transformers/examples/research_projects/rag/finetune_rag.py

"""Finetuning script for RAG models. Adapted from examples.seq2seq.finetune.py"""

import argparse
import logging
import os
import sys
import time
from collections import defaultdict
from pathlib import Path
from typing import Any, Dict, List, Tuple

import numpy as np
import pytorch_lightning as pl
import torch
import torch.distributed as dist
from pytorch_lightning.accelerators.ddp_accelerator import DDPAccelerator
from pytorch_lightning.cluster_environments import TorchElasticEnvironment
from torch.utils.data import DataLoader

from transformers import (
    AutoConfig,
    AutoTokenizer,
    BartForConditionalGeneration,
    BatchEncoding,
    RagConfig,
    RagSequenceForGeneration,
    RagTokenForGeneration,
    RagTokenizer,
    T5ForConditionalGeneration,
)
from transformers import logging as transformers_logging


from callbacks_rag import (  # noqa: E402 # isort:skipq
    get_checkpoint_callback,
    get_early_stopping_callback,
    Seq2SeqLoggingCallback,
)
from distributed_retriever import RagPyTorchDistributedRetriever  # noqa: E402 # isort:skip
from utils_rag import (  # noqa: E402 # isort:skip
    calculate_exact_match,
    flatten_list,
    get_git_info,
    is_rag_model,
    lmap,
    pickle_save,
    save_git_info,
    save_json,
    set_extra_model_params,
    Seq2SeqDataset,
)

# need the parent dir module
sys.path.insert(2, str(Path(__file__).resolve().parents[1]))
from lightning_base import BaseTransformer, add_generic_args, generic_train  # noqa


logging.basicConfig(level=logging.INFO)
logger = logging.getLogger(__name__)

transformers_logging.set_verbosity_info()


class AttrDict(dict):
    def __init__(self, *args, **kwargs):
        super(AttrDict, self).__init__(*args, **kwargs)
        self.__dict__ = self


# In PTL >v1.0, `init_ddp_connection` method in the `LightningModule`
# is no longer used, and is moved into DDPAccelerator instead.
# We override DDPAccelerator to add our custom logic for initializing the
# retriever.
# https://github.com/PyTorchLightning/pytorch-lightning/blob/master/tests/backends/test_accelerator_connector.py


class CustomAccel(DDPAccelerator):
    def __init__(self, trainer=None, **kwargs):
        # Trainer is set later.
        super().__init__(trainer, **kwargs)

    def init_ddp_connection(self, global_rank: int, world_size: int, is_slurm_managing_tasks: bool = True):
        logger.info("Custom init_ddp_connection.")
        module = self.trainer.model
        if self.cluster_environment is None:
            self.cluster_environment = TorchElasticEnvironment()
        self.distributed_port = module.hparams.distributed_port
        os.environ["MASTER_PORT"] = str(self.distributed_port)
        super().init_ddp_connection(global_rank, world_size, is_slurm_managing_tasks)
        if module.is_rag_model:
            module.model.rag.retriever.init_retrieval(self.distributed_port)


class GenerativeQAModule(BaseTransformer):
    mode = "generative_qa"
    loss_names = ["loss"]
    metric_names = ["em"]
    val_metric = "em"

    def __init__(self, hparams, **kwargs):
        # when loading from a pytorch lightning checkpoint, hparams are passed as dict
        if isinstance(hparams, dict):
            hparams = AttrDict(hparams)
        if hparams.model_type == "rag_sequence":
            self.model_class = RagSequenceForGeneration
        elif hparams.model_type == "rag_token":
            self.model_class = RagTokenForGeneration
        elif hparams.model_type == "bart":
            self.model_class = BartForConditionalGeneration
        else:
            self.model_class = T5ForConditionalGeneration
        self.is_rag_model = is_rag_model(hparams.model_type)

        config_class = RagConfig if self.is_rag_model else AutoConfig
        config = config_class.from_pretrained(hparams.model_name_or_path)

        # set retriever parameters
        config.index_name = hparams.index_name or config.index_name
        config.passages_path = hparams.passages_path or config.passages_path
        config.index_path = hparams.index_path or config.index_path
        config.use_dummy_dataset = hparams.use_dummy_dataset

        # set extra_model_params for generator configs and load_model
        extra_model_params = ("encoder_layerdrop", "decoder_layerdrop", "attention_dropout", "dropout")
        if self.is_rag_model:
            if hparams.prefix is not None:
                config.generator.prefix = hparams.prefix
            config.label_smoothing = hparams.label_smoothing
            hparams, config.generator = set_extra_model_params(extra_model_params, hparams, config.generator)
            retriever = RagPyTorchDistributedRetriever.from_pretrained(hparams.model_name_or_path, config=config)
            model = self.model_class.from_pretrained(hparams.model_name_or_path, config=config, retriever=retriever)
            prefix = config.question_encoder.prefix
        else:
            if hparams.prefix is not None:
                config.prefix = hparams.prefix
            hparams, config = set_extra_model_params(extra_model_params, hparams, config)
            model = self.model_class.from_pretrained(hparams.model_name_or_path, config=config)
            prefix = config.prefix

        tokenizer = (
            RagTokenizer.from_pretrained(hparams.model_name_or_path)
            if self.is_rag_model
            else AutoTokenizer.from_pretrained(hparams.model_name_or_path)
        )

        super().__init__(hparams, config=config, tokenizer=tokenizer, model=model)

        save_git_info(self.hparams.output_dir)
        self.output_dir = Path(self.hparams.output_dir)
        self.metrics_save_path = Path(self.output_dir) / "metrics.json"
        self.hparams_save_path = Path(self.output_dir) / "hparams.pkl"
        pickle_save(self.hparams, self.hparams_save_path)
        self.step_count = 0
        self.metrics = defaultdict(list)

        self.dataset_kwargs: dict = dict(
            data_dir=self.hparams.data_dir,
            max_source_length=self.hparams.max_source_length,
            prefix=prefix or "",
        )
        n_observations_per_split = {
            "train": self.hparams.n_train,
            "val": self.hparams.n_val,
            "test": self.hparams.n_test,
        }
        self.n_obs = {k: v if v >= 0 else None for k, v in n_observations_per_split.items()}

        self.target_lens = {
            "train": self.hparams.max_target_length,
            "val": self.hparams.val_max_target_length,
            "test": self.hparams.test_max_target_length,
        }
        assert self.target_lens["train"] <= self.target_lens["val"], f"target_lens: {self.target_lens}"
        assert self.target_lens["train"] <= self.target_lens["test"], f"target_lens: {self.target_lens}"

        self.hparams.git_sha = get_git_info()["repo_sha"]
        self.num_workers = hparams.num_workers
        self.distributed_port = self.hparams.distributed_port

        # For single GPU training, init_ddp_connection is not called.
        # So we need to initialize the retrievers here.
        if hparams.gpus <= 1:
            self.model.retriever.init_retrieval(self.distributed_port)

    def forward(self, input_ids, **kwargs):
        return self.model(input_ids, **kwargs)

    def ids_to_clean_text(self, generated_ids: List[int]):
        gen_text = self.tokenizer.batch_decode(
            generated_ids, skip_special_tokens=True, clean_up_tokenization_spaces=True
        )
        return lmap(str.strip, gen_text)

    def _step(self, batch: dict) -> Tuple:
        source_ids, source_mask, target_ids = batch["input_ids"], batch["attention_mask"], batch["decoder_input_ids"]

        rag_kwargs = {}
        if isinstance(self.model, T5ForConditionalGeneration):
            decoder_input_ids = self.model._shift_right(target_ids)
            lm_labels = target_ids
        elif isinstance(self.model, BartForConditionalGeneration):
            decoder_input_ids = target_ids[:, :-1].contiguous()
            lm_labels = target_ids[:, 1:].clone()
        else:
            assert self.is_rag_model
            generator = self.model.rag.generator
            if isinstance(generator, T5ForConditionalGeneration):
                decoder_start_token_id = generator.config.decoder_start_token_id
                decoder_input_ids = (
                    torch.cat(
                        [torch.Tensor([[decoder_start_token_id]] * target_ids.shape[0]).to(target_ids), target_ids],
                        dim=1,
                    )
                    if target_ids.shape[0] < self.target_lens["train"]
                    else generator._shift_right(target_ids)
                )
            elif isinstance(generator, BartForConditionalGeneration):
                decoder_input_ids = target_ids
            lm_labels = decoder_input_ids
            rag_kwargs["reduce_loss"] = True

        assert decoder_input_ids is not None

        outputs = self(
            source_ids,
            attention_mask=source_mask,
            decoder_input_ids=decoder_input_ids,
            use_cache=False,
            labels=lm_labels,
            **rag_kwargs,
        )

        loss = outputs["loss"]
        return (loss,)

    @property
    def pad(self) -> int:
        raise NotImplementedError("pad not implemented")

    def training_step(self, batch, batch_idx) -> Dict:
        loss_tensors = self._step(batch)

        logs = {name: loss for name, loss in zip(self.loss_names, loss_tensors)}
        # tokens per batch
        tgt_pad_token_id = (
            self.tokenizer.generator.pad_token_id
            if isinstance(self.tokenizer, RagTokenizer)
            else self.tokenizer.pad_token_id
        )
        src_pad_token_id = (
            self.tokenizer.question_encoder.pad_token_id
            if isinstance(self.tokenizer, RagTokenizer)
            else self.tokenizer.pad_token_id
        )
        logs["tpb"] = (
            batch["input_ids"].ne(src_pad_token_id).sum() + batch["decoder_input_ids"].ne(tgt_pad_token_id).sum()
        )

        return {"loss": loss_tensors[0], "log": logs}

    def validation_step(self, batch, batch_idx) -> Dict:
        return self._generative_step(batch)

    def validation_epoch_end(self, outputs, prefix="val") -> Dict:
        self.step_count += 1
        losses = {k: torch.stack([x[k] for x in outputs]).mean() for k in self.loss_names}
        loss = losses["loss"]
        gen_metrics = {
            k: np.array([x[k] for x in outputs]).mean() for k in self.metric_names + ["gen_time", "gen_len"]
        }
        metrics_tensor: torch.FloatTensor = torch.tensor(gen_metrics[self.val_metric]).type_as(loss)
        gen_metrics.update({k: v.item() for k, v in losses.items()})

        # fix for https://github.com/PyTorchLightning/pytorch-lightning/issues/2424
        if dist.is_initialized():
            dist.all_reduce(metrics_tensor, op=dist.ReduceOp.SUM)
            metrics_tensor = metrics_tensor / dist.get_world_size()
            gen_metrics.update({self.val_metric: metrics_tensor.item()})

        losses.update(gen_metrics)
        metrics = {f"{prefix}_avg_{k}": x for k, x in losses.items()}
        metrics["step_count"] = self.step_count
        self.save_metrics(metrics, prefix)  # writes to self.metrics_save_path
        preds = flatten_list([x["preds"] for x in outputs])
        return {"log": metrics, "preds": preds, f"{prefix}_loss": loss, f"{prefix}_{self.val_metric}": metrics_tensor}

    def save_metrics(self, latest_metrics, type_path) -> None:
        self.metrics[type_path].append(latest_metrics)
        save_json(self.metrics, self.metrics_save_path)

    def calc_generative_metrics(self, preds, target) -> Dict:
        return calculate_exact_match(preds, target)

    def _generative_step(self, batch: dict) -> dict:
        start_time = time.time()
        batch = BatchEncoding(batch).to(device=self.model.device)
        generated_ids = self.model.generate(
            batch["input_ids"],
            attention_mask=batch["attention_mask"],
            do_deduplication=False,  # rag specific parameter
            use_cache=True,
            min_length=1,
            max_length=self.target_lens["val"],
        )

        gen_time = (time.time() - start_time) / batch["input_ids"].shape[0]
        preds: List[str] = self.ids_to_clean_text(generated_ids)
        target: List[str] = self.ids_to_clean_text(batch["decoder_input_ids"])
        loss_tensors = self._step(batch)
        base_metrics = {name: loss for name, loss in zip(self.loss_names, loss_tensors)}
        gen_metrics: Dict = self.calc_generative_metrics(preds, target)

        summ_len = np.mean(lmap(len, generated_ids))
        base_metrics.update(gen_time=gen_time, gen_len=summ_len, preds=preds, target=target, **gen_metrics)
        return base_metrics

    def test_step(self, batch, batch_idx):
        return self._generative_step(batch)

    def test_epoch_end(self, outputs):
        return self.validation_epoch_end(outputs, prefix="test")

    def get_dataset(self, type_path) -> Seq2SeqDataset:
        n_obs = self.n_obs[type_path]
        max_target_length = self.target_lens[type_path]
        dataset = Seq2SeqDataset(
            self.tokenizer,
            type_path=type_path,
            n_obs=n_obs,
            max_target_length=max_target_length,
            **self.dataset_kwargs,
        )
        return dataset

    def get_dataloader(self, type_path: str, batch_size: int, shuffle: bool = False) -> DataLoader:
        dataset = self.get_dataset(type_path)

        dataloader = DataLoader(
            dataset,
            batch_size=batch_size,
            collate_fn=dataset.collate_fn,
            shuffle=shuffle,
            num_workers=self.num_workers,
        )
        return dataloader

    def train_dataloader(self) -> DataLoader:
        dataloader = self.get_dataloader("train", batch_size=self.hparams.train_batch_size, shuffle=True)
        return dataloader

    def val_dataloader(self) -> DataLoader:
        return self.get_dataloader("val", batch_size=self.hparams.eval_batch_size)

    def test_dataloader(self) -> DataLoader:
        return self.get_dataloader("test", batch_size=self.hparams.eval_batch_size)

    @pl.utilities.rank_zero_only
    def on_save_checkpoint(self, checkpoint: Dict[str, Any]) -> None:
        save_path = self.output_dir.joinpath("checkpoint{}".format(self.step_count))
        self.model.config.save_step = self.step_count
        self.model.save_pretrained(save_path)
        self.tokenizer.save_pretrained(save_path)

    @staticmethod
    def add_model_specific_args(parser, root_dir):
        BaseTransformer.add_model_specific_args(parser, root_dir)
        add_generic_args(parser, root_dir)
        parser.add_argument(
            "--max_source_length",
            default=128,
            type=int,
            help="The maximum total input sequence length after tokenization. Sequences longer "
            "than this will be truncated, sequences shorter will be padded.",
        )
        parser.add_argument(
            "--max_target_length",
            default=25,
            type=int,
            help="The maximum total input sequence length after tokenization. Sequences longer "
            "than this will be truncated, sequences shorter will be padded.",
        )
        parser.add_argument(
            "--val_max_target_length",
            default=25,
            type=int,
            help="The maximum total input sequence length after tokenization. Sequences longer "
            "than this will be truncated, sequences shorter will be padded.",
        )
        parser.add_argument(
            "--test_max_target_length",
            default=25,
            type=int,
            help="The maximum total input sequence length after tokenization. Sequences longer "
            "than this will be truncated, sequences shorter will be padded.",
        )
        parser.add_argument("--logger_name", type=str, choices=["default", "wandb", "wandb_shared"], default="default")
        parser.add_argument("--n_train", type=int, default=-1, required=False, help="# examples. -1 means use all.")
        parser.add_argument("--n_val", type=int, default=-1, required=False, help="# examples. -1 means use all.")
        parser.add_argument("--n_test", type=int, default=-1, required=False, help="# examples. -1 means use all.")
        parser.add_argument("--label_smoothing", type=float, default=0.0, required=False)
        parser.add_argument(
            "--prefix",
            type=str,
            default=None,
            help="Prefix added at the beginning of each text, typically used with T5-based models.",
        )
        parser.add_argument(
            "--early_stopping_patience",
            type=int,
            default=-1,
            required=False,
            help="-1 means never early stop. early_stopping_patience is measured in validation checks, not epochs. So val_check_interval will effect it.",
        )
        parser.add_argument(
            "--distributed-port", type=int, default=-1, required=False, help="Port number for distributed training."
        )
        parser.add_argument(
            "--model_type",
            choices=["rag_sequence", "rag_token", "bart", "t5"],
            type=str,
            help="RAG model type: sequence or token, if none specified, the type is inferred from the model_name_or_path",
        )
        return parser

    @staticmethod
    def add_retriever_specific_args(parser):
        parser.add_argument(
            "--index_name",
            type=str,
            default=None,
            help="Name of the index to use: 'hf' for a canonical dataset from the datasets library (default), 'custom' for a local index, or 'legacy' for the orignal one)",
        )
        parser.add_argument(
            "--passages_path",
            type=str,
            default=None,
            help="Path to the dataset of passages for custom index. More info about custom indexes in the RagRetriever documentation as well as in `examples/rag/use_own_knowledge_dataset.py`",
        )
        parser.add_argument(
            "--index_path",
            type=str,
            default=None,
            help="Path to the faiss index for custom index. More info about custom indexes in the RagRetriever documentation as well as in `examples/rag/use_own_knowledge_dataset.py`",
        )
        parser.add_argument(
            "--use_dummy_dataset",
            type=bool,
            default=False,
            help="Whether to use the dummy version of the dataset index. More info about custom indexes in the RagRetriever documentation as well as in `examples/rag/use_own_knowledge_dataset.py`",
        )
        return parser


def main(args=None, model=None) -> GenerativeQAModule:

    parser = argparse.ArgumentParser()
    parser = pl.Trainer.add_argparse_args(parser)
    parser = GenerativeQAModule.add_model_specific_args(parser, os.getcwd())
    parser = GenerativeQAModule.add_retriever_specific_args(parser)

    args = args or parser.parse_args()

    Path(args.output_dir).mkdir(exist_ok=True)
    if model is None:
        model: GenerativeQAModule = GenerativeQAModule(args)

    dataset = Path(args.data_dir).name
    if (
        args.logger_name == "default"
        or args.fast_dev_run
        or str(args.output_dir).startswith("/tmp")
        or str(args.output_dir).startswith("/var")
    ):
        logger = True  # don't pollute wandb logs unnecessarily
    elif args.logger_name == "wandb":
        from pytorch_lightning.loggers import WandbLogger

        project = os.environ.get("WANDB_PROJECT", dataset)
        logger = WandbLogger(name=model.output_dir.name, project=project)

    elif args.logger_name == "wandb_shared":
        from pytorch_lightning.loggers import WandbLogger

        logger = WandbLogger(name=model.output_dir.name, project=f"hf_{dataset}")

    es_callback = (
        get_early_stopping_callback(model.val_metric, args.early_stopping_patience)
        if args.early_stopping_patience >= 0
        else False
    )

    trainer: pl.Trainer = generic_train(
        model,
        args,
        logging_callback=Seq2SeqLoggingCallback(),
        checkpoint_callback=get_checkpoint_callback(args.output_dir, model.val_metric),
        early_stopping_callback=es_callback,
        logger=logger,
        accelerator=CustomAccel() if args.gpus > 1 else None,
    )
    pickle_save(model.hparams, model.output_dir / "hparams.pkl")

    if not args.do_predict:
        return model

    # test() without a model tests using the best checkpoint automatically
    trainer.test()
    return model


if __name__ == "__main__":
    main()