Source code for nemo.core.optim.lr_scheduler

# Copyright (c) 2020, NVIDIA CORPORATION.  All rights reserved.
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# Licensed under the Apache License, Version 2.0 (the "License");
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#     http://www.apache.org/licenses/LICENSE-2.0
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import copy
import dataclasses
import math
import warnings
from functools import partial
from typing import Any, Dict, Optional, Union

import hydra
import torch.optim as optim
import torch.optim.lr_scheduler as pt_scheduler
import torch.utils.data.dataloader as dataloader
from omegaconf import DictConfig, OmegaConf
from torch.optim.lr_scheduler import _LRScheduler

from nemo.core.config import SchedulerParams, get_scheduler_config, register_scheduler_params
from nemo.utils import logging


class WarmupPolicy(_LRScheduler):
    """Adds warmup kwargs and warmup logic to lr policy.
    All arguments should be passed as kwargs for clarity,
    Args:
        warmup_steps: Number of training steps in warmup stage
        warmup_ratio: Ratio of warmup steps to total steps
        max_steps: Total number of steps while training or `None` for
            infinite training
    """

    def __init__(self, optimizer, *, warmup_steps=None, warmup_ratio=None, max_steps=None, min_lr=0.0, last_epoch=-1):
        assert not (
            warmup_steps is not None and warmup_ratio is not None
        ), "Either use particular number of step or ratio"
        assert warmup_ratio is None or max_steps is not None, "If there is a ratio, there should be a total steps"

        # It is necessary to assign all attributes *before* __init__,
        # as class is wrapped by an inner class.
        self.max_steps = max_steps
        if warmup_steps is not None:
            self.warmup_steps = warmup_steps
        elif warmup_ratio is not None:
            self.warmup_steps = int(warmup_ratio * max_steps)
        else:
            self.warmup_steps = 0

        self.min_lr = min_lr
        super().__init__(optimizer, last_epoch)

    def get_lr(self):
        if not self._get_lr_called_within_step:
            warnings.warn(
                "To get the last learning rate computed by the scheduler, please use `get_last_lr()`.", UserWarning
            )

        step = self.last_epoch

        if step <= self.warmup_steps:
            lr_val = (step + 1) / (self.warmup_steps + 1)
            return [initial_lr * lr_val for initial_lr in self.base_lrs]

        if step > self.max_steps:
            return [self.min_lr for _ in self.base_lrs]

        return self._get_lr(step)

    def _get_lr(self, step):
        """Simple const lr policy"""
        return self.base_lrs


class WarmupHoldPolicy(WarmupPolicy):
    """Variant of WarmupPolicy which maintains high learning rate for a defined number of steps.
    All arguments should be passed as kwargs for clarity,
    Args:
        warmup_steps: Number of training steps in warmup stage
        warmup_ratio: Ratio of warmup steps to total steps
        hold_steps: Number of training steps to hold the learning rate after warm up
        hold_ratio: Ratio of hold steps to total steps
        max_steps: Total number of steps while training or `None` for
            infinite training
    """

    def __init__(
        self,
        optimizer,
        *,
        warmup_steps=None,
        warmup_ratio=None,
        hold_steps=None,
        hold_ratio=None,
        max_steps=None,
        min_lr=0.0,
        last_epoch=-1,
    ):
        assert not (hold_steps is not None and hold_ratio is not None), "Either use particular number of step or ratio"
        assert hold_ratio is None or max_steps is not None, "If there is a ratio, there should be a total steps"

        self.min_lr = min_lr
        self._last_warmup_lr = 0.0

        # Necessary to duplicate as class attributes are hidden in inner class
        self.max_steps = max_steps
        if warmup_steps is not None:
            self.warmup_steps = warmup_steps
        elif warmup_ratio is not None:
            self.warmup_steps = int(warmup_ratio * max_steps)
        else:
            self.warmup_steps = 0

        if hold_steps is not None:
            self.hold_steps = hold_steps + self.warmup_steps
        elif hold_ratio is not None:
            self.hold_steps = int(hold_ratio * max_steps) + self.warmup_steps
        else:
            self.hold_steps = 0

        super().__init__(
            optimizer,
            warmup_steps=warmup_steps,
            warmup_ratio=warmup_ratio,
            max_steps=max_steps,
            last_epoch=last_epoch,
            min_lr=min_lr,
        )

    def get_lr(self):
        if not self._get_lr_called_within_step:
            warnings.warn(
                "To get the last learning rate computed by the scheduler, " "please use `get_last_lr()`.", UserWarning
            )

        step = self.last_epoch

        # Warmup phase
        if step <= self.warmup_steps:
            lr_val = (step + 1) / (self.warmup_steps + 1)
            return [initial_lr * lr_val for initial_lr in self.base_lrs]

        # Hold phase
        if (step >= self.warmup_steps) and (step < self.hold_steps):
            return self.base_lrs

        if step > self.max_steps:
            return [self.min_lr for _ in self.base_lrs]

        return self._get_lr(step)


def _squareroot_annealing(initial_lr, step, max_steps, min_lr):
    mult = ((max_steps - step) / max_steps) ** 0.5
    out_lr = initial_lr * mult
    out_lr = max(out_lr, min_lr)
    return out_lr


def _square_annealing(initial_lr, step, max_steps, min_lr):
    mult = ((max_steps - step) / max_steps) ** 2
    out_lr = initial_lr * mult
    out_lr = max(out_lr, min_lr)
    return out_lr


def _cosine_annealing(initial_lr, step, max_steps, min_lr):
    mult = 0.5 * (1 + math.cos(math.pi * step / max_steps))
    out_lr = (initial_lr - min_lr) * mult + min_lr
    return out_lr


def _poly_decay(initial_lr, step, decay_steps, power, min_lr, cycle):
    if cycle:
        multiplier = 1.0 if step == 0 else math.ceil(step / decay_steps)
        decay_steps *= multiplier
    else:
        step = min(step, decay_steps)
    p = step / decay_steps
    lr = (initial_lr - min_lr) * math.pow(1.0 - p, power)
    lr += min_lr
    return lr


class SquareAnnealing(WarmupPolicy):
    def __init__(self, optimizer, *, max_steps, min_lr=1e-5, last_epoch=-1, **kwargs):
        super().__init__(optimizer=optimizer, max_steps=max_steps, last_epoch=last_epoch, min_lr=min_lr, **kwargs)

    def _get_lr(self, step):
        new_lrs = [
            _square_annealing(
                initial_lr=initial_lr,
                step=step - self.warmup_steps,
                max_steps=self.max_steps - self.warmup_steps,
                min_lr=self.min_lr,
            )
            for initial_lr in self.base_lrs
        ]
        return new_lrs


class SquareRootAnnealing(WarmupPolicy):
    def __init__(self, optimizer, *, max_steps, min_lr=0, last_epoch=-1, **kwargs):
        super().__init__(optimizer=optimizer, max_steps=max_steps, last_epoch=last_epoch, min_lr=min_lr, **kwargs)

    def _get_lr(self, step):
        new_lrs = [
            _squareroot_annealing(initial_lr=initial_lr, step=step, max_steps=self.max_steps, min_lr=self.min_lr)
            for initial_lr in self.base_lrs
        ]
        return new_lrs


class CosineAnnealing(WarmupPolicy):
    def __init__(self, optimizer, *, max_steps, min_lr=0, last_epoch=-1, **kwargs):
        super().__init__(optimizer=optimizer, max_steps=max_steps, last_epoch=last_epoch, min_lr=min_lr, **kwargs)

    def _get_lr(self, step):
        for initial_lr in self.base_lrs:
            if initial_lr < self.min_lr:
                raise ValueError(
                    f"{self} received an initial learning rate that was lower than the minimum learning rate."
                )

        new_lrs = [
            _cosine_annealing(
                initial_lr=initial_lr,
                step=step - self.warmup_steps,
                max_steps=self.max_steps - self.warmup_steps,
                min_lr=self.min_lr,
            )
            for initial_lr in self.base_lrs
        ]
        return new_lrs


class NoamAnnealing(_LRScheduler):
    def __init__(
        self, optimizer, *, d_model, warmup_steps=None, warmup_ratio=None, max_steps=None, min_lr=0.0, last_epoch=-1
    ):
        self._normalize = d_model ** (-0.5)
        assert not (
            warmup_steps is not None and warmup_ratio is not None
        ), "Either use particular number of step or ratio"
        assert warmup_ratio is None or max_steps is not None, "If there is a ratio, there should be a total steps"

        # It is necessary to assign all attributes *before* __init__,
        # as class is wrapped by an inner class.
        self.max_steps = max_steps
        if warmup_steps is not None:
            self.warmup_steps = warmup_steps
        elif warmup_ratio is not None:
            self.warmup_steps = int(warmup_ratio * max_steps)
        else:
            self.warmup_steps = 0

        self.min_lr = min_lr
        super().__init__(optimizer, last_epoch)

    def get_lr(self):
        if not self._get_lr_called_within_step:
            warnings.warn(
                "To get the last learning rate computed by the scheduler, please use `get_last_lr()`.", UserWarning
            )

        step = max(1, self.last_epoch)

        if step > self.max_steps:
            return [self.min_lr for _ in self.base_lrs]

        for initial_lr in self.base_lrs:
            if initial_lr < self.min_lr:
                raise ValueError(
                    f"{self} received an initial learning rate that was lower than the minimum learning rate."
                )

        new_lrs = [self._noam_annealing(initial_lr=initial_lr, step=step) for initial_lr in self.base_lrs]
        return new_lrs

    def _noam_annealing(self, initial_lr, step):
        mult = self._normalize * min(step ** (-0.5), step * (self.warmup_steps ** (-1.5)))
        out_lr = initial_lr * mult
        if step > self.warmup_steps:
            out_lr = max(out_lr, self.min_lr)
        return out_lr


class WarmupAnnealing(WarmupPolicy):
    def __init__(self, optimizer, *, max_steps, last_epoch=-1, min_lr=0.0, **kwargs):
        super().__init__(optimizer=optimizer, max_steps=max_steps, last_epoch=last_epoch, min_lr=min_lr, **kwargs)

    def _get_lr(self, step):
        progress = float(step / self.max_steps)
        warmup_ratio = float(self.warmup_steps / self.max_steps)

        mult = max((progress - 1.0) / (warmup_ratio - 1.0), 0.0)
        out_lr = [initial_lr * mult for initial_lr in self.base_lrs]

        return out_lr


class InverseSquareRootAnnealing(WarmupPolicy):
    def __init__(self, optimizer, *, max_steps, last_epoch=-1, min_lr=0.0, **kwargs):
        super().__init__(optimizer=optimizer, max_steps=max_steps, **kwargs, last_epoch=last_epoch, min_lr=min_lr)

    def _get_lr(self, step):
        denom = ((step + 1) / (self.warmup_steps + 1)) ** 0.5
        out_lr = [initial_lr / denom for initial_lr in self.base_lrs]
        return out_lr


class PolynomialDecayAnnealing(WarmupPolicy):
    def __init__(self, optimizer, *, max_steps, min_lr=0.0, power=1.0, cycle=False, last_epoch=-1, **kwargs):
        self.power = power
        self.cycle = cycle

        super().__init__(optimizer=optimizer, max_steps=max_steps, last_epoch=last_epoch, min_lr=min_lr, **kwargs)

    def _get_lr(self, step):
        new_lrs = [
            _poly_decay(
                initial_lr,
                step=step - self.warmup_steps,
                decay_steps=self.max_steps - self.warmup_steps,
                power=self.power,
                min_lr=self.min_lr,
                cycle=self.cycle,
            )
            for initial_lr in self.base_lrs
        ]
        return new_lrs


class PolynomialHoldDecayAnnealing(WarmupHoldPolicy):
    def __init__(self, optimizer, *, max_steps, min_lr=0.0, power=1.0, cycle=False, last_epoch=-1, **kwargs):
        self.power = power
        self.cycle = cycle

        super().__init__(optimizer=optimizer, max_steps=max_steps, last_epoch=last_epoch, min_lr=min_lr, **kwargs)

    def _get_lr(self, step):
        new_lrs = [
            _poly_decay(
                initial_lr,
                step=step - self.hold_steps,
                decay_steps=self.max_steps - max(self.warmup_steps, self.hold_steps),
                power=self.power,
                min_lr=self.min_lr,
                cycle=self.cycle,
            )
            for initial_lr in self.base_lrs
        ]
        return new_lrs


[docs]def register_scheduler(name: str, scheduler: _LRScheduler, scheduler_params: SchedulerParams): """ Checks if the scheduler name exists in the registry, and if it doesnt, adds it. This allows custom schedulers to be added and called by name during instantiation. Args: name: Name of the optimizer. Will be used as key to retrieve the optimizer. scheduler: Scheduler class (inherits from _LRScheduler) scheduler_params: The parameters as a dataclass of the scheduler """ if name in AVAILABLE_SCHEDULERS: raise ValueError(f"Cannot override pre-existing schedulers. Conflicting scheduler name = {name}") AVAILABLE_SCHEDULERS[name] = scheduler sched_name = "{}_params".format(scheduler.__name__) register_scheduler_params(name=sched_name, scheduler_params=scheduler_params)
def get_scheduler(name: str, **kwargs: Optional[Dict[str, Any]]) -> _LRScheduler: """ Convenience method to obtain an _LRScheduler class and partially instantiate it with optimizer kwargs. Args: name: Name of the scheduler in the registry. kwargs: Optional kwargs of the scheduler used during instantiation. Returns: a partially instantiated _LRScheduler """ if name not in AVAILABLE_SCHEDULERS: raise ValueError( f"Cannot resolve scheduler{name}'. Available optimizers are : " f"{AVAILABLE_SCHEDULERS.keys()}" ) scheduler_cls = AVAILABLE_SCHEDULERS[name] scheduler = partial(scheduler_cls, **kwargs) return scheduler def prepare_lr_scheduler( optimizer: optim.Optimizer, scheduler_config: Union[Dict[str, Any], DictConfig], train_dataloader: Optional[dataloader.DataLoader] = None, ) -> Optional[Dict[str, Any]]: """ Constructs an LR Scheduler (optionally) for a given optimizer, based on a config with the following schema optim: name: <name of optimizer> lr: <maximal learning rate> # <additional optimizer arguments> args: name: auto # special keyword, resolves to correct optimizer config for given optimizer name # cls: nemo.core.config.optimizers.NovogradParams # explicit instantiation by class path params: # optional override parameters for the optimizer config betas: [0.8, 0.5] weight_decay: 0.001 # scheduler setup sched: name: <name of scheduler> iters_per_batch: null # computed at runtime; mandatory to have max_steps: null # computed at runtime or explicitly set here; mandatory to have # pytorch lightning args <mandatory> monitor: val_loss reduce_on_plateau: false # <scheduler config override> args: name: auto # special keyword, resolves to correct optimizer config for given optimizer name # cls: nemo.core.config.schedulers.CosineAnnealingParams # explicit instantiation by class path params: # optional override parameters for the optimizer config warmup_steps: null warmup_ratio: null min_lr: 0.0 last_epoch: -1 Args: optimizer: An instantiated Optimizer. scheduler_config: A dictionary / config dict which follows the above schema. train_dataloader: Optional requirement, must be passed if "iters_per_batch" is defined instead of "max_steps". Used to compute effective "max_steps". Returns: A dictionary containing the LR Scheduler implementation if the config was successfully parsed along with other parameters required by Pytorch Lightning, otherwise None. """ # Build nested dictionary for convenience out of structured objects if isinstance(scheduler_config, DictConfig): scheduler_config = OmegaConf.to_container(scheduler_config, resolve=True) elif dataclasses.is_dataclass(scheduler_config): # Recursively transform data classes to basic dictionaries scheduler_config = OmegaConf.create(scheduler_config) scheduler_config = OmegaConf.to_container(scheduler_config, resolve=True) # Test to see if config follows above schema add_max_args_flag = True interval = 'step' if scheduler_config is not None: if 'args' in scheduler_config: scheduler_args = scheduler_config.pop('args') else: scheduler_args = copy.deepcopy(scheduler_config) # Remove extra parameters from scheduler_args nest # Assume all other parameters are to be passed into scheduler constructor if 'name' in scheduler_args and scheduler_args['name'] == 'ReduceLROnPlateau': add_max_args_flag = False interval = 'epoch' scheduler_args.pop('name', None) scheduler_args.pop('t_max_epochs', None) scheduler_args.pop('t_accumulate_grad_batches', None) scheduler_args.pop('t_limit_train_batches', None) scheduler_args.pop('t_num_workers', None) scheduler_args.pop('monitor', None) scheduler_args.pop('reduce_on_plateau', None) else: # Return gracefully in case `sched` was not supplied; inform user logging.info('Scheduler not initialized as no `sched` config supplied to setup_optimizer()') return None # Try instantiation of scheduler params from config class path try: scheduler_args_cfg = OmegaConf.create(scheduler_args) scheduler_conf = hydra.utils.instantiate(scheduler_args_cfg) scheduler_args = vars(scheduler_conf) # Get name of the scheduler scheduler_name = scheduler_conf.__class__.__name__ if 'Params' in scheduler_name: scheduler_name = scheduler_name.replace('Params', '') except Exception: # Class path instantiation failed; try resolving "name" component # Get name of the scheduler if 'name' in scheduler_config: scheduler_name = scheduler_config['name'] else: logging.warning( "Could not resolve classpath for Scheduler Config, and `name` " "was not provided either. \n" "Scheduler cannot be instantiated !" ) return None # If class path was not provided, perhaps `name` is provided for resolution if 'name' in scheduler_args: # If `auto` is passed as name for resolution of optimizer name, # then lookup optimizer name and resolve its parameter config if scheduler_args['name'] == 'auto': scheduler_params_name = "{}Params".format(scheduler_name) else: scheduler_params_name = scheduler_args['name'] # Get override arguments provided in the config yaml file / Dict Config scheduler_params_override = scheduler_args.get('params', {}) # If params is itself a dict config object provided explicitly in Dict Config # Resolve to dictionary for convenience if isinstance(scheduler_params_override, DictConfig): scheduler_params_override = OmegaConf.to_container(scheduler_params_override, resolve=True) # Get and instantiate the Config dataclass for this scheduler scheduler_params_cls = get_scheduler_config(scheduler_params_name, **scheduler_params_override) scheduler_params = scheduler_params_cls() # instantiate the parameters object scheduler_args = vars(scheduler_params) # extract just the dictionary from the Config object else: # assume the input dictionary is schedular args (from dataclasses / omegaconf) pass # Extract value to monitor in losses, if provided. if 'monitor' in scheduler_config: monitor = scheduler_config.get('monitor') else: # Default to train loss monitor = 'loss' # Store exact max_steps if it is provided if 'max_steps' in scheduler_config and scheduler_config['max_steps'] is not None: max_steps = scheduler_config['max_steps'] elif 't_max_epochs' in scheduler_config: # Compute effective max_steps if t_max_epochs is provided if train_dataloader is None: logging.warning( 'As `t_max_epochs` is provided/computed, it is required to pass the train dataloader in order\n' 'to compute effective maximum number of steps.\n' 'Scheduler will not be instantiated !' ) return None # Raise exception if neither `max_steps` nor `t_max_epochs` is provided if scheduler_config.get('t_max_epochs', None) is None: logging.warning( "`t_max_epochs` cannot be None when `max_steps` is not not provided.\n" "This can occur when `train dataloader` is not available to correctly " "prepare the scheduler.\n" "Scheduler will not be instantiated !" ) return None # Get iters_per_batch max_epochs = scheduler_config.get('t_max_epochs') accumulate_grad_batches = scheduler_config.get('t_accumulate_grad_batches') limit_train_batches = scheduler_config.get('t_limit_train_batches') num_workers = scheduler_config.get('t_num_workers') # Compute effective num max_steps num_samples = len(train_dataloader.dataset) batch_size = train_dataloader.batch_size drop_last = train_dataloader.drop_last max_steps = compute_max_steps( max_epochs=max_epochs, accumulate_grad_batches=accumulate_grad_batches, limit_train_batches=limit_train_batches, num_workers=num_workers, num_samples=num_samples, batch_size=batch_size, drop_last=drop_last, ) else: logging.warning( "Neither `max_steps` nor `iters_per_batch` were provided to `optim.sched`, " "cannot compute effective `max_steps` !\n" "Scheduler will not be instantiated !" ) return None # Inject max_steps (effective or provided) into the scheduler config if add_max_args_flag: scheduler_args['max_steps'] = max_steps # Get the scheduler class from the config scheduler_cls = get_scheduler(scheduler_name, **scheduler_args) # Instantiate the LR schedule schedule = scheduler_cls(optimizer, **scheduler_args) logging.info( 'Scheduler "%s" \nwill be used during training (effective maximum steps = %d) - \nParameters : \n(%s)', str(schedule), max_steps, OmegaConf.to_yaml(OmegaConf.create(scheduler_args)), ) # Wrap the schedule in PTL arguments to perform stepwise computation # Rather than epoch level computation if isinstance(schedule, optim.lr_scheduler.ReduceLROnPlateau): reduce_lr_on_plateau = True else: reduce_lr_on_plateau = False schedule_dict = { 'scheduler': schedule, 'interval': interval, 'frequency': 1, 'monitor': monitor, 'reduce_on_plateau': reduce_lr_on_plateau, } return schedule_dict def compute_max_steps( max_epochs, accumulate_grad_batches, limit_train_batches, num_workers, num_samples, batch_size, drop_last ): _round = math.floor if drop_last else math.ceil sampler_num_samples = math.ceil(num_samples / num_workers) if drop_last and num_workers > 1: logging.warning( "Please note that drop_last is broken in pytorch 1.6.0. We will fix when pytorch 1.7.0 is released" ) # TODO: Master verion, not in pytorch 1.6.0 # sampler_num_samples = math.ceil((num_samples - num_workers)/ num_workers) steps_per_epoch = _round(sampler_num_samples / batch_size) if isinstance(limit_train_batches, int) or limit_train_batches == 0.0: steps_per_epoch = min(steps_per_epoch, int(limit_train_batches)) elif steps_per_epoch != float('inf'): # limit_train_batches is a percentage of batches per epoch steps_per_epoch = int(steps_per_epoch * limit_train_batches) if accumulate_grad_batches == 1: steps_per_epoch = max(steps_per_epoch, 1) return math.ceil(steps_per_epoch / accumulate_grad_batches) * max_epochs AVAILABLE_SCHEDULERS = { 'WarmupPolicy': WarmupPolicy, 'WarmupHoldPolicy': WarmupHoldPolicy, 'SquareAnnealing': SquareAnnealing, 'CosineAnnealing': CosineAnnealing, 'NoamAnnealing': NoamAnnealing, 'WarmupAnnealing': WarmupAnnealing, 'InverseSquareRootAnnealing': InverseSquareRootAnnealing, 'SquareRootAnnealing': SquareRootAnnealing, 'PolynomialDecayAnnealing': PolynomialDecayAnnealing, 'PolynomialHoldDecayAnnealing': PolynomialHoldDecayAnnealing, 'StepLR': pt_scheduler.StepLR, 'ExponentialLR': pt_scheduler.ExponentialLR, 'ReduceLROnPlateau': pt_scheduler.ReduceLROnPlateau, 'CyclicLR': pt_scheduler.CyclicLR, }