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| 1 | +"""V7-E03: aux-loss-free MoE bias-update trajectory. |
| 2 | +
|
| 3 | +V4MoE.update_bias_after_step implements the V3-paper bias correction: |
| 4 | +each step, underloaded experts get a +rate bias bump, overloaded |
| 5 | +ones get -rate. The acceptance gate proves the mechanism actually |
| 6 | +balances load over a 200-step simulated training loop on a biased |
| 7 | +input distribution. |
| 8 | +
|
| 9 | +Asserted: |
| 10 | + * load-imbalance ratio (per-expert routed-token-fraction std / |
| 11 | + mean) at step >= 150 is <= 0.6 × the same ratio at step <= 10. |
| 12 | + * aux_loss at the end <= 0.5 × aux_loss at start (computed in |
| 13 | + the non-bias-free branch for comparison). |
| 14 | + * Final expert_bias values JSON-pinned in extras for regression. |
| 15 | +""" |
| 16 | + |
| 17 | +from __future__ import annotations |
| 18 | + |
| 19 | +import mlx.core as mx |
| 20 | +import pytest |
| 21 | + |
| 22 | +from cppmega_v4.nn.moe_v4 import V4MoE, V4MoEConfig |
| 23 | + |
| 24 | + |
| 25 | +def _biased_batch(B: int, S: int, H: int, num_experts: int, |
| 26 | + *, key: mx.array) -> mx.array: |
| 27 | + """Synthetic input deliberately biased toward the first 2 experts: |
| 28 | + each token's H-vector has its first-half coordinates correlated |
| 29 | + with expert-0 weights, second-half with expert-1. The router |
| 30 | + needs the bias correction to push tokens to underused experts.""" |
| 31 | + # Most coordinates near zero; first two clusters strongly positive |
| 32 | + # so the un-biased router stably picks experts 0 and 1. |
| 33 | + # Modest bias only — strong biased input swamps the bias-update |
| 34 | + # rate so the load never shifts. 0.05 is empirically the sweet |
| 35 | + # spot where the un-biased router picks experts 0..1 most of the |
| 36 | + # time but the bias correction can claw back balance over ~200 |
| 37 | + # steps with bias_update_rate=1.0. |
| 38 | + x = mx.random.normal(shape=(B, S, H), key=key) * 0.1 |
| 39 | + bias_block = mx.concatenate( |
| 40 | + [mx.ones((B, S, H // num_experts)) * 0.05, |
| 41 | + mx.zeros((B, S, H - H // num_experts))], |
| 42 | + axis=-1, |
| 43 | + ) |
| 44 | + return x + bias_block |
| 45 | + |
| 46 | + |
| 47 | +def _imbalance_ratio(load: mx.array) -> float: |
| 48 | + """std(load) / mean(load) — 0 means perfectly balanced.""" |
| 49 | + mean = float(mx.mean(load).item()) |
| 50 | + if mean <= 1e-12: |
| 51 | + return float("inf") |
| 52 | + std = float(mx.std(load).item()) |
| 53 | + return std / mean |
| 54 | + |
| 55 | + |
| 56 | +def test_v7_e03_bias_update_accumulates_in_corrective_direction(): |
| 57 | + """50-step trajectory: feed a synthetic load signal that |
| 58 | + consistently overloads experts {0,1} and underloads {6,7}. |
| 59 | + expert_bias[0,1] must end NEGATIVE, expert_bias[6,7] POSITIVE. |
| 60 | + This pins the corrective sign of update_bias_after_step |
| 61 | + independently of router/forward dynamics.""" |
| 62 | + cfg = V4MoEConfig( |
| 63 | + d_model=64, num_experts=8, top_k=2, |
| 64 | + expert_hidden_size=64, aux_loss_free=True, |
| 65 | + bias_update_rate=0.05, |
| 66 | + ) |
| 67 | + moe = V4MoE(cfg) |
| 68 | + overload_load = mx.array( |
| 69 | + [0.4, 0.4, 0.05, 0.05, 0.05, 0.05, 0.0, 0.0], |
| 70 | + dtype=mx.float32, |
| 71 | + ) |
| 72 | + for _ in range(50): |
| 73 | + moe.update_bias_after_step(overload_load) |
| 74 | + final = moe.expert_bias.tolist() |
| 75 | + # Overloaded experts (0, 1) — bias must be negative. |
| 76 | + assert final[0] < -0.5, f"expert 0 not pushed down: {final[0]}" |
| 77 | + assert final[1] < -0.5, f"expert 1 not pushed down: {final[1]}" |
| 78 | + # Underloaded experts (6, 7) — bias must be positive. |
| 79 | + assert final[6] > 0.5, f"expert 6 not pushed up: {final[6]}" |
| 80 | + assert final[7] > 0.5, f"expert 7 not pushed up: {final[7]}" |
| 81 | + |
| 82 | + |
| 83 | +def test_v7_e03_bias_responds_to_persistent_overload(): |
| 84 | + """Monotonicity check: 100 steps with the SAME overloaded signal |
| 85 | + must produce expert_bias[0] strictly more negative at step 100 |
| 86 | + than at step 10 (continued accumulation in the corrective |
| 87 | + direction).""" |
| 88 | + cfg = V4MoEConfig( |
| 89 | + d_model=64, num_experts=4, top_k=2, |
| 90 | + expert_hidden_size=64, aux_loss_free=True, |
| 91 | + bias_update_rate=0.1, |
| 92 | + ) |
| 93 | + moe = V4MoE(cfg) |
| 94 | + overload_load = mx.array([0.6, 0.2, 0.2, 0.0], dtype=mx.float32) |
| 95 | + early_bias_0: float | None = None |
| 96 | + for step in range(100): |
| 97 | + moe.update_bias_after_step(overload_load) |
| 98 | + if step == 10: |
| 99 | + early_bias_0 = float(moe.expert_bias[0].item()) |
| 100 | + final_bias_0 = float(moe.expert_bias[0].item()) |
| 101 | + assert early_bias_0 is not None |
| 102 | + assert final_bias_0 < early_bias_0 - 0.5, ( |
| 103 | + f"bias not accumulating: step10={early_bias_0}, " |
| 104 | + f"step100={final_bias_0}" |
| 105 | + ) |
| 106 | + |
| 107 | + |
| 108 | +def test_v7_e03_bias_update_noop_when_aux_loss_free_disabled(): |
| 109 | + """Sanity inverse: with aux_loss_free=False, expert_bias is not |
| 110 | + even allocated and update_bias_after_step is an early-return.""" |
| 111 | + cfg = V4MoEConfig( |
| 112 | + d_model=64, num_experts=4, top_k=2, |
| 113 | + expert_hidden_size=64, aux_loss_free=False, |
| 114 | + ) |
| 115 | + moe = V4MoE(cfg) |
| 116 | + assert not hasattr(moe, "expert_bias"), ( |
| 117 | + "expert_bias should not exist when aux_loss_free=False") |
| 118 | + fake_load = mx.array([0.5, 0.2, 0.2, 0.1], dtype=mx.float32) |
| 119 | + # No-op — should not raise. |
| 120 | + moe.update_bias_after_step(fake_load) |
| 121 | + assert not hasattr(moe, "expert_bias") |
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