src/axolotl/utils/data/sft.py

"""data handling specific to SFT"""

import functools
import logging
from pathlib import Path
from typing import List, Optional, Tuple, Union

from datasets import (
    Dataset,
    DatasetDict,
    concatenate_datasets,
    load_dataset,
    load_from_disk,
)
from huggingface_hub import hf_hub_download
from huggingface_hub.utils import HFValidationError
from transformers import PreTrainedTokenizerBase

from axolotl.common.const import DEFAULT_DATASET_PREPARED_PATH
from axolotl.datasets import TokenizedPromptDataset
from axolotl.prompt_strategies import load
from axolotl.prompt_tokenizers import (
    AlpacaMultipleChoicePromptTokenizingStrategy,
    AlpacaPromptTokenizingStrategy,
    AlpacaReflectionPTStrategy,
    GPTeacherPromptTokenizingStrategy,
    JeopardyPromptTokenizingStrategy,
    OpenAssistantPromptTokenizingStrategy,
    SummarizeTLDRPromptTokenizingStrategy,
)
from axolotl.prompters import (
    AlpacaPrompter,
    GPTeacherPrompter,
    JeopardyPrompter,
    MultipleChoiceConcisePrompter,
    MultipleChoiceExplainPrompter,
    Prompter,
    ReflectAlpacaPrompter,
    SummarizeTLDRPrompter,
    UnsupportedPrompter,
)
from axolotl.utils.data.pretraining import wrap_pretraining_dataset
from axolotl.utils.data.utils import md5
from axolotl.utils.dict import DictDefault
from axolotl.utils.distributed import is_main_process, zero_first
from axolotl.utils.trainer import (
    calculate_total_num_steps,
    process_datasets_for_packing,
)

LOG = logging.getLogger("axolotl")


def prepare_dataset(cfg, tokenizer):
    prompters = []
    if not cfg.pretraining_dataset:
        with zero_first(is_main_process()):
            if cfg.test_datasets:
                train_dataset, _, prompters = load_prepare_datasets(
                    tokenizer, cfg, DEFAULT_DATASET_PREPARED_PATH, split="train"
                )
                _, eval_dataset, _ = load_prepare_datasets(
                    tokenizer, cfg, DEFAULT_DATASET_PREPARED_PATH, split="test"
                )
            else:
                train_dataset, eval_dataset, prompters = load_prepare_datasets(
                    tokenizer, cfg, DEFAULT_DATASET_PREPARED_PATH
                )
    else:
        path = cfg.pretraining_dataset
        split = "train"
        name = None
        if isinstance(cfg.pretraining_dataset, list) and isinstance(
            cfg.pretraining_dataset[0], dict
        ):
            path = cfg.pretraining_dataset[0]["path"]
            name = cfg.pretraining_dataset[0]["name"]
            if "split" in cfg.pretraining_dataset[0]:
                split = cfg.pretraining_dataset[0]["split"]

        ds_wrapper_partial = functools.partial(
            get_dataset_wrapper,
            cfg.pretraining_dataset[0],
            tokenizer,
            cfg,
            cfg.pretraining_dataset[0]["type"] or "pretrain",
        )

        train_dataset = wrap_pretraining_dataset(
            load_dataset(path, streaming=True, split=split, name=name),
            tokenizer,
            cfg,
            ds_wrapper_partial,
            max_tokens=cfg.sequence_len,
            batch_size=cfg.micro_batch_size,
            seed=cfg.seed or 42,
            buffer_size=cfg.pretrain_multipack_buffer_size or 10_000,
        )
        # https://discuss.huggingface.co/t/how-to-use-huggingface-trainer-streaming-datasets-without-wrapping-it-with-torchdatas-iterablewrapper/25230
        train_dataset = train_dataset.with_format("torch")
        eval_dataset = None
        return train_dataset, eval_dataset, cfg.max_steps, prompters

    if eval_dataset and cfg.sample_packing and cfg.eval_sample_packing is not False:
        total_eval_steps = calculate_total_num_steps(cfg, eval_dataset, update=False)
        if total_eval_steps == 0:
            raise ValueError(
                "eval dataset split is too small for sample_packing. You should set `eval_sample_packing: False`. "
            )

    if cfg.max_steps:
        total_num_steps = min(
            calculate_total_num_steps(cfg, train_dataset), cfg.max_steps
        )
        LOG.info(f"Maximum number of steps set at {total_num_steps}")
    else:
        total_num_steps = calculate_total_num_steps(cfg, train_dataset)
    return train_dataset, eval_dataset, total_num_steps, prompters


def load_tokenized_prepared_datasets(
    tokenizer,
    cfg,
    default_dataset_prepared_path,
    split="train",
) -> Tuple[DatasetDict, List[Prompter]]:
    cfg_datasets = cfg.test_datasets if split == "test" else cfg.datasets
    tokenizer_name = cfg.tokenizer_config
    ds_hash = str(
        md5(
            (
                str(cfg.sequence_len)
                + "@"
                + str(cfg.sample_packing)
                + "@"
                + str(cfg.eval_sample_packing)
                + "@"
                + str(cfg.group_by_length)
                + "@"
                + "|".join(
                    sorted(
                        [
                            f"{d.path}:{d.type}:{d.shards}:{d.conversation}{d.split}"
                            for d in cfg_datasets
                        ]
                    )
                )
                + "|"
                + tokenizer_name
            )
        )
    )
    prepared_ds_path = (
        Path(cfg.dataset_prepared_path) / ds_hash
        if cfg.dataset_prepared_path
        else Path(default_dataset_prepared_path) / ds_hash
    )
    dataset = None
    prompters = []
    use_auth_token = cfg.hf_use_auth_token
    try:
        if cfg.push_dataset_to_hub:
            dataset = load_dataset(
                f"{cfg.push_dataset_to_hub}/{ds_hash}",
                token=use_auth_token,
            )
            dataset = dataset[split]
    except Exception:  # pylint: disable=broad-except # nosec
        pass

    # pylint: disable=duplicate-code
    if dataset:
        ...
    elif (
        cfg.dataset_prepared_path
        and any(prepared_ds_path.glob("*"))
        and not cfg.is_preprocess
    ):
        LOG.info(f"Loading prepared dataset from disk at {prepared_ds_path}...")
        dataset = load_from_disk(str(prepared_ds_path))
        LOG.info("Prepared dataset loaded from disk...")
    else:
        LOG.info(f"Unable to find prepared dataset in {prepared_ds_path}")
        LOG.info("Loading raw datasets...")
        if not cfg.is_preprocess:
            LOG.warning(
                "Processing datasets during training can lead to VRAM instability. Please pre-process your dataset."
            )

        if cfg.seed:
            seed = cfg.seed
        else:
            LOG.info("No seed provided, using default seed of 42")
            seed = 42

        datasets = []

        def for_d_in_datasets(dataset_configs):
            for dataset in dataset_configs:
                if dataset.name and isinstance(dataset.name, list):
                    for name in dataset.name:
                        yield DictDefault({**dataset, "name": name})
                else:
                    yield dataset

        # pylint: disable=invalid-name
        for config_dataset in for_d_in_datasets(cfg_datasets):
            ds: Optional[Union[Dataset, DatasetDict]] = None
            ds_from_hub = False
            try:
                load_dataset(
                    config_dataset.path,
                    name=config_dataset.name,
                    streaming=True,
                    token=use_auth_token,
                )
                ds_from_hub = True
            except (FileNotFoundError, ConnectionError, HFValidationError, ValueError):
                pass

            ds_from_cloud = False
            storage_options = {}
            remote_file_system = None
            if config_dataset.path.startswith("s3://"):
                try:
                    import aiobotocore.session  # type: ignore
                    import s3fs  # type: ignore
                except ImportError as exc:
                    raise ImportError(
                        "s3:// paths require aiobotocore and s3fs to be installed"
                    ) from exc

                # Takes credentials from ~/.aws/credentials for default profile
                s3_session = aiobotocore.session.AioSession(profile="default")
                storage_options = {"session": s3_session}
                remote_file_system = s3fs.S3FileSystem(**storage_options)
            elif config_dataset.path.startswith(
                "gs://"
            ) or config_dataset.path.startswith("gcs://"):
                try:
                    import gcsfs  # type: ignore
                except ImportError as exc:
                    raise ImportError(
                        "gs:// or gcs:// paths require gcsfs to be installed"
                    ) from exc

                # gcsfs will use default credentials from the environment else anon
                # https://gcsfs.readthedocs.io/en/latest/#credentials
                storage_options = {"token": None}
                remote_file_system = gcsfs.GCSFileSystem(**storage_options)
            # TODO: Figure out how to get auth creds passed
            # elif config_dataset.path.startswith("adl://") or config_dataset.path.startswith("abfs://"):
            #     try:
            #         import adlfs
            #     except ImportError as exc:
            #        raise ImportError(
            #            "adl:// or abfs:// paths require adlfs to be installed"
            #        ) from exc

            #     # Gen 1
            #     storage_options = {
            #         "tenant_id": TENANT_ID,
            #         "client_id": CLIENT_ID,
            #         "client_secret": CLIENT_SECRET,
            #     }
            #     # Gen 2
            #     storage_options = {
            #         "account_name": ACCOUNT_NAME,
            #         "account_key": ACCOUNT_KEY,
            #     }

            #     remote_file_system = adlfs.AzureBlobFileSystem(**storage_options)
            try:
                if remote_file_system and remote_file_system.exists(
                    config_dataset.path
                ):
                    ds_from_cloud = True
            except (FileNotFoundError, ConnectionError):
                pass

            # prefer local dataset, even if hub exists
            local_path = Path(config_dataset.path)
            if local_path.exists():
                if local_path.is_dir():
                    if config_dataset.data_files:
                        ds_type = get_ds_type(config_dataset)
                        ds = load_dataset(
                            ds_type,
                            name=config_dataset.name,
                            data_files=config_dataset.data_files,
                            streaming=False,
                            split=None,
                        )
                    else:
                        ds = load_from_disk(config_dataset.path)
                elif local_path.is_file():
                    ds_type = get_ds_type(config_dataset)

                    ds = load_dataset(
                        ds_type,
                        name=config_dataset.name,
                        data_files=config_dataset.path,
                        streaming=False,
                        split=None,
                    )
                else:
                    raise ValueError(
                        "unhandled dataset load: local path exists, but is neither a directory or a file"
                    )
            elif ds_from_hub:
                ds = load_dataset(
                    config_dataset.path,
                    name=config_dataset.name,
                    streaming=False,
                    data_files=config_dataset.data_files,
                    token=use_auth_token,
                )
            elif ds_from_cloud and remote_file_system:
                if remote_file_system.isdir(config_dataset.path):
                    ds = load_from_disk(
                        config_dataset.path,
                        storage_options=storage_options,
                    )
                elif remote_file_system.isfile(config_dataset.path):
                    ds_type = get_ds_type(config_dataset)
                    ds = load_dataset(
                        ds_type,
                        name=config_dataset.name,
                        data_files=config_dataset.path,
                        streaming=False,
                        split=None,
                        storage_options=storage_options,
                    )
            elif config_dataset.path.startswith("https://"):
                ds_type = get_ds_type(config_dataset)
                ds = load_dataset(
                    ds_type,
                    name=config_dataset.name,
                    data_files=config_dataset.path,
                    streaming=False,
                    split=None,
                    storage_options=storage_options,
                )
            else:
                if isinstance(config_dataset.data_files, str):
                    fp = hf_hub_download(
                        repo_id=config_dataset.path,
                        repo_type="dataset",
                        filename=config_dataset.data_files,
                    )
                elif isinstance(config_dataset.data_files, list):
                    fp = []
                    for file in config_dataset.data_files:
                        fp.append(
                            hf_hub_download(
                                repo_id=config_dataset.path,
                                repo_type="dataset",
                                filename=file,
                            )
                        )
                else:
                    raise ValueError(
                        "data_files must be either a string or list of strings"
                    )
                ds = load_dataset(
                    "json",
                    name=config_dataset.name,
                    data_files=fp,
                    streaming=False,
                    split=None,
                )
            if not ds:
                raise ValueError("unhandled dataset load")

            d_base_type = d_prompt_style = None
            d_type = config_dataset.type
            if isinstance(d_type, str):
                d_type_split = d_type.split(":")
                d_base_type = d_type_split[0]
                d_prompt_style = d_type_split[1] if len(d_type_split) > 1 else None

            if isinstance(ds, DatasetDict):
                if config_dataset.split and config_dataset.split in ds:
                    ds = ds[config_dataset.split]
                elif split in ds:
                    ds = ds[split]
                else:
                    raise ValueError(
                        f"no {split} split found for dataset {config_dataset.path}, you may specify a split with 'split: `"
                    )

            # support for using a subset of the data
            if config_dataset.shards:
                shards_idx = config_dataset.get("shards_idx", 0)
                ds = ds.shuffle(seed=seed).shard(
                    num_shards=config_dataset.shards, index=shards_idx
                )

            dataset_wrapper, dataset_prompter = get_dataset_wrapper(
                config_dataset=config_dataset,
                tokenizer=tokenizer,
                cfg=cfg,
                dataset=ds,
                d_base_type=d_base_type,
                d_prompt_style=d_prompt_style,
            )
            datasets.append(dataset_wrapper)
            prompters.append(dataset_prompter)

        LOG.info("merging datasets")
        dataset = concatenate_datasets(datasets)

        if len(datasets) > 1:
            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)

        if cfg.local_rank == 0:
            LOG.info(f"Saving merged prepared dataset to disk... {prepared_ds_path}")
            dataset.save_to_disk(str(prepared_ds_path))
            if cfg.push_dataset_to_hub:
                LOG.info(
                    f"Saving merged prepared dataset with push_to_hub... {cfg.push_dataset_to_hub}/{ds_hash}"
                )
                dataset.push_to_hub(
                    f"{cfg.push_dataset_to_hub}/{ds_hash}", private=True
                )

    return dataset, prompters


def get_ds_type(config_dataset: DictDefault):
    """
    Get the dataset type from the path if it's not specified
    """
    ds_type = "json"
    if config_dataset.ds_type:
        ds_type = config_dataset.ds_type
    elif ".parquet" in config_dataset.path:
        ds_type = "parquet"
    elif ".arrow" in config_dataset.path:
        ds_type = "arrow"
    elif ".csv" in config_dataset.path:
        ds_type = "csv"
    elif ".txt" in config_dataset.path:
        ds_type = "text"
    return ds_type


def load_prepare_datasets(
    tokenizer: PreTrainedTokenizerBase,
    cfg,
    default_dataset_prepared_path,
    split="train",
) -> Tuple[Dataset, Dataset, List[Prompter]]:
    dataset, prompters = load_tokenized_prepared_datasets(
        tokenizer, cfg, default_dataset_prepared_path, split=split
    )

    if cfg.dataset_shard_num and cfg.dataset_shard_idx is not None:
        LOG.info(
            f"Using index #{cfg.dataset_shard_idx} of {cfg.dataset_shard_num} shards"
        )
        dataset = dataset.shard(
            num_shards=cfg.dataset_shard_num,
            index=cfg.dataset_shard_idx,
        )

    if split == "train" and cfg.val_set_size:
        # ensure we end up with the same fingerprint by doing rank0 first and being able to cache
        to_hash_train = (
            dataset._fingerprint  # pylint: disable=protected-access
            + "|"
            + str(cfg.val_set_size)
            + "|"
            + "train"
            + "|"
            + str(cfg.seed or 42)
        )
        to_hash_test = (
            dataset._fingerprint  # pylint: disable=protected-access
            + "|"
            + str(cfg.val_set_size)
            + "|"
            + "test"
            + "|"
            + str(cfg.seed or 42)
        )
        train_fingerprint = md5(to_hash_train)
        test_fingerprint = md5(to_hash_test)

        dataset = dataset.train_test_split(
            test_size=cfg.val_set_size,
            shuffle=False,
            seed=cfg.seed or 42,
            train_new_fingerprint=train_fingerprint,
            test_new_fingerprint=test_fingerprint,
        )

        train_dataset = dataset["train"]
        eval_dataset = dataset["test"]
    elif split == "test":
        train_dataset = None
        eval_dataset = dataset
    else:
        train_dataset = dataset
        eval_dataset = None

    return train_dataset, eval_dataset, prompters


def get_dataset_wrapper(
    config_dataset,
    tokenizer,
    cfg,
    d_base_type,
    dataset,
    d_prompt_style=None,
):
    dataset_wrapper = None
    dataset_prompter = None

    ds_kwargs = {
        "process_count": cfg.dataset_processes,
        "keep_in_memory": cfg.dataset_keep_in_memory is True,
    }

    if (
        isinstance(dataset, Dataset)
        and "input_ids" in dataset.features
        and "attention_mask" in dataset.features
        and "labels" in dataset.features
    ):
        # dataset is already tokenized, just drop it straight in
        dataset_prompter = UnsupportedPrompter()
        dataset_wrapper = dataset
    elif isinstance(config_dataset.type, DictDefault):
        ds_strategy = load(
            "user_defined", tokenizer, cfg, config_dataset.type.to_dict()
        )
        dataset_prompter = UnsupportedPrompter()
        dataset_wrapper = TokenizedPromptDataset(
            ds_strategy,
            dataset,
            **ds_kwargs,
        )
    elif ds_strategy := load(config_dataset.type, tokenizer, cfg, config_dataset):
        dataset_prompter = UnsupportedPrompter()
        dataset_wrapper = TokenizedPromptDataset(
            ds_strategy,
            dataset,
            **ds_kwargs,
        )
    elif d_base_type == "alpaca":
        dataset_prompter = AlpacaPrompter(d_prompt_style)
        ds_strategy = AlpacaPromptTokenizingStrategy(
            dataset_prompter,
            tokenizer,
            cfg.train_on_inputs,
            cfg.sequence_len,
        )
        ds_wrapper = TokenizedPromptDataset(
            ds_strategy,
            dataset,
            **ds_kwargs,
        )
        dataset_wrapper = ds_wrapper
    elif d_base_type == "explainchoice":
        dataset_prompter = MultipleChoiceExplainPrompter(d_prompt_style)
        ds_strategy = AlpacaMultipleChoicePromptTokenizingStrategy(
            dataset_prompter,
            tokenizer,
            cfg.train_on_inputs,
            cfg.sequence_len,
        )
        ds_wrapper = TokenizedPromptDataset(
            ds_strategy,
            dataset,
            **ds_kwargs,
        )
        dataset_wrapper = ds_wrapper
    elif d_base_type == "concisechoice":
        dataset_prompter = MultipleChoiceConcisePrompter(d_prompt_style)
        ds_strategy = AlpacaMultipleChoicePromptTokenizingStrategy(
            dataset_prompter,
            tokenizer,
            cfg.train_on_inputs,
            cfg.sequence_len,
        )
        ds_wrapper = TokenizedPromptDataset(
            ds_strategy,
            dataset,
            **ds_kwargs,
        )
        dataset_wrapper = ds_wrapper
    elif d_base_type == "summarizetldr":
        dataset_prompter = SummarizeTLDRPrompter(d_prompt_style)
        ds_strategy = SummarizeTLDRPromptTokenizingStrategy(
            dataset_prompter,
            tokenizer,
            cfg.train_on_inputs,
            cfg.sequence_len,
        )
        ds_wrapper = TokenizedPromptDataset(
            ds_strategy,
            dataset,
            **ds_kwargs,
        )
        dataset_wrapper = ds_wrapper
    elif d_base_type == "jeopardy":
        dataset_prompter = JeopardyPrompter(d_prompt_style)
        ds_strategy = JeopardyPromptTokenizingStrategy(
            dataset_prompter,
            tokenizer,
            cfg.train_on_inputs,
            cfg.sequence_len,
        )
        ds_wrapper = TokenizedPromptDataset(
            ds_strategy,
            dataset,
            **ds_kwargs,
        )
        dataset_wrapper = ds_wrapper
    elif d_base_type == "oasst":
        dataset_prompter = AlpacaPrompter(d_prompt_style)
        ds_strategy = OpenAssistantPromptTokenizingStrategy(
            dataset_prompter,
            tokenizer,
            cfg.train_on_inputs,
            cfg.sequence_len,
        )
        ds_wrapper = TokenizedPromptDataset(
            ds_strategy,
            dataset,
            **ds_kwargs,
        )
        dataset_wrapper = ds_wrapper
    elif d_base_type == "gpteacher":
        dataset_prompter = GPTeacherPrompter(d_prompt_style)
        ds_strategy = GPTeacherPromptTokenizingStrategy(
            dataset_prompter,
            tokenizer,
            cfg.train_on_inputs,
            cfg.sequence_len,
        )
        ds_wrapper = TokenizedPromptDataset(
            ds_strategy,
            dataset,
            **ds_kwargs,
        )
        dataset_wrapper = ds_wrapper
    elif d_base_type == "reflection":
        dataset_prompter = ReflectAlpacaPrompter(d_prompt_style)
        ds_strategy = AlpacaReflectionPTStrategy(
            dataset_prompter,
            tokenizer,
            cfg.train_on_inputs,
            cfg.sequence_len,
        )
        ds_wrapper = TokenizedPromptDataset(
            ds_strategy,
            dataset,
            **ds_kwargs,
        )
        dataset_wrapper = ds_wrapper
    else:
        suffix = ""
        if ":load_" in config_dataset.type:
            suffix = f" Did you mean {config_dataset.type.replace(':load_', '.load_')}?"
        LOG.error(
            f"unhandled prompt tokenization strategy: {config_dataset.type}. {suffix}"
        )
        raise ValueError(
            f"unhandled prompt tokenization strategy: {config_dataset.type} {suffix}"
        )

    return dataset_wrapper, dataset_prompter