feat(archon): implement LoRA infrastructure with FSDP2/DTensor compatibility and PEFT checkpointing#1015
feat(archon): implement LoRA infrastructure with FSDP2/DTensor compatibility and PEFT checkpointing#1015MikaStars39 wants to merge 8 commits intoinclusionAI:mainfrom
Conversation
Port LoRA core infrastructure and checkpointing from fw/archon-lora branch to main, implementing Phase 1 (core LoRA modules) and Phase 2 (PEFT- compatible checkpoint I/O) from the lora-global-plan. Phase 1 - Core LoRA Infrastructure: - LoRALinear module following torchtune patterns (FSDP2-compatible) - AdapterModule protocol for parameter extraction - Utilities: get_adapter_params, set_trainable_params, disable/enable_adapter - PEFT-compatible naming (lowercase lora_a/lora_b internally) - Zero-initialization of lora_b ensures initial output matches base model Phase 2 - Checkpointing & PEFT Conversion: - save_lora_adapter: Save adapter in PEFT format (safetensors + config) - load_lora_adapter: Load adapter from PEFT format with key validation - is_lora_adapter_checkpoint: Detect PEFT adapter checkpoints - Qwen2StateDictAdapter: 16 LoRA key mappings + to_peft_module_map - BaseStateDictAdapter: create_peft_adapter_config method - ArchonEngine: lora_config attribute, LoRA-aware save/load Tests: - 18+ unit tests for LoRALinear (forward, gradient, from_linear, dropout) - PEFT compatibility tests (skipped if PEFT not installed) - State dict key conversion tests (all 16 mappings) - Checkpoint detection tests - Round-trip conversion tests Ref inclusionAI#945
## Summary
This commit fixes critical distributed training deadlocks when using LoRA with FSDP2 and Tensor Parallelism, and improves weight synchronization reliability across training and rollout nodes.
## Key Changes
### 1. LoRA Architecture Refactor (Core Fix)
**Problem**: LoRA weights as `nn.Parameter` were managed by FSDP2, causing DP reduce-scatter to conflict with DTensor TP all-reduce during backward, leading to NCCL deadlocks.
**Solution**: Store LoRA weights as plain tensors via `object.__setattr__`, making them invisible to FSDP2.
**Files**:
- `areal/experimental/models/archon/lora/lora_linear.py`
- Rewrote `LoRALinear` to use `object.__setattr__` for `_lora_a_weight`, `_lora_b_weight`
- Added `lora_parameters()`, `materialize_lora()` for explicit weight management
- Custom `_save_to_state_dict`/`_load_from_state_dict` with meta-device check
- `sync_lora_grads` handles both TP and DP all-reduces
- `areal/experimental/models/archon/lora/adapter.py`
- `get_adapter_params` now uses `getattr` to find plain tensor attributes
- `areal/experimental/engine/archon_engine.py`
- `_get_all_parameters`: Collects both nn.Parameters and plain LoRA tensors
- `_freeze_non_lora_params`: Calls `materialize_lora()` to move weights from meta device
- `train_batch`: Updated `sync_lora_grads` call with explicit TP/DP groups
- `areal/experimental/models/archon/qwen2/model/state_dict_adapter.py`
- Updated key mapping from `lora_a.weight` to `_lora_a_weight`
- `areal/experimental/engine/archon_lora_checkpoint.py`
- Recognizes new `_lora_a`/`_lora_b` key prefixes
- Uses `engine.cpu_group` (gloo) for barrier instead of NCCL
### 2. Gradient Norm Fix
**Problem**: `get_grad_norm_fp32` returned early when `grads_for_norm` was empty (on TP rank > 0), causing all-reduce deadlock.
**Solution**: Ensure all ranks participate in all-reduce, contributing 0.0 if no local gradients.
**File**: `areal/engine/fsdp_utils/grad.py`
### 3. Meta Tensor Fix
**Problem**: `Cannot copy out of meta tensor` error during model initialization when state dict was accessed before `materialize_lora()` was called.
**Solution**: Skip adding LoRA weights to state dict if still on meta device.
**File**: `areal/experimental/models/archon/lora/lora_linear.py`
### 4. Weight Sync Reliability
**Problem**: NFS-based `name_resolve` signals had cross-node visibility issues causing 600s timeouts.
**Solution**: Dual-signal mechanism using checkpoint directory ready file + legacy name_resolve.
**Files**:
- `areal/experimental/engine/archon_weight_sync.py`
- Writes `.areal_weight_update_ready` file in checkpoint directory after save
- Timeout increased from 120s to 600s
- `areal/infra/remote_inf_engine.py`
- `_wait_for_disk_weight_update_ready`: Prefer ready file in checkpoint dir, fallback to name_resolve
- More informative timeout error messages
### 5. Configuration
**File**: `recipe/areal/lora_qwen.yaml`
- `cluster.name_resolve.nfs_record_root`: Changed from `/tmp/areal/name_resolve` to `${cluster.fileroot}/name_resolve` for shared storage
## Testing
- LoRA PPO training with 4D parallelism [pp=1, dp=4, cp=1, tp=2] on DeepSeek-R1-Distill-Qwen-7B
- Verified 32 PPO minibatches complete successfully
- Gradient norm calculation works correctly across all ranks
- Weight synchronization stable across multiple training steps
## Related Issues
- Error 15-19: Sequential fixes for training hangs, autograd chain breaks, NCCL deadlocks, meta tensor errors
- Weight sync timeout: Rolled out dual-signal approach for cross-node reliability
Summary of ChangesHello, I'm Gemini Code Assist1! I'm currently reviewing this pull request and will post my feedback shortly. In the meantime, here's a summary to help you and other reviewers quickly get up to speed! This pull request significantly enhances the Archon engine by introducing a robust LoRA (Low-Rank Adaptation) infrastructure. It provides a parallel-aware implementation that integrates seamlessly with existing Tensor Parallelism and FSDP2 setups, crucially addressing a known deadlock. The changes also enable PEFT-compatible checkpointing for LoRA adapter weights, allowing for interoperability with HuggingFace ecosystems. Additionally, it refines weight synchronization mechanisms and includes a critical bug fix related to gradient norm calculation in distributed environments. Highlights
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Code Review
This pull request introduces a comprehensive LoRA (Low-Rank Adaptation) infrastructure compatible with FSDP2 and DTensor, which is a significant feature. The implementation correctly handles the complexities of distributed training, including a fix for a potential deadlock. It also adds PEFT-compatible checkpointing, which is great for interoperability. The code is generally well-structured, but there are a few areas for improvement regarding code style, clarity, and correctness in tests. Most notably, several new test files appear to be written for a different, outdated implementation of LoRALinear and will not work with the submitted code. This is a critical issue that needs to be addressed to ensure the new functionality is properly tested.
| def test_freeze_non_lora_params_keeps_only_adapter_trainable(): | ||
| model = _ToyBlock() | ||
| engine = _make_engine(model, ["wq"]) | ||
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| engine._apply_lora() | ||
| engine._freeze_non_lora_params() | ||
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| assert model.wq.weight.requires_grad is False | ||
| assert model.wq.lora_a.weight.requires_grad is True | ||
| assert model.wq.lora_b.weight.requires_grad is True | ||
| assert model.other.weight.requires_grad is False | ||
| assert model.inner.wv.weight.requires_grad is False |
There was a problem hiding this comment.
This test appears to be written for a different implementation of LoRALinear. It accesses model.wq.lora_a.weight, but the LoRALinear implementation in this PR does not have a lora_a submodule; it uses a plain tensor attribute _lora_a_weight. This test will fail and does not correctly validate the freezing logic for the submitted code. The test needs to be updated to access the LoRA weights correctly (e.g., model.wq._lora_a_weight).
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| """Unit tests for LoRALinear module and adapter utilities.""" | |||
There was a problem hiding this comment.
The tests in this file appear to be written for a different implementation of LoRALinear. The current implementation in areal/experimental/models/archon/lora/lora_linear.py stores LoRA weights as plain tensor attributes (e.g., _lora_a_weight) to avoid FSDP hooks. However, these tests attempt to access them as if they were nn.Linear submodules (e.g., lora_linear.lora_a.weight).
This mismatch means the tests will fail and are not validating the submitted code. The tests need to be updated to reflect the actual LoRALinear implementation. For example, lora_linear.lora_b.weight should be lora_linear._lora_b_weight.
| @dataclass | ||
| class LoRAConfig: | ||
| enabled: bool | ||
| rank: int | ||
| alpha: float | ||
| target_modules: list[str] | ||
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| self.lora_config = LoRAConfig( | ||
| enabled=True, |
| ) | ||
| sync_lora_grads( | ||
| self.model, |
| if self.lora_config is not None: | ||
| from areal.experimental.models.archon.lora import LoRALinear |
There was a problem hiding this comment.
The method _get_all_parameters is type-hinted to return list[nn.Parameter], but it is being extended with torch.Tensor objects from module.lora_parameters(). This creates a type inconsistency. Please update the type hint to reflect the actual return type, for example list[torch.Tensor] or typing.Union[nn.Parameter, torch.Tensor].
| if self.lora_config is not None: | |
| from areal.experimental.models.archon.lora import LoRALinear | |
| def _get_all_parameters(self) -> list[torch.Tensor]: | |
| params: list[torch.Tensor] = [p for m in self.model_parts for p in m.parameters()] |
| if self._tp_enabled: | ||
| result = self._tp_lora_forward(x, base_out) | ||
| if result.requires_grad and hasattr(self, "_debug_name"): | ||
| _name = self._debug_name |
| forward_only: bool, | ||
| ) -> list[torch.Tensor | dict[int, torch.Tensor]]: | ||
| results: list[torch.Tensor | dict[int, torch.Tensor]] = [] | ||
| total_mbs = len(mb_list) |
| total_mbs = len(mb_list) | ||
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| for mb_item in mb_list: | ||
| for mb_idx, mb_item in enumerate(mb_list): |
| with stats_tracker.scope("update"): | ||
| # Get current version for proximal approximation metrics | ||
| current_version = self.engine.get_version() | ||
| _n_mbs = len(mb_inputs.mbs) |
| _n_mbs = len(mb_inputs.mbs) | ||
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| for mb in mb_inputs.mbs: | ||
| for _mb_idx, mb in enumerate(mb_inputs.mbs): |

Summary
This PR introduces Phase 1 & 2 of the LoRA (Low-Rank Adaptation) infrastructure for the Archon engine. It provides a robust, parallel-aware implementation of LoRA that seamlessly integrates with Tensor Parallelism (TP) and FSDP2. Crucially, it resolves a known deadlock issue between FSDP2 Data Parallel (DP) reduce-scatter and DTensor TP operations during the backward pass. It also introduces HuggingFace PEFT-compatible checkpointing for adapter weights.
Key Features & Architectural Changes
FSDP2-Safe LoRA Implementation (
lora_linear.py): * Implemented a customLoRALinearmodule.Deadlock Fix: LoRA weights ($A$ and $B$ matrices) are stored as plain tensors (via
object.__setattr__) rather thannn.Parameter. This intentional design bypasses FSDP2'spost_accumulate_grad_hook, preventing the DP reduce-scatter operations from interleaving with DTensor TP operations, which previously caused diamond deadlocks.Added
sync_lora_gradsto manually all-reduce LoRA weight gradients across both TP and DP groups before the optimizer step.Archon Engine Integration (
archon_engine.py):Added dynamic LoRA application (
_apply_lora) to target modules based onLoRAConfig.Implemented
_freeze_non_lora_paramsto lock base model weights while keeping adapter parameters trainable.Integrated LoRA initialization with the existing parallelization pipeline, ensuring LoRA is injected after TP/CP so that tensor-parallel planning operates correctly on
nn.Linear.PEFT-Compatible Checkpointing (
archon_lora_checkpoint.py&base.py):LoRA adapters are saved and loaded in HuggingFace's PEFT format (
adapter_model.safetensorsandadapter_config.json).Introduced module name mapping in
Qwen2StateDictAdapterto automatically translate Archon-specific FQN paths (e.g.,layers.0.attention.wq.lora_a) to HF PEFT paths (e.g.,self_attn.q_proj.lora_A).Added stripping of adapter parameters from base HuggingFace checkpoints during the initial load to prevent missing key errors.
Weight Sync & Reliability (
archon_weight_sync.py&remote_inf_engine.py):Improved the reliability of cross-node weight synchronization by implementing an atomic swap (
.tmpto final) for the.areal_weight_update_readysignal file.Updated the remote inference engine to prioritize checking the disk-based ready file over the legacy name-resolve key to prevent timeouts.
Bug Fixes:
Gradient Norm (
grad.py): Fixed a hanging issue duringget_grad_norm_fp32whengrads_for_normis empty on certain ranks by ensuring they still participate in theall_reducewith a zero contribution.Removed stale training debug info for cleaner logging.
Testing
LoRALinearforward/backward passes, dropout behavior, and PEFT mathematical equivalence.