import (
+                    is_xformers_swiglu_available,
                     replace_llama_mlp_with_swiglu,
                     replace_llama_qkv_with_fused,
                 )
 
-                if cfg.flash_attn_fuse_mlp:
+                if cfg.flash_attn_fuse_mlp and is_xformers_swiglu_available():
                     LOG.info("patching with SwiGLU")
                     replace_llama_mlp_with_swiglu(model)
 
@@ -612,7 +804,7 @@ def load_model(
         LOG.exception(err)
         raise err
 
-    if isinstance(model, (PeftModel, PeftModelForCausalLM)):
+    if isinstance(model, (PeftModel, PeftModelForCausalLM)) and not qlora_fsdp:
         model = model.merge_and_unload()
 
     embeddings_len = (
@@ -691,9 +883,14 @@ def load_model(
     if cfg.adapter == "lora" and loftq_bits:
         skip_prepare_model_for_kbit_training = True
 
+    if qlora_fsdp:
+        skip_prepare_model_for_kbit_training = True
+
     if cfg.adapter in ["lora", "qlora"]:
         if cfg.gradient_checkpointing:
-            model.gradient_checkpointing_enable()
+            model.gradient_checkpointing_enable(
+                gradient_checkpointing_kwargs=cfg.gradient_checkpointing_kwargs
+            )
         if (
             cfg.load_in_8bit or cfg.load_in_4bit
         ) and not skip_prepare_model_for_kbit_training:
@@ -705,7 +902,7 @@ def load_model(
 
     # LlamaRMSNorm layers are in fp32 after kbit_training or full finetune, so we need to
     # convert them back to fp16/bf16 for flash-attn compatibility.
-    if needs_fa2_dtype or cfg.flash_attention:
+    if (needs_fa2_dtype or cfg.flash_attention) and not qlora_fsdp:
         LOG.info("converting modules to %s for flash attention", cfg.torch_dtype)
         for name, module in model.named_modules():
             if "norm" in name:
@@ -723,7 +920,12 @@ def load_model(
         else:
             model, lora_config = load_adapter(model, cfg, cfg.adapter)
 
-    if cfg.ddp and not load_in_8bit and not (cfg.rl and cfg.load_in_4bit):
+    if (
+        cfg.ddp
+        and not load_in_8bit
+        and not (cfg.rl and cfg.load_in_4bit)
+        and not qlora_fsdp
+    ):
         # TODO revaldate this conditional
         model.to(f"cuda:{cfg.local_rank}")
 
@@ -812,6 +1014,30 @@ def find_all_linear_names(model):
     return list(lora_module_names)
 
 
+def setup_quantized_meta_for_peft(model: nn.Module):
+    """Replaces `quant_state.to` with a dummy function to prevent PEFT from moving `quant_state` to meta device"""
+
+    def temp_to_method(self, *args, **kwargs):  # pylint: disable=unused-argument
+        return self
+
+    for param in model.parameters():
+        if isinstance(param, Params4bit):
+            param.quant_state._orig_to = (  # pylint: disable=protected-access
+                param.quant_state.to
+            )
+            param.quant_state.to = types.MethodType(temp_to_method, param.quant_state)
+
+
+def setup_quantized_peft_meta_for_training(model: nn.Module):
+    """Replaces dummy `quant_state.to` method with the original function to allow training to continue"""
+    for param in model.parameters():
+        if isinstance(param, Params4bit) and hasattr(param.quant_state, "_orig_to"):
+            param.quant_state.to = (
+                param.quant_state._orig_to  # pylint: disable=protected-access
+            )
+            param.quant_state._orig_to = None  # pylint: disable=protected-access
+
+
 def load_lora(model, cfg, inference=False, config_only=False):
     # type: (PreTrainedModel, DictDefault, bool, bool) -> Tuple[Optional[PreTrainedModel], Optional[PeftConfig]]
 
@@ -829,6 +1055,10 @@ def load_lora(model, cfg, inference=False, config_only=False):
     if loftq_bits:
         lora_config_kwargs["loftq_config"] = LoftQConfig(loftq_bits=loftq_bits)
         lora_config_kwargs["init_lora_weights"] = "loftq"
+    if cfg.peft_use_dora:
+        lora_config_kwargs["use_dora"] = cfg.peft_use_dora
+    if cfg.peft_use_rslora:
+        lora_config_kwargs["use_rslora"] = cfg.use_rslora
 
     lora_config = LoraConfig(
         r=cfg.lora_r,
@@ -846,6 +1076,11 @@ def load_lora(model, cfg, inference=False, config_only=False):
     if config_only:
         return None, lora_config
 
+    rank = int(os.environ.get("LOCAL_RANK", 0))
+
+    if cfg.fsdp and cfg.adapter == "qlora" and rank != 0:
+        setup_quantized_meta_for_peft(model)
+
     if cfg.lora_model_dir:
         LOG.debug("Loading pretrained PEFT - LoRA")
         model_kwargs: Any = {}
@@ -861,6 +1096,9 @@ def load_lora(model, cfg, inference=False, config_only=False):
     else:
         model = get_peft_model(model, lora_config)
 
-    model.print_trainable_parameters()
+    if rank == 0:
+        model.print_trainable_parameters()
+    elif cfg.fsdp and cfg.adapter == "qlora":
+        setup_quantized_peft_meta_for_training(model)
 
     return model, lora_config

src/axolotl/utils/tokenization.py

@@ -2,6 +2,8 @@
 
 
 import logging
+import re
+from typing import Dict, List
 
 from termcolor import colored
 
@@ -36,3 +38,65 @@ def check_example_labels(example, tokenizer, text_only=False):
     LOG.info("\n\n\n")
 
     return " ".join(colored_tokens)
+
+
+GLAIVE_ROLES = ["USER", "ASSISTANT", "FUNCTION RESPONSE"]
+GLAIVE_TO_SHAREGPT_ROLE = {
+    "SYSTEM": "system",
+    "USER": "human",
+    "ASSISTANT": "gpt",
+    "FUNCTION RESPONSE": "tool",
+}
+
+GLAIVE_MSG_REGEX = re.compile(rf"({'|'.join(GLAIVE_ROLES)}): ")
+
+
+def chatml_to_conversation(row: Dict[str, str]) -> List[Dict[str, str]]:
+    """
+    Converts a ChatML formatted row to a list of messages in ShareGPT format.
+    Initially based off https://github.com/lilacai/lilac/blob/main/notebooks/GlaiveToShareGPT.ipynb.
+    """
+
+    system_prompt = row.get("system")
+    if system_prompt:
+        system_prompt = system_prompt.removeprefix("SYSTEM: ")
+
+    chat_str = row["chat"]
+    chat_msgs = [s.strip() for s in GLAIVE_MSG_REGEX.split(chat_str) if s]
+
+    chat_msg_dicts = [
+        {"from": GLAIVE_TO_SHAREGPT_ROLE[role], "value": value}
+        for role, value in zip(chat_msgs[::2], chat_msgs[1::2])
+    ]
+
+    if system_prompt:
+        chat_msg_dicts = [
+            {"from": GLAIVE_TO_SHAREGPT_ROLE["SYSTEM"], "value": system_prompt}
+        ] + chat_msg_dicts
+
+    return chat_msg_dicts
+
+
+def merge_consecutive_messages(messages):
+    """
+    Merge consecutive messages from the same sender into a single message.
+    This can be useful with datasets that contain multiple consecutive tool calls.
+    """
+
+    merged_messages = []
+    current_from = None
+    current_message = ""
+
+    for msg in messages:
+        if current_from == msg["from"]:
+            current_message += msg["value"]
+        else:
+            if current_from is not None:
+                merged_messages.append({"from": current_from, "value": current_message})
+            current_from = msg["from"]
+            current_message = msg["value"]
+
+    if current_from is not None:
+        merged_messages.append({"from": current_from, "value": current_message})
+
+    return merged_messages

src/axolotl/utils/trainer.py

@@ -255,7 +255,7 @@ def calculate_total_num_steps(cfg, train_dataset, update=True):
                 train_dataset.remove_columns(["length"]),
                 batch_sampler=sampler,
             )
-            data_loader_len = len(data_loader) // batch_size
+            data_loader_len = len(data_loader) // cfg.batch_size
             actual_eff = sampler.efficiency()
             LOG.debug(f"data_loader_len: {data_loader_len}", main_process_only=True)
             # FIXME: is there a bug here somewhere? the total num steps depends

tests/e2e/patched/test_fused_llama.py

@@ -57,9 +57,9 @@ class TestFusedLlama(unittest.TestCase):
                 "learning_rate": 0.00001,
                 "optimizer": "adamw_torch",
                 "lr_scheduler": "cosine",
-                "max_steps": 20,
-                "save_steps": 10,
-                "eval_steps": 10,
+                "max_steps": 10,
+                "save_steps": 5,
+                "eval_steps": 5,
             }
         )
         if is_torch_bf16_gpu_available():

tests/e2e/patched/test_lora_llama_multipack.py

@@ -43,7 +43,7 @@ class TestLoraLlama(unittest.TestCase):
                 "lora_alpha": 64,
                 "lora_dropout": 0.05,
                 "lora_target_linear": True,
-                "val_set_size": 0.1,
+                "val_set_size": 0.2,
                 "special_tokens": {
                     "unk_token": "<unk>",
                     "bos_token": "<s>",

tests/e2e/test_dpo.py

@@ -7,6 +7,8 @@ import os
 import unittest
 from pathlib import Path
 
+import pytest
+
 from axolotl.cli import load_rl_datasets
 from axolotl.common.cli import TrainerCliArgs
 from axolotl.train import train
@@ -19,6 +21,7 @@ LOG = logging.getLogger("axolotl.tests.e2e")
 os.environ["WANDB_DISABLED"] = "true"
 
 
+@pytest.mark.skip(reason="doesn't seem to work on modal")
 class TestDPOLlamaLora(unittest.TestCase):
     """
     Test case for DPO Llama models using LoRA

tests/e2e/test_phi.py

@@ -7,6 +7,8 @@ import os
 import unittest
 from pathlib import Path
 
+import pytest
+
 from axolotl.cli import load_datasets
 from axolotl.common.cli import TrainerCliArgs
 from axolotl.train import train
@@ -19,6 +21,7 @@ LOG = logging.getLogger("axolotl.tests.e2e")
 os.environ["WANDB_DISABLED"] = "true"
 
 
+@pytest.mark.skip(reason="doesn't seem to work on modal")
 class TestPhi(unittest.TestCase):
     """
     Test case for Phi2 models

tests/prompt_strategies/test_raw_io.py

@@ -0,0 +1,116 @@
+"""
+Test module for raw i/o data for prompts
+"""
+import pytest
+from datasets import Dataset
+from tokenizers import AddedToken
+from transformers import AutoTokenizer
+
+from axolotl.datasets import TokenizedPromptDataset
+from axolotl.prompt_strategies.input_output import (
+    RawInputOutputPrompter,
+    RawInputOutputStrategy,
+)
+
+
+@pytest.fixture(name="segments_dataset")
+def fixture_sharegpt_dataset():
+    return Dataset.from_list(
+        [
+            {
+                "segments": [
+                    {
+                        "label": False,
+                        "text": "<s>hello ",
+                    },
+                    {
+                        "label": True,
+                        "text": "hi there.<eot>",
+                    },
+                    {
+                        "label": False,
+                        "text": "goodbye ",
+                    },
+                    {
+                        "label": True,
+                        "text": "farewell<eot>",
+                    },
+                ]
+            }
+        ]
+    )
+
+
+@pytest.fixture(name="tokenizer")
+def fixture_tokenizer():
+    tokenizer = AutoTokenizer.from_pretrained("mistralai/Mistral-7B-v0.1")
+    tokenizer.add_tokens(
+        [
+            AddedToken("<eot>", rstrip=False, lstrip=False, normalized=False),
+        ]
+    )
+
+    return tokenizer
+
+
+class TestRawInputOutputPrompts:
+    """
+    Test class for raw i/o prompter
+    """
+
+    def test_segment_prompts(self, segments_dataset, tokenizer):
+        strategy = RawInputOutputStrategy(
+            RawInputOutputPrompter(),
+            tokenizer,
+            False,  # train_on_inputs
+            2048,  # sequence_len
+        )
+
+        dataset_wrapper = TokenizedPromptDataset(
+            strategy, segments_dataset, process_count=1
+        )
+
+        input_ids = dataset_wrapper[0]["input_ids"]
+        labels = dataset_wrapper[0]["labels"]
+
+        assert (
+            tokenizer.decode(input_ids)
+            == "<s> hello  hi there.<eot> goodbye  farewell<eot>"
+        )
+        # fmt: off
+        assert input_ids == [
+            1,  # <s>
+            6312,  # hell
+            28709,  # o
+            28705,  #
+            12014,  # hi
+            736,  # there
+            28723,  # .
+            32000,  # <eot>
+            1179,  # good
+            17664,  # bye
+            28705,  #
+            19111,  # fare
+            5458,  # well
+            32000,  # <eot>
+        ]
+        # fmt: on
+
+        # fmt: off
+        assert labels == [
+            -100,  # <s>
+            -100,  # hell
+            -100,  # o
+            -100,  #
+            12014,  # hi
+            736,  # there
+            28723,  # .
+            32000,  # <eot>
+            -100,  # good
+            -100,  # bye
+            -100,  #
+            19111,  # fare
+            5458,  # well
+            32000,  # <eot>
+        ]
+        # fmt: on

tests/prompt_strategies/test_sharegpt.py

@@ -1,6 +1,7 @@
 """
 Test module for sharegpt integration w chatml
 """
+
 import pytest
 from datasets import Dataset
 from tokenizers import AddedToken
@@ -8,6 +9,7 @@ from transformers import AutoTokenizer
 
 from axolotl.datasets import TokenizedPromptDataset
 from axolotl.prompt_strategies.sharegpt import (
+    GlaiveShareGPTPromptTokenizingStrategy,
     SimpleShareGPTPromptTokenizingStrategy,
     register_chatml_template,
 )
@@ -48,6 +50,50 @@ def fixture_sharegpt_dataset():
     )
 
 
+@pytest.fixture(name="glaive_dataset")
+def fixture_sharegpt_glaive_dataset():
+    return Dataset.from_list(
+        [
+            {
+                "system": "SYSTEM: This is a system prompt",
+                "chat": "USER: Can you book a flight for me from New York to London? ASSISTANT: I'm sorry, but I don't have the capability to book flights.  <|endoftext|>",
+            }
+        ]
+    )
+
+
+@pytest.fixture(name="multi_role_dataset")
+def fixture_multi_role_dataset():
+    return Dataset.from_list(
+        [
+            {
+                "conversations": [
+                    {
+                        "from": "system",
+                        "value": "use get_weather(city) to get the weather for a city",
+                    },
+                    {
+                        "from": "human",
+                        "value": "hello, what's the weather in New York?",
+                    },
+                    {
+                        "from": "gpt",
+                        "value": "let me get that for you",
+                    },
+                    {
+                        "from": "tool",
+                        "value": "get_weather(New York)",
+                    },
+                    {
+                        "from": "gpt",
+                        "value": "the weather in New York is 70 degrees and sunny",
+                    },
+                ]
+            }
+        ]
+    )
+
+
 @pytest.fixture(name="tokenizer")
 def fixture_tokenizer():
     tokenizer = AutoTokenizer.from_pretrained("mistralai/Mistral-7B-v0.1")
@@ -156,3 +202,65 @@ class TestSharegpt:
             32001, 13892, 13, 12684, 17664, 32000, 28705, 13,  # gpt
         ]
         # fmt: on
+
+    def test_chatml_glaive(self, glaive_dataset, tokenizer):
+        strategy = GlaiveShareGPTPromptTokenizingStrategy(
+            ShareGPTPrompterV2(
+                conversation="chatml",
+                role_key_model=None,
+                role_key_human=None,
+            ),
+            tokenizer,
+            True,  # train_on_inputs
+            2048,  # sequence_len
+        )
+
+        dataset_wrapper = TokenizedPromptDataset(
+            strategy, glaive_dataset, process_count=1
+        )
+
+        labels = dataset_wrapper[0]["labels"]
+        # fmt: off
+        assert labels == [
+            1,  # bos
+            32001, 1587, 13, 3260, 349, 264, 1587, 11510, 32000, 28705, 13,  # system
+            32001, 2188, 13, 6325, 368, 1820, 264, 9314, 354, 528, 477, 1450, 2726, 298, 4222, 28804, 32000, 28705, 13,  # human
+            32001, 13892, 13, 28737, 28742, 28719, 7371, 28725, 562, 315, 949, 28742, 28707, 506, 272, 21368, 298, 1820, 22447, 28723, 28705, 523, 28766, 416, 1009, 772, 28766, 28767, 32000, 28705, 13  # gpt
+        ]
+        # fmt: on
+
+    def test_multi_role_dataset(self, multi_role_dataset, tokenizer):
+        strategy = SimpleShareGPTPromptTokenizingStrategy(
+            ShareGPTPrompterV2(conversation="chatml", roles={"input": ["tool"]}),
+            tokenizer,
+            False,  # train_on_inputs
+            2048,  # sequence_len
+        )
+
+        dataset_wrapper = TokenizedPromptDataset(
+            strategy, multi_role_dataset, process_count=1
+        )
+
+        input_ids = dataset_wrapper[0]["input_ids"]
+        # fmt: off
+        assert input_ids == [
+            1,   # bos
+            32001, 1587, 13, 1730, 625, 28730, 769, 1223, 28732, 18373, 28731, 298, 625, 272, 8086, 354, 264, 2990, 32000, 28705, 13,  # system
+            32001, 2188, 13, 21558, 28725, 767, 28742, 28713, 272, 8086, 297, 1450, 2726, 28804, 32000, 28705, 13,  # human
+            32001, 13892, 13, 895, 528, 625, 369, 354, 368, 32000, 28705, 13,  # gpt
+            32001, 3921, 13, 527, 28730, 769, 1223, 28732, 2972, 2726, 28731, 32000, 28705, 13,  # tool
+            32001, 13892, 13, 1237, 8086, 297, 1450, 2726, 349, 28705, 28787, 28734, 11182, 304, 4376, 1780, 32000, 28705, 13  # gpt
+        ]
+        # fmt: on
+
+        labels = dataset_wrapper[0]["labels"]
+        # fmt: off
+        assert labels == [
+            -100,  # bos
+            -100, -100, -100, -100, -100, -100, -100, -100, -100, -100, -100, -100, -100, -100, -100, -100, -100, -100, -100, -100, -100,  # system
+            -100, -100, -100, -100, -100, -100, -100, -100, -100, -100, -100, -100, -100, -100, -100, -100, -100,  # human
+            -100, -100, 13, 895, 528, 625, 369, 354, 368, 32000, 28705, 13,  # gpt
+            -100, -100, -100, -100, -100, -100, -100, -100, -100, -100, -100, -100, -100, -100,  # tool
+            -100, -100, 13, 1237, 8086, 297, 1450, 2726, 349, 28705, 28787, 28734, 11182, 304, 4376, 1780, 32000, 28705, 13  # gpt
+        ]
+        # fmt: on

tests/test_dict.py

@@ -39,7 +39,9 @@ class DictDefaultTest(unittest.TestCase):
         ), "DictDefault should support in operator for existing keys in list"
 
     def test_dict_or_operator(self):
-        cfg = DictDefault(
+        cfg = DictDefault({"key_a": {"key_b": "value_b"}, "key_f": "value_g"})
+
+        cfg = cfg | DictDefault(  # pylint: disable=unsupported-binary-operation
             {
                 "key_a": {"key_b": "value_a"},
                 "key_c": "value_c",
@@ -48,10 +50,6 @@ class DictDefaultTest(unittest.TestCase):
             }
         )
 
-        cfg = cfg | DictDefault(  # pylint: disable=unsupported-binary-operation
-            {"key_a": {"key_b": "value_b"}, "key_f": "value_g"}
-        )
-
         assert (
             cfg.key_a.key_b == "value_b"
         ), "DictDefault should support OR operator for existing nested keys"

tests/test_freeze.py

@@ -0,0 +1,285 @@
+"""
+This module contains unit tests for the `freeze_layers_except` function.
+
+The `freeze_layers_except` function is used to freeze layers in a model, except for the specified layers.
+The unit tests in this module verify the behavior of the `freeze_layers_except` function in different scenarios.
+"""
+
+import unittest
+
+import torch
+from torch import nn
+
+from axolotl.utils.freeze import freeze_layers_except
+
+ZERO = [0.0, 0.0, 0.0, 0.0, 0.0, 0.0, 0.0, 0.0, 0.0, 0.0]
+ONE_TO_TEN = [1.0, 2.0, 3.0, 4.0, 5.0, 6.0, 7.0, 8.0, 9.0, 10.0]
+
+
+class TestFreezeLayersExcept(unittest.TestCase):
+    """
+    A test case class for the `freeze_layers_except` function.
+    """
+
+    def setUp(self):
+        self.model = _TestModel()
+
+    def test_freeze_layers_with_dots_in_name(self):
+        freeze_layers_except(self.model, ["features.layer"])
+        self.assertTrue(
+            self.model.features.layer.weight.requires_grad,
+            "model.features.layer should be trainable.",
+        )
+        self.assertFalse(
+            self.model.classifier.weight.requires_grad,
+            "model.classifier should be frozen.",
+        )
+
+    def test_freeze_layers_without_dots_in_name(self):
+        freeze_layers_except(self.model, ["classifier"])
+        self.assertFalse(
+            self.model.features.layer.weight.requires_grad,
+            "model.features.layer should be trainable.",
+        )
+        self.assertTrue(
+            self.model.classifier.weight.requires_grad,
+            "model.classifier should be frozen.",
+        )
+
+    def test_freeze_layers_regex_patterns(self):
+        # The second pattern cannot match because only characters 'a' to 'c' are allowed after the word 'class', whereas it should be matching the character 'i'.
+        freeze_layers_except(self.model, [r"^features.[a-z]+.weight$", r"class[a-c]+"])
+        self.assertTrue(
+            self.model.features.layer.weight.requires_grad,
+            "model.features.layer should be trainable.",
+        )
+        self.assertFalse(
+            self.model.classifier.weight.requires_grad,
+            "model.classifier should be frozen.",
+        )
+
+    def test_all_layers_frozen(self):
+        freeze_layers_except(self.model, [])
+        self.assertFalse(
+            self.model.features.layer.weight.requires_grad,
+            "model.features.layer should be frozen.",
+        )
+        self.assertFalse(
+            self.model.classifier.weight.requires_grad,
+            "model.classifier should be frozen.",
+        )
+
+    def test_all_layers_unfrozen(self):
+        freeze_layers_except(self.model, ["features.layer", "classifier"])
+        self.assertTrue(
+            self.model.features.layer.weight.requires_grad,
+            "model.features.layer should be trainable.",
+        )
+        self.assertTrue(
+            self.model.classifier.weight.requires_grad,
+            "model.classifier should be trainable.",
+        )
+
+    def test_freeze_layers_with_range_pattern_start_end(self):
+        freeze_layers_except(self.model, ["features.layer[1:5]"])
+        self.assertTrue(
+            self.model.features.layer.weight.requires_grad,
+            "model.features.layer should be trainable.",
+        )
+        self.assertFalse(
+            self.model.classifier.weight.requires_grad,
+            "model.classifier should be frozen.",
+        )
+
+        self._assert_gradient_output(
+            [
+                ZERO,
+                ONE_TO_TEN,
+                ONE_TO_TEN,
+                ONE_TO_TEN,
+                ONE_TO_TEN,
+                ZERO,
+                ZERO,
+                ZERO,
+                ZERO,
+                ZERO,
+            ]
+        )
+
+    def test_freeze_layers_with_range_pattern_single_index(self):
+        freeze_layers_except(self.model, ["features.layer[5]"])
+        self.assertTrue(
+            self.model.features.layer.weight.requires_grad,
+            "model.features.layer should be trainable.",
+        )
+        self.assertFalse(
+            self.model.classifier.weight.requires_grad,
+            "model.classifier should be frozen.",
+        )
+
+        self._assert_gradient_output(
+            [ZERO, ZERO, ZERO, ZERO, ZERO, ONE_TO_TEN, ZERO, ZERO, ZERO, ZERO]
+        )
+
+    def test_freeze_layers_with_range_pattern_start_omitted(self):
+        freeze_layers_except(self.model, ["features.layer[:5]"])
+        self.assertTrue(
+            self.model.features.layer.weight.requires_grad,
+            "model.features.layer should be trainable.",
+        )
+        self.assertFalse(
+            self.model.classifier.weight.requires_grad,
+            "model.classifier should be frozen.",
+        )
+
+        self._assert_gradient_output(
+            [
+                ONE_TO_TEN,
+                ONE_TO_TEN,
+                ONE_TO_TEN,
+                ONE_TO_TEN,
+                ONE_TO_TEN,
+                ZERO,
+                ZERO,
+                ZERO,
+                ZERO,
+                ZERO,
+            ]
+        )
+
+    def test_freeze_layers_with_range_pattern_end_omitted(self):
+        freeze_layers_except(self.model, ["features.layer[4:]"])
+        self.assertTrue(
+            self.model.features.layer.weight.requires_grad,
+            "model.features.layer should be trainable.",
+        )
+        self.assertFalse(
+            self.model.classifier.weight.requires_grad,
+            "model.classifier should be frozen.",
+        )
+
+        self._assert_gradient_output(
+            [
+                ZERO,
+                ZERO,
+                ZERO,
+                ZERO,
+                ONE_TO_TEN,
+                ONE_TO_TEN,
+                ONE_TO_TEN,
+                ONE_TO_TEN,
+                ONE_TO_TEN,
+                ONE_TO_TEN,
+            ]
+        )
+
+    def test_freeze_layers_with_range_pattern_merge_included(self):
+        freeze_layers_except(self.model, ["features.layer[4:]", "features.layer[5:6]"])
+        self.assertTrue(
+            self.model.features.layer.weight.requires_grad,
+            "model.features.layer should be trainable.",
+        )
+        self.assertFalse(
+            self.model.classifier.weight.requires_grad,
+            "model.classifier should be frozen.",
+        )
+
+        self._assert_gradient_output(
+            [
+                ZERO,
+                ZERO,
+                ZERO,
+                ZERO,
+                ONE_TO_TEN,
+                ONE_TO_TEN,
+                ONE_TO_TEN,
+                ONE_TO_TEN,
+                ONE_TO_TEN,
+                ONE_TO_TEN,
+            ]
+        )
+
+    def test_freeze_layers_with_range_pattern_merge_intersect(self):
+        freeze_layers_except(self.model, ["features.layer[4:7]", "features.layer[6:8]"])
+        self.assertTrue(
+            self.model.features.layer.weight.requires_grad,
+            "model.features.layer should be trainable.",
+        )
+        self.assertFalse(
+            self.model.classifier.weight.requires_grad,
+            "model.classifier should be frozen.",
+        )
+
+        self._assert_gradient_output(
+            [
+                ZERO,
+                ZERO,
+                ZERO,
+                ZERO,
+                ONE_TO_TEN,
+                ONE_TO_TEN,
+                ONE_TO_TEN,
+                ONE_TO_TEN,
+                ZERO,
+                ZERO,
+            ]
+        )
+
+    def test_freeze_layers_with_range_pattern_merge_separate(self):
+        freeze_layers_except(
+            self.model,
+            ["features.layer[1:2]", "features.layer[3:4]", "features.layer[5:6]"],
+        )
+        self.assertTrue(
+            self.model.features.layer.weight.requires_grad,
+            "model.features.layer should be trainable.",
+        )
+        self.assertFalse(
+            self.model.classifier.weight.requires_grad,
+            "model.classifier should be frozen.",
+        )
+
+        self._assert_gradient_output(
+            [
+                ZERO,
+                ONE_TO_TEN,
+                ZERO,
+                ONE_TO_TEN,
+                ZERO,
+                ONE_TO_TEN,
+                ZERO,
+                ZERO,
+                ZERO,
+                ZERO,
+            ]
+        )
+
+    def _assert_gradient_output(self, expected):
+        input_tensor = torch.tensor([ONE_TO_TEN], dtype=torch.float32)
+
+        self.model.features.layer.weight.grad = None  # Reset gradients
+        output = self.model.features.layer(input_tensor)
+        loss = output.sum()
+        loss.backward()
+
+        expected_grads = torch.tensor(expected)
+        torch.testing.assert_close(
+            self.model.features.layer.weight.grad, expected_grads
+        )
+
+
+class _SubLayerModule(nn.Module):
+    def __init__(self):
+        super().__init__()
+        self.layer = nn.Linear(10, 10)
+
+
+class _TestModel(nn.Module):
+    def __init__(self):
+        super().__init__()
+        self.features = _SubLayerModule()
+        self.classifier = nn.Linear(10, 2)
+
+
+if __name__ == "__main__":
+    unittest.main()

tests/test_normalize_config.py

@@ -25,20 +25,6 @@ class NormalizeConfigTestCase(unittest.TestCase):
             }
         )
 
-    def test_lr_as_float(self):
-        cfg = (
-            self._get_base_cfg()
-            | DictDefault(  # pylint: disable=unsupported-binary-operation
-                {
-                    "learning_rate": "5e-5",
-                }
-            )
-        )
-
-        normalize_config(cfg)
-
-        assert cfg.learning_rate == 0.00005
-
     def test_base_model_config_set_when_empty(self):
         cfg = self._get_base_cfg()
         del cfg.base_model_config

tests/test_prompt_tokenizers.py

@@ -1,4 +1,5 @@
 """Module for testing prompt tokenizers."""
+
 import json
 import logging
 import unittest
@@ -7,7 +8,8 @@ from pathlib import Path
 from typing import Optional
 
 import pytest
-from transformers import AutoTokenizer, LlamaTokenizer
+from datasets import load_dataset
+from transformers import AddedToken, AutoTokenizer, LlamaTokenizer
 
 from axolotl.prompt_strategies.alpaca_chat import NoSystemPrompter
 from axolotl.prompt_strategies.alpaca_w_system import (
@@ -18,11 +20,14 @@ from axolotl.prompt_strategies.llama2_chat import (
     Llama2ChatPrompter,
     LLama2ChatTokenizingStrategy,
 )
+from axolotl.prompt_strategies.orpo.chat_template import load
+from axolotl.prompt_strategies.sharegpt import GlaiveShareGPTPromptTokenizingStrategy
 from axolotl.prompt_tokenizers import (
     AlpacaPromptTokenizingStrategy,
     ShareGPTPromptTokenizingStrategy,
 )
 from axolotl.prompters import AlpacaPrompter, PromptStyle, ShareGPTPrompterV2
+from axolotl.utils.dict import DictDefault
 
 LOG = logging.getLogger("axolotl")
 
@@ -204,13 +209,13 @@ class TestPromptTokenizationStrategies(unittest.TestCase):
         # fmt: off
         # System message, multi-turn conversations
         mt_ids = tokenize(test_data['multi_turn_sys'])
-        assert decode(mt_ids) == '<s> [INST] lorem\nabc [/INST] ipsum</s> [INST] 123 [/INST] sit</s>'
-        assert mt_ids == [1, 518, 25580, 29962, 301, 3668, 13, 10736, 518, 29914, 25580, 29962, 23421, 2, 518, 25580, 29962, 29871, 29896, 29906, 29941, 518, 29914, 25580, 29962, 7845, 2]
+        assert decode(mt_ids) == '<s> [INST]  lorem\nabc [/INST] ipsum</s> [INST] 123 [/INST] sit</s>'
+        assert mt_ids == [1, 518, 25580, 29962, 29871, 301, 3668, 13, 10736, 518, 29914, 25580, 29962, 23421, 2, 518, 25580, 29962, 29871, 29896, 29906, 29941, 518, 29914, 25580, 29962, 7845, 2]
 
         # System message, single-turn conversations
         st_ids = tokenize(test_data['single_turn_sys'])
-        assert decode(st_ids) == '<s> [INST] lorem\nabc [/INST] ipsum</s>'
-        assert st_ids == [1, 518, 25580, 29962, 301, 3668, 13, 10736, 518, 29914, 25580, 29962, 23421, 2]
+        assert decode(st_ids) == '<s> [INST]  lorem\nabc [/INST] ipsum</s>'
+        assert st_ids == [1, 518, 25580, 29962, 29871, 301, 3668, 13, 10736, 518, 29914, 25580, 29962, 23421, 2]
 
         # No system message, single-turn
         ns_ids = tokenize(test_data['single_turn_no_sys'])
@@ -266,6 +271,23 @@ class TestPromptTokenizationStrategies(unittest.TestCase):
             idx = res["input_ids"].index(20255)  # assistant token
             assert res["labels"][idx] == -100
 
+    def test_glaive_tool_label_ignore(self):
+        conversation = {
+            "system": "SYSTEM: This is a system prompt",
+            "chat": "USER: Can you book a flight for me from New York to London? ASSISTANT: I'm sorry, but I don't have the capability to book flights.  <|endoftext|>",
+        }
+        prompter = ShareGPTPrompterV2()
+        strat = GlaiveShareGPTPromptTokenizingStrategy(
+            prompter,
+            self.tokenizer,
+            False,
+            2048,
+        )
+        with self._caplog.at_level(logging.WARNING):
+            res = strat.tokenize_prompt(conversation)
+            idx = res["input_ids"].index(13566)  # assistant token
+            assert res["labels"][idx] == -100
+
     def test_no_sys_prompt(self):
         """
         tests the interface between the user and assistant parts
@@ -427,5 +449,57 @@ If a question does not make any sense, or is not factually coherent, explain why
         )
 
 
+class OrpoTokenizationTest(unittest.TestCase):
+    """test case for the ORPO tokenization"""
+
+    def setUp(self) -> None:
+        # pylint: disable=duplicate-code
+        tokenizer = LlamaTokenizer.from_pretrained("mistralai/Mistral-7B-v0.1")
+        tokenizer.add_special_tokens(
+            {
+                "eos_token": AddedToken(
+                    "<|im_end|>", rstrip=False, lstrip=False, normalized=False
+                )
+            }
+        )
+        tokenizer.add_tokens(
+            [
+                AddedToken(
+                    "<|im_start|>", rstrip=False, lstrip=False, normalized=False
+                ),
+            ]
+        )
+        self.tokenizer = tokenizer
+        self.dataset = load_dataset(
+            "argilla/ultrafeedback-binarized-preferences-cleaned", split="train"
+        ).select([0])
+
+    def test_orpo_integration(self):
+        strat = load(
+            self.tokenizer,
+            DictDefault({"train_on_inputs": False}),
+            DictDefault({"chat_template": "chatml"}),
+        )
+        res = strat.tokenize_prompt(self.dataset[0])
+        assert "rejected_input_ids" in res
+        assert "rejected_labels" in res
+        assert "input_ids" in res
+        assert "labels" in res
+        assert "prompt_attention_mask" in res
+
+        assert len(res["rejected_input_ids"]) == len(res["rejected_labels"])
+        assert len(res["input_ids"]) == len(res["labels"])
+        assert len(res["input_ids"]) == len(res["prompt_attention_mask"])
+
+        assert res["rejected_labels"][0] == -100
+        assert res["rejected_input_ids"][-1] == res["rejected_labels"][-1]
+
+        assert res["labels"][0] == -100
+        assert res["input_ids"][-1] == res["labels"][-1]
+
+        assert res["prompt_attention_mask"][0] == 1
+        assert res["prompt_attention_mask"][-1] == 0
+
+
 if __name__ == "__main__":
     unittest.main()