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Add Aumann-Shapley AutoQuantize recipe integration - #2246

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Add Aumann-Shapley AutoQuantize recipe integration#2246
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@joshua-hill joshua-hill commented Aug 25, 2026

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Paper · Overview · Implementation thread

Depends on #2183, which adds the Aumann-Shapley AutoQuantize method, and transitively on #2231. Until #2183 merges, GitHub's default diff also shows the parent commits; the diff against these 2 prior PRs are here.

What does this PR do?

Type of change: new feature

This PR makes the Aumann-Shapley AutoQuantize method available through ModelOpt recipes and the Hugging Face PTQ example.

An AutoQuantize recipe can now select auto_quantize_method: aumann_shapley and pass method-specific settings through method_options. The recipe can choose one of two search targets:

  • an effective_bits target, which selects the lowest-damage configuration within a bit budget; or
  • max_predicted_damage, which selects the lowest-cost configuration within a predicted-damage budget.

The recipe schema rejects configurations that specify both targets, and it requires the Aumann-Shapley method when max_predicted_damage is used. Detailed method-option validation remains in mtq.auto_quantize, so the core API stays the single source of truth.

The hf_ptq integration forwards the method options, uses the existing label-free logits path, and removes the schema's default bit target when the recipe selects a predicted-damage target. Existing gradient and KL-divergence recipe behavior is unchanged.

The Hugging Face PTQ README documents both recipe forms in plain YAML.

Usage

Target an effective bit width:

auto_quantize:
  constraints:
    effective_bits: 5.4
  auto_quantize_method: aumann_shapley
  method_options:
    num_path_nodes: 2
    damage_link: coverage

Or target predicted damage:

auto_quantize:
  constraints: {}
  auto_quantize_method: aumann_shapley
  method_options:
    num_path_nodes: 2
    max_predicted_damage: 0.01

These fragments fit into the existing AutoQuantize recipe format alongside candidate_formats, score_size, and the existing layer-selection fields.

Testing

pytest -o addopts='' \
  tests/unit/recipe/test_loader.py \
  tests/unit/recipe/test_recipe_docs.py \
  tests/examples/hf_ptq/test_hf_ptq_args.py \
  tests/unit/torch/quantization/test_autoquant.py \
  tests/unit/torch/quantization/test_autoquant_shapley.py

Result: 473 passed.

All pre-commit hooks pass on the five changed files.

Recipe-driven GPU smoke tests also passed on the locally cached Qwen/Qwen2.5-0.5B-Instruct model with NVFP4 and FP8 candidates:

  • The effective-bits recipe completed at 5.40 effective bits and produced finite logits.
  • The predicted-damage recipe reported a satisfied constraint, selected a 4.56-effective-bit configuration, and produced finite logits.

An additional recipe-driven smoke test passed on Qwen/Qwen3-30B-A3B (128 experts, 8 active experts per token): 145 module groups were scored, the solver selected a mixed FP8/BF16 recipe, the damage model and constraint were valid, and the post-quantization logits were finite.

Before your PR is "Ready for review"

  • Is this change backward compatible?: ✅
  • If you copied code from any other sources or added a new PIP dependency, did you follow the contributing guidance?: ✅ No copied code and no new dependencies.
  • Did you write the necessary tests?: ✅
  • Did you update CHANGELOG.rst?: N/A — the underlying feature entry is included in Add Aumann-Shapley sensitivity scoring method to auto_quantize #2183.
  • Are the commits signed and signed off?: ✅
  • Did you get Claude approval on this PR?: N/A

Summary by CodeRabbit

  • New Features

    • Added the label-free aumann_shapley method to automatic quantization.
    • Added configurable scoring options, predicted-damage bounds, and minimum-cost optimization.
    • Added additive and coverage damage models, checkpoint resumption, and diagnostic scoring metadata.
  • Bug Fixes

    • Improved score handling, distributed processing, configuration validation, and recovery from scoring or setup failures.
  • Documentation

    • Expanded the post-training quantization guide with Aumann–Shapley configuration, constraints, and backpropagation requirements.

Signed-off-by: Joshua Hill <joshua.hill@baseten.co>
Signed-off-by: Joshua Hill <joshua.hill@baseten.co>
Signed-off-by: Joshua Hill <joshua.hill@baseten.co>
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joshua-hill requested review from a team as code owners August 25, 2026 17:08
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📒 Files selected for processing (11)
  • CHANGELOG.rst
  • examples/hf_ptq/README.md
  • examples/hf_ptq/hf_ptq.py
  • modelopt/recipe/config.py
  • modelopt/torch/quantization/_auto_quantize_shapley.py
  • modelopt/torch/quantization/algorithms.py
  • modelopt/torch/quantization/model_quant.py
  • tests/examples/hf_ptq/test_hf_ptq_args.py
  • tests/unit/recipe/test_loader.py
  • tests/unit/torch/quantization/test_autoquant.py
  • tests/unit/torch/quantization/test_autoquant_shapley.py

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📝 Walkthrough

Walkthrough

Version 0.47 adds aumann_shapley to mtq.auto_quantize. It adds method-specific options, label-free KL-based scoring, predicted-damage modeling, and optional damage-bound optimization.

Changes

AutoQuantize Aumann-Shapley support

Layer / File(s) Summary
Configuration and AutoQuantize entrypoints
CHANGELOG.rst, examples/hf_ptq/..., modelopt/recipe/config.py, modelopt/torch/quantization/model_quant.py, tests/examples/hf_ptq/..., tests/unit/recipe/test_loader.py
Recipes and auto_quantize accept aumann_shapley, method options, and predicted-damage validation. HF PTQ forwards these settings and disables loss_func for Aumann-Shapley.
Shared search and scoring infrastructure
modelopt/torch/quantization/algorithms.py, tests/unit/torch/quantization/test_autoquant.py
Searchers use a registry and shared linear-program logic. Candidate ordering, replay scoring, distributed aggregation, cleanup, and checkpoint handling are standardized and tested.
Aumann-Shapley scoring and damage modeling
modelopt/torch/quantization/_auto_quantize_shapley.py, tests/unit/torch/quantization/test_autoquant_shapley.py
The new searcher replays quantization paths, computes attributions, fits additive or coverage damage links, filters invalid candidates, and records calibration metadata.
Predicted-damage-bound solving and validation
modelopt/torch/quantization/_auto_quantize_shapley.py, tests/unit/torch/quantization/test_autoquant_shapley.py
The searcher solves effective-bit or predicted-damage constraints, persists validity metadata, validates checkpoint signatures, and handles invalid or unsatisfied solves. Tests cover numerical behavior, distributed scoring, failure paths, and model integration.

Estimated code review effort: 5 (Critical) | ~120 minutes

Merge Risk: 🟡 Moderate · up to e827f

The current implementation may produce incorrect AutoQuantize candidate scores on repeated scoring calls and may fail for score modules that receive their first argument by keyword, leading to wrong quantization choices or runtime errors. Merge readiness is moderate until these bounded correctness issues are addressed or explicitly accepted.

Possibly related PRs

Suggested reviewers: kevalmorabia97, realasma

Sequence Diagram(s)

sequenceDiagram
  participant Recipe
  participant auto_quantize
  participant AutoQuantizeAumannShapleySearcher
  participant QuantizedModel
  participant LinearProgram
  Recipe->>auto_quantize: provide method_options and constraints
  auto_quantize->>AutoQuantizeAumannShapleySearcher: validate and initialize search
  AutoQuantizeAumannShapleySearcher->>QuantizedModel: replay path-node forwards and measure KL
  AutoQuantizeAumannShapleySearcher->>LinearProgram: solve candidate cost or damage bound
  LinearProgram-->>AutoQuantizeAumannShapleySearcher: return selected quantization recipes
Loading
🚥 Pre-merge checks | ✅ 5 | ❌ 1

❌ Failed checks (1 warning)

Check name Status Explanation Resolution
Docstring Coverage ⚠️ Warning Docstring coverage is 58.60% which is insufficient. The required threshold is 80.00%. Docstring coverage is scoped to functions touched by this diff. Analyzed 215 functions across 9 files. (2 skipped:… Write docstrings for the functions missing them to satisfy the coverage threshold.
✅ Passed checks (5 passed)
Check name Status Explanation
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 No listed security anti-pattern was introduced. The diff adds no torch.load(..., weights_only=False), numpy.load(..., allow_pickle=True), hardcoded trust_remote_code=True, dynamic eval/exec,…
Description Check ✅ Passed Check skipped - CodeRabbit’s high-level summary is enabled.
Title check ✅ Passed The title clearly and concisely describes the main change: integrating the Aumann-Shapley method with AutoQuantize recipes.
Full details: Docstring Coverage

Explanation

Docstring coverage is 58.60% which is insufficient. The required threshold is 80.00%. Docstring coverage is scoped to functions touched by this diff. Analyzed 215 functions across 9 files. (2 skipped: 2 unsupported.)

Full details: Security Anti-Patterns

Explanation

No listed security anti-pattern was introduced. The diff adds no torch.load(..., weights_only=False), numpy.load(..., allow_pickle=True), hardcoded trust_remote_code=True, dynamic eval/exec, or # nosec comment. The only added eval call is self.model.eval(), which sets model mode and does not evaluate external input; AST inspection found no eval or exec in the new Shapley module. No dependency-file changes were present.

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Additional end-to-end validation on the latest head (7c78e1b):

  • Loaded the cached Qwen/Qwen3-30B-A3B MoE model (qwen3_moe, 128 experts, 8 active experts/token) across 8 GPUs.
  • Ran recipe-driven Aumann-Shapley AutoQuantize with one calibration sample, 2 path nodes, and FP8/BF16 choices.
  • Scored 145 module groups; the solver selected 78 FP8 groups and 67 BF16 groups.
  • The fitted damage model was valid, the search constraint was satisfied, and a post-quantization forward produced finite logits ([1, 4, 151936]).

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Caution

Some comments are outside the diff and can’t be posted inline due to platform limitations.

⚠️ Outside diff range comments (1)
modelopt/torch/quantization/algorithms.py (1)

1655-1672: 🎯 Functional Correctness | 🟠 Major | ⚡ Quick win

Store replay differences per forward invocation.

_AutoQuantizeGradientScoringSession.forward stores replay differences in _output_diffs[module]. When a score module is reused, the second forward overwrites the first entry. _AutoQuantizeGradientScoringSession.backward_hook then applies the last entry to both backward-hook invocations. This can produce incorrect candidate scores and select the wrong recipes.

Store one replay entry per invocation and consume the matching entry in backward_hook. Alternatively, enforce and test a single-invocation contract for every score module. Add a focused gradient-scoring test for a reused score module.

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In `@modelopt/torch/quantization/algorithms.py` around lines 1655 - 1672, Update
_AutoQuantizeGradientScoringSession.forward and backward_hook to queue replay
differences per forward invocation rather than storing one value per module.
Ensure each backward-hook invocation consumes the matching queued entry,
preserving correct ordering for reused score modules; add a focused test
covering module reuse during gradient scoring.
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Outside diff comments:
In `@modelopt/torch/quantization/algorithms.py`:
- Around line 1655-1672: Update _AutoQuantizeGradientScoringSession.forward and
backward_hook to queue replay differences per forward invocation rather than
storing one value per module. Ensure each backward-hook invocation consumes the
matching queued entry, preserving correct ordering for reused score modules; add
a focused test covering module reuse during gradient scoring.

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Signed-off-by: Joshua Hill <joshua.hill@baseten.co>
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joshua-hill force-pushed the feat/aumann-shapley-recipe-integration branch from 7c78e1b to bbdc947 Compare August 25, 2026 18:14
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Addressed the reused-score-module finding in #2231 (70acb63) and propagated it here. Gradient scoring now retains one candidate-replay result per forward invocation and consumes those results in backward order. A focused numeric regression covers a shared score module called twice with different inputs and gradients.

Validation on the propagated stack: 473 passed, and all pre-commit hooks passed.

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👉 Steps to fix this

Actionable comments posted: 1

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Inline comments:
In `@modelopt/torch/quantization/algorithms.py`:
- Around line 1657-1677: Update _AutoQuantizeGradientScoringSession.forward to
skip storing replay data when base.requires_grad is false, alongside the
existing torch.is_grad_enabled() guard. Keep backward_hook’s stack handling
unchanged so only outputs participating in autograd are replayed and scored.
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Comment thread modelopt/torch/quantization/algorithms.py Outdated
Signed-off-by: Joshua Hill <joshua.hill@baseten.co>
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joshua-hill force-pushed the feat/aumann-shapley-recipe-integration branch from bbdc947 to dd97561 Compare August 25, 2026 18:26
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Actionable comments posted: 1

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Inline comments:
In `@modelopt/torch/quantization/algorithms.py`:
- Around line 1672-1677: Update backward_hook to return early when module has no
pending replay entry in _output_diffs, and remove the corresponding stale entry
when an invocation is unused before accumulating scores. Preserve normal pop,
cleanup, and _accumulate_candidate_scores behavior for valid replay data.
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🧹 Nitpick comments (1)
modelopt/torch/quantization/_auto_quantize_shapley.py (1)

162-176: 🩺 Stability & Availability | 🔵 Trivial | ⚡ Quick win

Accept score-module arguments positionally and by keyword.

forward requires the first argument positionally. The base session patches module.forward and forwards *args, **kwargs unchanged. A score module that a caller invokes with a keyword first argument, for example mlp(hidden_states=x), raises TypeError: forward() missing 1 required positional argument: 'input'. The sibling _AutoQuantizeGradientScoringSession.forward accepts *args, **kwargs only, so this method narrows the contract without need. input is only re-spliced into the same call.

♻️ Proposed refactor
-    def forward(self, module, input, *args, **kwargs):
+    def forward(self, module, *args, **kwargs):
         """Emit a path-shifted output and cache the current candidate's differences."""
         recipe = self.current_recipe
         if recipe is None:
-            return self.original_forward(module)(input, *args, **kwargs)
+            return self.original_forward(module)(*args, **kwargs)
 
-        output, base = self._run_unquantized(module, input, *args, **kwargs)
+        output, base = self._run_unquantized(module, *args, **kwargs)
         output_diffs = self._replay_candidates(
             module,
             base,
             lambda hparam: (recipe,) if recipe in hparam.choices else (),
-            input,
             *args,
             **kwargs,
         )
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In `@modelopt/torch/quantization/_auto_quantize_shapley.py` around lines 162 -
176, Update the forward method to accept *args and **kwargs without requiring
the first input positionally, matching
_AutoQuantizeGradientScoringSession.forward. Preserve the existing recipe
handling and ensure the captured invocation arguments are reused unchanged when
calling _run_unquantized and _replay_candidates, including keyword-first calls
such as hidden_states=.
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Nitpick comments:
In `@modelopt/torch/quantization/_auto_quantize_shapley.py`:
- Around line 162-176: Update the forward method to accept *args and **kwargs
without requiring the first input positionally, matching
_AutoQuantizeGradientScoringSession.forward. Preserve the existing recipe
handling and ensure the captured invocation arguments are reused unchanged when
calling _run_unquantized and _replay_candidates, including keyword-first calls
such as hidden_states=.

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  • modelopt/torch/quantization/algorithms.py
  • tests/unit/torch/quantization/test_autoquant.py
  • tests/unit/torch/quantization/test_autoquant_shapley.py

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Signed-off-by: Joshua Hill <joshua.hill@baseten.co>
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joshua-hill force-pushed the feat/aumann-shapley-recipe-integration branch from 0287875 to 0851b4e Compare August 25, 2026 19:05
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joshua-hill force-pushed the feat/aumann-shapley-recipe-integration branch from 0851b4e to 9714aca Compare August 25, 2026 19:14
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Signed-off-by: Joshua Hill <joshua.hill@baseten.co>
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joshua-hill force-pushed the feat/aumann-shapley-recipe-integration branch from 9714aca to f5b5a09 Compare August 25, 2026 19:31
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🧹 Nitpick comments (1)
tests/unit/torch/quantization/test_autoquant.py (1)

630-642: 📐 Maintainability & Code Quality | 🔵 Trivial | ⚡ Quick win

Assert that the sanitized config carries score_func before re-sanitizing.

The regression depends on the sanitized config containing score_func with value None. If a future change stops adding that key to the defaults, the second sanitize_search_config call cannot warn and the test passes for the wrong reason. Add one explicit precondition assertion so the test keeps exercising the guarded branch.

♻️ Proposed precondition assertion
     )
 
+    assert config.get("score_func", "missing") is None
+
     with warnings.catch_warnings(record=True) as caught:
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In `@tests/unit/torch/quantization/test_autoquant.py` around lines 630 - 642, Add
an explicit assertion after the first searcher.sanitize_search_config call and
before the warning capture to verify the sanitized config contains the
score_func key with value None, then retain the existing re-sanitization and
warning assertion.
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Nitpick comments:
In `@tests/unit/torch/quantization/test_autoquant.py`:
- Around line 630-642: Add an explicit assertion after the first
searcher.sanitize_search_config call and before the warning capture to verify
the sanitized config contains the score_func key with value None, then retain
the existing re-sanitization and warning assertion.

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📒 Files selected for processing (3)
  • modelopt/torch/quantization/_auto_quantize_shapley.py
  • modelopt/torch/quantization/algorithms.py
  • tests/unit/torch/quantization/test_autoquant.py

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Signed-off-by: Joshua Hill <joshua.hill@baseten.co>
Signed-off-by: Joshua Hill <joshua.hill@baseten.co>
@joshua-hill
joshua-hill force-pushed the feat/aumann-shapley-recipe-integration branch from f5b5a09 to 8bd5b05 Compare August 25, 2026 19:41
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Checked the latest review-body test suggestion against the current sanitizer: the first sanitized config intentionally does not retain a score_func key, so the proposed precondition would assert behavior the library does not have. I strengthened the inherited PR B regression instead (f3f7869) by passing score_func=None explicitly, verifying that the ignored-value warning is not emitted, verifying the key is removed, and preserving the supplied forward_backward_step. The focused test and pre-commit checks pass.

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Head commit changed.

Signed-off-by: Joshua Hill <joshua.hill@baseten.co>
@joshua-hill
joshua-hill force-pushed the feat/aumann-shapley-recipe-integration branch from 8c0ef12 to e827fcc Compare August 25, 2026 20:39
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