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Harden DASC policy identity and restore - #2380

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

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Summary

Follow-up to #2379 that closes the latest automated review findings:

  • recognize only the installed Megatron or Transformers GDN class identities, plus ModelOpt DynamicModule subclasses derived from those identities
  • replace the fixed horizon tolerance with an analytic bound for one FP16/BF16 storage-rounding step
  • keep stale checkpoints restorable with a warning while retaining strict deployment export
  • avoid refreshing stale DASC metadata during ordinary in-place recalibration; refresh only when a non-DASC mode trails DASC
  • add lookalike, arbitrary-subclass, lossy FP16/BF16 cast, stale save/restore, and trailing-mode tests

This PR is intentionally stacked on #2379 because repository rules protect a PR head branch after creation.

Validation

  • focused DASC suite: 18 passed
  • DASC plus weight sparsity plus attention sparsity compatibility suite: 129 passed
  • DASC package coverage: 379/379 statements, 100%
  • full pre-commit on touched files: passed
  • real Transformers Qwen3NextGatedDeltaNet calibration/export CPU smoke: passed

Summary by CodeRabbit

  • Bug Fixes
    • Improved restoration of DASC configurations when model structures have changed, allowing stale policies to be retained with warnings instead of failing outright.
    • Preserved existing sparsity state during mode replacement and refreshed state only when necessary.
    • Improved recognition of supported GDN implementations, including dynamically generated model variants.
    • Improved validation of decay parameters across storage precision formats.
    • Added support for restoring and recalibrating stale checkpoints more reliably.

Signed-off-by: Kai Xu <kaix@nvidia.com>
@kaix-nv
kaix-nv requested review from a team as code owners September 11, 2026 01:51
@kaix-nv
kaix-nv requested review from rohansjoshi and removed request for a team September 11, 2026 01:51
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Review Change StackReview Change Stack

📝 Walkthrough

Walkthrough

DASC policy handling now resolves supported GDN classes by import path, validates decay horizons against storage casting, refreshes mode state conditionally, and treats structure mismatches during restoration as stale-policy warnings.

Changes

DASC policy flow

Layer / File(s) Summary
GDN class resolution
modelopt/torch/sparsity/state_sparsity/policy.py, tests/unit/torch/sparsity/state_sparsity/test_dasc.py
Supported GDN classes are resolved from Megatron and Transformers import paths. Recognition accepts exact supported classes and ModelOpt dynamic subclasses, while rejecting unsupported lookalikes.
Storage-aware decay validation
modelopt/torch/sparsity/state_sparsity/policy.py, tests/unit/torch/sparsity/state_sparsity/test_dasc.py
Decay horizon checks use bounds derived from storage-dtype rounding. Tests cover low-precision serialization and small horizon tampering.
DASC state replacement and restoration
modelopt/torch/sparsity/state_sparsity/conversion.py, tests/unit/torch/sparsity/state_sparsity/test_dasc.py
DASC replacement checks existing state and conditionally refreshes trailing state. Restoration warns on structure mismatches and continues policy attachment. Tests cover recalibration and stale checkpoint restoration.

Priority: ⬇️ Low

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

Merge Risk: 🔵 Low · up to 054c0

Unsupported-model errors do not identify which supported implementation path is expected, making configuration and dependency troubleshooting unnecessarily ambiguous. This is a small diagnostic fix and does not block core DASC behavior.

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Check name Status Explanation
Description Check ✅ Passed Check skipped - CodeRabbit’s high-level summary is enabled.
Title check ✅ Passed The title clearly and concisely summarizes the main changes: strengthening DASC policy identity checks and restore behavior.
Docstring Coverage ✅ Passed Docstring coverage is 87.50% which is sufficient. The required threshold is 80.00%. Docstring coverage is scoped to functions touched by this diff. Analyzed 24 functions across 3 files.
Linked Issues check ✅ Passed Check skipped because no linked issues were found for this pull request.
Out of Scope Changes check ✅ Passed Check skipped because no linked issues were found for this pull request.
Security Anti-Patterns ✅ Passed PASS. The PR changes only two modelopt Python files and one test file. The authoritative diff adds no torch.load, numpy.load/np.load, allow_pickle=True, trust_remote_code=True, eval(), exec(), or # no…
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@kaix-nv

kaix-nv commented Sep 11, 2026

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/claude review

Comment on lines +168 to +174
def _storage_rounding_radius(tensor: torch.Tensor) -> torch.Tensor:
"""Bound one cast-to-storage rounding step around the represented tensor values."""
values = tensor.detach().to(device="cpu", dtype=torch.float64)
dtype_info = torch.finfo(tensor.dtype)
unit_roundoff = dtype_info.eps / 2.0
subnormal_slack = dtype_info.tiny * dtype_info.eps
return values.abs() * (unit_roundoff / (1.0 - unit_roundoff)) + subnormal_slack

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[IMPORTANT Compatibility] The rounding radius is derived from the tensor's current dtype, so the tolerance collapses to ~0 exactly in the round-trip this replacement was meant to survive.

torch.finfo(tensor.dtype) only reflects a real storage step when the module is still holding the narrow dtype (which is the only case test_dtype_cast_preserves_policy_when_the_selected_mask_is_unchanged exercises — it does model.to(dtype) and leaves it there). The common deployment path is different:

  1. calibrate() on an FP32 model → static_horizons derived from FP32 A_log/dt_bias.
  2. Save in BF16 (save_pretrained(dtype=torch.bfloat16), or a BF16 torch.save of the state dict).
  3. Reload and materialize in FP32 (from_pretrained(dtype=torch.float32), .float() for CPU/debug, or an FP32 optimizer master-weight copy).

Now the parameters are FP32 tensors holding BF16-rounded values. unit_roundoff is FP32's (~6e-8), but the actual horizon deviation is one BF16 step (~4e-3 relative). stored falls outside [lower, upper] and validate_dasc_decay_parameters raises → export_policy() fails and mto.save() emits the "stale policy" warning for a checkpoint that is perfectly valid. The old fixed rtol=0.05 was dtype-agnostic and covered this, so this is a regression, not just a tightening.

The file's own provenance digest already encodes the intended tolerance model — _decay_parameters (line 150) canonicalizes to BF16 precisely because "one BF16 storage step" is the accepted loss. Bound against the coarsest plausible storage dtype rather than the current one, taking an elementwise max so a genuinely FP16-resident tensor still gets FP16's (much larger) subnormal slack:

_STORAGE_CAST_DTYPES = (torch.float16, torch.bfloat16)


def _storage_rounding_radius(tensor: torch.Tensor) -> torch.Tensor:
    """Bound one cast-to-storage rounding step around the represented tensor values."""
    values = tensor.detach().to(device="cpu", dtype=torch.float64).abs()
    radius = torch.zeros_like(values)
    for dtype in (tensor.dtype, *_STORAGE_CAST_DTYPES):
        dtype_info = torch.finfo(dtype)
        unit_roundoff = dtype_info.eps / 2.0
        radius = torch.maximum(
            radius,
            values * (unit_roundoff / (1.0 - unit_roundoff)) + dtype_info.tiny * dtype_info.eps,
        )
    return radius

(torch.finfo is only valid for floating dtypes, so guard or skip when tensor.dtype is integral — not expected for these parameters, but worth an assert.) It would also be worth extending the parametrized cast test with a save-in-bf16 → load-in-fp32 case, since that is the shape of the failure the current test cannot see.

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Addressed in #2382. The rounding interval now takes the elementwise maximum over the current dtype, FP16, and BF16, so a BF16 storage round trip remains valid after reload into FP32. A regression test performs exactly FP32 calibration to BF16 storage rounding to FP32 reload and confirms policy export.

Comment on lines +43 to +54
@lru_cache(maxsize=1)
def _supported_gdn_classes() -> tuple[type[nn.Module], ...]:
"""Resolve installed GDN implementations without making either framework mandatory."""
classes = []
for module_name, class_name in _SUPPORTED_GDN_CLASS_PATHS:
try:
candidate = getattr(importlib.import_module(module_name), class_name)
except (AttributeError, ImportError):
continue
if isinstance(candidate, type) and issubclass(candidate, nn.Module):
classes.append(candidate)
return tuple(classes)

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[IMPORTANT ModeState] Resolution failures are silent and the real paths are never exercised, so a wrong/moved module path degrades into a misleading user-facing error.

Two coupled problems:

  1. Silent skip. except (AttributeError, ImportError): continue swallows a path that no longer exists. _supported_gdn_classes() then returns () (or a partial tuple), _is_gdn_module returns False for every module, and the user sees "DASC found no supported GDN modules; expected one of: GatedDeltaNet, Qwen3NextGatedDeltaNet" on a model that does contain GatedDeltaNet. That message actively misdirects debugging. The previous name-based check was immune to module-path drift; megatron.core in particular reorganizes submodules across releases, and transformers' modular-model tooling relocates/duplicates modeling modules.

  2. No automated guard. The autouse _register_test_gdn_class fixture monkeypatches _supported_gdn_classes in every test, and test_supported_class_resolution_uses_imported_module_identities monkeypatches _SUPPORTED_GDN_CLASS_PATHS to synthetic modules. So no test ever asserts that either entry in _SUPPORTED_GDN_CLASS_PATHS resolves against a real install — the only validation is the manual CPU smoke run in the PR description, which won't catch a future dependency bump.

Also note except (AttributeError, ImportError) is narrower than this repo's optional-dependency convention (modelopt.torch.utils.import_plugin, which catches ModuleNotFoundError and then broad Exception). A Megatron/TE import that raises OSError or RuntimeError on a partially-configured install currently propagates out of _is_gdn_module and breaks DASC for transformers-only users.

Suggested fix: broaden the catch and make the miss visible, e.g.

@lru_cache(maxsize=1)
def _supported_gdn_classes() -> tuple[type[nn.Module], ...]:
    """Resolve installed GDN implementations without making either framework mandatory."""
    classes = []
    for module_name, class_name in _SUPPORTED_GDN_CLASS_PATHS:
        try:
            candidate = getattr(importlib.import_module(module_name), class_name)
        except ModuleNotFoundError:
            continue  # framework not installed
        except Exception as error:  # installed but unusable, or path moved upstream
            warnings.warn(f"DASC could not resolve {module_name}.{class_name}: {error!r}")
            continue
        if isinstance(candidate, type) and issubclass(candidate, nn.Module):
            classes.append(candidate)
    return tuple(classes)

and add a test that skips rather than fakes, so the real identity is checked wherever the dependency exists:

@pytest.mark.parametrize(("module_name", "class_name"), dasc_policy._SUPPORTED_GDN_CLASS_PATHS)
def test_declared_gdn_paths_resolve_when_installed(module_name, class_name):
    module = pytest.importorskip(module_name)
    assert issubclass(getattr(module, class_name), nn.Module)

(that test needs to opt out of the autouse fixture, or read _SUPPORTED_GDN_CLASS_PATHS directly as written above).

Separately, lru_cache caches a failed resolution for the whole process; with the warning above at least the user learns why every subsequent DASC call fails.

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Addressed in #2382. Missing optional frameworks remain silent, but resolution failures for installed frameworks now warn with the fully qualified path and exception. The tests cover missing, broken, invalid, and valid resolution, and separately verify each declared real path wherever its framework is installed.

Comment on lines 84 to 96
def _is_gdn_module(module: nn.Module) -> bool:
"""Accept supported GDN implementations and their ModelOpt dynamic subclasses."""
supported_classes = _supported_gdn_classes()
module_class = type(module)
is_supported_class = module_class in supported_classes or (
isinstance(module, DynamicModule)
and any(base in supported_classes for base in module_class.__mro__)
)
return (
any(base.__name__ in _SUPPORTED_GDN_CLASS_NAMES for base in type(module).__mro__)
is_supported_class
and isinstance(getattr(module, "A_log", None), torch.Tensor)
and isinstance(getattr(module, "dt_bias", None), torch.Tensor)
)

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[SUGGESTION] Requiring isinstance(module, DynamicModule) for any non-exact class means a plain subclass of a supported GDN is now rejected. The new UnsupportedSubclass test shows this is deliberate, and I agree name-based matching was too loose — but the rejection surfaces through _get_gdn_modules as "DASC found no supported GDN modules", which reads as "your model has no GDN layers" rather than "your GDN subclass isn't recognized."

Real cases that hit this: a trust_remote_code model whose modeling file subclasses Qwen3NextGatedDeltaNet, or a downstream research fork that subclasses Megatron's GatedDeltaNet to tweak the gate. Those have identical A_log/dt_bias semantics, so the policy would be valid, but the user gets no hint that subclassing is the cause.

Consider distinguishing the two cases in the error — e.g. have _get_gdn_modules note when it found modules whose MRO contains a supported class but which failed the DynamicModule gate, and say so ("found N GDN subclass(es) that are not ModelOpt dynamic modules; DASC requires the exact supported class"). Cheap to compute on the failure path only, and it turns a dead end into an actionable message.

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Addressed in #2382. If an ordinary subclass has a supported GDN identity in its MRO but is not a ModelOpt DynamicModule, the failure now identifies its module path and explains that an exact supported class is required.

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epsilon=policy.epsilon,
static_gate_input=policy.static_gate_input,
)
modules = _get_gdn_modules(model)

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[SUGGESTION] analyze_gdn_decay (line 109) already calls _get_gdn_modules internally, so this is a second full named_modules() walk plus a second _is_gdn_module check on every module — and _is_gdn_module now touches the lru_cached importer as well. Not hot-path critical (validation only, small module counts), but it's redundant work and, more importantly, a second independent resolution: if the two walks ever disagree the modules[name] lookup below becomes an unhandled KeyError rather than an ApplyModeError.

Resolving once and passing the dict down (e.g. an internal _analyze_gdn_decay(modules, ...) that both analyze_gdn_decay and this function use) keeps a single source of truth for which modules DASC is validating.

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Addressed in #2382. Module discovery is now performed once, with an internal analysis helper accepting the resolved module mapping. Policy construction and validation no longer repeat named_modules traversal or class resolution.

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Inline comments:
In `@modelopt/torch/sparsity/state_sparsity/policy.py`:
- Line 104: Update the supported-class list construction in the policy
validation flow to retain both module_name and class_name from
_SUPPORTED_GDN_CLASS_PATHS, formatting each entry as the fully qualified
module-and-class path so the resulting error identifies unambiguous supported
classes.

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📒 Files selected for processing (3)
  • modelopt/torch/sparsity/state_sparsity/conversion.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

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Claude review — Harden DASC policy identity and restore

Scope: full review of the 3 changed files (modelopt/torch/sparsity/state_sparsity/{conversion,policy}.py, tests/unit/torch/sparsity/state_sparsity/test_dasc.py). Small PR, no files skipped. No prior Claude review on this PR to reconcile against.

Findings

CRITICAL: 0 · IMPORTANT: 2 · SUGGESTION: 2

# Severity Location Issue
1 IMPORTANT Compatibility policy.py:168-174 Storage-rounding radius keyed to the current dtype, not the storage dtype
2 IMPORTANT ModeState policy.py:43-54 Silent path-resolution failure + no automated guard on the real class paths
3 SUGGESTION policy.py:84-96 Subclass rejection surfaces as a misleading "no supported GDN modules"
4 SUGGESTION policy.py:341 Second redundant _get_gdn_modules walk; modules[name] can KeyError

Most impactful

#1 — the analytic bound doesn't cover the case it replaced. _storage_rounding_radius reads torch.finfo(tensor.dtype), which only describes a real rounding step while the parameter is still resident in the narrow dtype. That is the only shape the parametrized test covers (model.to(dtype) and stays there). The realistic path — calibrate in FP32, save in BF16, reload/materialize in FP32 (from_pretrained(dtype=torch.float32), .float(), or an FP32 master-weight copy) — leaves FP32 tensors holding BF16-rounded values. The radius then uses FP32's unit roundoff (~6e-8) against a deviation of one BF16 step (~4e-3), so validate_dasc_decay_parameters raises: export_policy() fails and mto.save() warns "stale policy" for a valid checkpoint.

The removed rtol=0.05 was dtype-agnostic and did cover this, so it's a regression in the exact direction the PR set out to fix. Note the file's own provenance digest (_decay_parameters, line 150) already canonicalizes to BF16 — "one BF16 storage step" is the module's stated tolerance model, and the new bound should be derived from that (an elementwise max over {current, fp16, bf16} also keeps FP16's much larger subnormal slack). The inline comment has a concrete patch.

#2 — hardcoded module paths fail silently and are never tested. except (AttributeError, ImportError): continue turns a moved-upstream path into (), and the user then gets "DASC found no supported GDN modules; expected one of: GatedDeltaNet, Qwen3NextGatedDeltaNet" on a model that plainly contains one. The autouse _register_test_gdn_class fixture patches the resolver in every test, and test_supported_class_resolution_uses_imported_module_identities patches _SUPPORTED_GDN_CLASS_PATHS to synthetic modules — so nothing in CI asserts that either real path resolves. The only validation is the manual smoke run in the PR description, which won't survive a megatron-core / transformers bump. The catch is also narrower than this repo's import_plugin convention: a Megatron/TE import raising OSError or RuntimeError on a partial install propagates out of _is_gdn_module.

What I verified as correct

  • Horizon bound monotonicity. lower / upper in _storage_cast_horizon_bounds correctly invert -log(eps) / (exp(A_log) * softplus(dt_bias + gate)): both exp and softplus are increasing, so +radius on both terms yields the max denominator (min horizon) and -radius the min denominator (max horizon). The u/(1-u) form is the right inverse-rounding bound (recovering pre-cast x from post-cast v = x(1+delta)), and tiny * eps is a conservative 2x the subnormal half-spacing. Reordering the retained-head mask check ahead of the horizon check is behavior-preserving — both raise ApplyModeError.
  • replace_dasc_mode reordering. manager.state_dict() returns the live self._state, so the in-place state[first_index] = ... still persists. Gating update_last_state_before_new_mode on dasc_indices[-1] != len(state) - 1 is the right root-cause fix: when DASC is the trailing mode, that call dispatched to DASC's own update_dasc_metadata, which validated the previous calibration's attached policy and emitted a spurious stale warning before being overwritten two lines later. Moving build_dasc_policy below the dasc_indices emptiness check also means a model without DASC state now fails fast instead of paying for a full policy build first.
  • Lenient restore still fails closed at the boundary. restore_dasc_model warning instead of raising does not leak an invalid policy into export: export_policy and update_dasc_metadata both run validate_dasc_model_structure first, and that comparison includes layer names — so validate_dasc_decay_parameters' policy.layers[name] lookup is only reached once names match, and the KeyError I went looking for is unreachable on that path. warnings is already imported at conversion.py:19.
  • Test-coverage delta. The pytest.warns("saved DASC policy is stale") assertion dropped from test_export_rejects_changed_decay_parameters_and_restore_rejects_structure is still covered at four other sites, and the delattr(model, "_modelopt_dasc_policy") added there is a sound negative control — an accidental refresh would raise ApplyModeError rather than pass quietly. Rebuilding the dynamic-module test via type("_DynamicGatedDeltaNet", (DynamicModule, GatedDeltaNet), {}) correctly mirrors what DynamicModule.convert synthesizes.

Risk assessment

Low-to-moderate. Well contained to one sub-package, with no mode-registration, config-schema, or public-API changes, and both remaining issues fail closed (spurious rejection / misleading error) rather than silently emitting a wrong policy — so there is no checkpoint-corruption or export-correctness risk. #1 is the one worth fixing before merge: it makes a legitimate BF16-save / FP32-load checkpoint un-exportable, a user-visible regression against the rtol=0.05 behavior this PR replaces.

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Codecov Report

✅ All modified and coverable lines are covered by tests.
✅ Project coverage is 78.76%. Comparing base (cfd7053) to head (054c007).

Additional details and impacted files
@@                               Coverage Diff                               @@
##           feature/dasc-state-sparsity-lifecycle-fixes    #2380      +/-   ##
===============================================================================
+ Coverage                                        78.74%   78.76%   +0.01%     
===============================================================================
  Files                                              548      548              
  Lines                                            64123    64163      +40     
===============================================================================
+ Hits                                             50495    50535      +40     
  Misses                                           13628    13628              
Flag Coverage Δ
examples-diffusers 20.81% <18.75%> (-0.01%) ⬇️
examples-gpt-oss 13.38% <18.75%> (+<0.01%) ⬆️
examples-hf_ptq 21.78% <18.75%> (-0.01%) ⬇️
examples-llm_distill 13.44% <18.75%> (+<0.01%) ⬆️
examples-llm_eval 17.25% <18.75%> (+<0.01%) ⬆️
examples-llm_qat 17.58% <18.75%> (-0.01%) ⬇️
examples-llm_sparsity 15.93% <18.75%> (+<0.01%) ⬆️
examples-megatron_bridge 26.26% <18.75%> (-0.01%) ⬇️
examples-specdec_bench 13.13% <18.75%> (+<0.01%) ⬆️
examples-speculative_decoding 17.67% <18.75%> (-0.01%) ⬇️
examples-torch_onnx 21.81% <18.75%> (-0.01%) ⬇️
examples-torch_trt 15.14% <18.75%> (+<0.01%) ⬆️
gpu 58.40% <18.75%> (-0.03%) ⬇️
regression 15.14% <18.75%> (+<0.01%) ⬆️
unit 57.41% <100.00%> (+0.01%) ⬆️

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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 -->

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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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