cpu offloading

* Fix: bf16 torch dtype

* simplify casting to device and dtype

---------

Co-authored-by: Wing Lian <wing.lian@gmail.com>

.github/workflows/base.yml

@@ -28,7 +28,12 @@ jobs:
           - cuda: "118"
             cuda_version: 11.8.0
             python_version: "3.10"
-            pytorch: 2.1.0
+            pytorch: 2.1.1
+            torch_cuda_arch_list: "7.0 7.5 8.0 8.6 9.0+PTX"
+          - cuda: "121"
+            cuda_version: 12.1.0
+            python_version: "3.10"
+            pytorch: 2.1.1
             torch_cuda_arch_list: "7.0 7.5 8.0 8.6 9.0+PTX"
     steps:
       - name: Checkout

.github/workflows/main.yml

@@ -27,38 +27,56 @@ jobs:
           - cuda: 118
             cuda_version: 11.8.0
             python_version: "3.10"
-            pytorch: 2.1.0
+            pytorch: 2.1.1
+            axolotl_extras:
+          - cuda: 121
+            cuda_version: 12.1.0
+            python_version: "3.10"
+            pytorch: 2.1.1
             axolotl_extras:
     runs-on: [self-hosted, gpu, docker]
     steps:
       - name: Checkout
-        uses: actions/checkout@v3
+        uses: actions/checkout@v4
       - name: Docker metadata
         id: metadata
-        uses: docker/metadata-action@v3
+        uses: docker/metadata-action@v5
         with:
           images: winglian/axolotl
+      - name: Set up Docker Buildx
+        uses: docker/setup-buildx-action@v3
       - name: Login to Docker Hub
-        uses: docker/login-action@v2
+        uses: docker/login-action@v3
         with:
           username: ${{ secrets.DOCKERHUB_USERNAME }}
           password: ${{ secrets.DOCKERHUB_TOKEN }}
-      - name: Set up Docker Buildx
-        uses: docker/setup-buildx-action@v2
-      - name: Build
-        uses: docker/build-push-action@v4
+      # guidance for testing before pushing: https://docs.docker.com/build/ci/github-actions/test-before-push/
+      - name: Build and export to Docker
+        uses: docker/build-push-action@v5
         with:
           context: .
+          load: true
           build-args: |
             BASE_TAG=${{ github.ref_name }}-base-py${{ matrix.python_version }}-cu${{ matrix.cuda }}-${{ matrix.pytorch }}
             CUDA=${{ matrix.cuda }}
             PYTORCH_VERSION=${{ matrix.pytorch }}
           file: ./docker/Dockerfile
-          push: ${{ github.event_name != 'pull_request' }}
           tags: |
             ${{ steps.metadata.outputs.tags }}-py${{ matrix.python_version }}-cu${{ matrix.cuda }}-${{ matrix.pytorch }}${{ matrix.axolotl_extras != '' && '-' || '' }}${{ matrix.axolotl_extras }}
             ${{ (matrix.is_latest) && format('{0}-latest', steps.metadata.outputs.tags) || '' }}
           labels: ${{ steps.metadata.outputs.labels }}
+      - name: Unit Tests
+        run: |
+          docker run --rm ${{ steps.metadata.outputs.tags }}-py${{ matrix.python_version }}-cu${{ matrix.cuda }}-${{ matrix.pytorch }}${{ matrix.axolotl_extras != '' && '-' || '' }}${{ matrix.axolotl_extras }} pytest --ignore=tests/e2e/ /workspace/axolotl/tests/
+      - name: Push to Docker Hub
+        if: github.event_name != 'pull_request'
+        run: |
+          docker push ${{ steps.metadata.outputs.tags }}-py${{ matrix.python_version }}-cu${{ matrix.cuda }}-${{ matrix.pytorch }}${{ matrix.axolotl_extras != '' && '-' || '' }}${{ matrix.axolotl_extras }}
+          latest_tag=${{ (matrix.is_latest) && format('{0}-latest', steps.metadata.outputs.tags) || '' }}
+          if [ -n "$latest_tag" ]; then
+            docker push "$latest_tag"
+          fi
+
   build-axolotl-runpod:
     needs: build-axolotl
     if: github.repository_owner == 'OpenAccess-AI-Collective'
@@ -80,26 +98,31 @@ jobs:
           - cuda: 118
             cuda_version: 11.8.0
             python_version: "3.10"
-            pytorch: 2.1.0
+            pytorch: 2.1.1
+            axolotl_extras:
+          - cuda: 121
+            cuda_version: 12.1.0
+            python_version: "3.10"
+            pytorch: 2.1.1
             axolotl_extras:
     runs-on: [self-hosted, gpu, docker]
     steps:
       - name: Checkout
-        uses: actions/checkout@v3
+        uses: actions/checkout@v4
       - name: Docker metadata
         id: metadata
-        uses: docker/metadata-action@v3
+        uses: docker/metadata-action@v5
         with:
           images: winglian/axolotl-runpod
       - name: Login to Docker Hub
-        uses: docker/login-action@v2
+        uses: docker/login-action@v3
         with:
           username: ${{ secrets.DOCKERHUB_USERNAME }}
           password: ${{ secrets.DOCKERHUB_TOKEN }}
       - name: Set up Docker Buildx
         uses: docker/setup-buildx-action@v2
       - name: Build
-        uses: docker/build-push-action@v4
+        uses: docker/build-push-action@v5
         with:
           context: .
           build-args: |

README.md

@@ -36,7 +36,9 @@ Features:
   - [Train](#train)
   - [Inference](#inference)
   - [Merge LORA to Base](#merge-lora-to-base)
+  - [Special Tokens](#special-tokens)
 - [Common Errors](#common-errors-)
+  - [Tokenization Mismatch b/w Training & Inference](#tokenization-mismatch-bw-inference--training)
 - [Need Help?](#need-help-)
 - [Badge](#badge-)
 - [Community Showcase](#community-showcase)
@@ -251,6 +253,13 @@ Have dataset(s) in one of the following format (JSONL recommended):
   ```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
+    ```
 - `completion`: raw corpus
   ```json
   {"text": "..."}
@@ -511,6 +520,14 @@ model_config:
     type: # linear | dynamic
     factor: # float
 
+# optional overrides to the bnb 4bit quantization configuration
+# https://huggingface.co/docs/transformers/main/main_classes/quantization#transformers.BitsAndBytesConfig
+bnb_config_kwargs:
+  # These are default values
+  llm_int8_has_fp16_weight: false
+  bnb_4bit_quant_type: nf4
+  bnb_4bit_use_double_quant: true
+
 
 # Whether you are training a 4-bit GPTQ quantized model
 gptq: true
@@ -572,6 +589,9 @@ datasets:
       # For `completion` datsets only, uses the provided field instead of `text` column
       field:
 
+# Saves the desired chat template to the tokenizer_config.json for easier inferencing
+# Currently supports chatml and inst (mistral/mixtral)
+chat_template: chatml
 # Axolotl attempts to save the dataset as an arrow after packing the data together so
 # subsequent training attempts load faster, relative path
 dataset_prepared_path: data/last_run_prepared
@@ -663,6 +683,7 @@ relora_warmup_steps: # Number of per-restart warmup steps
 relora_cpu_offload: # True to perform lora weight merges on cpu during restarts, for modest gpu memory savings
 
 # wandb configuration if you're using it
+# Make sure your `WANDB_API_KEY` environment variable is set (recommended) or you login to wandb with `wandb login`.
 wandb_mode: # "offline" to save run metadata locally and not sync to the server, "disabled" to turn off wandb
 wandb_project: # Your wandb project name
 wandb_entity: # A wandb Team name if using a Team
@@ -774,7 +795,7 @@ max_grad_norm:
 # Augmentation techniques
 # NEFT https://arxiv.org/abs/2310.05914, set this to a number (paper default is 5) to add noise to embeddings
 # currently only supported on Llama and Mistral
-noisy_embedding_alpha:
+neftune_noise_alpha:
 
 # Whether to bettertransformers
 flash_optimum:
@@ -789,11 +810,6 @@ flash_attn_fuse_mlp: # Whether to fuse part of the MLP into a single operation
 # Whether to use scaled-dot-product attention
 # https://pytorch.org/docs/stable/generated/torch.nn.functional.scaled_dot_product_attention.html
 sdp_attention:
-# Landmark attention (only llama)
-landmark_attention:
-# xpos RoPE see https://github.com/kaiokendev/cutoff-len-is-context-len/blob/main/util/xpos_rope_llama_monkey_patch.py
-# LLaMA only
-xpos_rope:
 
 # Resume from a specific checkpoint dir
 resume_from_checkpoint:
@@ -960,6 +976,8 @@ fsdp_config:
 
 ##### Weights & Biases Logging
 
+Make sure your `WANDB_API_KEY` environment variable is set (recommended) or you login to wandb with `wandb login`.
+
 - wandb options
 ```yaml
 wandb_mode:
@@ -970,9 +988,28 @@ wandb_name:
 wandb_log_model:
 ```
 
-### Inference
+##### Special Tokens
 
-Pass the appropriate flag to the train command:
+It is important to have special tokens like delimiters, end-of-sequence, beginning-of-sequence in your tokenizer's vocabulary.  This will help you avoid tokenization issues and help your model train better.  You can do this in axolotl like this:
+
+```yml
+special_tokens:
+  bos_token: "<s>"
+  eos_token: "</s>"
+  unk_token: "<unk>"
+tokens: # these are delimiters
+  - "<|im_start|>"
+  - "<|im_end|>"
+```
+
+When you include these tokens in your axolotl config, axolotl adds these tokens to the tokenizer's vocabulary.
+
+### Inference Playground
+
+Axolotl allows you to load your model in an interactive terminal playground for quick experimentation.
+The config file is the same config file used for training.
+
+Pass the appropriate flag to the inference command, depending upon what kind of model was trained:
 
 - Pretrained LORA:
   ```bash
@@ -1001,7 +1038,7 @@ Please use `--sample_packing False` if you have it on and receive the error simi
 Add below flag to train command above
 
 ```bash
-python3 -m axolotl.cli.merge_lora examples/your_config.yml --lora_model_dir="./completed-model" --load_in_8bit=False --load_in_4bit=False
+python3 -m axolotl.cli.merge_lora examples/your_config.yml --lora_model_dir="./completed-model"
 ```
 
 If you run out of CUDA memory, you can try to merge in system RAM with
@@ -1048,6 +1085,20 @@ It's safe to ignore it.
 
 See the [NCCL](docs/nccl.md) guide.
 
+
+### Tokenization Mismatch b/w Inference & Training
+
+For many formats, Axolotl constructs prompts by concatenating token ids _after_ tokenizing strings.  The reason for concatenating token ids rather than operating on strings is to maintain precise accounting for attention masks.
+
+If you decode a prompt constructed by axolotl, you might see spaces between tokens (or lack thereof) that you do not expect, especially around delimiters and special tokens.  When you are starting out with a new format, you should always do the following:
+
+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.
+4. As an additional troubleshooting step, you can look 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.
+
 ## Need help? 🙋♂️
 
 Join our [Discord server](https://discord.gg/HhrNrHJPRb) where we can help you

deepspeed/zero3_bf16.json

@@ -0,0 +1,39 @@
+{
+  "zero_optimization": {
+    "stage": 3,
+    "overlap_comm": true,
+    "contiguous_gradients": true,
+    "sub_group_size": 0,
+    "reduce_bucket_size": "auto",
+    "stage3_prefetch_bucket_size": "auto",
+    "stage3_param_persistence_threshold": "auto",
+    "stage3_max_live_parameters": 0,
+    "stage3_max_reuse_distance": 0,
+    "stage3_gather_16bit_weights_on_model_save": true
+  },
+  "bf16": {
+    "enabled": true
+  },
+  "fp16": {
+    "enabled": "auto",
+    "auto_cast": false,
+    "loss_scale": 0,
+    "initial_scale_power": 32,
+    "loss_scale_window": 1000,
+    "hysteresis": 2,
+    "min_loss_scale": 1
+  },
+  "optimizer": {
+    "type": "AdamW",
+    "params": {
+      "lr": "auto",
+      "betas": "auto",
+      "eps": "auto",
+      "weight_decay": "auto"
+    }
+  },
+  "gradient_accumulation_steps": "auto",
+  "train_batch_size": "auto",
+  "train_micro_batch_size_per_gpu": "auto",
+  "wall_clock_breakdown": false
+}

deepspeed/zero3_cpu.json

@@ -0,0 +1,47 @@
+{
+  "zero_optimization": {
+    "stage": 3,
+    "offload_optimizer": {
+      "device": "cpu",
+      "pin_memory": true
+    },
+    "offload_param": {
+      "device": "cpu",
+      "pin_memory": true
+    },
+    "overlap_comm": true,
+    "contiguous_gradients": true,
+    "sub_group_size": 0,
+    "reduce_bucket_size": "auto",
+    "stage3_prefetch_bucket_size": "auto",
+    "stage3_param_persistence_threshold": "auto",
+    "stage3_max_live_parameters": 0,
+    "stage3_max_reuse_distance": 0,
+    "stage3_gather_16bit_weights_on_model_save": true
+  },
+  "bf16": {
+    "enabled": "auto"
+  },
+  "fp16": {
+    "enabled": "auto",
+    "auto_cast": false,
+    "loss_scale": 0,
+    "initial_scale_power": 32,
+    "loss_scale_window": 1000,
+    "hysteresis": 2,
+    "min_loss_scale": 1
+  },
+  "optimizer": {
+    "type": "AdamW",
+    "params": {
+      "lr": "auto",
+      "betas": "auto",
+      "eps": "auto",
+      "weight_decay": "auto"
+    }
+  },
+  "gradient_accumulation_steps": "auto",
+  "train_batch_size": "auto",
+  "train_micro_batch_size_per_gpu": "auto",
+  "wall_clock_breakdown": false
+}

docker/Dockerfile

@@ -10,7 +10,7 @@ ARG PYTORCH_VERSION="2.0.1"
 ENV PYTORCH_VERSION=$PYTORCH_VERSION
 
 RUN apt-get update && \
-    apt-get install -y vim curl
+    apt-get install -y --allow-change-held-packages vim curl nano libnccl2 libnccl-dev
 
 WORKDIR /workspace
 
@@ -19,13 +19,15 @@ RUN git clone --depth=1 https://github.com/OpenAccess-AI-Collective/axolotl.git
 WORKDIR /workspace/axolotl
 
 # If AXOLOTL_EXTRAS is set, append it in brackets
-RUN sed -i "s/torch==.*/torch==$PYTORCH_VERSION/" requirements.txt
 RUN if [ "$AXOLOTL_EXTRAS" != "" ] ; then \
         pip install -e .[deepspeed,flash-attn,$AXOLOTL_EXTRAS]; \
     else \
         pip install -e .[deepspeed,flash-attn]; \
     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

examples/mistral/config.yml

@@ -17,6 +17,7 @@ output_dir: ./out
 sequence_len: 8192
 sample_packing: true
 pad_to_sequence_len: true
+eval_sample_packing: false
 
 wandb_project:
 wandb_entity:

examples/mistral/mixtral.yml

@@ -14,6 +14,18 @@ dataset_prepared_path: last_run_prepared
 val_set_size: 0.0
 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.*
+
+model_config:
+  output_router_logits: true
+
 adapter: qlora
 lora_model_dir:
 

examples/mistral/qlora.yml

@@ -11,7 +11,7 @@ datasets:
   - path: mhenrichsen/alpaca_2k_test
     type: alpaca
 dataset_prepared_path: last_run_prepared
-val_set_size: 0.05
+val_set_size: 0.1
 output_dir: ./qlora-out
 
 adapter: qlora

examples/yayi2-30b/fft.yml

@@ -0,0 +1,64 @@
+base_model: models/yayi2-30b
+model_type: AutoModelForCausalLM
+tokenizer_type: AutoTokenizer
+is_mistral_derived_model: false
+trust_remote_code: true
+model_revision: refs/pr/5
+
+load_in_8bit: false
+load_in_4bit: false
+strict: false
+
+datasets:
+  - path: mhenrichsen/alpaca_2k_test
+    type: alpaca
+dataset_prepared_path:
+val_set_size: 0.05
+output_dir: ./out
+
+sequence_len: 2048
+sample_packing: false
+pad_to_sequence_len: false
+eval_sample_packing: false
+
+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: 0.000005
+
+train_on_inputs: false
+group_by_length: false
+bf16: true
+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: 10
+evals_per_epoch: 4
+eval_table_size:
+eval_table_max_new_tokens: 128
+saves_per_epoch: 1
+debug:
+deepspeed: deepspeed/zero3_cpu.json
+weight_decay: 0.0
+fsdp:
+fsdp_config:
+special_tokens:
+  bos_token: "<s>"
+  eos_token: "</s>"
+  unk_token: "<unk>"

examples/yayi2-30b/qlora.yml

@@ -0,0 +1,76 @@
+base_model: wenge-research/yayi2-30b
+model_type: AutoModelForCausalLM
+tokenizer_type: AutoTokenizer
+is_mistral_derived_model: false
+trust_remote_code: true
+model_revision: refs/pr/5
+
+load_in_8bit: false
+load_in_4bit: true
+strict: false
+
+datasets:
+  - path: mhenrichsen/alpaca_2k_test
+    type: alpaca
+dataset_prepared_path: last_run_prepared
+val_set_size: 0.1
+output_dir: ./qlora-out
+
+adapter: qlora
+lora_model_dir:
+
+sequence_len: 2048 # Fits in 40gb VRAM. Can easily do 4096 in A100 80 or a A6000
+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:
+lora_target_modules:
+
+wandb_project: yayi2
+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: 0.0005
+
+train_on_inputs: false
+group_by_length: false
+bf16: true
+fp16: false
+tf32: false
+
+gradient_checkpointing: true
+early_stopping_patience:
+resume_from_checkpoint:
+local_rank:
+logging_steps: 1
+xformers_attention:
+flash_attention: false
+
+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:
+  bos_token: "<s>"
+  eos_token: "</s>"
+  unk_token: "<unk>"

examples/yi-34B-chat/README.md

@@ -0,0 +1,5 @@
+# Overview
+
+This is an example of a Yi-34B-Chat configuration. It demonstrates that it is possible to finetune a 34B model on a GPU with 24GB of VRAM.
+
+Tested on an RTX 4090 with `python -m axolotl.cli.train examples/mistral/qlora.yml`, a single epoch of finetuning on the alpaca dataset using qlora runs in 47 mins, using 97% of available memory.

examples/yi-34B-chat/qlora.yml

@@ -0,0 +1,76 @@
+base_model: 01-ai/Yi-34B-Chat
+model_type: LlamaForCausalLM
+tokenizer_type: LlamaTokenizer
+is_mistral_derived_model: false
+is_llama_derived_model: true
+load_in_8bit: false
+load_in_4bit: true
+strict: false
+sequence_len: 1024
+bf16: true
+fp16: false
+tf32: false
+flash_attention: true
+special_tokens:
+  bos_token: "<|startoftext|>"
+  eos_token: "<|endoftext|>"
+  unk_token: "<unk>"
+
+# Data
+datasets:
+  - path: mhenrichsen/alpaca_2k_test
+    type: alpaca
+warmup_steps: 10
+
+# Iterations
+num_epochs: 1
+
+# Evaluation
+val_set_size: 0.1
+evals_per_epoch: 5
+eval_table_size:
+eval_table_max_new_tokens: 128
+eval_sample_packing: false
+eval_batch_size: 1
+
+# LoRA
+output_dir: ./qlora-out
+adapter: qlora
+lora_model_dir:
+lora_r: 32
+lora_alpha: 16
+lora_dropout: 0.05
+lora_target_linear: true
+lora_fan_in_fan_out:
+lora_target_modules:
+
+# Sampling
+sample_packing: false
+pad_to_sequence_len: false
+
+# Batching
+gradient_accumulation_steps: 4
+micro_batch_size: 1
+gradient_checkpointing: true
+
+# wandb
+wandb_project:
+
+# Optimizer
+optimizer: paged_adamw_8bit
+lr_scheduler: cosine
+learning_rate: 0.0002
+
+# Misc
+train_on_inputs: false
+group_by_length: false
+early_stopping_patience:
+resume_from_checkpoint:
+local_rank:
+logging_steps: 1
+xformers_attention:
+debug:
+deepspeed:
+weight_decay: 0
+fsdp:
+fsdp_config:

requirements.txt

@@ -2,7 +2,7 @@
 auto-gptq==0.5.1
 packaging
 peft==0.6.0
-transformers @ git+https://github.com/huggingface/transformers.git@e5079b0b2abcef11ecbdae60ba4a6636c57b725d
+transformers==4.36.2
 tokenizers==0.15.0
 bitsandbytes>=0.41.1
 accelerate==0.24.1

setup.py

@@ -1,5 +1,7 @@
 """setup.py for axolotl"""
 
+from importlib.metadata import PackageNotFoundError, version
+
 from setuptools import find_packages, setup
 
 
@@ -22,12 +24,13 @@ def parse_requirements():
                 # Handle standard packages
                 _install_requires.append(line)
 
-    # TODO(wing) remove once xformers release supports torch 2.1.0
-    if "torch==2.1.0" in _install_requires:
-        _install_requires.pop(_install_requires.index("xformers>=0.0.22"))
-        _install_requires.append(
-            "xformers @ git+https://github.com/facebookresearch/xformers.git@main"
-        )
+    try:
+        torch_version = version("torch")
+        if torch_version.startswith("2.1.1"):
+            _install_requires.pop(_install_requires.index("xformers==0.0.22"))
+            _install_requires.append("xformers==0.0.23")
+    except PackageNotFoundError:
+        pass
 
     return _install_requires, _dependency_links
 

src/axolotl/cli/__init__.py

@@ -103,15 +103,7 @@ def do_inference(
             importlib.import_module("axolotl.prompters"), prompter
         )
 
-    if cfg.landmark_attention:
-        from axolotl.monkeypatch.llama_landmark_attn import set_model_mem_id
-
-        set_model_mem_id(model, tokenizer)
-        model.set_mem_cache_args(
-            max_seq_len=255, mem_freq=50, top_k=5, max_cache_size=None
-        )
-
-    model = model.to(cfg.device)
+    model = model.to(cfg.device, dtype=cfg.torch_dtype)
 
     while True:
         print("=" * 80)
@@ -176,15 +168,7 @@ def do_inference_gradio(
             importlib.import_module("axolotl.prompters"), prompter
         )
 
-    if cfg.landmark_attention:
-        from axolotl.monkeypatch.llama_landmark_attn import set_model_mem_id
-
-        set_model_mem_id(model, tokenizer)
-        model.set_mem_cache_args(
-            max_seq_len=255, mem_freq=50, top_k=5, max_cache_size=None
-        )
-
-    model = model.to(cfg.device)
+    model = model.to(cfg.device, dtype=cfg.torch_dtype)
 
     def generate(instruction):
         if not instruction:

src/axolotl/cli/merge_lora.py

@@ -18,7 +18,15 @@ def do_cli(config: Path = Path("examples/"), **kwargs):
         return_remaining_strings=True
     )
     parsed_cli_args.merge_lora = True
-    parsed_cfg = load_cfg(config, merge_lora=True, **kwargs)
+
+    parsed_cfg = load_cfg(
+        config,
+        merge_lora=True,
+        load_in_8bit=False,
+        load_in_4bit=False,
+        flash_attention=False,
+        **kwargs
+    )
 
     do_merge_lora(cfg=parsed_cfg, cli_args=parsed_cli_args)
 

src/axolotl/cli/train.py

@@ -22,8 +22,8 @@ LOG = logging.getLogger("axolotl.cli.train")
 
 def do_cli(config: Path = Path("examples/"), **kwargs):
     # pylint: disable=duplicate-code
-    print_axolotl_text_art()
     parsed_cfg = load_cfg(config, **kwargs)
+    print_axolotl_text_art()
     check_accelerate_default_config()
     check_user_token()
     parser = transformers.HfArgumentParser((TrainerCliArgs))

src/axolotl/core/trainer_builder.py

@@ -9,7 +9,7 @@ import math
 import sys
 from abc import abstractmethod
 from dataclasses import dataclass, field
-from functools import partial
+from functools import wraps
 from pathlib import Path
 from typing import Optional
 
@@ -120,6 +120,7 @@ class AxolotlTrainer(Trainer):
     """
 
     args = None  # type: AxolotlTrainingArguments
+    tag_names = ["axolotl"]
 
     def __init__(self, *args, num_epochs=1, bench_data_collator=None, **kwargs):
         self.num_epochs = num_epochs
@@ -290,12 +291,41 @@ class AxolotlTrainer(Trainer):
         #     return (loss, outputs) if return_outputs else loss
         return super().compute_loss(model, inputs, return_outputs=return_outputs)
 
+    def _sanitize_kwargs_for_tagging(self, tag_names, kwargs=None):
+        if isinstance(tag_names, str):
+            tag_names = [tag_names]
+
+        if kwargs is not None:
+            if "tags" not in kwargs:
+                kwargs["tags"] = tag_names
+            elif "tags" in kwargs and isinstance(kwargs["tags"], list):
+                kwargs["tags"].extend(tag_names)
+            elif "tags" in kwargs and isinstance(kwargs["tags"], str):
+                tag_names.append(kwargs["tags"])
+                kwargs["tags"] = tag_names
+
+        return kwargs
+
+    @wraps(Trainer.push_to_hub)
+    def push_to_hub(self, *args, **kwargs) -> str:
+        """
+        Overwrite the `push_to_hub` method in order to force-add the tags when pushing the
+        model on the Hub. Please refer to `~transformers.Trainer.push_to_hub` for more details.
+        """
+        kwargs = self._sanitize_kwargs_for_tagging(
+            tag_names=self.tag_names, kwargs=kwargs
+        )
+
+        return super().push_to_hub(*args, **kwargs)
+
 
 class AxolotlMambaTrainer(AxolotlTrainer):
     """
     Mamba specific trainer to handle loss calculation
     """
 
+    tag_names = ["axolotl", "mamba"]
+
     def compute_loss(
         self,
         model,
@@ -322,6 +352,8 @@ class OneCycleLRSchedulerTrainer(AxolotlTrainer):
     Trainer subclass that uses the OneCycleLR scheduler
     """
 
+    tag_names = ["axolotl", "onecycle"]
+
     def __init__(self, *args, **kwargs):
         super().__init__(*args, **kwargs)
         self.lr_scheduler = None
@@ -351,6 +383,8 @@ class ReLoRATrainer(AxolotlTrainer):
     Trainer subclass that uses the OneCycleLR scheduler
     """
 
+    tag_names = ["axolotl", "relora"]
+
     def __init__(self, *args, **kwargs):
         super().__init__(*args, **kwargs)
         self.lr_scheduler = None
@@ -692,6 +726,9 @@ class HFCausalTrainerBuilder(TrainerBuilderBase):
             and self.cfg.lr_scheduler not in ("one_cycle", "log_sweep")
             else "cosine"
         )
+        training_arguments_kwargs["lr_scheduler_kwargs"] = (
+            self.cfg.lr_scheduler_kwargs if self.cfg.lr_scheduler_kwargs else {}
+        )
         training_arguments_kwargs["weight_decay"] = (
             self.cfg.weight_decay if self.cfg.weight_decay is not None else 0.0
         )
@@ -712,6 +749,12 @@ class HFCausalTrainerBuilder(TrainerBuilderBase):
             training_arguments_kwargs
         )
         training_arguments_kwargs["model_type"] = self.cfg.model_config_type
+
+        if self.cfg.neftune_noise_alpha is not None:
+            training_arguments_kwargs[
+                "neftune_noise_alpha"
+            ] = self.cfg.neftune_noise_alpha
+
         training_args = (
             AxolotlTrainingArguments(  # pylint: disable=unexpected-keyword-arg
                 **training_arguments_kwargs,
@@ -737,26 +780,6 @@ class HFCausalTrainerBuilder(TrainerBuilderBase):
             # https://docs.nvidia.com/deeplearning/performance/dl-performance-matrix-multiplication/index.html
             data_collator_kwargs["pad_to_multiple_of"] = 64
 
-        if self.cfg.is_llama_derived_model and self.cfg.landmark_attention:
-            from axolotl.monkeypatch.llama_landmark_attn import (
-                add_mem_tokens,
-                get_mem_id,
-                set_model_mem_id,
-            )
-
-            set_model_mem_id(self.model, self.tokenizer)
-
-            LOG.info("Adding landmark attention tokens to dataset")
-
-            for dataset in [self.train_dataset, self.eval_dataset]:
-                dataset = dataset.map(
-                    partial(
-                        add_mem_tokens, mem_freq=50, mem_id=get_mem_id(self.tokenizer)
-                    ),
-                    batched=False,
-                    num_proc=32,
-                )
-
         trainer_cls = self._get_trainer_cls()
         trainer_kwargs, trainer_cls = self.hook_pre_create_trainer(
             trainer_kwargs, trainer_cls

src/axolotl/monkeypatch/fastchat_conversation_turns.py

@@ -82,15 +82,44 @@ def get_turns(  # pylint: disable=too-many-return-statements
             else:
                 yield role + ":", ""
         return
-    if self.sep_style == SeparatorStyle.LLAMA2:
-        seps = [self.sep, self.sep2]
+    if self.sep_style == SeparatorStyle.LLAMA2 and self.name != "mistral":
         if self.system_message:
+            if self.messages:
+                # For llama, the system message is incorporated into the first human instruction
+                first_role, first_msg = self.messages[0]
+                if first_role == self.roles[0]:
+                    system_prompt += first_msg
+                    self.messages.pop(0)
             yield "", system_prompt
-        else:
-            yield "", "[INST] "
-        for i, (role, message) in enumerate(self.messages[1:]):
+        for i, (role, message) in enumerate(self.messages):
             if message:
-                yield role + " ", message + seps[i % 2]
+                if (i % 2 == 0 and not self.system_message) or (
+                    i % 2 != 0 and self.system_message
+                ):
+                    role = "<s> " + role
+                yield role + " ", message
+            else:
+                yield role, ""
+        return
+    if self.sep_style == SeparatorStyle.LLAMA2 and self.name == "mistral":
+        contains_sys_msg = False
+        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
+                first_role, first_msg = self.messages[0]
+                if first_role == self.roles[0]:
+                    system_prompt = self.system_template.format(
+                        system_message=" " + self.system_message
+                    )
+                    system_prompt += first_msg
+                    self.messages.pop(0)
+            yield "", system_prompt
+        for i, (role, message) in enumerate(self.messages):
+            if message and i == 0 and not contains_sys_msg:
+                yield "", system_prompt.strip() + " " + message  # if there is no system message, we need to make sure there is the a `<s> [INST]` at the beginning of the first instruction.
+            elif message:
+                yield role + " ", message
             else:
                 yield role, ""
         return

src/axolotl/monkeypatch/neft_embeddings.py

@@ -1,65 +0,0 @@
-"""
-patches implemented through the trainer hooks to enable NEFT/noisy embeddings per https://arxiv.org/abs/2310.05914
-"""
-import torch
-from peft import PeftModel
-from transformers import PreTrainedModel
-
-
-def patch_neft(alpha, model):
-    embeddings = None
-    if isinstance(model, PreTrainedModel):
-        embeddings = model.get_input_embeddings()
-    if isinstance(model, PeftModel):
-        embeddings = model.base_model.get_input_embeddings()
-    if not embeddings:
-        raise ValueError(f"unhandled model class for neft: {model.__class__.__name__}")
-    embeddings.noisy_embedding_alpha = alpha
-    old_forward = embeddings.forward
-
-    # This hack seems to be needed to properly use a custom forward pass
-    # all credits to: https://discuss.pytorch.org/t/how-can-i-replace-the-forward-method-of-a-predefined-torchvision-model-with-my-customized-forward-function/54224/11
-    bound_method = neft_forward.__get__(  # pylint: disable=no-value-for-parameter
-        embeddings, embeddings.__class__
-    )
-    setattr(embeddings, "forward", bound_method)
-
-    embeddings._old_forward = old_forward  # pylint: disable=protected-access
-    return model
-
-
-def unpatch_neft(model):
-    embeddings = None
-    if isinstance(model, PreTrainedModel):
-        embeddings = model.get_input_embeddings()
-    if isinstance(model, PeftModel):
-        embeddings = model.base_model.get_input_embeddings()
-    if not embeddings:
-        raise ValueError(f"unhandled model class for neft: {model.__class__.__name__}")
-    if hasattr(embeddings, "_old_forward"):
-        embeddings.forward = embeddings._old_forward  # pylint: disable=protected-access
-        del embeddings._old_forward  # pylint: disable=protected-access
-        del embeddings.noisy_embedding_alpha
-
-
-def neft_forward(self, inputs: torch.Tensor):
-    embeddings = self._old_forward(inputs)  # pylint: disable=protected-access
-
-    if self.training:
-        dims = torch.tensor(embeddings.size(1) * embeddings.size(2))
-        mag_norm = self.noisy_embedding_alpha / torch.sqrt(dims)
-        embeddings = embeddings + torch.zeros_like(embeddings).uniform_(
-            -mag_norm, mag_norm
-        )
-
-    return embeddings
-
-
-def pretrain_hook(cfg, trainer):
-    if cfg.noisy_embedding_alpha:
-        trainer.model = patch_neft(cfg.noisy_embedding_alpha, trainer.model)
-
-
-def post_train_hook(cfg, trainer):
-    if cfg.noisy_embedding_alpha:
-        unpatch_neft(trainer.model)

src/axolotl/monkeypatch/xpos_rope_llama_monkey_patch.py

@@ -1,94 +0,0 @@
-# pylint: skip-file
-"""
-Copied from https://github.com/kaiokendev/cutoff-len-is-context-len/blob/main/util/xpos_rope_llama_monkey_patch.py
-"""
-import torch
-import transformers
-import transformers.models.llama.modeling_llama
-from einops import rearrange
-
-
-class XposRotaryEmbedding(torch.nn.Module):
-    def __init__(
-        self,
-        dim,
-        max_position_embeddings=2048,
-        base=10000,
-        device=None,
-        scale_base=2048,
-        use_xpos=True,
-    ):
-        super().__init__()
-        self.max_seq_len_cached = max_position_embeddings
-        self.scale_base = scale_base
-
-        inv_freq = 1.0 / (base ** (torch.arange(0, dim, 2).float() / dim))
-        t = torch.arange(self.max_seq_len_cached, device=device).type_as(inv_freq)
-        freqs = torch.einsum("i , j -> i j", t, inv_freq)
-        freqs = torch.cat((freqs, freqs), dim=-1)
-
-        self.register_buffer("inv_freq", inv_freq, persistent=False)
-        self.register_buffer("freqs_cached", freqs, persistent=False)
-
-        if not use_xpos:
-            self.register_buffer("scale", None)
-            self.register_buffer("scale_cached", torch.ones(1))
-            return
-
-        scale = (torch.arange(0, dim, 2) + 0.4 * dim) / (1.4 * dim)
-        power = (t - (self.max_seq_len_cached // 2)) / self.scale_base
-        scale_cached = scale ** rearrange(power, "n -> n 1")
-        scale_cached = torch.cat((scale_cached, scale_cached), dim=-1)
-
-        self.register_buffer("scale", scale, persistent=False)
-        self.register_buffer("scale_cached", scale_cached, persistent=False)
-
-    def forward(
-        self,
-        x,
-        seq_len,
-    ):
-        if seq_len > self.max_seq_len_cached:
-            self.max_seq_len_cached = seq_len
-            t = torch.arange(self.max_seq_len_cached, device=x.device).type_as(
-                self.inv_freq
-            )
-            freqs = torch.einsum("i , j -> i j", t, self.inv_freq)
-            freqs = torch.cat((freqs, freqs), dim=-1).to(dtype=x.dtype)
-
-            self.register_buffer("freqs_cached", freqs)
-
-            if self.scale is None:
-                self.register_buffer(
-                    "scale_cached", torch.ones(1, device=x.device).to(dtype=x.dtype)
-                )
-
-                return self.freqs_cached.to(dtype=x.dtype), self.scale_cached
-
-            power = (t - (seq_len // 2)) / self.scale_base
-            scale = self.scale ** rearrange(power, "n -> n 1")
-            scale = torch.cat((scale, scale), dim=-1).to(dtype=x.dtype)
-            self.register_buffer("scale_cached", scale)
-
-        return self.freqs_cached.to(dtype=x.dtype), self.scale_cached.to(dtype=x.dtype)
-
-
-def rotate_half(x):
-    x1, x2 = x.chunk(2, dim=-1)
-    return torch.cat((-x2, x1), dim=-1)
-
-
-def apply_rotary_pos_emb(q, k, freqs, scale=1, position_ids=None):
-    freqs = freqs[position_ids, :]
-    if scale.shape[-1] != 1:
-        scale = scale[position_ids, :]
-
-    q_embed = (q * freqs.cos() * scale) + (rotate_half(q) * freqs.sin() * scale)
-    k_embed = (k * freqs.cos() * 1 / scale) + (rotate_half(k) * freqs.sin() * 1 / scale)
-
-    return q_embed, k_embed
-
-
-def replace_llama_rope_with_xpos_rope():
-    transformers.models.llama.modeling_llama.LlamaRotaryEmbedding = XposRotaryEmbedding
-    transformers.models.llama.modeling_llama.apply_rotary_pos_emb = apply_rotary_pos_emb

src/axolotl/prompt_strategies/sharegpt.py

@@ -39,6 +39,23 @@ def load(tokenizer, cfg, ds_cfg: Optional[Dict[str, Any]] = None):
     return strategy
 
 
+def load_ultrachat(tokenizer, cfg, ds_cfg: Optional[Dict[str, Any]] = None):
+    conversation = (
+        ds_cfg["conversation"] if ds_cfg and "conversation" in ds_cfg else None
+    )
+    strategy = UltrachatShareGPTPromptTokenizingStrategy(
+        ShareGPTPrompterV2(
+            conversation=conversation,
+        ),
+        tokenizer,
+        cfg.train_on_inputs,
+        cfg.sequence_len,
+    )
+    if ds_cfg and "strict" in ds_cfg:
+        strategy.strict = ds_cfg["strict"]
+    return strategy
+
+
 def load_role(tokenizer, cfg):
     return SimpleRoleShareGPTPromptTokenizingStrategy(
         ShareGPTPrompterV2(),
@@ -109,3 +126,17 @@ class GuanacoShareGPTPromptTokenizingStrategy(ShareGPTPromptTokenizingStrategy):
             {"from": role_map[t["role"]], "value": t["text"]} for t in conversations
         ]
         return turns
+
+
+class UltrachatShareGPTPromptTokenizingStrategy(SimpleShareGPTPromptTokenizingStrategy):
+    """
+    sharegpt strategy that remaps ultrachat data to sharegpt format
+    """
+
+    def get_conversation_thread(self, prompt):
+        conversations = prompt["messages"]
+        role_map = {"user": "human", "assistant": "gpt"}
+        turns = [
+            {"from": role_map[t["role"]], "value": t["content"]} for t in conversations
+        ]
+        return turns

src/axolotl/train.py

@@ -12,12 +12,13 @@ import transformers.modelcard
 from accelerate.logging import get_logger
 from datasets import Dataset
 from optimum.bettertransformer import BetterTransformer
+from pkg_resources import get_distribution  # type: ignore
 from transformers.deepspeed import is_deepspeed_zero3_enabled
 
 from axolotl.common.cli import TrainerCliArgs
 from axolotl.logging_config import configure_logging
-from axolotl.monkeypatch import neft_embeddings
 from axolotl.utils.dict import DictDefault
+from axolotl.utils.freeze import freeze_parameters_except
 from axolotl.utils.models import load_model, load_tokenizer
 from axolotl.utils.trainer import setup_trainer
 
@@ -78,6 +79,9 @@ def train(
             )
     resume_from_checkpoint = cfg.resume_from_checkpoint
 
+    if cfg.unfrozen_parameters:
+        freeze_parameters_except(model, cfg.unfrozen_parameters)
+
     trainer = setup_trainer(
         cfg, train_dataset, eval_dataset, model, tokenizer, total_num_steps
     )
@@ -112,6 +116,12 @@ def train(
     badge_markdown = """[<img src="https://raw.githubusercontent.com/OpenAccess-AI-Collective/axolotl/main/image/axolotl-badge-web.png" alt="Built with Axolotl" width="200" height="32"/>](https://github.com/OpenAccess-AI-Collective/axolotl)"""
     transformers.modelcard.AUTOGENERATED_TRAINER_COMMENT += f"\n{badge_markdown}"
 
+    if getattr(cfg, "axolotl_config_path"):
+        raw_axolotl_cfg = Path(cfg.axolotl_config_path)
+        version = get_distribution("axolotl").version
+        if raw_axolotl_cfg.is_file():
+            transformers.modelcard.AUTOGENERATED_TRAINER_COMMENT += f"\n<details><summary>See axolotl config</summary>\n\naxolotl version: `{version}`\n```yaml\n{raw_axolotl_cfg.read_text(encoding='utf-8')}\n```\n\n</details><br>\n"
+
     LOG.info("Starting trainer...")
     if cfg.group_by_length:
         LOG.info("hang tight... sorting dataset for group_by_length")
@@ -176,21 +186,19 @@ def train(
     return model, tokenizer
 
 
-def pretrain_hooks(cfg, trainer):
+def pretrain_hooks(_cfg, _trainer):
     """
     Run hooks right before kicking off the training
     :param cfg:
     :param trainer:
     :return:
     """
-    neft_embeddings.pretrain_hook(cfg, trainer)
 
 
-def post_train_hooks(cfg, trainer):
+def post_train_hooks(_cfg, _trainer):
     """
     Run hooks right after training completes
     :param cfg:
     :param trainer:
     :return:
     """
-    neft_embeddings.post_train_hook(cfg, trainer)

src/axolotl/utils/callbacks.py

@@ -4,6 +4,8 @@ from __future__ import annotations
 
 import logging
 import os
+from shutil import copyfile
+from tempfile import NamedTemporaryFile
 from typing import TYPE_CHECKING, Dict, List
 
 import evaluate
@@ -561,10 +563,15 @@ class SaveAxolotlConfigtoWandBCallback(TrainerCallback):
     ):
         if is_main_process():
             try:
-                artifact = wandb.Artifact(name="axolotl-config", type="config")
-                artifact.add_file(local_path=self.axolotl_config_path)
-                wandb.run.log_artifact(artifact)
-                LOG.info("Axolotl config has been saved to WandB as an artifact.")
+                # sync config to top level in run, cannot delete file right away because wandb schedules it to be synced even w/policy = 'now', so let OS delete it later.
+                with NamedTemporaryFile(
+                    mode="w", delete=False, suffix=".yml", prefix="axolotl_config_"
+                ) as temp_file:
+                    copyfile(self.axolotl_config_path, temp_file.name)
+                    wandb.save(temp_file.name)
+                LOG.info(
+                    "The Axolotl config has been saved to the WandB run under files."
+                )
             except (FileNotFoundError, ConnectionError) as err:
                 LOG.warning(f"Error while saving Axolotl config to WandB: {err}")
         return control

src/axolotl/utils/chat_templates.py

@@ -0,0 +1,29 @@
+"""
+This module provides functionality for selecting chat templates based on user choices.
+These templates are used for formatting messages in a conversation.
+"""
+
+
+def chat_templates(user_choice: str):
+    """
+    Finds the correct chat_template for the tokenizer_config.
+
+    Args:
+        user_choice (str): The user's choice of template.
+
+    Returns:
+        str: The chosen template string.
+
+    Raises:
+        ValueError: If the user_choice is not found in the templates.
+    """
+
+    templates = {
+        "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 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 %}",
+    }
+
+    if user_choice in templates:
+        return templates[user_choice]
+
+    raise ValueError(f"Template '{user_choice}' not found.")

src/axolotl/utils/config.py

@@ -434,6 +434,34 @@ def validate_config(cfg):
             "wandb_run_id sets the ID of the run. If you would like to set the name, please use wandb_name instead."
         )
 
+    if cfg.noisy_embedding_alpha is not None:
+        # Deprecated, use neftune_noise_alpha
+        LOG.warning("noisy_embedding_alpha is deprecated, use neftune_noise_alpha")
+        if cfg.neftune_noise_alpha is None:
+            cfg.neftune_noise_alpha = cfg.noisy_embedding_alpha
+        else:
+            # User is providing both; bail and have them sort out their settings
+            raise ValueError(
+                "noisy_embedding_alpha is deprecated, use neftune_noise_alpha; both are set, please remove the deprecated noisy_embedding_alpha setting"
+            )
+
+    if cfg.neftune_noise_alpha is not None and cfg.neftune_noise_alpha <= 0.0:
+        raise ValueError("neftune_noise_alpha must be > 0.0")
+
+    if (
+        cfg.adapter
+        and cfg.tokens
+        and (
+            not cfg.lora_modules_to_save
+            or not all(
+                x in cfg.lora_modules_to_save for x in ["embed_tokens", "lm_head"]
+            )
+        )
+    ):
+        raise ValueError(
+            "lora_modules_to_save not properly set yet adding new tokens. Please add `embed_tokens` and `lm_head` to `lora_modules_to_save`."
+        )
+
     # TODO
     # MPT 7b
     # https://github.com/facebookresearch/bitsandbytes/issues/25

src/axolotl/utils/freeze.py

@@ -0,0 +1,38 @@
+"""
+module to freeze/unfreeze parameters by name
+"""
+import logging
+import re
+
+from axolotl.utils.distributed import is_main_process
+
+LOG = logging.getLogger("axolotl.utils.freeze")
+
+
+def freeze_parameters_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.
+
+    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.
+
+    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
+    ]
+
+    # First, freeze all parameters in the model
+    for param in model.parameters():
+        param.requires_grad = False
+
+    # 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 = True

src/axolotl/utils/models.py

@@ -21,10 +21,12 @@ from transformers import (  # noqa: F401
     PreTrainedModel,
     PreTrainedTokenizerBase,
 )
+from transformers.deepspeed import is_deepspeed_zero3_enabled
 
 from axolotl.models.mamba import fix_mamba_attn_for_loss
 from axolotl.prompt_tokenizers import LLAMA_DEFAULT_EOS_TOKEN
 from axolotl.utils.bench import log_gpu_memory_usage
+from axolotl.utils.chat_templates import chat_templates
 from axolotl.utils.dict import DictDefault
 
 LOG = logging.getLogger("axolotl")
@@ -135,6 +137,23 @@ def load_tokenizer(cfg):
 
     if cfg.special_tokens:
         for k, val in cfg.special_tokens.items():
+            # check if new special token is not already in tokenizer and
+            # is adapter training to make sure lora_modules_to_save is set
+            if (
+                (getattr(tokenizer, k) is None or getattr(tokenizer, k) != val)
+                and cfg.adapter
+                and (
+                    not cfg.lora_modules_to_save
+                    or not all(
+                        x in cfg.lora_modules_to_save
+                        for x in ["embed_tokens", "lm_head"]
+                    )
+                )
+            ):
+                raise ValueError(
+                    "Please set lora_modules_to_save to ['embed_tokens', 'lm_head'] when using an adapter and changing the special tokens."
+                )
+
             tokenizer.add_special_tokens(
                 {k: AddedToken(val, rstrip=False, lstrip=False, normalized=False)}
             )
@@ -168,6 +187,12 @@ def load_tokenizer(cfg):
     LOG.debug(f"PAD: {tokenizer.pad_token_id} / {tokenizer.pad_token}")
     LOG.debug(f"UNK: {tokenizer.unk_token_id} / {tokenizer.unk_token}")
 
+    if cfg.chat_template:
+        tokenizer.chat_template = chat_templates(cfg.chat_template)
+    else:
+        LOG.info(
+            "No Chat template selected. Consider adding a chat template for easier inference."
+        )
     return tokenizer
 
 
@@ -229,17 +254,6 @@ def load_model(
 
         LOG.info("patching with sdp attention")
         hijack_llama_sdp_attention()
-    elif cfg.is_llama_derived_model and cfg.landmark_attention:
-        from axolotl.monkeypatch.llama_landmark_attn import (
-            MEM_TOKEN,
-            patch_llama_with_landmark_attn,
-        )
-
-        LOG.info("patching with landmark attention")
-        patch_llama_with_landmark_attn()
-
-        # Note: This might overwrite previous additional_special_tokens
-        tokenizer.add_special_tokens({"additional_special_tokens": [MEM_TOKEN]})
 
     if cfg.is_mistral_derived_model and cfg.flash_attention and cfg.sample_packing:
         from axolotl.monkeypatch.mistral_attn_hijack_flash import (
@@ -261,14 +275,6 @@ def load_model(
         LOG.info("patching with flash attention")
         replace_mixtral_attn_with_multipack_flash_attn()
 
-    if cfg.is_llama_derived_model and cfg.xpos_rope:
-        from axolotl.monkeypatch.xpos_rope_llama_monkey_patch import (
-            replace_llama_rope_with_xpos_rope,
-        )
-
-        LOG.info("patching with xpos rope")
-        replace_llama_rope_with_xpos_rope()
-
     if (
         cfg.is_llama_derived_model
         and (cfg.max_packed_sequence_len or cfg.sample_packing)
@@ -285,6 +291,9 @@ def load_model(
     model_kwargs["max_memory"] = cfg.max_memory
     model_kwargs["torch_dtype"] = cfg.torch_dtype
 
+    if is_deepspeed_zero3_enabled():
+        del model_kwargs["device_map"]
+
     if cfg.model_revision:
         model_kwargs["revision"] = cfg.model_revision
     if cfg.gptq:
@@ -299,13 +308,20 @@ def load_model(
                 **model_config.quantization_config
             )
     if cfg.adapter == "qlora" and cfg.load_in_4bit:
+        bnb_config = {
+            "load_in_4bit": True,
+            "llm_int8_threshold": 6.0,
+            "llm_int8_has_fp16_weight": False,
+            "bnb_4bit_compute_dtype": cfg.torch_dtype,
+            "bnb_4bit_use_double_quant": True,
+            "bnb_4bit_quant_type": "nf4",
+        }
+
+        if cfg.bnb_config_kwargs:
+            bnb_config.update(cfg.bnb_config_kwargs)
+
         model_kwargs["quantization_config"] = BitsAndBytesConfig(
-            load_in_4bit=True,
-            llm_int8_threshold=6.0,
-            llm_int8_has_fp16_weight=False,
-            bnb_4bit_compute_dtype=cfg.torch_dtype,
-            bnb_4bit_use_double_quant=True,
-            bnb_4bit_quant_type="nf4",
+            **bnb_config,
         )
     # sample packing uses custom FA2 patch
     if cfg.flash_attention:
@@ -324,6 +340,10 @@ def load_model(
                 model_config._attn_implementation = (  # pylint: disable=protected-access
                     "flash_attention_2"
                 )
+            else:
+                model_config._attn_implementation = (  # pylint: disable=protected-access
+                    "eager"
+                )
 
     try:
         if cfg.is_llama_derived_model and not cfg.trust_remote_code and not cfg.gptq:

src/axolotl/utils/trainer.py

@@ -276,6 +276,7 @@ def prepare_optim_env(cfg):
         setup_fsdp_envs(cfg)
     elif cfg.deepspeed:
         os.environ["ACCELERATE_USE_DEEPSPEED"] = "true"
+        os.environ["ACCELERATE_DEEPSPEED_CONFIG_FILE"] = cfg.deepspeed
 
 
 def setup_trainer(cfg, train_dataset, eval_dataset, model, tokenizer, total_num_steps):

tests/test_prompt_tokenizers.py

@@ -2,6 +2,7 @@
 import json
 import logging
 import unittest
+from copy import deepcopy
 from pathlib import Path
 from typing import Optional
 
@@ -25,6 +26,50 @@ from axolotl.prompters import AlpacaPrompter, PromptStyle, ShareGPTPrompterV2
 
 LOG = logging.getLogger("axolotl")
 
+test_data = {
+    "multi_turn_sys": {
+        "conversations": [
+            {"from": "system", "value": "lorem"},
+            {"from": "human", "value": "abc"},
+            {"from": "gpt", "value": "ipsum"},
+            {"from": "human", "value": "123"},
+            {"from": "gpt", "value": "sit"},
+        ]
+    },
+    "single_turn_sys": {
+        "conversations": [
+            {"from": "system", "value": "lorem"},
+            {"from": "human", "value": "abc"},
+            {"from": "gpt", "value": "ipsum"},
+        ]
+    },
+    "single_turn_no_sys": {
+        "conversations": [
+            {"from": "human", "value": "abc"},
+            {"from": "gpt", "value": "ipsum"},
+        ]
+    },
+    "multi_turn_no_sys": {
+        "conversations": [
+            {"from": "human", "value": "abc"},
+            {"from": "gpt", "value": "ipsum"},
+            {"from": "human", "value": "123"},
+            {"from": "gpt", "value": "sit"},
+        ]
+    },
+}
+
+
+def prompt_strat(conversation, tokenizer):
+    "Helper function to create a prompt strategy for testing."
+    prompter = ShareGPTPrompterV2(conversation=conversation)
+    return ShareGPTPromptTokenizingStrategy(
+        prompter,
+        tokenizer,
+        False,
+        2048,
+    )
+
 
 class TestPromptTokenizationStrategies(unittest.TestCase):
     """
@@ -114,6 +159,70 @@ class TestPromptTokenizationStrategies(unittest.TestCase):
                 in self._caplog.records[0].message
             )
 
+    def test_sharegpt_llama(self):
+        "Make sure the sharegpt/llama is tokenized and formatted correctly."
+        strat = prompt_strat("llama-2", self.tokenizer)
+
+        def tokenize(conv):
+            return strat.tokenize_prompt(deepcopy(conv))["input_ids"]
+
+        def decode(ids):
+            return strat.tokenizer.decode(ids)
+
+        # fmt: off
+        # System message, multi-turn conversations
+        mt_ids = tokenize(test_data['multi_turn_sys'])
+        assert decode(mt_ids) == '<s> [INST] <<SYS>>\nlorem\n<</SYS>>\n\nabc [/INST] ipsum</s><s> [INST] 123 [/INST] sit</s>'
+        assert mt_ids == [1, 518, 25580, 29962, 3532, 14816, 29903, 6778, 13, 29880, 3668, 13, 29966, 829, 14816, 29903, 6778, 13, 13, 10736, 518, 29914, 25580, 29962, 23421, 2, 1, 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] <<SYS>>\nlorem\n<</SYS>>\n\nabc [/INST] ipsum</s>'
+        assert st_ids == [1, 518, 25580, 29962, 3532, 14816, 29903, 6778, 13, 29880, 3668, 13, 29966, 829, 14816, 29903, 6778, 13, 13, 10736, 518, 29914, 25580, 29962, 23421, 2]
+
+        # No system message, single-turn
+        ns_ids = tokenize(test_data['single_turn_no_sys'])
+        assert decode(ns_ids) == '<s> [INST] abc [/INST] ipsum</s>'
+        assert ns_ids == [1, 518, 25580, 29962, 25638, 518, 29914, 25580, 29962, 23421, 2]
+
+        # No system message, multi-turn
+        ns_mt_ids = tokenize(test_data['multi_turn_no_sys'])
+        assert decode(ns_mt_ids) == '<s> [INST] abc [/INST] ipsum</s><s> [INST] 123 [/INST] sit</s>'
+        assert ns_mt_ids == [1, 518, 25580, 29962, 25638, 518, 29914, 25580, 29962, 23421, 2, 1, 518, 25580, 29962, 29871, 29896, 29906, 29941, 518, 29914, 25580, 29962, 7845, 2]
+        # fmt: on
+
+    def test_sharegpt_mistral(self):
+        "Make sure the sharegpt/mistral is tokenized and formatted correctly."
+        strat = prompt_strat("mistral", self.tokenizer)
+
+        def tokenize(conv):
+            return strat.tokenize_prompt(deepcopy(conv))["input_ids"]
+
+        def decode(ids):
+            return strat.tokenizer.decode(ids)
+
+        # 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]
+
+        # 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]
+
+        # No system message, single-turn
+        ns_ids = tokenize(test_data['single_turn_no_sys'])
+        assert decode(ns_ids) == '<s> [INST] abc [/INST] ipsum</s>'
+        assert ns_ids == [1, 518, 25580, 29962, 25638, 518, 29914, 25580, 29962, 23421, 2]
+
+        # No system message, multi-turn
+        ns_mt_ids = tokenize(test_data['multi_turn_no_sys'])
+        assert decode(ns_mt_ids) == '<s> [INST] abc [/INST] ipsum</s> [INST] 123 [/INST] sit</s>'
+        assert ns_mt_ids == [1, 518, 25580, 29962, 25638, 518, 29914, 25580, 29962, 23421, 2, 518, 25580, 29962, 29871, 29896, 29906, 29941, 518, 29914, 25580, 29962, 7845, 2]
+        # fmt: on
+
     def test_sharegpt_changes_roles(self):
         conversation = {
             "roles": ["USER", "CHARACTER"],

tests/test_tokenizers.py

@@ -3,6 +3,8 @@ Test cases for the tokenizer loading
 """
 import unittest
 
+import pytest
+
 from axolotl.utils.dict import DictDefault
 from axolotl.utils.models import load_tokenizer
 
@@ -31,6 +33,40 @@ class TestTokenizers(unittest.TestCase):
         tokenizer = load_tokenizer(cfg)
         assert "Fast" not in tokenizer.__class__.__name__
 
+    def test_special_tokens_modules_to_save(self):
+        # setting special_tokens to new token
+        cfg = DictDefault(
+            {
+                "tokenizer_config": "huggyllama/llama-7b",
+                "adapter": "lora",
+                "special_tokens": {"bos_token": "[INST]"},
+            }
+        )
+        with pytest.raises(
+            ValueError,
+            match=r".*Please set lora_modules_to_save*",
+        ):
+            load_tokenizer(cfg)
+
+        # setting special_tokens but not changing from default
+        cfg = DictDefault(
+            {
+                "tokenizer_config": "huggyllama/llama-7b",
+                "adapter": "lora",
+                "special_tokens": {"bos_token": "<s>"},
+            }
+        )
+        load_tokenizer(cfg)
+
+        # non-adapter setting special_tokens
+        cfg = DictDefault(
+            {
+                "tokenizer_config": "huggyllama/llama-7b",
+                "special_tokens": {"bos_token": "[INST]"},
+            }
+        )
+        load_tokenizer(cfg)
+
 
 if __name__ == "__main__":
     unittest.main()

tests/test_validation.py

@@ -682,6 +682,43 @@ class ValidationTest(unittest.TestCase):
 
         validate_config(cfg)
 
+    def test_add_tokens_adapter(self):
+        cfg = DictDefault(
+            {"adapter": "qlora", "load_in_4bit": True, "tokens": ["<|imstart|>"]}
+        )
+
+        with pytest.raises(
+            ValueError,
+            match=r".*lora_modules_to_save not properly set yet adding new tokens*",
+        ):
+            validate_config(cfg)
+
+        cfg = DictDefault(
+            {
+                "adapter": "qlora",
+                "load_in_4bit": True,
+                "tokens": ["<|imstart|>"],
+                "lora_modules_to_save": ["embed_tokens"],
+            }
+        )
+
+        with pytest.raises(
+            ValueError,
+            match=r".*lora_modules_to_save not properly set yet adding new tokens*",
+        ):
+            validate_config(cfg)
+
+        cfg = DictDefault(
+            {
+                "adapter": "qlora",
+                "load_in_4bit": True,
+                "tokens": ["<|imstart|>"],
+                "lora_modules_to_save": ["embed_tokens", "lm_head"],
+            }
+        )
+
+        validate_config(cfg)
+
 
 class ValidationWandbTest(ValidationTest):
     """