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Harden DASC recalibration lifecycle - #2379

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Harden DASC recalibration lifecycle#2379
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feature/dasc-state-sparsity-lifecycle-fixes

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@kaix-nv

@kaix-nv kaix-nv commented Sep 11, 2026

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Follow-up to #2377 addressing its Claude inline lifecycle review.

Changes:

  • accept ModelOpt dynamic subclasses through supported GDN base classes while rejecting unrelated lookalikes;
  • make both structural and decay staleness non-fatal for checkpoint save and mode composition while keeping export strict;
  • restore repeat-mode protection and make public recalibration replace the existing DASC state entry in place, collapsing any provisional duplicates;
  • validate FP16/BF16 casts by re-derived horizons plus the exact selected-head mask; retain the BF16 decay digest only as calibration provenance;
  • inherit base Pydantic settings and override only protected_namespaces;
  • document and test the lifecycle contract.

Validation:

  • 17 focused DASC tests pass
  • 128 combined DASC, weight-sparsity, and attention-mode tests pass
  • pre-commit passes
  • real Qwen3NextGatedDeltaNet policy smoke test passes

Signed-off-by: Kai Xu kaix@nvidia.com

Summary by CodeRabbit

  • New Features

    • Recalibrating DASC now replaces the previous calibration state instead of creating duplicate history.
    • Added support for additional GatedDeltaNet-based model variants, including dynamically generated variants.
    • Improved compatibility with models saved using lower-precision formats.
  • Bug Fixes

    • Improved validation of calibration metadata and retained-head selections.
    • Prevented unsupported models that only resemble supported implementations from being accepted.
  • Documentation

    • Clarified supported model types and recalibration behavior.

Signed-off-by: Kai Xu <kaix@nvidia.com>
@kaix-nv
kaix-nv requested review from a team as code owners September 11, 2026 01:27
@kaix-nv
kaix-nv requested review from kevalmorabia97 and removed request for a team September 11, 2026 01:27
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Review Change StackReview Change Stack

📝 Walkthrough

Walkthrough

DASC calibration now replaces existing mode state during recalibration. GDN detection supports approved base classes and dynamic subclasses. Policy validation tolerates FP16 and BF16 storage casts while checking horizons and retained-head masks.

Changes

DASC calibration updates

Layer / File(s) Summary
GDN policy validation and provenance
modelopt/torch/sparsity/state_sparsity/config.py, modelopt/torch/sparsity/state_sparsity/policy.py, tests/unit/torch/sparsity/state_sparsity/test_dasc.py
GDN detection now checks supported base classes and dynamic subclasses. Deployment validation uses horizon tolerance and retained-head masks instead of strict decay-hash equality.
DASC recalibration state replacement
modelopt/torch/sparsity/state_sparsity/api.py, modelopt/torch/sparsity/state_sparsity/conversion.py, tests/unit/torch/sparsity/state_sparsity/test_dasc.py, docs/source/guides/6_sparsity.rst
calibrate normalizes configuration and replaces existing DASC state. Duplicate entries are removed, and stale structural or decay validation produces warnings.
DASC mode transition constraints
modelopt/torch/sparsity/state_sparsity/mode.py, tests/unit/torch/sparsity/state_sparsity/test_dasc.py
The mode descriptor prohibits repeated DASC calibration. Tests cover registry restrictions and missing DASC state.

Priority: ⬇️ Low

Estimated code review effort: 3 (Moderate) | ~25 minutes

Sequence Diagram(s)

sequenceDiagram
  participant Caller
  participant calibrate
  participant ModeloptStateManager
  participant replace_dasc_mode
  Caller->>calibrate: provide model, config, and measurements
  calibrate->>ModeloptStateManager: inspect model state
  calibrate->>replace_dasc_mode: replace existing DASC mode
  replace_dasc_mode->>ModeloptStateManager: update serialized mode entries
  replace_dasc_mode-->>calibrate: return recalibrated model
  calibrate-->>Caller: return model
Loading

Merge Risk: 🟡 Moderate · up to cfd70

Unrelated modules can be treated as supported GDN implementations, potentially producing invalid DASC calibration behavior. Use supported class identities before merging.

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Description Check ✅ Passed Check skipped - CodeRabbit’s high-level summary is enabled.
Title check ✅ Passed The title clearly and concisely describes the main change: hardening the DASC recalibration lifecycle, including state replacement and repeat-mode protection.
Docstring Coverage ✅ Passed Docstring coverage is 94.44% which is sufficient. The required threshold is 80.00%. Docstring coverage is scoped to functions touched by this diff. Analyzed 18 functions across 6 files. (1 skipped: 1 …
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@kaix-nv

kaix-nv commented Sep 11, 2026

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/claude review

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Inline comments:
In `@modelopt/torch/sparsity/state_sparsity/policy.py`:
- Line 68: Update _is_gdn_module to validate supported GDN class identities
rather than matching __name__, while still accepting ModelOpt-generated
subclasses through their supported base classes and retaining the A_log/dt_bias
checks. Add a regression test using an unrelated same-name class to confirm it
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Reviewing files that changed from the base of the PR and between a0a5d08 and cfd7053.

📒 Files selected for processing (7)
  • docs/source/guides/6_sparsity.rst
  • modelopt/torch/sparsity/state_sparsity/api.py
  • modelopt/torch/sparsity/state_sparsity/config.py
  • modelopt/torch/sparsity/state_sparsity/conversion.py
  • modelopt/torch/sparsity/state_sparsity/mode.py
  • modelopt/torch/sparsity/state_sparsity/policy.py
  • tests/unit/torch/sparsity/state_sparsity/test_dasc.py

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Comment thread modelopt/torch/sparsity/state_sparsity/policy.py
policy = get_attached_dasc_policy(model)
validate_dasc_model_structure(model, policy)
try:
validate_dasc_model_structure(model, policy)

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[IMPORTANT Compatibility] Save is now lenient about structural staleness, but restore_dasc_model is still strict — so this change lets ModelOpt write a checkpoint that can never be loaded again.

Moving validate_dasc_model_structure inside the try means mto.save() succeeds with only a warning when the calibrated GDN geometry has changed (exactly what test_structure_staleness_does_not_block_checkpoint_save asserts). But the persisted metadata is the stale policy, and restore_dasc_model (line 93) still calls validate_dasc_model_structure unconditionally and raises ApplyModeError. Since restore_from_modelopt_state replays every mode in order and does not catch per-mode failures, that one raise aborts the whole restore — including any unrelated modes stored alongside DASC in the same modelopt_state.

Why it matters: the stated goal is that "a stale policy remains serializable so it cannot block saving or composing other ModelOpt modes." As written, DASC no longer blocks saving other modes, but it does block restoring them, and the failure now surfaces at load time (possibly a different machine, days later) instead of fail-fast at save. The new test only covers the save half — nothing asserts what happens when that checkpoint is read back.

Suggested fix — make restore consistent with save, and let export_policy remain the single strict gate (it already is, per api.py:86-87):

def restore_dasc_model(model: nn.Module, config: DASCConfig, metadata: MetadataDict) -> nn.Module:
    ...
    try:
        validate_dasc_model_structure(model, policy)
    except ApplyModeError as error:
        warnings.warn(
            f"{error}. The restored DASC policy is stale; re-run calibrate() before deployment",
            stacklevel=2,
        )
    _attach_policy(model, policy)
    return model

If restore must stay strict instead, then the save-side warning should say the DASC entry will not restore, and a round-trip test (mto.savemto.restore) should pin whichever behavior you pick.

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Addressed in #2380. Restore now attaches structurally stale policy metadata with an actionable warning, so a saved stale checkpoint remains recoverable. Export remains strict and rejects deployment until recalibration; the save/restore/export lifecycle is tested.

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PR Preview Action v1.8.1
Preview removed because the pull request was closed.
2026-09-11 04:54 UTC

Comment on lines +34 to 35
# Covers ordinary FP16/BF16 storage casts; the exact retained-head mask below is the semantic gate.
_HORIZON_DTYPE_CAST_RTOL = 0.05

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[IMPORTANT Compatibility] The exact-digest check was removed and _HORIZON_DTYPE_CAST_RTOL = 0.05 is now the sole numerical gate on horizon drift — but it is a hand-tuned constant with a thin margin, and the new float16/bfloat16 test cannot exercise it.

Two connected problems:

1. The tolerance is not derived from dtype precision. Horizon error is dominated by softplus(dt_bias + static_gate_input); for strongly negative x, softplus(x) ≈ exp(x), so the relative horizon error is roughly the absolute rounding error of dt_bias, which grows with |dt_bias| under a fixed-mantissa cast. Real Qwen3-Next dt_bias is initialized via inverse-softplus of dt ∈ [1e-3, 0.1], i.e. dt_bias ≈ -7 … -2.3. At |dt_bias| ≈ 12 a bf16 cast (8 significant bits → step 2^-4 at that magnitude) contributes ~3% on its own, and A_log ≈ 2.7 adds ~0.8% via exp(A_log) — roughly 4% against a 5% budget. That margin is undocumented and not much more than 1x, so a legitimate model.to(torch.bfloat16) on a slow-decay checkpoint can trip "DASC policy horizons do not match current decay parameters" at export_policy(), which is the primary deployment path.

2. Nothing in the suite validates the lenient path. test_dtype_cast_preserves_policy_when_the_selected_mask_is_unchanged now parametrizes over bfloat16 and float16, but the fixture uses A_log = torch.zeros(...) and dt_bias = torch.tensor([-2.0, 2.0]). 0.0, -2.0, and 2.0 are all exactly representable in both dtypes, so model.to(dtype) is bit-exact for the horizon computation and the test passes without ever going through a lossy cast. The PR's central claim — "validate FP16/BF16 casts by re-derived horizons plus the exact selected-head mask" — is therefore unverified in either direction (accepts a real cast / rejects real drift).

Suggested fix: make the tolerance dtype-aware rather than a magic 5%, e.g. scale it from torch.finfo(param.dtype).eps and the observed |A_log| / |dt_bias + static_gate_input| maxima, so the bound tracks the actual storage precision instead of assuming a parameter range. And give the fixture values that are not representable in fp16/bf16 (e.g. A_log = torch.tensor([0.1, 0.7]), dt_bias = torch.tensor([-2.3, 1.7])) so the parametrized test actually distinguishes an accepted cast from rejected drift. Keeping the exact retained_heads mask comparison as the semantic gate is the right call — it's the tolerance and its coverage that need shoring up.

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Addressed in #2380. The fixed 5% tolerance is replaced by an analytic interval derived from one rounding step in the current storage dtype. Tests use values that demonstrably change under both FP16 and BF16 casts.

"""Accept supported GDN implementations and their ModelOpt dynamic subclasses."""
return (
type(module).__name__ in _SUPPORTED_GDN_CLASS_NAMES
any(base.__name__ in _SUPPORTED_GDN_CLASS_NAMES for base in type(module).__mro__)

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[SUGGESTION] The MRO walk accepts any subclass of a supported GDN class, which is broader than the stated intent and silently re-opens the case the old check fenced off.

The docstring and the doc update say "ModelOpt-generated dynamic subclasses," but type(module).__mro__ matches every user-defined subclass too. That's exactly the case the test used to assert as unsupported — UnsupportedGatedDeltaNet(GatedDeltaNet) was rejected before and had to be rewritten as a non-subclass to keep the test passing. A user subclass that overrides how A_log/dt_bias map to decay (or reparameterizes dt_bias) now silently passes the gate, and compute_gdn_decay_horizons will apply the base-class formula -exp(A_log) * softplus(dt_bias + g) anyway — producing a plausible-looking but wrong policy rather than failing closed.

If the goal is specifically to survive ModelOpt dynamic conversion, gate the subclass allowance on that rather than on subclassing in general:

from modelopt.torch.opt.dynamic import DynamicModule

def _is_gdn_module(module: nn.Module) -> bool:
    """Accept supported GDN implementations and their ModelOpt dynamic subclasses."""
    cls = type(module)
    is_supported_class = cls.__name__ in _SUPPORTED_GDN_CLASS_NAMES or (
        isinstance(module, DynamicModule)
        and any(base.__name__ in _SUPPORTED_GDN_CLASS_NAMES for base in cls.__mro__)
    )
    return (
        is_supported_class
        and isinstance(getattr(module, "A_log", None), torch.Tensor)
        and isinstance(getattr(module, "dt_bias", None), torch.Tensor)
    )

If accepting arbitrary subclasses is a deliberate choice, the docs at docs/source/guides/6_sparsity.rst:175-177 should say so plainly rather than implying only ModelOpt-generated subclasses are covered — a reader currently gets a stronger fail-closed guarantee than the code provides.

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Addressed in #2380. Ordinary subclasses are no longer accepted. Only exact supported class identities, or ModelOpt DynamicModule subclasses whose MRO contains one of those exact identities, pass. Arbitrary subclass and same-name lookalike tests were added.

model = unwrap_model(model, force_unwrap=True)
policy = build_dasc_policy(model, config, measurements)
manager = ModeloptStateManager(model)
manager.update_last_state_before_new_mode(model)

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[SUGGESTION] update_last_state_before_new_mode is doing net-negative work here: no new mode is being appended, and the entry it refreshes is overwritten eight lines later.

Two concrete consequences:

  1. Misleading warning. It routes into update_dasc_metadata, which warns "The saved DASC policy is stale; re-run calibrate() before deployment" — emitted from inside calibrate(), the call that is clearing the staleness. test_export_rejects_changed_decay_parameters_and_restore_rejects_structure currently pins that warning, so it reads as intentional, but the advice it gives the user is already being followed.

  2. Recalibration can be blocked by the state it replaces. update_dasc_metadata starts with get_attached_dasc_policy(model), which raises ApplyModeError("Model has no valid attached DASC policy") if _modelopt_dasc_policy is absent or unparseable. That attribute is a plain Python attribute, not a buffer, so it does not travel with state_dict() and is not copied by ModeloptStateManager.transfer_state_dict. A model carrying DASC state but no attached policy therefore cannot be recalibrated at all — even though policy (line 120) has already been successfully rebuilt and is about to replace everything.

Since replace_dasc_mode writes both config and metadata for the DASC entry itself, dropping the call is the simplest fix. If the intent is to keep a non-DASC trailing mode's metadata fresh, guard it so it only runs when the last mode isn't the DASC entry being replaced:

policy = build_dasc_policy(model, config, measurements)
manager = ModeloptStateManager(model)
state = manager.state_dict()
dasc_indices = [index for index, (mode, _) in enumerate(state) if mode == "dasc"]
if not dasc_indices:
    raise ApplyModeError("Cannot replace DASC mode because the model has no DASC state")
if dasc_indices[-1] != len(state) - 1:
    # a later mode owns the tail of the state; refresh it before we rewrite ours
    manager.update_last_state_before_new_mode(model)

Note the ordering dependency if you keep the call as-is: it must stay before the state = manager.state_dict() read only by accident — state_dict() returns the live list, so it happens to work either way. Making that independence explicit (or removing the call) would be clearer.

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Addressed in #2380. In-place DASC recalibration skips update_last_state_before_new_mode when DASC is already the trailing mode, so missing or stale attached metadata cannot block replacement. Refresh occurs only when a non-DASC mode trails DASC; both paths are tested.

Comment on lines +51 to +55
@property
def next_prohibited_modes(self) -> set[str]:
"""Route repeat calibration through the replacing public API."""
return {"dasc"}

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[SUGGESTION] This routes repeat calibration away from apply_mode, but the resulting error loses the actionable message that convert_dasc_model carefully provides.

assert_compatibility_as_next_mode_of (modelopt/torch/opt/mode.py:266-269) enforces this with a bare assert, so a generic mto.apply_mode(model, mode=[("dasc", cfg)]) on an already-calibrated model now fails with a framework-level AssertionError: Cannot add dasc after dasc! dasc does not allow dasc to be its next mode. — no mention of calibrate(). That's a step back from the ApplyModeError at conversion.py:50-53, which does name the public entrypoint. The new test asserts the property value but not the raise, so nothing pins the user-facing behavior.

Also worth noting: next_prohibited_modes is only checked against last_mode and the top of the export stack, so dasc → some_other_mode → dasc still slips through and appends a second entry. replace_dasc_mode's duplicate collapsing covers that, so this is consistent — just be aware the guard is not a global "at most one DASC entry" invariant.

Consider documenting the intended recovery in the property docstring, or raising the actionable error from convert_dasc_model by detecting existing DASC state there (which would also survive python -O, where assert is stripped entirely).

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Claude review — 2 IMPORTANT, 3 SUGGESTION, 0 CRITICAL.

Scope: full review (the trigger comment carried no scoping instructions). All 7 changed files reviewed — api.py, config.py, conversion.py, mode.py, policy.py under modelopt/torch/sparsity/state_sparsity/, plus tests/unit/torch/sparsity/state_sparsity/test_dasc.py and docs/source/guides/6_sparsity.rst — with supporting context read from modelopt/torch/opt/conversion.py, modelopt/torch/opt/mode.py, modelopt/torch/opt/config.py, and modelopt/torch/utils/network.py.

Most impactful findings

1. Save/restore asymmetry creates unrestorable checkpoints (conversion.py:102, IMPORTANT)

Moving validate_dasc_model_structure inside the try makes structural staleness a warning at save time, but restore_dasc_model:93 still raises ApplyModeError unconditionally. Because restore_from_modelopt_state replays modes without per-mode error handling, a checkpoint that mto.save() happily writes can never be loaded back — and that failure takes down any unrelated modes sharing the same modelopt_state. This partially inverts the PR's own goal: DASC no longer blocks saving other modes, but it now blocks restoring them, and the failure moved from fail-fast to load time. The new test_structure_staleness_does_not_block_checkpoint_save covers only the save half; there is no mto.save then mto.restore round-trip.

2. The new numerical gate is a hand-tuned constant, and its test cannot exercise it (policy.py:34-35, IMPORTANT)

With the exact digest check removed, _HORIZON_DTYPE_CAST_RTOL = 0.05 is the only tolerance on horizon drift. It is not derived from dtype precision: horizon error is dominated by softplus(dt_bias + g), whose relative error tracks the absolute rounding error of dt_bias and therefore grows with the magnitude of dt_bias. For realistic Qwen3-Next parameterizations a bf16 cast lands around ~4% against the 5% budget — a thin, undocumented margin on the main model.to(bfloat16) then export_policy() path. Meanwhile the parametrized float16/bfloat16 test is a no-op: the fixture uses A_log = zeros and dt_bias = [-2.0, 2.0], all exactly representable in both dtypes, so the cast is bit-exact and the lenient path is never actually traversed. The PR's central claim — validating low-precision casts via re-derived horizons plus the exact head mask — is currently unverified in both directions.

Suggestions (non-blocking)

  • policy.py:68 — the MRO walk accepts any subclass, not just ModelOpt dynamic ones; a user subclass that reparameterizes decay now passes the gate and gets the base-class formula applied silently. Concrete isinstance(module, DynamicModule) alternative in the inline comment.
  • conversion.py:122update_last_state_before_new_mode in replace_dasc_mode refreshes an entry that is overwritten immediately after; it emits "re-run calibrate()" from inside calibrate(), and can hard-block recalibration via get_attached_dasc_policy when the (non-serialized) policy attribute is missing.
  • mode.py:51-55next_prohibited_modes is enforced by a bare assert, so repeat apply_mode now fails with a generic framework message instead of the actionable ApplyModeError that convert_dasc_model provides (and is stripped under python -O).

Verified as correct

  • The config.py Pydantic narrowing is safe. Reducing model_config to ConfigDict(protected_namespaces=()) does not drop extra="forbid" / validate_assignment=True: Pydantic v2 merges model_config across the MRO, and ModeloptBaseConfig sets both at modelopt/torch/opt/config.py:74. Worth pinning with an explicit "extra keys rejected" assertion, since nothing in the suite currently guards this inheritance.
  • The unwrap_model(model, force_unwrap=True) added to calibrate is not a behavior change. apply_mode already unwraps identically (opt/conversion.py:384) and returns the unwrapped module, so wrapped-model return types are unchanged.
  • Validator ordering avoids a latent KeyError. validate_dasc_decay_parameters indexes policy.layers[name] without a membership check, but both export_policy and the new combined try in update_dasc_metadata run validate_dasc_model_structure first, which rejects added or removed GDN layers — so the unguarded lookup is never reached with an unknown name.
  • Duplicate collapsing in replace_dasc_mode is correct: state_dict() returns the live self._state list, and reverse-order deletion keeps indices valid.

Risk assessment

Moderate. The diff is small and well-scoped, and the mode/state plumbing is sound. The risk is concentrated in the two lifecycle boundaries this PR deliberately loosened: the save-lenient/restore-strict split (finding 1) is the one I would fix before merge, since it can silently produce dead checkpoints that also strand co-resident modes. Finding 2 is lower blast radius but leaves the PR's headline behavior untested.

🤖 Generated with Claude Code

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Codecov Report

✅ All modified and coverable lines are covered by tests.
✅ Project coverage is 78.74%. Comparing base (a0a5d08) to head (cfd7053).

Additional details and impacted files
@@                           Coverage Diff                            @@
##           feature/dasc-state-sparsity-parity-gate    #2379   +/-   ##
========================================================================
  Coverage                                    78.74%   78.74%           
========================================================================
  Files                                          548      548           
  Lines                                        64105    64123   +18     
========================================================================
+ Hits                                         50477    50495   +18     
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kaix-nv added a commit that referenced this pull request Sep 11, 2026
## Summary

Consolidates the complete reviewed fix stack for #2375 into one DCO-safe
commit:

- harden package exports, measurement semantics, wrapper handling, and
actionable calibration errors
- validate exact installed GDN identities plus ModelOpt dynamic
subclasses; reject lookalikes, ordinary subclasses, incomplete layers,
and partial layer sets
- make stale checkpoints saveable and restorable while keeping
deployment export strict
- make DASC recalibration replace and deduplicate existing mode state
without stale-metadata refresh
- record the declared decay-parameter checkpoint storage dtype and use
derived FP16/BF16/FP32 rounding bounds
- preserve BF16/FP16 storage and wider/cross-dtype reload compatibility
without globally widening FP32 tolerance
- add installed Transformers path coverage, optional Megatron gating,
lifecycle, tamper, lossy-cast, and mixed-layer regressions
- document the explicit storage-dtype contract

This consolidated PR supersedes the mechanically stacked review-fix PRs
#2377, #2378, #2379, #2380, #2382, #2383, #2384, and #2385. Its tree is
byte-identical to the independently reviewed leaf commit from #2386.

## Validation

- focused DASC suite: 23 passed, 1 absent optional Megatron skip
- DASC plus weight sparsity plus attention sparsity compatibility suite:
134 passed, 1 optional skip
- DASC package coverage: 408/408 statements, 100%
- full pre-commit on all touched files: passed
- real Transformers Qwen3NextGatedDeltaNet BF16 storage to FP32 reload
smoke: passed
- commit author and Signed-off-by identity both use kaix-nv
<kaix@nvidia.com>

<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->

## Summary by CodeRabbit

* **New Features**
* Added support for configuring decay-parameter storage precision with
FP16, BF16, or FP32.
  * Added safer recalibration that replaces existing DASC state.
* Expanded compatibility with supported GDN adapter classes and model
wrappers.
* Added improved validation for sparsity policies, measurements, model
structure, and decay parameters.
  * Added support for perplexity-retention values above 1.

* **Documentation**
* Clarified evaluation responsibilities, recalibration behavior,
stale-policy handling, supported adapters, and dtype requirements.

<!-- end of auto-generated comment: release notes by coderabbit.ai -->

---------

Signed-off-by: kaix-nv <kaix@nvidia.com>
@kaix-nv

kaix-nv commented Sep 11, 2026

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Superseded by consolidated review-fix PR #2387, now merged into #2375’s head. Closing this mechanical stack layer.

@kaix-nv kaix-nv closed this Sep 11, 2026
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