Introduce Stateful Callbacks (#29666)

* Introduce saveable callbacks

* Add note

* Test for non-present and flag

* Support early stopping and refusing to train further

* Update docstring

* More saving

* Import oopsie

* Apply suggestions from code review

Co-authored-by: amyeroberts <22614925+amyeroberts@users.noreply.github.com>

* Make it go through TrainerArguments

* Document

* Fix test

* Apply suggestions from code review

Co-authored-by: amyeroberts <22614925+amyeroberts@users.noreply.github.com>

* Rework to allow for duplicates

* CLean

* Fix failing tests

---------

Co-authored-by: amyeroberts <22614925+amyeroberts@users.noreply.github.com>

src/transformers/trainer.py

@@ -78,6 +78,7 @@ from .tokenization_utils_base import PreTrainedTokenizerBase
 from .trainer_callback import (
     CallbackHandler,
     DefaultFlowCallback,
+    ExportableState,
     PrinterCallback,
     ProgressCallback,
     TrainerCallback,
@@ -649,12 +650,15 @@ class Trainer:
         else:
             self.label_smoother = None
 
+        self.control = TrainerControl()
+
         self.state = TrainerState(
             is_local_process_zero=self.is_local_process_zero(),
             is_world_process_zero=self.is_world_process_zero(),
+            stateful_callbacks=[
+                cb for cb in self.callback_handler.callbacks + [self.control] if isinstance(cb, ExportableState)
+            ],
         )
-
-        self.control = TrainerControl()
         # Internal variable to count flos in each process, will be accumulated in `self.state.total_flos` then
         # returned to 0 every time flos need to be logged
         self.current_flos = 0
@@ -1499,6 +1503,8 @@ class Trainer:
         output_dir = os.path.join(checkpoint_dir, f"{PREFIX_CHECKPOINT_DIR}-{self.state.global_step}")
         self.save_model(output_dir, _internal_call=True)
         if self.args.should_save:
+            # Update the `TrainerControl` state to where we are currently
+            self.state.stateful_callbacks["TrainerControl"] = self.control.state()
             self.state.save_to_json(os.path.join(output_dir, TRAINER_STATE_NAME))
             torch.save(self.optimizer.state_dict(), os.path.join(output_dir, OPTIMIZER_NAME))
             torch.save(self.lr_scheduler.state_dict(), os.path.join(output_dir, SCHEDULER_NAME))
@@ -1970,7 +1976,11 @@ class Trainer:
         if not delay_optimizer_creation:
             self.create_optimizer_and_scheduler(num_training_steps=max_steps)
 
-        self.state = TrainerState()
+        self.state = TrainerState(
+            stateful_callbacks=[
+                cb for cb in self.callback_handler.callbacks + [self.control] if isinstance(cb, ExportableState)
+            ]
+        )
         self.state.is_hyper_param_search = trial is not None
         self.state.train_batch_size = self._train_batch_size
 
@@ -2079,6 +2089,7 @@ class Trainer:
         ):
             self.state = TrainerState.load_from_json(os.path.join(resume_from_checkpoint, TRAINER_STATE_NAME))
             self.compare_trainer_and_checkpoint_args(self.args, self.state)
+            self._load_callback_state()
             epochs_trained = self.state.global_step // num_update_steps_per_epoch
             if not args.ignore_data_skip:
                 steps_trained_in_current_epoch = self.state.global_step % (num_update_steps_per_epoch)
@@ -2786,6 +2797,8 @@ class Trainer:
 
         # Save the Trainer state
         if self.args.should_save:
+            # Update the `TrainerControl` state to where we are currently
+            self.state.stateful_callbacks["TrainerControl"] = self.control.state()
             self.state.save_to_json(os.path.join(output_dir, TRAINER_STATE_NAME))
 
         if self.args.push_to_hub:
@@ -2970,6 +2983,45 @@ class Trainer:
                     self.lr_scheduler.load_state_dict(torch.load(os.path.join(checkpoint, SCHEDULER_NAME)))
                 reissue_pt_warnings(caught_warnings)
 
+    def _load_callback_state(self):
+        """If callback states exist and were passed in, restore their states if enabled"""
+        if not self.args.restore_callback_states_from_checkpoint:
+            return
+        # Callback states are stored in stateful_callbacks
+        not_found = []
+        new_callbacks = []
+        original_callbacks = self.callback_handler.callbacks + [self.control]
+        for stored_callback, data in self.state.stateful_callbacks.items():
+            if not isinstance(data, list):
+                data = [data]
+            if any(callback.__class__.__name__ == stored_callback for callback in original_callbacks):
+                # We can load/restore from multiple callbacks of the same type.
+                duplicates = [
+                    callback for callback in original_callbacks if callback.__class__.__name__ == stored_callback
+                ]
+                for callback, callback_data in zip(duplicates, data):
+                    args = callback_data.get("args", {})
+                    attributes = callback_data.get("attributes", {})
+                    new_callback = type(callback)(**args)
+                    for attribute, value in attributes.items():
+                        setattr(new_callback, attribute, value)
+                    if isinstance(callback, TrainerControl):
+                        # Specifically for restoring the `control` state
+                        self.control = new_callback
+                    else:
+                        new_callbacks.append(new_callback)
+                    # We remove the existing callback and add it to the list of new callbacks
+                    self.callback_handler.remove_callback(type(new_callback))
+                logger.info("Continuing training from checkpoint, restoring any callbacks that were passed in")
+            else:
+                not_found.append(stored_callback)
+        if len(not_found) > 0:
+            logger.warning(
+                f"Checkpoint included callbacks not included in current configuration. Ignoring. ({', '.join(not_found)})"
+            )
+        for callback in new_callbacks:
+            self.callback_handler.add_callback(callback)
+
     def hyperparameter_search(
         self,
         hp_space: Optional[Callable[["optuna.Trial"], Dict[str, float]]] = None,

src/transformers/trainer_callback.py

@@ -84,6 +84,9 @@ class TrainerState:
         is_hyper_param_search (`bool`, *optional*, defaults to `False`):
             Whether we are in the process of a hyper parameter search using Trainer.hyperparameter_search. This will
             impact the way data will be logged in TensorBoard.
+        stateful_callbacks (`List[StatefulTrainerCallback]`, *optional*):
+            Callbacks attached to the `Trainer` that should have their states be saved or restored.
+            Relevent callbacks should implement a `state` and `from_state` function.
     """
 
     epoch: Optional[float] = None
@@ -104,10 +107,34 @@ class TrainerState:
     is_hyper_param_search: bool = False
     trial_name: str = None
     trial_params: Dict[str, Union[str, float, int, bool]] = None
+    stateful_callbacks: List["TrainerCallback"] = None
 
     def __post_init__(self):
         if self.log_history is None:
             self.log_history = []
+        if self.stateful_callbacks is None:
+            self.stateful_callbacks = {}
+        elif isinstance(self.stateful_callbacks, dict):
+            # We are loading the callbacks in from the state file, no need to process them
+            pass
+        else:
+            # Saveable callbacks get stored as dict of kwargs
+            stateful_callbacks = {}
+            for callback in self.stateful_callbacks:
+                if not isinstance(callback, (ExportableState)):
+                    raise TypeError(
+                        f"All callbacks passed to be saved must inherit `ExportableState`, but received {type(callback)}"
+                    )
+                name = callback.__class__.__name__
+                if name in stateful_callbacks:
+                    # We can have multiple versions of the same callback
+                    # if so, we store them as a list of states to restore
+                    if not isinstance(stateful_callbacks[name], list):
+                        stateful_callbacks[name] = [stateful_callbacks[name]]
+                    stateful_callbacks[name].append(callback.state())
+                else:
+                    stateful_callbacks[name] = callback.state()
+            self.stateful_callbacks = stateful_callbacks
 
     def save_to_json(self, json_path: str):
         """Save the content of this instance in JSON format inside `json_path`."""
@@ -123,8 +150,52 @@ class TrainerState:
         return cls(**json.loads(text))
 
 
+class ExportableState:
+    """
+    A class for objects that include the ability to have its state
+    be saved during `Trainer._save_checkpoint` and loaded back in during
+    `Trainer._load_from_checkpoint`.
+
+    These must implement a `state` function that gets called during the respective
+    Trainer function call. It should only include parameters and attributes needed to
+    recreate the state at a particular time, to avoid utilizing pickle/maintain standard
+    file IO writing.
+
+    Example:
+
+    ```python
+    class EarlyStoppingCallback(TrainerCallback, ExportableState):
+        def __init__(self, early_stopping_patience: int = 1, early_stopping_threshold: Optional[float] = 0.0):
+            self.early_stopping_patience = early_stopping_patience
+            self.early_stopping_threshold = early_stopping_threshold
+            # early_stopping_patience_counter denotes the number of times validation metrics failed to improve.
+            self.early_stopping_patience_counter = 0
+
+        def state(self) -> dict:
+            return {
+                "args": {
+                    "early_stopping_patience": self.early_stopping_patience,
+                    "early_stopping_threshold": self.early_stopping_threshold,
+                },
+                "attributes": {
+                    "early_stopping_patience_counter": self.early_stopping_patience_counter,
+                }
+            }
+    ```"""
+
+    def state(self) -> dict:
+        raise NotImplementedError("You must implement a `state` function to utilize this class.")
+
+    @classmethod
+    def from_state(cls, state):
+        instance = cls(**state["args"])
+        for k, v in state["attributes"].items():
+            setattr(instance, k, v)
+        return instance
+
+
 @dataclass
-class TrainerControl:
+class TrainerControl(ExportableState):
     """
     A class that handles the [`Trainer`] control flow. This class is used by the [`TrainerCallback`] to activate some
     switches in the training loop.
@@ -172,6 +243,18 @@ class TrainerControl:
         self.should_evaluate = False
         self.should_log = False
 
+    def state(self) -> dict:
+        return {
+            "args": {
+                "should_training_stop": self.should_training_stop,
+                "should_epoch_stop": self.should_epoch_stop,
+                "should_save": self.should_save,
+                "should_evaluate": self.should_evaluate,
+                "should_log": self.should_log,
+            },
+            "attributes": {},
+        }
+
 
 class TrainerCallback:
     # no-format
@@ -546,7 +629,7 @@ class PrinterCallback(TrainerCallback):
             print(logs)
 
 
-class EarlyStoppingCallback(TrainerCallback):
+class EarlyStoppingCallback(TrainerCallback, ExportableState):
     """
     A [`TrainerCallback`] that handles early stopping.
 
@@ -605,3 +688,14 @@ class EarlyStoppingCallback(TrainerCallback):
         self.check_metric_value(args, state, control, metric_value)
         if self.early_stopping_patience_counter >= self.early_stopping_patience:
             control.should_training_stop = True
+
+    def state(self) -> dict:
+        return {
+            "args": {
+                "early_stopping_patience": self.early_stopping_patience,
+                "early_stopping_threshold": self.early_stopping_threshold,
+            },
+            "attributes": {
+                "early_stopping_patience_counter": self.early_stopping_patience_counter,
+            },
+        }

src/transformers/training_args.py

@@ -357,6 +357,9 @@ class TrainingArguments:
             Note that when this is true, you won't be able to resume training from checkpoint.
             This enables you to save storage by not storing the optimizer, scheduler & rng state.
             You can only load the model using `from_pretrained` with this option set to `True`.
+        restore_callback_states_from_checkpoint (`bool`, *optional*, defaults to `False`):
+            Whether to restore the callback states from the checkpoint. If `True`, will override
+            callbacks passed to the `Trainer` if they exist in the checkpoint."
         use_cpu (`bool`, *optional*, defaults to `False`):
             Whether or not to use cpu. If set to False, we will use cuda or mps device if available.
         seed (`int`, *optional*, defaults to 42):
@@ -951,6 +954,12 @@ class TrainingArguments:
             )
         },
     )
+    restore_callback_states_from_checkpoint: bool = field(
+        default=False,
+        metadata={
+            "help": "Whether to restore the callback states from the checkpoint. If `True`, will override callbacks passed to the `Trainer` if they exist in the checkpoint."
+        },
+    )
     no_cuda: bool = field(
         default=False,
         metadata={"help": "This argument is deprecated. It will be removed in version 5.0 of 🤗 Transformers."},

tests/trainer/test_trainer_callback.py

@@ -12,6 +12,8 @@
 # See the License for the specific language governing permissions and
 # limitations under the License.
 
+
+import os
 import shutil
 import tempfile
 import unittest
@@ -19,28 +21,44 @@ from unittest.mock import patch
 
 from transformers import (
     DefaultFlowCallback,
+    EarlyStoppingCallback,
     IntervalStrategy,
     PrinterCallback,
     ProgressCallback,
     Trainer,
     TrainerCallback,
+    TrainerState,
     TrainingArguments,
     is_torch_available,
 )
 from transformers.testing_utils import require_torch
+from transformers.trainer_callback import ExportableState
 
 
 if is_torch_available():
-    from transformers.trainer import DEFAULT_CALLBACKS
+    from transformers.trainer import DEFAULT_CALLBACKS, TRAINER_STATE_NAME
 
     from .test_trainer import RegressionDataset, RegressionModelConfig, RegressionPreTrainedModel
 
 
+class MyTestExportableCallback(TrainerCallback, ExportableState):
+    def __init__(self, my_test_state="test"):
+        self.my_test_state = my_test_state
+
+    def state(self):
+        return {
+            "args": {
+                "my_test_state": self.my_test_state,
+            },
+        }
+
+
 class MyTestTrainerCallback(TrainerCallback):
     "A callback that registers the events that goes through."
 
-    def __init__(self):
+    def __init__(self, my_test_state="test"):
         self.events = []
+        self.my_test_state = my_test_state
 
     def on_init_end(self, args, state, control, **kwargs):
         self.events.append("on_init_end")
@@ -243,3 +261,160 @@ class TrainerCallbackTest(unittest.TestCase):
                 callbacks=[MyTestTrainerCallback, MyTestTrainerCallback],
             )
             assert str(MyTestTrainerCallback) in warn_mock.call_args[0][0]
+
+    def test_stateful_callbacks(self):
+        # Use something with non-defaults
+        cb = EarlyStoppingCallback(early_stopping_patience=5, early_stopping_threshold=0.2)
+        trainer = self.get_trainer(
+            callbacks=[cb],
+            load_best_model_at_end=True,
+            save_strategy="steps",
+            eval_strategy="steps",
+            save_steps=2,
+            eval_steps=2,
+            max_steps=2,
+        )
+        trainer.train()
+
+        # Create a new trainer with defaults
+        trainer = self.get_trainer(
+            callbacks=[EarlyStoppingCallback()],
+            load_best_model_at_end=True,
+            save_strategy="steps",
+            eval_strategy="steps",
+            save_steps=2,
+            eval_steps=2,
+            max_steps=2,
+            restore_callback_states_from_checkpoint=True,
+        )
+        # Load it back in and verify values
+        checkpoint = os.path.join(self.output_dir, "checkpoint-2")
+        trainer.train(resume_from_checkpoint=checkpoint)
+        cb = [
+            callback for callback in trainer.callback_handler.callbacks if isinstance(callback, EarlyStoppingCallback)
+        ][0]
+        assert cb.early_stopping_patience == 5
+        assert cb.early_stopping_threshold == 0.2
+
+    def test_stateful_mixed_callbacks(self):
+        # Use two callbacks, one stateful one not
+        # Use something with non-defaults
+        cbs = [
+            MyTestTrainerCallback(my_test_state="another value"),
+            EarlyStoppingCallback(early_stopping_patience=5, early_stopping_threshold=0.2),
+        ]
+        trainer = self.get_trainer(
+            callbacks=cbs,
+            load_best_model_at_end=True,
+            save_strategy="steps",
+            eval_strategy="steps",
+            save_steps=2,
+            eval_steps=2,
+            max_steps=2,
+        )
+        trainer.train()
+
+        # Create a new trainer with defaults
+        trainer = self.get_trainer(
+            callbacks=[EarlyStoppingCallback(), MyTestTrainerCallback()],
+            load_best_model_at_end=True,
+            save_strategy="steps",
+            eval_strategy="steps",
+            save_steps=2,
+            eval_steps=2,
+            max_steps=2,
+            restore_callback_states_from_checkpoint=True,
+        )
+        # Load it back in and verify values
+        checkpoint = os.path.join(self.output_dir, "checkpoint-2")
+        trainer.train(resume_from_checkpoint=checkpoint)
+        cbs = [
+            callback
+            for callback in trainer.callback_handler.callbacks
+            if isinstance(callback, (EarlyStoppingCallback, MyTestTrainerCallback))
+        ]
+        assert len(cbs) == 2
+        my_test, early_stopping = cbs
+        assert early_stopping.early_stopping_patience == 5
+        assert early_stopping.early_stopping_threshold == 0.2
+        assert my_test.my_test_state == "test"
+
+    def test_stateful_duplicate_callbacks(self):
+        # Use something with non-defaults
+        cbs = [MyTestExportableCallback("first"), MyTestExportableCallback("second")]
+        trainer = self.get_trainer(
+            callbacks=cbs,
+            load_best_model_at_end=True,
+            save_strategy="steps",
+            eval_strategy="steps",
+            save_steps=2,
+            eval_steps=2,
+            max_steps=2,
+        )
+        trainer.train()
+
+        # Create a new trainer with defaults
+        trainer = self.get_trainer(
+            callbacks=[MyTestExportableCallback(), MyTestExportableCallback()],
+            load_best_model_at_end=True,
+            save_strategy="steps",
+            eval_strategy="steps",
+            save_steps=2,
+            eval_steps=2,
+            max_steps=2,
+            restore_callback_states_from_checkpoint=True,
+        )
+        # Load it back in and verify values
+        checkpoint = os.path.join(self.output_dir, "checkpoint-2")
+        trainer.train(resume_from_checkpoint=checkpoint)
+        cbs = [
+            callback
+            for callback in trainer.callback_handler.callbacks
+            if isinstance(callback, MyTestExportableCallback)
+        ]
+        assert len(cbs) == 2
+        assert cbs[0].my_test_state == "first"
+        assert cbs[1].my_test_state == "second"
+
+    def test_missing_stateful_callback(self):
+        cb = EarlyStoppingCallback()
+        trainer = self.get_trainer(
+            callbacks=[cb],
+            load_best_model_at_end=True,
+            save_strategy="steps",
+            eval_strategy="steps",
+            save_steps=2,
+            eval_steps=2,
+            max_steps=2,
+        )
+        trainer.train()
+
+        # Create a new trainer with defaults
+        trainer = self.get_trainer(
+            save_strategy="steps",
+            eval_strategy="steps",
+            save_steps=2,
+            eval_steps=2,
+            max_steps=2,
+            restore_callback_states_from_checkpoint=True,
+        )
+        # Load it back in and verify values
+        checkpoint = os.path.join(self.output_dir, "checkpoint-2")
+        # warning should be emitted for not-present callbacks
+        with patch("transformers.trainer.logger.warning") as warn_mock:
+            trainer.train(resume_from_checkpoint=checkpoint)
+            assert "EarlyStoppingCallback" in warn_mock.call_args[0][0]
+
+    def test_stateful_control(self):
+        trainer = self.get_trainer(
+            max_steps=2,
+            save_strategy="steps",
+            save_steps=2,
+        )
+        trainer.train()
+        # Load it back in and verify values
+        trainer = self.get_trainer(max_steps=2, restore_callback_states_from_checkpoint=True)
+        checkpoint = os.path.join(self.output_dir, "checkpoint-2")
+        trainer.state = TrainerState.load_from_json(os.path.join(checkpoint, TRAINER_STATE_NAME))
+        trainer._load_callback_state()
+        assert trainer.control.should_training_stop