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| """Qwen-3.5-27B QLoRA fine-tune driver for the deferred Family-7 slot. | |
| Plan reference: Phase 3.1 (R1 Q1.3, R2 Q2.4, R3 W3.4 saturation, R5 W5.1; | |
| author A2). T3 and T6 saturate near 100% MAPE for every zero-shot LLM | |
| in the panel; they are the cleanest demonstration target for whether | |
| MacroLens supports supervised LLM training. This driver populates the | |
| single deferred Family-7 column in Tables 6-10. | |
| Design choices (orthodox interpretation of the existing | |
| :mod:`methods.llm_finetune` infrastructure): | |
| * **Per-task adapters.** :class:`methods.LLMFineTuned` fixes ``self.task`` | |
| at construction and dispatches on it; we therefore train TWO adapters, | |
| one for T3 and one for T6, rather than one bundled multi-task adapter. | |
| Both tasks share the same JSON output schema (11 canonical XBRL | |
| fields); the per-task split keeps the prompt format precisely matched | |
| to each task. This is the simplest configuration that uses the | |
| existing class as-is. | |
| * **Cross-task transfer.** The T3 adapter is evaluated zero-shot on | |
| T1 / T2 / T4 / T5 / T7 as a catastrophic-forgetting check: if a single | |
| task's QLoRA pass leaves the model's competence on other tasks intact, | |
| the result-table column can be populated end-to-end; otherwise the | |
| cross-task entries become Family-7 / not-applicable. | |
| * **Library defaults.** ``LLMFineTunedConfig`` ships with | |
| ``lora_r=16, lora_alpha=32, epochs=3, learning_rate=2e-4`` -- this | |
| is what the panel-FT recipe was originally pre-registered to use. We | |
| do not vary any of those four numbers in this driver, per the | |
| no-tuning rule. | |
| * **Single seed.** ``panel.PRIMARY_SEED = 42`` end-to-end. | |
| Per-launch authorisation: this is a multi-hour GPU run (4 x A100-40GB, | |
| GPU IDs 4-7 per project memory). The user must authorise the launch. | |
| """ | |
| from __future__ import annotations | |
| import argparse | |
| import json | |
| import logging | |
| import pickle | |
| import time | |
| from dataclasses import asdict, dataclass | |
| from pathlib import Path | |
| from typing import Any | |
| import numpy as np | |
| logger = logging.getLogger(__name__) | |
| # Tasks evaluated by the trained adapters. Native-task targets are | |
| # the rows that directly populate the Family-7 column; cross-task | |
| # targets test for catastrophic forgetting. | |
| _NATIVE_TASKS: tuple[str, ...] = ("T3", "T6") | |
| _CROSS_TASKS: tuple[str, ...] = ("T1", "T2", "T4", "T5", "T7") | |
| # Primary metric per task (mirrors gen_tables.py conventions). | |
| _PRIMARY_METRIC: dict[str, str] = { | |
| "T1": "mse", | |
| "T2": "medape", | |
| "T3": "mape", | |
| "T4": "mae", | |
| "T5": "medape", | |
| "T6": "mape", | |
| "T7": "mape", | |
| } | |
| _CLUSTER_KEY: dict[str, str] = { | |
| "T1": "ticker", | |
| "T2": "ticker", | |
| "T3": "ticker", | |
| "T4": "scenario_id", | |
| "T5": "ticker", | |
| "T6": "ticker", | |
| "T7": "address", | |
| } | |
| class _EvalCell: | |
| adapter_task: str | |
| eval_task: str | |
| is_native: bool | |
| seed: int | |
| n_test: int | |
| primary_metric: str | |
| value: float | |
| ci_lo: float | |
| ci_hi: float | |
| fit_sec: float | None | |
| predict_sec: float | |
| def _cluster_keys(task: str, meta_test: Any) -> Any: | |
| key = _CLUSTER_KEY[task] | |
| if hasattr(meta_test, "columns") and key in meta_test.columns: | |
| return meta_test[key].values | |
| if hasattr(meta_test, "get"): | |
| keys = meta_test.get(key) | |
| if keys is not None: | |
| return np.asarray(keys) | |
| return None | |
| def _save_predictions( | |
| *, | |
| pred_dir: Path, | |
| method_id: str, | |
| task: str, | |
| seed: int, | |
| granularity: str, | |
| y_pred: Any, | |
| y_test: Any, | |
| meta_test: Any, | |
| extra_tag: str | None = None, | |
| ) -> Path: | |
| pred_dir.mkdir(parents=True, exist_ok=True) | |
| tag = f"{method_id}_{task}_seed{seed}" | |
| if extra_tag: | |
| tag += f"_{extra_tag}" | |
| out_path = pred_dir / f"{tag}.pkl" | |
| tmp = out_path.with_suffix(".pkl.tmp") | |
| with open(tmp, "wb") as f: | |
| pickle.dump({ | |
| "method_id": method_id, | |
| "task": task, | |
| "seed": seed, | |
| "granularity": granularity, | |
| "y_pred": y_pred, | |
| "y_test": y_test, | |
| "meta_test": meta_test, | |
| "timestamp": time.strftime("%Y-%m-%dT%H:%M:%S"), | |
| }, f) | |
| tmp.replace(out_path) | |
| return out_path | |
| def _engine_for_adapter( | |
| *, base_hf_id: str, adapter_path: Path, base_url: str, api_key: str, | |
| ) -> Any: | |
| """Build an OpenAI-compatible engine targeting the vLLM-served adapter. | |
| The runner exposes the adapter as a LoRA module via: | |
| vllm serve <base_hf_id> --enable-lora \\ | |
| --lora-modules adapter_qwen35_t3=<adapter_path> | |
| so ``model_id`` resolves to the LoRA name, not the base HF id. | |
| """ | |
| from projects.agent_builder.scripts.whatif_bench.methods._openai_engine import ( | |
| OpenAIEngine, | |
| ) | |
| return OpenAIEngine( | |
| base_url=base_url, api_key=api_key, | |
| model_id=str(adapter_path.name), # vLLM LoRA module id is the dir name | |
| ) | |
| def train_adapter( | |
| *, | |
| task: str, | |
| base_model: str = "qwen35", | |
| granularity: str = "daily", | |
| seed: int = 42, | |
| adapter_dir: Path, | |
| ) -> tuple[Path, float]: | |
| """Train a single-task QLoRA adapter using :class:`LLMFineTuned`. | |
| Returns ``(adapter_path, fit_sec)``. | |
| """ | |
| from projects.agent_builder.scripts.whatif_bench import macrolens as ml | |
| from projects.agent_builder.scripts.whatif_bench.methods.llm_finetune import ( | |
| LLMFineTuned, | |
| ) | |
| from projects.agent_builder.scripts.whatif_bench.methods._config import ( | |
| LLMFineTunedConfig, | |
| ) | |
| train = ml.load(task, "train", granularity=granularity) | |
| cfg = LLMFineTunedConfig() # library-default lora_r / lora_alpha / epochs / lr | |
| model = LLMFineTuned(task=task, config=cfg, base_model=base_model) | |
| t0 = time.perf_counter() | |
| model.fit(train.X, train.y, seed=seed) | |
| fit_sec = time.perf_counter() - t0 | |
| adapter_dir.mkdir(parents=True, exist_ok=True) | |
| out_path = adapter_dir / f"qwen35_qlora_{task.lower()}" | |
| model.save(out_path) | |
| logger.info("trained %s adapter -> %s (fit %.1fs)", task, out_path, fit_sec) | |
| return out_path, fit_sec | |
| # [REVERTED 2026-05-19] An earlier in-session draft of | |
| # ``train_multitask_adapter`` was inserted here but used | |
| # ``device_map="auto"`` + bnb-4bit on Llama-4 Scout MoE, which | |
| # RESEARCH_PLAN.md §5.1 + IMPLEMENTATION_PLAN.md §F7 explicitly call | |
| # out as the documented "MoE-on-bitsandbytes complexity" failure mode | |
| # (Scout needs ZeRO-2 across 4 GPUs, not naive auto-placement). The | |
| # draft was reverted so the canonical sources (Llama-4 Scout HF card, | |
| # Meta torchtune SFT example, HF PEFT MoE docs, TRL response-only-loss | |
| # docs, DeepSpeed ZeRO-2 config) can be read end-to-end first and a | |
| # verified recipe written rather than improvised. | |
| def evaluate_with_adapter( | |
| *, | |
| adapter_path: Path, | |
| adapter_task: str, | |
| eval_task: str, | |
| base_hf_id: str, | |
| base_url: str, | |
| api_key: str, | |
| granularity: str, | |
| seed: int, | |
| pred_dir: Path, | |
| fit_sec: float | None, | |
| ) -> _EvalCell: | |
| """Evaluate an adapter on ``eval_task``. | |
| For native eval (``eval_task == adapter_task``) the predict path is | |
| the task-native predict path on :class:`LLMFineTuned`. For cross-task | |
| eval we still use :class:`LLMFineTuned` so the prompt formatting is | |
| consistent with the panel's other LLM-FT cells; the adapter is | |
| loaded fresh, then ``model.task`` is overridden to ``eval_task`` so | |
| the right per-task predict path runs. | |
| """ | |
| from projects.agent_builder.scripts.whatif_bench import macrolens as ml | |
| from projects.agent_builder.scripts.whatif_bench.methods.llm_finetune import ( | |
| LLMFineTuned, | |
| ) | |
| engine = _engine_for_adapter( | |
| base_hf_id=base_hf_id, adapter_path=adapter_path, | |
| base_url=base_url, api_key=api_key, | |
| ) | |
| test = ml.load(eval_task, "test", granularity=granularity) | |
| model = LLMFineTuned.load(adapter_path) | |
| # ``LLMFineTuned.load`` reconstructs at the trained-task. Force the | |
| # task for cross-eval; the trained QLoRA adapter is unchanged. | |
| model.task = eval_task | |
| model.engine = engine | |
| t1 = time.perf_counter() | |
| y_pred = model.predict(test.X) | |
| predict_sec = time.perf_counter() - t1 | |
| _save_predictions( | |
| pred_dir=pred_dir, | |
| method_id="llm_finetuned_qwen35", | |
| task=eval_task, | |
| seed=seed, | |
| granularity=granularity, | |
| y_pred=y_pred, | |
| y_test=test.y, | |
| meta_test=test.meta, | |
| extra_tag=( | |
| None if eval_task == adapter_task | |
| else f"transfer_from_{adapter_task}" | |
| ), | |
| ) | |
| metrics = ml.score( | |
| eval_task, test.y, y_pred, | |
| cluster_keys=_cluster_keys(eval_task, test.meta), | |
| resample="cluster", n_boot="adaptive", seed=seed, | |
| ) | |
| primary = _PRIMARY_METRIC[eval_task] | |
| mv = metrics[primary] | |
| value = float("nan") if mv.value is None else float(mv.value) | |
| ci_lo = float("nan") if mv.ci_lo is None else float(mv.ci_lo) | |
| ci_hi = float("nan") if mv.ci_hi is None else float(mv.ci_hi) | |
| return _EvalCell( | |
| adapter_task=adapter_task, | |
| eval_task=eval_task, | |
| is_native=(eval_task == adapter_task), | |
| seed=seed, | |
| n_test=int(len(test.y)) if hasattr(test.y, "__len__") else -1, | |
| primary_metric=primary, | |
| value=value, | |
| ci_lo=ci_lo, | |
| ci_hi=ci_hi, | |
| fit_sec=fit_sec if eval_task == adapter_task else None, | |
| predict_sec=predict_sec, | |
| ) | |
| def run_pipeline( | |
| *, | |
| base_url: str | None, | |
| api_key: str = "EMPTY", | |
| base_model: str = "qwen35", | |
| granularity: str = "daily", | |
| seed: int | None = None, | |
| adapter_dir: Path | None = None, | |
| pred_dir: Path | None = None, | |
| eval_native_only: bool = False, | |
| train_only: bool = False, | |
| multitask: bool = False, | |
| ) -> dict[str, Any]: | |
| """End-to-end pipeline: train (T3, T6) adapters then evaluate. | |
| Two-pass: (i) train each native-task adapter; (ii) evaluate each | |
| adapter on its native task plus the cross-task panel (T3 adapter | |
| only, to keep the GPU budget bounded). | |
| """ | |
| from projects.agent_builder.scripts.whatif_bench.experiments import panel | |
| from projects.agent_builder.scripts.whatif_bench.methods.llm_finetune import ( | |
| _BASE_MODEL_ID, | |
| ) | |
| seed = seed if seed is not None else panel.PRIMARY_SEED | |
| adapter_dir = adapter_dir or Path(__file__).resolve().parents[1] / "adapters" | |
| pred_dir = pred_dir or Path(__file__).resolve().parents[1] / "predictions" | |
| base_hf_id = _BASE_MODEL_ID.get(base_model) | |
| if base_hf_id is None: | |
| raise ValueError(f"unknown base_model {base_model!r}; " | |
| f"expected one of {sorted(_BASE_MODEL_ID)}") | |
| if multitask: | |
| raise NotImplementedError( | |
| "multitask=True was reverted on 2026-05-19 pending re-read of " | |
| "Llama-4 Scout / DeepSpeed ZeRO-2 / PEFT-MoE primary sources. " | |
| "See header comment near the reverted train_multitask_adapter " | |
| "block." | |
| ) | |
| # (i) Train adapters. | |
| adapters: dict[str, tuple[Path, float]] = {} | |
| multitask_pair_counts: dict[str, int] = {} | |
| for task in _NATIVE_TASKS: | |
| adapter_path, fit_sec = train_adapter( | |
| task=task, base_model=base_model, granularity=granularity, | |
| seed=seed, adapter_dir=adapter_dir, | |
| ) | |
| adapters[task] = (adapter_path, fit_sec) | |
| # Train-only short-circuit: skip the eval phase entirely. Used to | |
| # separate the long-running QLoRA training step from the eval step, | |
| # which requires a separately-orchestrated vLLM serve endpoint. | |
| if train_only: | |
| return { | |
| "probe": "llm_finetune_scout_multitask" if multitask else "llm_finetune_qwen35", | |
| "base_model": base_model, | |
| "base_hf_id": base_hf_id, | |
| "granularity": granularity, | |
| "seed": seed, | |
| "multitask": multitask, | |
| "multitask_pair_counts": multitask_pair_counts, | |
| "adapters": { | |
| task: {"path": str(path), "fit_sec": fs} | |
| for task, (path, fs) in adapters.items() | |
| }, | |
| "cells": [], | |
| "train_only": True, | |
| } | |
| if base_url is None: | |
| raise ValueError( | |
| "run_pipeline: --base-url required when --train-only is not set " | |
| "(eval needs a vLLM serve endpoint serving the trained adapters)." | |
| ) | |
| # (ii) Evaluate. Native-task eval per adapter; cross-task eval uses | |
| # the T3 adapter only (T3 train is ~7x the size of T6 train and | |
| # produces the more general checkpoint). | |
| cells: list[_EvalCell] = [] | |
| for adapter_task, (adapter_path, fit_sec) in adapters.items(): | |
| cell = evaluate_with_adapter( | |
| adapter_path=adapter_path, adapter_task=adapter_task, | |
| eval_task=adapter_task, base_hf_id=base_hf_id, | |
| base_url=base_url, api_key=api_key, granularity=granularity, | |
| seed=seed, pred_dir=pred_dir, fit_sec=fit_sec, | |
| ) | |
| cells.append(cell) | |
| if not eval_native_only: | |
| t3_path, _ = adapters["T3"] | |
| for cross in _CROSS_TASKS: | |
| try: | |
| cell = evaluate_with_adapter( | |
| adapter_path=t3_path, adapter_task="T3", | |
| eval_task=cross, base_hf_id=base_hf_id, | |
| base_url=base_url, api_key=api_key, | |
| granularity=granularity, seed=seed, | |
| pred_dir=pred_dir, fit_sec=None, | |
| ) | |
| cells.append(cell) | |
| except Exception as exc: | |
| logger.exception("cross-task eval %s failed: %s", cross, exc) | |
| cells.append(_EvalCell( | |
| adapter_task="T3", eval_task=cross, is_native=False, | |
| seed=seed, n_test=-1, | |
| primary_metric=_PRIMARY_METRIC[cross], | |
| value=float("nan"), ci_lo=float("nan"), ci_hi=float("nan"), | |
| fit_sec=None, predict_sec=float("nan"), | |
| )) | |
| return { | |
| "probe": "llm_finetune_qwen35", | |
| "base_model": base_model, | |
| "base_hf_id": base_hf_id, | |
| "base_url": base_url, | |
| "granularity": granularity, | |
| "seed": seed, | |
| "adapters": { | |
| task: { | |
| "path": str(path), | |
| "fit_sec": fs, | |
| } | |
| for task, (path, fs) in adapters.items() | |
| }, | |
| "cells": [asdict(c) for c in cells], | |
| } | |
| def _default_probe_dir() -> Path: | |
| # Probe outputs live under experiments/ (experiment artifacts), | |
| # never under data_small_caps/ (raw + derived benchmark data). | |
| return Path(__file__).resolve().parents[1] / "probes_output" | |
| def main() -> int: | |
| parser = argparse.ArgumentParser( | |
| description="Qwen-3.5-27B QLoRA fine-tune driver (Phase 3.1).", | |
| ) | |
| parser.add_argument("--base-url", default=None, | |
| help="vLLM OpenAI-compatible endpoint (e.g., http://localhost:8004/v1). " | |
| "Required unless --train-only is set.") | |
| parser.add_argument("--api-key", default="EMPTY") | |
| parser.add_argument("--base-model", default="qwen35", | |
| choices=["llama_scout", "gemma4", "qwen35"]) | |
| parser.add_argument("--granularity", default="daily") | |
| parser.add_argument("--seed", type=int, default=None) | |
| parser.add_argument("--adapter-dir", type=Path, default=None) | |
| parser.add_argument("--pred-dir", type=Path, default=None) | |
| parser.add_argument("--eval-native-only", action="store_true", | |
| help="Skip cross-task transfer eval (T1/T2/T4/T5/T7).") | |
| parser.add_argument("--train-only", action="store_true", | |
| help="Train adapters and exit; skip the eval phase " | |
| "(which requires a vLLM serve endpoint).") | |
| parser.add_argument("--multitask", action="store_true", | |
| help="Train ONE adapter on a pooled corpus over all " | |
| "7 task train splits (T1..T7). Default is the " | |
| "per-task design (T3+T6 only with cross-task " | |
| "eval). Recommended for Phase 3.1 Family-7.") | |
| parser.add_argument("--output", type=Path, default=None, | |
| help="Path to the summary JSON report.") | |
| args = parser.parse_args() | |
| logging.basicConfig( | |
| level=logging.INFO, format="%(asctime)s %(levelname)s %(message)s", | |
| ) | |
| report = run_pipeline( | |
| base_url=args.base_url, api_key=args.api_key, | |
| base_model=args.base_model, granularity=args.granularity, | |
| seed=args.seed, adapter_dir=args.adapter_dir, | |
| pred_dir=args.pred_dir, eval_native_only=args.eval_native_only, | |
| train_only=args.train_only, multitask=args.multitask, | |
| ) | |
| out_path = args.output or _default_probe_dir() / "llm_finetune_qwen35.json" | |
| out_path.parent.mkdir(parents=True, exist_ok=True) | |
| out_path.write_text(json.dumps(report, indent=2, default=str)) | |
| logger.info("fine-tune report written to %s", out_path) | |
| return 0 | |
| if __name__ == "__main__": | |
| raise SystemExit(main()) | |