""" Phase 8: Schedule Hypothesis Test. Test whether high-quality local credit should be used from epoch 0 rather than after a DFA warmup period. Schedules: 1. DFA_only: full DFA baseline 2. Vec_only_from_0: Vec from epoch 0, no warmup 3. Vec_early_then_DFA_T{k}: Vec for first k epochs, then DFA 4. DFA_then_Vec_T{k}: DFA for first k epochs, then Vec 5. Hybrid_blend: alpha*Vec + (1-alpha)*DFA from epoch 0 """ import os import sys import json import argparse import numpy as np import torch import torch.nn as nn import torch.nn.functional as F import torch.optim as optim from torch.utils.data import DataLoader import torchvision import torchvision.transforms as transforms import copy sys.path.insert(0, os.path.dirname(os.path.dirname(os.path.abspath(__file__)))) from models.residual_mlp import ResidualMLP from models.value_net import SinusoidalTimeEmbed from metrics.credit_metrics import cosine_similarity_batch, perturbation_correlation, nudging_test class VectorCreditNet(nn.Module): def __init__(self, d_hidden, s_dim, time_embed_dim=32, hidden_dim=256, num_layers=3): super().__init__() self.ln = nn.LayerNorm(d_hidden) self.time_embed = SinusoidalTimeEmbed(time_embed_dim) input_dim = d_hidden + time_embed_dim + s_dim layers = [] for i in range(num_layers): in_d = input_dim if i == 0 else hidden_dim layers.append(nn.Linear(in_d, hidden_dim)) layers.append(nn.GELU()) layers.append(nn.Linear(hidden_dim, d_hidden)) self.net = nn.Sequential(*layers) def forward(self, h, t, s): h_normed = self.ln(h) t_emb = self.time_embed(t) inp = torch.cat([h_normed, t_emb, s], dim=-1) return self.net(inp) def get_cifar10(batch_size=128): transform_train = transforms.Compose([ transforms.RandomCrop(32, padding=4), transforms.RandomHorizontalFlip(), transforms.ToTensor(), transforms.Normalize((0.4914, 0.4822, 0.4465), (0.2470, 0.2435, 0.2616)), ]) transform_test = transforms.Compose([ transforms.ToTensor(), transforms.Normalize((0.4914, 0.4822, 0.4465), (0.2470, 0.2435, 0.2616)), ]) trainset = torchvision.datasets.CIFAR10(root='./data', train=True, download=True, transform=transform_train) testset = torchvision.datasets.CIFAR10(root='./data', train=False, download=True, transform=transform_test) train_loader = DataLoader(trainset, batch_size=batch_size, shuffle=True, num_workers=4, pin_memory=True) test_loader = DataLoader(testset, batch_size=batch_size, shuffle=False, num_workers=4, pin_memory=True) return train_loader, test_loader def evaluate(model, test_loader, device): model.eval() c, t = 0, 0 with torch.no_grad(): for x, y in test_loader: x = x.view(x.size(0), -1).to(device); y = y.to(device) c += (model(x).argmax(1) == y).sum().item(); t += x.size(0) return c / t def compute_epoch_diagnostics(model, vector_net, dfa_Bs, test_loader, device, credit_mode): """Compute Gamma and rho for current epoch's credit source.""" model.eval() if vector_net is not None: vector_net.eval() L = model.num_blocks d = model.d_hidden for x, y in test_loader: x = x.view(x.size(0), -1).to(device); y = y.to(device); break batch = x.size(0) # BP gradients (eval only) logits_bp, hbp = model(x, return_hidden=True) for l in range(L + 1): hbp[l].retain_grad() F.cross_entropy(logits_bp, y).backward() bp_grads = {l: hbp[l].grad.detach().clone() for l in range(L + 1)} with torch.no_grad(): logits, hiddens = model(x, return_hidden=True) e_T = logits.softmax(-1) e_T[torch.arange(batch), y] -= 1 s = e_T.detach() gammas, rhos = [], [] for l in range(L): h_l = hiddens[l].detach() t_l = torch.full((batch,), l / L, device=device) if credit_mode == 'dfa': a_l = (s @ dfa_Bs[l].T).detach() elif credit_mode == 'vec': a_l = vector_net(h_l, t_l, s).detach() else: # blend a_dfa = (s @ dfa_Bs[l].T).detach() a_vec = vector_net(h_l, t_l, s).detach() alpha = credit_mode # numeric blend factor rms_v = (a_vec ** 2).mean(-1, keepdim=True).sqrt() + 1e-6 rms_d = (a_dfa ** 2).mean(-1, keepdim=True).sqrt() + 1e-6 a_l = alpha * a_vec / rms_v + (1 - alpha) * a_dfa / rms_d gammas.append(cosine_similarity_batch(a_l, bp_grads[l])) def make_fwd(sl): def f(h): with torch.no_grad(): c = h for i in range(sl, L): c = c + model.blocks[i](c) return F.cross_entropy(model.out_head(model.out_ln(c)), y, reduction='none') return f rhos.append(perturbation_correlation(h_l, a_l, make_fwd(l), epsilon=1e-3, M=16)) return float(np.mean(gammas)), float(np.mean(rhos)) # ============================================================================= # Unified training loop with configurable credit schedule # ============================================================================= def train_with_schedule(model, train_loader, test_loader, device, args, schedule): """ Train with a configurable credit schedule. schedule: dict with keys: 'name': str 'type': one of 'dfa_only', 'vec_only', 'vec_then_dfa', 'dfa_then_vec', 'blend' 'switch_epoch': int (for vec_then_dfa, dfa_then_vec) 'blend_alpha': float (for blend) """ d = model.d_hidden L = model.num_blocks epochs = args.epochs sname = schedule['name'] stype = schedule['type'] # Vector net (always created, trained when active) vector_net = VectorCreditNet(d_hidden=d, s_dim=10, time_embed_dim=32, hidden_dim=256, num_layers=3).to(device) Bs = [torch.randn(d, 10, device=device) / np.sqrt(10) for _ in range(L)] block_opts = [optim.AdamW(b.parameters(), lr=args.lr, weight_decay=args.wd) for b in model.blocks] embed_opt = optim.AdamW(model.embed.parameters(), lr=args.lr, weight_decay=args.wd) head_opt = optim.AdamW(list(model.out_head.parameters()) + list(model.out_ln.parameters()), lr=args.lr, weight_decay=args.wd) vec_opt = optim.Adam(vector_net.parameters(), lr=args.lr_fb) scheds = [optim.lr_scheduler.CosineAnnealingLR(o, T_max=epochs) for o in block_opts] + \ [optim.lr_scheduler.CosineAnnealingLR(embed_opt, T_max=epochs), optim.lr_scheduler.CosineAnnealingLR(head_opt, T_max=epochs)] eps_pert = args.pert_eps M = args.M log = {'train_loss': [], 'test_acc': [], 'gamma': [], 'rho': [], 'credit_mode': []} for epoch in range(1, epochs + 1): # Determine credit mode for this epoch if stype == 'dfa_only': use_vec = False use_dfa = True credit_mode_tag = 'dfa' elif stype == 'vec_only': use_vec = True use_dfa = False credit_mode_tag = 'vec' elif stype == 'vec_then_dfa': T = schedule['switch_epoch'] if epoch <= T: use_vec = True; use_dfa = False; credit_mode_tag = 'vec' else: use_vec = False; use_dfa = True; credit_mode_tag = 'dfa' elif stype == 'dfa_then_vec': T = schedule['switch_epoch'] if epoch <= T: use_vec = False; use_dfa = True; credit_mode_tag = 'dfa' else: use_vec = True; use_dfa = False; credit_mode_tag = 'vec' elif stype == 'blend': use_vec = True; use_dfa = True credit_mode_tag = f"blend_{schedule['blend_alpha']:.2f}" else: raise ValueError(f"Unknown schedule type: {stype}") # Always train vec net when it's active (or will be active soon) train_vec = use_vec or (stype == 'dfa_then_vec' and epoch >= schedule['switch_epoch'] - 5) model.train() vector_net.train() total_loss, correct, total = 0, 0, 0 for x, y in train_loader: x = x.view(x.size(0), -1).to(device) y = y.to(device) batch = x.size(0) with torch.no_grad(): logits, hiddens = model(x, return_hidden=True) loss_val = F.cross_entropy(logits, y) e_T = logits.softmax(dim=-1) e_T[torch.arange(batch), y] -= 1 s = e_T.detach() hL = hiddens[-1].detach() # --- Train vector net (when needed) --- if train_vec: # Terminal matching t_L = torch.ones(batch, device=device) a_term = vector_net(hL, t_L, s) hL_req = hL.clone().requires_grad_(True) logits_tgt = model.out_head(model.out_ln(hL_req)) ce = F.cross_entropy(logits_tgt, y, reduction='sum') delta_L = torch.autograd.grad(ce, hL_req, create_graph=False)[0].detach() loss_term = ((a_term - delta_L) ** 2).sum(-1).mean() # Perturbation target (subsample 1 layer) l_train = np.random.randint(0, L) h_l = hiddens[l_train].detach() t_l = torch.full((batch,), l_train / L, device=device) a_l = vector_net(h_l, t_l, s) loss_proj = torch.tensor(0.0, device=device) for _ in range(M): v = torch.randn_like(h_l) v = v / (v.norm(dim=-1, keepdim=True) + 1e-8) with torch.no_grad(): lp = F.cross_entropy(model.forward_from_layer(h_l + eps_pert * v, l_train), y, reduction='none') lm = F.cross_entropy(model.forward_from_layer(h_l - eps_pert * v, l_train), y, reduction='none') g_j = (lp - lm) / (2 * eps_pert) loss_proj = loss_proj + (((a_l * v).sum(-1) - g_j.detach()) ** 2).mean() loss_proj /= M vloss = loss_term + loss_proj vec_opt.zero_grad(); vloss.backward() torch.nn.utils.clip_grad_norm_(vector_net.parameters(), 1.0) vec_opt.step() # --- Compute credits --- with torch.no_grad(): vec_credits = [vector_net(hiddens[l].detach(), torch.full((batch,), l / L, device=device), s).detach() for l in range(L)] dfa_credits = [(e_T @ Bs[l].T).detach() for l in range(L)] # Select credits based on schedule credits = [] for l in range(L): if use_vec and not use_dfa: # Pure vec — use raw credit (no normalization) a = vec_credits[l] elif use_dfa and not use_vec: a = dfa_credits[l] else: # Blend alpha = schedule.get('blend_alpha', 0.5) rms_v = (vec_credits[l] ** 2).mean(-1, keepdim=True).sqrt() + 1e-6 rms_d = (dfa_credits[l] ** 2).mean(-1, keepdim=True).sqrt() + 1e-6 a = alpha * vec_credits[l] / rms_v + (1 - alpha) * dfa_credits[l] / rms_d credits.append(a) # --- Update output head --- logits_out = model.out_head(model.out_ln(hL)) loss_out = F.cross_entropy(logits_out, y) head_opt.zero_grad(); loss_out.backward(); head_opt.step() # --- Update blocks --- for l in range(L): h_l_det = hiddens[l].detach() a = credits[l] rms = (a ** 2).mean(-1, keepdim=True).sqrt() + 1e-6 a_norm = a / rms f_l = model.blocks[l](h_l_det) local_loss = (f_l * a_norm).sum(-1).mean() block_opts[l].zero_grad(); local_loss.backward() torch.nn.utils.clip_grad_norm_(model.blocks[l].parameters(), 1.0) block_opts[l].step() # --- Update embedding --- a0 = credits[0] rms0 = (a0 ** 2).mean(-1, keepdim=True).sqrt() + 1e-6 embed_loss = (model.embed(x) * (a0 / rms0)).sum(-1).mean() embed_opt.zero_grad(); embed_loss.backward(); embed_opt.step() total_loss += loss_val.item() * batch correct += (logits.argmax(1) == y).sum().item() total += batch for sch in scheds: sch.step() train_loss = total_loss / total test_acc = evaluate(model, test_loader, device) log['train_loss'].append(train_loss) log['test_acc'].append(test_acc) log['credit_mode'].append(credit_mode_tag) # Diagnostics every 5 epochs (or at key epochs) if epoch % 5 == 0 or epoch <= 5 or epoch == epochs: gamma, rho = compute_epoch_diagnostics( model, vector_net, Bs, test_loader, device, 'vec' if use_vec and not use_dfa else ('dfa' if use_dfa and not use_vec else schedule.get('blend_alpha', 0.5)) ) log['gamma'].append((epoch, gamma)) log['rho'].append((epoch, rho)) else: gamma, rho = None, None if epoch % 10 == 0 or epoch <= 5 or epoch == epochs: g_str = f", Gamma={gamma:.4f}, rho={rho:.4f}" if gamma is not None else "" print(f" [{sname}] Ep {epoch} ({credit_mode_tag}): loss={train_loss:.4f}, " f"test={test_acc:.4f}{g_str}") return log, vector_net, Bs # ============================================================================= # Main # ============================================================================= def run_experiment(args): device = torch.device(f'cuda:{args.gpu}' if torch.cuda.is_available() else 'cpu') print(f"Using device: {device}") os.makedirs(args.output_dir, exist_ok=True) train_loader, test_loader = get_cifar10(args.batch_size) input_dim = 32 * 32 * 3 L = args.num_blocks d = args.d_hidden # Define schedules schedules = [] for sname in args.schedules: if sname == 'DFA_only': schedules.append({'name': 'DFA_only', 'type': 'dfa_only'}) elif sname == 'Vec_only_from_0': schedules.append({'name': 'Vec_only_from_0', 'type': 'vec_only'}) elif sname.startswith('Vec_early_then_DFA_T'): T = int(sname.split('T')[1]) schedules.append({'name': sname, 'type': 'vec_then_dfa', 'switch_epoch': T}) elif sname.startswith('DFA_then_Vec_T'): T = int(sname.split('T')[1]) schedules.append({'name': sname, 'type': 'dfa_then_vec', 'switch_epoch': T}) elif sname.startswith('Hybrid_blend_'): alpha = float(sname.split('_')[-1]) schedules.append({'name': sname, 'type': 'blend', 'blend_alpha': alpha}) else: raise ValueError(f"Unknown schedule: {sname}") all_results = {} for schedule in schedules: sname = schedule['name'] print(f"\n{'='*60}") print(f"Schedule: {sname}") print(f"{'='*60}") torch.manual_seed(args.seed) np.random.seed(args.seed) torch.cuda.manual_seed_all(args.seed) model = ResidualMLP(input_dim, d, 10, L).to(device) log, vec_net, Bs = train_with_schedule(model, train_loader, test_loader, device, args, schedule) all_results[sname] = log # ========================================================= # Summary table # ========================================================= print(f"\n{'='*100}") print("SUMMARY") print(f"{'='*100}") # Extract key metrics print(f"\n{'Schedule':<30} {'acc@5':>7} {'acc@10':>7} {'acc@20':>7} {'acc@50':>7} {'final':>7} " f"{'mGamma[0:20]':>13} {'mRho[0:20]':>12}") print("-" * 100) for sname, log in all_results.items(): accs = log['test_acc'] acc5 = accs[4] if len(accs) >= 5 else accs[-1] acc10 = accs[9] if len(accs) >= 10 else accs[-1] acc20 = accs[19] if len(accs) >= 20 else accs[-1] acc50 = accs[49] if len(accs) >= 50 else accs[-1] final = accs[-1] # Mean Gamma/rho for epochs 1-20 gammas_early = [g for e, g in log['gamma'] if e <= 20] rhos_early = [r for e, r in log['rho'] if e <= 20] mg = np.mean(gammas_early) if gammas_early else float('nan') mr = np.mean(rhos_early) if rhos_early else float('nan') print(f"{sname:<30} {acc5:>7.4f} {acc10:>7.4f} {acc20:>7.4f} {acc50:>7.4f} {final:>7.4f} " f"{mg:>13.4f} {mr:>12.4f}") # AUC early benefit print(f"\nEarly accuracy AUC (sum of acc for epochs 1-20):") for sname, log in all_results.items(): auc = sum(log['test_acc'][:20]) print(f" {sname:<30}: AUC_acc(0,20) = {auc:.2f}") # Save save_data = {} for sname, log in all_results.items(): save_data[sname] = { 'test_acc': log['test_acc'], 'train_loss': log['train_loss'], 'gamma': log['gamma'], 'rho': log['rho'], 'credit_mode': log['credit_mode'], } out_path = os.path.join(args.output_dir, f'schedules_s{args.seed}.json') with open(out_path, 'w') as f: json.dump(save_data, f, indent=2, default=float) print(f"\nSaved to {out_path}") # ========================================================= # Judgment # ========================================================= print(f"\n{'='*60}") print("JUDGMENT") print(f"{'='*60}") if 'Vec_only_from_0' in all_results and 'DFA_only' in all_results: vec0_acc20 = all_results['Vec_only_from_0']['test_acc'][19] if len(all_results['Vec_only_from_0']['test_acc']) >= 20 else 0 dfa_acc20 = all_results['DFA_only']['test_acc'][19] if len(all_results['DFA_only']['test_acc']) >= 20 else 0 vec0_final = all_results['Vec_only_from_0']['test_acc'][-1] dfa_final = all_results['DFA_only']['test_acc'][-1] print(f" Vec_from_0 acc@20={vec0_acc20:.4f} vs DFA acc@20={dfa_acc20:.4f}: " f"{'Vec better' if vec0_acc20 > dfa_acc20 else 'DFA better'}") print(f" Vec_from_0 final={vec0_final:.4f} vs DFA final={dfa_final:.4f}: " f"{'Vec better' if vec0_final > dfa_final else 'DFA better'}") if 'DFA_then_Vec_T20' in all_results and 'Vec_only_from_0' in all_results: late_final = all_results['DFA_then_Vec_T20']['test_acc'][-1] early_final = all_results['Vec_only_from_0']['test_acc'][-1] print(f" Vec_from_0 final={early_final:.4f} vs DFA_then_Vec_T20 final={late_final:.4f}") if early_final > late_final + 0.005: print(f" -> WARMUP TIMING HYPOTHESIS SUPPORTED: early Vec is better") elif abs(early_final - late_final) <= 0.005: print(f" -> INCONCLUSIVE: similar final accuracy") else: print(f" -> WARMUP TIMING HYPOTHESIS NOT SUPPORTED") def main(): parser = argparse.ArgumentParser(description='Phase 8: Schedule Hypothesis Test') parser.add_argument('--num_blocks', type=int, default=4) parser.add_argument('--d_hidden', type=int, default=256) parser.add_argument('--batch_size', type=int, default=128) parser.add_argument('--epochs', type=int, default=100) parser.add_argument('--lr', type=float, default=1e-3) parser.add_argument('--lr_fb', type=float, default=1e-3) parser.add_argument('--wd', type=float, default=0.01) parser.add_argument('--M', type=int, default=4) parser.add_argument('--pert_eps', type=float, default=1e-3) parser.add_argument('--schedules', type=str, nargs='+', default=['DFA_only', 'Vec_only_from_0', 'Vec_early_then_DFA_T5', 'DFA_then_Vec_T20']) parser.add_argument('--seed', type=int, default=42) parser.add_argument('--gpu', type=int, default=3) parser.add_argument('--output_dir', type=str, default='results/schedule_timing') args = parser.parse_args() run_experiment(args) if __name__ == '__main__': main()