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[OMNIML-6060] [1/3] Add require_transformers, and build a VLM without its LM head - #3131

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@shengliangxu shengliangxu commented Oct 30, 2026 •

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[1/3] of #2741, split on review: #2741 grew past the 500-line budget, so it is now three PRs, merged in order. This one sits on main and merges on its own. #3136 [2/3] (the expert-parallel loader) builds on it, and #2741 itself becomes [3/3] (the loader's post-load refusals).

Series layout

What does this PR do?

Type of change: New feature

It adds two helpers the expert-parallel loader (#2741 [2/3]) and the model specs (#2746) use. Neither changes how anything loads today.

  • moe.require_transformers(min_version, feature) raises if the installed transformers is older than the release a feature needs. The error names the feature, the installed release and the one to upgrade to. Expert parallelism relies on APIs only newer releases have, and an older release often runs without an error while doing the wrong thing: transformers 5.5 shards no expert. transformers is imported where it is checked, so moe still imports without it.
  • _auto_class(hf_config, require_lm_head=True, trust_remote_code=False) can build a model without its LM head.
    • With require_lm_head=False, a model whose architecture reads as a VLM's, or an encoder-decoder model, builds through AutoModel, which leaves the head out.
    • A causal LM keeps its head either way.
    • require_lm_head is the new second parameter. _decide_distribution, the one caller, now passes trust_remote_code by keyword.

Usage

from modelopt.torch.utils.moe import require_transformers

require_transformers("5.7", "expert-parallel PTQ")  # raises on transformers < 5.7

Testing

  • test_a_transformers_below_a_features_floor_is_refused (test_moe_a2a.py): 5.6.2 is refused against a 5.7 floor, 5.7.0 is not.
  • test_the_class_that_builds_the_whole_model (test_model_load_utils.py): gains the require_lm_head column and two headless rows, vlm-backbone and encoder-decoder-backbone.
  • 2026-10-30:
    • Pre-commit, mypy included, passes against main.
    • On CPU (torch 2.14), test_moe_a2a.py and test_model_load_utils.py pass on transformers 5.18, and on 5.5.4, where the version-gated cases skip.
  • Review fixes, 2026-10-30 (Claude, CodeRabbit): with require_lm_head=False, _auto_class returns AutoModel only when it can build the config (a native config, or a trusted remote one registering AutoModel), else the class that carries the head; two new table rows pin both sides, each failing without its half of the fix. The docstrings say the head is not required rather than absent, and that require_transformers refuses a pre-release of its floor on purpose. Pre-commit, mypy included, passes against main; test_moe_a2a.py and test_model_load_utils.py pass on CPU on transformers 5.18 and 5.5.4.
  • Rebased 2026-10-30 onto main (99c3834) with no conflict; its own diff is unchanged. Pre-commit, mypy included, passes against main.

Before your PR is "Ready for review"

  • Is this change backward compatible?: ✅ _auto_class is private; its one caller passes trust_remote_code by keyword.
  • If you copied code from any other sources or added a new PIP dependency, did you follow guidance in CONTRIBUTING.md: N/A
  • Did you write any new necessary tests?: ✅
  • Did you update Changelog?: N/A. The feature's entry lands with [OMNIML-6085] [3/3] Run expert-parallel PTQ from hf_ptq.py #2754.
  • Did you get Claude approval on this PR?: ❌ Requested.

Additional Information

Part of expert-parallel PTQ for Hugging Face MoE models. The code comes from #2741 unchanged, except that packaging moved to the module top. It was reviewed there; Claude approved that PR on 2026-10-28.

Summary by CodeRabbit

  • New Features
    • Model loading can select a base model without a task-specific output head for supported configurations, including when trusted remote model code registers a base-model class.
    • If a feature requires a newer Transformers version, the app reports the minimum required version and provides an upgrade command.
  • Bug Fixes
    • Improved model-class selection across supported vision-language, encoder-decoder, and remote-code configurations.

@shengliangxu
shengliangxu requested review from a team as code owners October 30, 2026 00:01
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/ok to test f44a586

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/claude review

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Walkthrough

The changes add a utility that checks the installed Transformers version against a minimum. They also update automatic model class selection to account for whether an LM head is required, with expanded tests for supported configurations.

Changes: Transformers version check

Layer / File(s) Summary
Version check and test
modelopt/torch/utils/moe.py, tests/unit/torch/utils/test_moe_a2a.py
The new utility compares the installed Transformers version with a minimum and raises an error when the installed version is too old. Tests cover versions below and at the minimum.

Automatic model class selection

Layer / File(s) Summary
Class selection and coverage
modelopt/torch/utils/plugins/model_load_utils.py, tests/unit/torch/utils/test_model_load_utils.py
_auto_class now accepts require_lm_head. When a head is not required and the configuration supports AutoModel, it selects AutoModel before the existing specialized-class checks. The distribution-planning call passes trust_remote_code by keyword. Tests cover the updated selection cases.

Priority: Normal

Estimated code review effort: 2 (Simple) | ~10 minutes

Change: Feature

Suggested reviewers: kevalmorabia97

Merge Risk: Low · previous review 2a046

The new BLIP option should be corrected before its planned callers use it. The upgrade guidance can also lead users outside the supported Transformers range; neither issue currently blocks the existing model-loading path.

Pre-merge checks: Passed 5 · Failed 1

Failed Failed checks: 1 warning

Check name Status Explanation Resolution
Docstring Coverage Warning Docstring coverage is 75.00% which is insufficient. The required threshold is 80.00%. Docstring coverage is scoped to functions touched by this diff with cyclomatic complexity of at least 2. Documenta… Write docstrings for the functions missing them to satisfy the coverage threshold.
Passed Passed checks: 5 passed
Check name Status Explanation
Description Check Passed Check skipped - CodeRabbit’s high-level summary is enabled.
Title check Passed The title clearly and concisely identifies both main changes: adding require_transformers and enabling VLM construction without an LM head.
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 is introduced. The PR changes only four Python files and adds no dependency-file changes. The new Transformers path keeps trust_remote_code caller-configurable with a…
Full details: Security Anti-Patterns

Explanation

No listed security anti-pattern is introduced. The PR changes only four Python files and adds no dependency-file changes. The new Transformers path keeps trust_remote_code caller-configurable with a default of False; no trust_remote_code=True, unsafe torch.load/numpy.load, external-input eval/exec, or new # nosec bypass appears in the additions.

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Comment on lines +950 to +951
if not require_lm_head:
return AutoModel

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[IMPORTANT Compatibility] require_lm_head=False returns AutoModel before the auto_map / remote-code checks, so a remote-code VLM gets an auto class transformers cannot resolve for its config.

What happens. For the exact config shape the remote-vlm-with-head test already covers — auto_map = {"AutoConfig": ..., "AutoModelForCausalLM": "modeling_x.XForConditionalGeneration"}, no AutoModel entry — this returns AutoModel. Downstream, build_meta_causal_lm calls AutoModel.from_config(hf_config, trust_remote_code=True), and _BaseAutoModelClass.from_config only takes the remote path when cls.__name__ in config.auto_map. "AutoModel" is absent, and a dynamically-loaded remote config class is not in AutoModel._model_mapping, so it raises ValueError: Unrecognized configuration class ... for this kind of AutoModel: AutoModel.

Why it matters. The same checkpoint builds fine with require_lm_head=True. In _decide_distribution the failure is swallowed into the generic "Deciding how to distribute {model_type} needs its model built on the meta device, which failed: ValueError: ...", which points at the model rather than at the headless request — an opaque refusal for a checkpoint ModelOpt otherwise supports. This is the path [2/3] builds on, so it will land there rather than here.

The new headless rows only exercise configs that are in AutoModel._model_mapping (_tiny_qwen2_5_vl, T5Config), so the gap isn't covered.

Suggested fix — keep AutoModel as the preference but only when it can actually build the config, falling through to the head-carrying chain otherwise:

    if not require_lm_head and (
        type(hf_config) in AutoModel._model_mapping
        or (trust_remote_code and "AutoModel" in (getattr(hf_config, "auto_map", None) or {}))
    ):
        return AutoModel

with the trailing return AutoModel left as the final fallback. A remote-vlm-untrusted-style row with require_lm_head=False would pin it.

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Agreed: a trusted remote VLM whose auto_map registers only AutoModelForCausalLM got AutoModel, which cannot build its config. Fixed in 8e32f5e.

  • With require_lm_head=False, AutoModel is now returned only when it can build the config: a native config in its mapping, or a trusted remote one registering AutoModel.
  • Otherwise the model builds through the class that carries its head, as with require_lm_head=True.

Two new rows pin both sides:

  • remote-vlm-without-a-base-class: a trusted remote VLM with no AutoModel entry builds through AutoModelForCausalLM. It fails with the old early return.
  • remote-vlm-backbone: with an AutoModel entry it builds through AutoModel. It fails without the remote-AutoModel branch.

import transformers

have = transformers.__version__
if parse(have) < parse(min_version):

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[SUGGESTION] A pre-release of the floor release is hard-refused. Under PEP 440, 5.7 normalizes to 5.7.0 and parse("5.7.0.dev0") < parse("5.7.0"), so a transformers install from main reporting 5.7.0.dev0 (or an rc) is refused against a "5.7" floor even though it carries the API the floor exists for. Since new transformers MoE/EP APIs land on main first, that is a likely configuration for exactly the users this gate targets — and unlike the existing gate in modelopt/torch/__init__.py:51, which only warns, this one raises and blocks the load outright.

Comparing base versions accepts a dev build of the floor release while still refusing 5.6.2:

from packaging.version import Version

have = transformers.__version__
if Version(Version(have).base_version) < Version(min_version):

If refusing pre-releases is deliberate (a 5.7.0.dev0 predating the feature is possible), say so in the docstring so the next reader doesn't "fix" it.

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Kept the refusal, and the docstring now says it is deliberate (2a046d6).

A pre-release of the floor release can predate the feature the floor stands for. Comparing base versions would let such a build through and fail later, inside the load. Every floor the stack checks (5.7, 5.8, 5.13) is a published release, and transformers main (5.21.0.dev0) is above all of them, so current main builds pass.

@@ -945,6 +947,8 @@ def _auto_class(hf_config, trust_remote_code: bool = False) -> Any:
)
if not is_vlm and not getattr(hf_config, "is_encoder_decoder", False):
return AutoModelForCausalLM

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[SUGGESTION] require_lm_head=False is silently ignored for the most common config. A causal LM returns AutoModelForCausalLM — head included — whatever the caller asked for. The docstring is explicit about it, so this isn't a bug, but the parameter name promises a headless model and delivers one only for VLM / encoder-decoder configs; CLAUDE.md's pre-push guidance ("fail loudly rather than silently ignore an option or route") points the other way.

Two ways to close it, either is fine:

  • Honor it uniformly — return AutoModel if not require_lm_head else AutoModelForCausalLM here. The EP loader's meta build only counts experts, so dropping a causal LM's head costs it nothing.
  • Keep the behavior and rename the parameter to say what it actually selects (e.g. allow_headless_backbone), so a future caller doesn't read require_lm_head=False as a guarantee.

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Keeping the behaviour and the name. The docstring now states the contract (8e32f5e).

require_lm_head says whether the head is required, not that it must be absent:

  • With it False, a VLM may build through its base model, which usually leaves the head out. Some base models keep it (Llama4's, as CodeRabbit notes).
  • A causal LM's only full-model class carries its head, and building it through AutoModel instead would drop a head the caller may still calibrate and export.

So False relaxes a requirement and is not ignored: no caller is told it gets a model without a head. The docstring now says "most base models leave the head out, since it is not required, though some keep it".

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Inline comments:
Review comments at @modelopt/torch/utils/moe.py:
- Line 53: Update the upgrade guidance using min_version to include the
supported upper bound of Transformers below 5.19, so the suggested install
command stays within the range required by the hf extra.

Review comments at @modelopt/torch/utils/plugins/model_load_utils.py:
- Around line 950-951: Update the `require_lm_head` branch so it does not return
`AutoModel` for `Llama4Config` unless that implementation is verified to omit
the LM head; use a verified headless implementation when available, otherwise
explicitly reject the headless request.

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Files selected for processing: 4
  • modelopt/torch/utils/moe.py
  • modelopt/torch/utils/plugins/model_load_utils.py
  • tests/unit/torch/utils/test_model_load_utils.py
  • tests/unit/torch/utils/test_moe_a2a.py

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Comment thread modelopt/torch/utils/moe.py Resolved

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Claude review — [1/3] require_transformers + headless VLM build

Findings: CRITICAL: 0 · IMPORTANT: 1 · SUGGESTION: 3

Scope. Full review (the trigger comment carried no scoping instructions). All 4 changed files reviewed: modelopt/torch/utils/moe.py, modelopt/torch/utils/plugins/model_load_utils.py, and both tests. Note for anyone reproducing: a two-dot git diff origin/main HEAD in a shallow checkout also shows the FSDP2 export windows and DTensor packer refusals as deletions — those are main-ahead commits, not part of this PR; the authoritative set is the 4 files above (+78/-29).

Both helpers are small, land unused by design as [1/3] of the split, and the default paths are behavior-preserving. _auto_class keeps its require_lm_head=True behavior unchanged, and its one caller in modelopt/ (_decide_distribution) correctly moved trust_remote_code to a keyword, so the inserted positional parameter breaks nothing. packaging is already a declared dependency, and import transformers inside require_transformers with a comment naming the reason keeps moe.py importable without transformers, matching the CONTRIBUTING import rule and the no-side-effect contract stated in the module docstring.

Most impactful finding

[IMPORTANT] require_lm_head=False returns AutoModel before the remote-code checks (model_load_utils.py:950). For a remote-code VLM whose auto_map registers only AutoModelForCausalLM — the exact shape the existing remote-vlm-with-head test row covers — AutoModel.from_config(..., trust_remote_code=True) cannot resolve the config: _BaseAutoModelClass.from_config only takes the remote path when cls.__name__ in config.auto_map, and a dynamically-loaded remote config class is not in AutoModel._model_mapping. The result is ValueError: Unrecognized configuration class, surfaced by _decide_distribution as the generic "needs its model built on the meta device, which failed", which points at the model rather than at the headless request. The same checkpoint builds fine with require_lm_head=True. Both new headless test rows (_tiny_qwen2_5_vl, T5Config) are native transformers configs that are in AutoModel._model_mapping, so the gap is uncovered. Gating the early return on whether AutoModel can actually build the config, and otherwise falling through to the existing head-carrying chain, closes it.

Suggestions (non-blocking)

  1. Pre-release versions are hard-refused (moe.py:50) — parse("5.7.0.dev0") < parse("5.7"), so a transformers main install is blocked against a "5.7" floor despite carrying the API. Unlike the existing gate at modelopt/torch/__init__.py:51, which warns, this one raises. Compare Version(have).base_version, or document that pre-releases are intentionally refused.
  2. require_lm_head=False is silently ignored for a causal LM (model_load_utils.py:949) — documented, but the name promises more than it delivers. Honor it uniformly or rename it.
  3. require_transformers has no call site, and its docstring points at ones that do not exist yet. "See each call site for the empirically-determined floor" currently refers to nothing; only the unit test reaches the helper. That is a consequence of the sanctioned [1/3] split, and this sub-PR does carry a test for what it introduces, so it is not a blocker. Two things worth a thought while they are still cheap: trimming that sentence until [2/3] supplies the call sites, and whether a generic, feature-agnostic transformers version gate belongs in a MoE/EP-specific module — a non-MoE caller has to import modelopt.torch.utils.moe to reach it, and the repo now has two transformers floor checks (the warn-only one in modelopt/torch/__init__.py and this raising one) with no shared source of truth.

Risk: low. No mode registration, modelopt_state schema, config schema, or public __init__.py export is touched; nothing in the export or calibration paths changes. _auto_class is private with a single updated caller, and require_transformers is additive and inert until [2/3]. The one IMPORTANT finding is latent — no caller passes require_lm_head=False today — but it sits directly on the path [2/3] is built on, so fixing it here is cheaper than debugging it there.

🤖 Generated with Claude Code

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Codecov Report

✅ All modified and coverable lines are covered by tests.
✅ Project coverage is 78.80%. Comparing base (99c3834) to head (158ec34).

Additional details and impacted files
@@            Coverage Diff             @@
##             main    #3131      +/-   ##
==========================================
+ Coverage   71.55%   78.80%   +7.24%     
==========================================
  Files         664      664              
  Lines       76659    76666       +7     
==========================================
+ Hits        54856    60415    +5559     
+ Misses      21803    16251    -5552     
Flag Coverage Δ
examples-diffusers 19.85% <0.00%> (-0.07%) ⬇️
examples-gpt-oss 13.44% <0.00%> (-0.03%) ⬇️
examples-hf_ptq 23.43% <37.50%> (-0.05%) ⬇️
examples-llm_distill 13.51% <0.00%> (-0.03%) ⬇️
examples-llm_eval 17.23% <37.50%> (+<0.01%) ⬆️
examples-llm_qat 17.36% <0.00%> (-0.07%) ⬇️
examples-llm_sparsity 16.74% <37.50%> (+0.01%) ⬆️
examples-megatron_bridge 26.37% <0.00%> (-0.38%) ⬇️
examples-specdec_bench 13.22% <0.00%> (-0.02%) ⬇️
examples-speculative_decoding 17.47% <37.50%> (-0.06%) ⬇️
examples-torch_onnx 21.12% <0.00%> (-0.11%) ⬇️
examples-torch_trt 15.17% <0.00%> (-0.05%) ⬇️
examples-vllm_serve 17.45% <37.50%> (-0.03%) ⬇️
gpu 54.70% <37.50%> (+32.76%) ⬆️
regression 14.99% <0.00%> (-0.03%) ⬇️
unit 62.35% <100.00%> (+0.01%) ⬆️

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/ok to test 2a046d6

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Thanks for the reviews. The inline threads are answered in place: one fix in 8e32f5e and one docstring change in 2a046d6. Claude's review body had one more item:

  • require_transformers has no call site yet, and its docstring pointed at them. Dropped that sentence (2a046d6); the stacked PRs supply the call sites.
  • Whether the helper belongs in moe. Leaving it there. Its callers are the expert-parallel loader and the model specs' expert-parallel sections, both MoE code.
  • The other transformers check. The check in modelopt/torch/__init__.py answers a different question: it warns at import when the installed release is outside the range ModelOpt is tested on. This one refuses a feature on a release older than that feature needs.

Pre-commit, mypy included, passes against main at 2a046d6. test_moe_a2a.py and test_model_load_utils.py pass on CPU on transformers 5.18, and on 5.5.4, where the version-gated cases skip.

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Inline comments:
Review comments at @modelopt/torch/utils/plugins/model_load_utils.py:
- Around line 953-957: Update the AutoModel selection condition so mapping
membership alone does not select AutoModel for BLIP captioning configurations;
allow those configurations to reach the existing AutoModelForImageTextToText
fallback. Keep the trust_remote_code path and existing fallback behavior, and
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…added

Expert parallelism and the loaders that build on it rely on transformers
APIs that only newer releases have, and an older release often runs them
without an error while doing the wrong thing (transformers 5.5 shards no
expert). moe.require_transformers(min_version, feature) raises naming the
feature, the installed release and the one to upgrade to. transformers is
imported where it is checked: this module imports without it.

Signed-off-by: Shengliang Xu <shengliangx@nvidia.com>
_auto_class takes require_lm_head, defaulting to True, as its second
parameter: with it False, a model whose architecture reads as a VLM's, or
an encoder-decoder model, builds through AutoModel, which leaves the head
out. A causal LM keeps its head either way. _decide_distribution, its one
caller, passes trust_remote_code by keyword. The class table gains the
column and two headless rows.

Signed-off-by: Shengliang Xu <shengliangx@nvidia.com>
…d it

With require_lm_head=False, _auto_class returned AutoModel for every
VLM-shaped config, before the remote-code checks. A trusted remote-code
VLM whose auto_map registers only AutoModelForCausalLM has no AutoModel
entry, and its config class is not in AutoModel's mapping, so building it
raised "Unrecognized configuration class" although the same checkpoint
builds with its head. AutoModel is now returned only for a native config
or a trusted remote one that registers it; otherwise the model builds
through the class that carries its head, as with require_lm_head=True.
The docstring says the head is not required rather than absent, since
some base models (Llama4's) keep it.

Two table rows pin both sides: a trusted remote VLM without an AutoModel
entry builds through AutoModelForCausalLM, and one with an entry through
AutoModel.

Signed-off-by: Shengliang Xu <shengliangx@nvidia.com>
A pre-release of the floor release (5.7.0.dev0 for 5.7) is refused, as
PEP 440 orders it below the release; it can predate the feature the floor
stands for. The docstring now says so, and drops a pointer to call sites
this helper does not have yet.

Signed-off-by: Shengliang Xu <shengliangx@nvidia.com>
@shengliangxu
shengliangxu force-pushed the shengliangx/hfep-6a1-ep-load-helpers branch from 2a046d6 to 158ec34 Compare October 30, 2026 00:48
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/ok to test 158ec34

@shengliangxu

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/claude review

Comment on lines +953 to +957
if not require_lm_head and (
type(hf_config) in AutoModel._model_mapping
or (trust_remote_code and "AutoModel" in auto_map)
):
return AutoModel

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[SUGGESTION] The AutoModel gate added here closes the main gap from the last round (thanks — remote-vlm-without-a-base-class / remote-vlm-backbone pin both sides well). One residual corner, worth a thought while [2/3] is still being written rather than a change here:

type(hf_config) in AutoModel._model_mapping resolves through _LazyAutoMapping.__contains__, which matches on item.__name__ against _reverse_config_mapping — i.e. by class name, not class identity. AutoModel.from_config then decides with type(config) in cls._model_mapping.keys(), and keys() materializes the actual config classes, so that check is identity-based.

The two disagree for a remote-code checkpoint whose config class name collides with a native one — common for a model shipped with remote code before (or alongside) its upstreaming, e.g. a vendored configuration_*.py defining Qwen2VLConfig. With trust_remote_code=True and an auto_map that registers only AutoModelForCausalLM, the first disjunct is True on the name match, so this returns AutoModel; from_config then finds no "AutoModel" in auto_map and no identity match in keys(), and raises ValueError: Unrecognized configuration class, which _decide_distribution re-wraps as the generic "needs its model built on the meta device, which failed". That points at the model rather than at the headless request — the same symptom the second disjunct was added to avoid, reached through the first one instead.

Two reasons this is a SUGGESTION and not a blocker: the same name-based idiom already backs the pre-existing branches below (lines 967, 971), so it is the file's established convention rather than something this PR introduces; and switching to .keys() to make it identity-based is not free — it imports every registered config module, which is exactly the cost _LazyAutoMapping exists to avoid. If you keep the name-based check (reasonable), the docstring's "the config is a native one" is the line to tighten: the condition is really "a config AutoModel maps by name", which is not quite the same claim.

(Noting for completeness, not as a separate finding: CodeRabbit's open point on moe.py:53 — pip install -U 'transformers>={min_version}' can land a user above the transformers<5.19 ceiling in pyproject.toml:90 and trip the warning at modelopt/torch/__init__.py:51. Your call; it is message wording, not behavior.)

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Keeping the name-based check, for the reasons you give: the branches below use the same idiom, and matching by identity would import every registered config module. The corner you describe ends in a refusal with a vaguer message, not a wrong load, since from_config raises before anything loads. You're right that the docstring should say "a config AutoModel maps by name" rather than "a native one". On its own that edit isn't worth a push, because a push here restacks every PR above this one, so I'll make it in the next change to this PR.

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Claude review — [1/3] require_transformers + headless VLM build (re-review at 158ec34)

Findings: CRITICAL: 0 · IMPORTANT: 0 · SUGGESTION: 1

Scope. Full review (the trigger comment carried no scoping instructions). All 4 changed files reviewed (+91/-27): modelopt/torch/utils/moe.py, modelopt/torch/utils/plugins/model_load_utils.py, tests/unit/torch/utils/test_model_load_utils.py, tests/unit/torch/utils/test_moe_a2a.py.

Prior round's findings are resolved.

  • [IMPORTANT] require_lm_head=False returned AutoModel before the remote-code checks — fixed. The branch is now gated on type(hf_config) in AutoModel._model_mapping or (trust_remote_code and "AutoModel" in auto_map), so a trusted remote VLM registering only AutoModelForCausalLM falls through to the head-carrying chain instead of reaching an unbuildable AutoModel. Both halves of the gate are pinned by a row that fails without it: remote-vlm-without-a-base-class (→ AutoModelForCausalLM) and remote-vlm-backbone (→ AutoModel). That is the right shape for a fix — each new row exercises one disjunct.
  • [SUGGESTION] Pre-releases are hard-refused — now stated in the docstring as deliberate ("it can predate the feature the floor stands for"). Documenting the choice is a fine resolution; the behavior is defensible for a gate whose whole job is to refuse a release that silently shards nothing.
  • [SUGGESTION] require_lm_head is inert for a causal LM — the docstring now leads with it ("require_lm_head only applies to a model whose architecture reads as a VLM's ... or that is an encoder-decoder model"), and says the base model is not required to carry the head rather than that it lacks one, with Llama4 named as the counterexample. Accurate against the code.
  • [SUGGESTION] Dangling "see each call site" sentence — dropped.

Verified this round.

  • _auto_class's default path is unchanged: require_lm_head=True reproduces the old ordering (remote-with-head → seq2seq → image-text-to-text → causal-LM → AutoModel), and the docstring's enumeration matches that order line for line.
  • The inserted positional parameter breaks nothing: _decide_distribution is the only caller in modelopt/ (confirmed by grep) and passes trust_remote_code by keyword, so the argument cannot be silently read as require_lm_head. _auto_class is private; no public __init__.py, mode registration, modelopt_state schema, or config schema is touched.
  • AutoModel is a valid auto_class for build_meta_causal_lm: it already snapshots and restores _model_mapping._extra_content for (model_factory, AutoModel, AutoModelForCausalLM), so a headless remote build leaves the auto classes as it found them.
  • require_transformers keeps moe.py importable without transformers — import transformers is function-local with a comment naming why, and packaging is a declared hard dependency (pyproject.toml:38), so hoisting it to the module top is free. moe is not re-exported from modelopt/torch/utils/__init__.py, so this adds no top-level public surface.
  • Tests: both are extensions, not new files, matching the "be stingy" rule — 3 rows onto an existing parametrize (13 params / 13 ids, aligned and in order) and one small parametrized test. monkeypatch.setattr(transformers, "__version__", ...) does reach the function-local import transformers, and the 5.7.0 row pins the boundary as not-refused. Both are pure CPU and well under the unit-test budget.

The one suggestion is non-blocking and really a note for [2/3]: type(hf_config) in AutoModel._model_mapping matches by class name (_LazyAutoMapping.__contains__), while AutoModel.from_config decides by class identity (_model_mapping.keys()). For a remote-code checkpoint whose config class name collides with a native one, the first disjunct can still select an AutoModel that from_config cannot build. It is the file's pre-existing idiom (lines 967, 971 do the same) and the identity-based alternative costs the lazy-import savings, so keeping it is reasonable — the docstring's "the config is a native one" is the part worth tightening. Details in the inline comment.

Risk: low. Both helpers land inert by design as [1/3] of the sanctioned split: require_transformers has no production call site yet, and no caller passes require_lm_head=False. Nothing in the export, calibration, or distributed-collective paths changes, and the diff is well inside the 500-line budget.

🤖 Generated with Claude Code

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Bot review (bedrock-claude-opus-5-5) — DM the bot to share feedback.

Ready to merge: the two helpers are correct, _auto_class behaves the same when the head is required, and the one existing test edit adds coverage without loosening anything.

Needs action:

  • Confirm the change to test_the_class_that_builds_the_whole_model (tests/unit/torch/utils/test_model_load_utils.py). The edit is justified: _auto_class gained a parameter, so the test gained a require_lm_head column. All 9 original rows keep their expected classes with require_lm_head=True, and 4 headless rows were added.
  • Optionally make require_lm_head and trust_remote_code keyword-only in _auto_class. The new parameter sits where trust_remote_code used to be. A stacked branch that still calls _auto_class(cfg, trust_remote_code) by position would silently pass it as require_lm_head.

No action needed:

  • _decide_distribution was the only caller on main, and it now passes trust_remote_code by keyword. The new early return only runs when require_lm_head is False.
  • No existing modelopt helper already enforces a minimum transformers version at runtime. packaging is already imported at the top of modelopt/torch/__init__.py. The local import transformers has a valid reason: moe.py must import without transformers.

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The helper and the head-less VLM build are correct and leave non-VLM behavior unchanged (113 tests pass). Optional test gaps: a ("5.7.0.dev0", True) row to pin the pre-release refusal in require_transformers, and a row with an untrusted config and an AutoModel entry to cover the trust check in _auto_class.

@shengliangxu
shengliangxu merged commit 88db1d6 into main Oct 30, 2026
54 checks passed
@shengliangxu
shengliangxu deleted the shengliangx/hfep-6a1-ep-load-helpers branch October 30, 2026 17:50
shengliangxu added a commit that referenced this pull request Oct 30, 2026
…3134)

> [!NOTE]
> **Slice [1/3] of #2746's split** (2026-10-30), so the model-spec work
is reviewed and merged in pieces under the 500-line budget. Merge order:
#2741 [1/3] (#3131, merged) → **this PR** → #2746 [2/3] (#3135) → #2746
[3/3] (#2746).
>
> **Base:** `main`, since #2741 [1/3] (#3131) merged on 2026-10-30. The
diff below is this PR's alone.

<details><summary>Series layout (the part around this PR)</summary>

- `main` (#2741 [1/3], #3131, merged)
- **#2746 [1/3] the expert-parallel sections of the model specs (this
PR)**
    - #2746 [2/3] (#3135) the spec applier
  - the expert-parallel tree: #3136 #2741 [2/3] → #2780
- #2746 [3/3] (#2746): the decision and the load apply the spec. It sits
on a helper branch that joins #2780 and #2746 [2/3].

</details>

### What does this PR do?

Type of change: New feature

Before it can shard a model's experts, the expert-parallel path needs
three facts about the model:
- which modules are the routed experts, and how they shard;
- which transformers release first ships that information;
- for a VLM, which nested config the plan must be attached to.

All three are facts about the architecture, so they belong with the
model's other facts in `modelopt.torch.models`.

- **`EPSpec`**, a new `ModelSpec` section (`ModelSpec.ep_spec`). Its
fields:
  - `base_model_ep_plan`, the plan to attach;
  - `plan_config_attr`, the nested config it goes on;
- `requires_transformers`, the release this model's expert parallelism
needs;
  - `prepare`, for a checkpoint that ships its own modeling code;
  - `prepared_ep_plan`, the plan `prepare` attaches;
  - `unsupported`, why a model cannot be expert-parallel yet.
- **Most models become data in the spec package they already had:**
- `deepseek_v3` carries the plan stock transformers ships only from
5.13;
- `qwen3_moe` and `minimax_m3_vl` carry only the transformers release
their own plan needs (a new `minimax_m3_vl` package);
- `nemotron_h` carries its plan. It needs no `prepare`: its gate emits
logits and the block runs its own top-k, so the experts receive global
expert ids, which the all-to-all experts forward routes on directly.
- **One thing stays code:** `EPSpec.prepare`, the escape hatch for
checkpoints that ship their own modeling code (the Kimi adapters). A
spec whose plan only `prepare` attaches states that plan too
(`prepared_ep_plan`). It can then be read without running `prepare`,
which patches the model's code.
- **Nemotron-H-Omni** gets its own spec package.
- Its experts live in the language sub-model, and transformers
aggregates a sub-model's plan up to the root with its module prefix. A
plan on the VLM root would match nothing, silently.
- The plan goes on the language-model config. The checkpoint's own code
names it `llm_config` and transformers' 5.18 port `text_config`. The
spec lists both, `text_config` first, and the first one a config has
takes the plan.
- transformers ships the Omni model itself from 5.18, which its spec
records. Its root type registers only the expert-parallel plan, so
`is_moe` by the root type is False for its `NemotronHMoE` blocks.
- No export depends on the missing MoE and export sections: on
transformers 5 its experts are one fused container, exported by its own
handler (checked locally, see Testing).
- **`EPSpec.unsupported`** says why a model whose own plan would route
it into the expert-parallel path cannot take it yet:
- GPT-OSS and Llama-4 store their experts transposed, which the
fused-experts export cannot write. GPT-OSS also interleaves gate and up.
- Llama-4's MoE block also routes tokens itself rather than through the
experts interface. A new `llama4_text` package shares Llama-4's reason.

Nothing reads the section yet. #2746 [2/3] (#3135) applies it to a
config, and #2746 [3/3] (#2746) has the expert-parallel decision and
load use it.

### Usage

```python
from modelopt.torch.models import get_spec

get_spec("deepseek_v3").ep_spec.base_model_ep_plan  # the plan transformers ships only from 5.13
get_spec("nemotron_h_omni").ep_spec.plan_config_attr  # ("text_config", "llm_config")
get_spec("gpt_oss").ep_spec.unsupported  # why GPT-OSS is not expert-parallel yet
```

### Testing

- New `tests/unit/torch/models/test_ep_specs.py`, the registered specs:
- every registered plan is well formed, and every EP section declares
something;
- Nemotron-H-Omni shares Nemotron-H's plan and puts it on its
language-model config.
- `test_model_specs.py` and `test_specs_vs_transformers.py`, which check
every registered spec, pass with the new packages.
- Checked locally, not as a unit test: an FP8, INT4-AWQ or W4A8-AWQ
export of a tiny NemotronH writes byte-identical tensors with and
without nemotron_h's MoE and export sections. Environments: transformers
5.18 and 5.5.4 on torch 2.14, and 5.18 on torch 2.8.
- Declined review suggestion (on #2746, 2026-10-28): checking the
version claims of specs without a `moe_spec` is left for the PR that
next touches `test_specs_vs_transformers.py`, as the review suggests;
the gap also covers main's own such specs. The three claims added here
hold on transformers 5.4, 5.5.4, 5.12, 5.18 and 5.19.
- 2026-10-30, at this head: pre-commit, mypy included, passes against
main. CPU tests (`tests/unit/torch/models` and `tests/unit/torch/utils`,
torch 2.14):

| transformers | Passed | Skipped | Failed |
|---|---|---|---|
| 5.18 | 751 | 0 | 0 |
| 5.5.4 | 734 | 17 | 0 |
- Rebased on 2026-10-30 (fe2e966) onto main 99c3834 through
#3131's rebase; no conflicts, this PR's own diff unchanged. Pre-commit
passes against main.
- Review round 2, 2026-10-30 (bc55734, 3b43cc6): the
Nemotron-H-Omni spec holds its own copy of Nemotron-H's plan, and the
reuse test checks the two specs do not share one dict (it fails without
the copy); the text-only Llama-4 spec's docstring says why it registers
no MoE section. Pre-commit passes against main;
`tests/unit/torch/models` and `test_moe_a2a.py` pass on transformers
5.18 (247) and 5.5.4 (241, 6 skipped).
- Rebased on 2026-10-30 (d01b7b2) onto main 62a5c48, after #3131
merged: no conflicts, this PR's own diff unchanged (range-diff).
Pre-commit passes against main; `tests/unit/torch/models` and
`test_moe_a2a.py` pass on transformers 5.18 (286) and 5.5.4 (268, 7
skipped).

### Before your PR is "*Ready for review*"

- Is this change backward compatible?: ✅ Additive: a new spec section
and three new spec packages, which nothing reads until #2746 [3/3].
- If you copied code from any other sources or added a new PIP
dependency, did you follow guidance in `CONTRIBUTING.md`: N/A
- Did you write any new necessary tests?: ✅
- Did you update
[Changelog](https://github.com/NVIDIA/Model-Optimizer/blob/main/CHANGELOG.rst)?:
N/A. The feature's entry lands with #2754.
- Did you get Claude approval on this PR?: ❌ Not yet. Requested; #2746
as a whole was approved on 2026-10-28.

### Additional Information

Part of expert-parallel PTQ for Hugging Face MoE models. Split out of
#2746 (OMNIML-6076), whose review history stays on #2746.





<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->

<!-- coderabbit-ai-generated:v1 -->

## Summary by CodeRabbit

- **New Features**
- Added expert-parallel PTQ support information for DeepSeek-V3,
Nemotron-H, Nemotron-H Omni, and Qwen3-MoE, including model-specific
plan and Transformers version requirements.
- Added model registrations for Llama-4 Text, MiniMax-M3-VL, and
Nemotron-H Omni, with applicable Transformers requirements.
- Clarified when expert-parallel support is unavailable for GPT-OSS and
Llama-4.
- Added an option to load supported vision-language and encoder-decoder
models without requiring a language-model head.

<!-- end of auto-generated comment: release notes by coderabbit.ai -->

---------

Signed-off-by: Shengliang Xu <shengliangx@nvidia.com>
shengliangxu added a commit that referenced this pull request Oct 30, 2026
…2a instead of forcing eager (#3074)

> [!NOTE]
> **[2/2]**: #3122 ([1/2]) is this PR's expert-parallel correctness fix,
split out on 2026-10-29 at a reviewer's request so that it lands on its
own, with a Bug Fixes changelog entry. This PR keeps the two
backward-breaking changes, calibration on `grouped_mm` by default and
the new `calibrate()` error, and sat on #3122 until #3122 merged on
2026-10-30. Before that, it was [3/3] of the OMNIML-6073 split, after
#3088 (FSDP2's weight-access window) and #2745 (`grouped_mm`
quantization), both merged. #3067 (Nemotron-H) sits on this PR.
>
> **Base:** `main`. #3122 merged on 2026-10-30, so this PR sits on main,
its own diff unchanged.
>
> **In the tree:** #2741's helper base merges #3067, which carries this
PR and #2745.

<details><summary>Series layout</summary>

- `main`
  - #3088 FSDP2 weight-access window (merged)
  - #2745 fused experts under grouped_mm (merged)
- #3122 expert-parallel experts calibrated and folded on each rank's own
experts (merged)
  - **#3074 calibration on grouped_mm (this PR)**
    - #3067 Nemotron-H's experts under grouped_mm
  - #2739 meta-DCP checkpoint load (merged)
  - #2736 distribution plan, run group, collectives (merged)
    - #2740 calibration on per-rank data
    - #2750 keep-fused fold
    - #2751 distributed-writer pieces
      - #2752 no-gather export (on #2751, #2750, #2779 and #2740)
        - #2753 expert-parallel export
    - #2737 plan decision
      - #2779 load routing
        - #2741 expert-parallel loader (on #2779, #3067 and #2740)
          - #2742 dense sharding
            - #2743 block-FP8 dequantization
              - #2780 expert-parallel load routing
                - #2746 expert parallelism in the model specs
                  - #2747 on-the-fly decompression
                    - #2748 Kimi-K2.5 and Kimi-VL adapters
                      - #2749 Kimi-K3 adapter
- #2754 expert-parallel PTQ from hf_ptq.py (on #2746 and #2753)

</details>

### What does this PR do?

Type of change: New feature, with a backward-incompatible change to MoE
calibration (see the changelog entry)

#2745 quantizes the `grouped_mm` experts forward, transformers' default,
while calibration still runs every model on eager. This PR moves
calibration onto `grouped_mm` and the `torch_a2a` expert-parallel
forward, and makes everything that reads the experts' inputs or weights
during calibration work there. Each gap below otherwise failed silently,
by collecting no amax or the wrong one rather than by raising.

- **Backend normalization.** `normalize_experts_impl_on_the_fly`
replaces `force_eager_experts_impl_on_the_fly`. `eager`, `grouped_mm`
and `torch_a2a` are kept; a backend nothing intercepts (`batched_mm`,
the opaque `sonicmoe` kernel, hub kernels) is moved to `grouped_mm`
before calibration, or to `eager` on a transformers without
`_grouped_linear`. A model whose experts quantize only on the eager
forward keeps main's forced eager: native FP8 experts, a class with its
own wrapper (GPT-OSS's quantizes `down_proj`'s input by intercepting the
eager forward's matmuls), and Nemotron-H's non-gated experts until
#3067. Such a model is refused on `torch_a2a`, before any config
changes, instead of calibrating on raw FP8 bytes or not at all.
- **Per-expert captures.** `grouped_mm` and `torch_a2a` feed a
projection's input quantizer one expert-sorted batch. The weight-input
captures (local Hessian, imatrix, GPTQ) split it back per expert by the
cumulative token offsets the grouped interception records, following
whichever path ran. The input quantizers calibrate on the rows the
grouped GEMM computes only: under transformers' own expert parallelism,
the rows routed to other ranks' experts are sorted past the offsets, and
before transformers 5.17 the down projection's input holds them
uninitialized.
- **Expert parallelism.** #3122 makes everything that reads the expert
weights outside the forward index each rank's own experts: max
calibration's weight pass, `fold_weight`, the weight-input captures and
GPTQ. Here the grouped captures split the expert-sorted batch per local
expert. The grouped weight quantization needs no indexing: transformers
swaps expert-parallel DTensors for their local shards around the experts
forward.
- **Fail loudly.** `calibrate()` raises, naming the modules, when a
fused-experts forward that had to reach a quantizer ran but neither hook
fired: a hand-written `bmm` forward on a class without
`@use_experts_implementation`, which no config change redirects. Each
`calibrate()` judges its own forwards and raises with the model back in
its training mode. Under the expert parallelism of transformers 5.16 and
later a module's verdict is reduced over its experts' expert-parallel
group, so every rank of the group raises, not just the ranks whose
experts saw rows. Not reported: experts no calibration token reached
(Ernie-4.5-VL's vision experts under text-only calibration, which fall
back to weight-derived scales as on main), an eager forward whose rows
were all routed to other ranks' experts, and weight-only experts under
max or MSE, whose weight quantizers calibrate on the weights alone.

**Behavior change.** main forced MoE calibration onto eager;
transformers resolves an unrequested backend to `grouped_mm`, so
fused-experts models now calibrate there. A single-GPU Qwen3-30B-A3B
export, NVFP4 or FP8, matches main in every weight and weight scale, but
4,647 activation scales move, by up to 10.2%. main's own repeat is
byte-identical, and loading with `experts_implementation="eager"`
reproduces main's checkpoint byte for byte (all 74,835 tensors for NVFP4
and 56,211 for FP8), so the backend alone moves them. The changelog says
so.

| Moved activation scales, Qwen3-30B-A3B NVFP4, 1 GPU | Tensors |
|---|---|
| Experts' `down_proj` input (33 layers, 128 experts each) | 4,224 |
| Experts' shared `gate_proj` and `up_proj` input (1 layer) | 256 |
| Attention input and KV-cache | 167 |
| Total, in 45 of 48 layers (none in layers 0, 1 and 5) | 4,647 |

The largest moves are 10.2% on the experts (layer 25's `down_proj`
input) and 7.8% on attention.

*Why they move.* Both forwards feed an input quantizer the same rows: a
single GPU has no padding rows (transformers' sentinel rows exist only
under its own expert parallelism, where calibration skips them;
transformers zeroes them only from 5.17), the routing weights apply
after `down_proj` on both, and neither casts. They round the block's
output differently. Eager adds a token's 8 expert outputs into a bf16
buffer with `index_add_`, rounding after each add, while
`grouped_mm_experts_forward` sums them in fp32 and rounds once, and its
GEMMs run other kernels. From the first MoE block's output on, the
residual stream differs by rounding, and where a router's 8th and 9th
scores nearly tie, the routing flips. A flipped token feeds `down_proj`
another expert's activations, and `down_proj`'s input scale is a max
over routed (token, expert) rows, so it moves by more than rounding
would. The moved scales fit that: the experts' shared
`gate_proj`/`up_proj` input, whose rows are every token however it is
routed, moved in one layer only, against 33 for `down_proj`.

*Why `grouped_mm` off expert parallelism too,* rather than eager there
and `grouped_mm` on `torch_a2a` only: it is the forward transformers
runs the model on when nothing else is asked for, its fp32 sum is the
more precise of the two combines, and expert-parallel calibration runs
the grouped path anyway (`torch_a2a` runs the local experts through
`_grouped_linear`), so a model calibrates on one forward whether or not
it is sharded. `experts_implementation="eager"` keeps earlier releases'
checkpoints.

### Usage

```python
# To calibrate exactly as earlier releases did:
model = AutoModelForCausalLM.from_pretrained(path, experts_implementation="eager")
```

```bash
# The same from hf_ptq.py:
python hf_ptq.py --pyt_ckpt_path <model> --qformat nvfp4 --experts_implementation eager  # or grouped_mm
```

### Testing

- `tests/unit/torch/quantization/plugins/test_fused_experts.py`, against
synthetic and real transformers experts modules:
- backend normalization, including the fallback to eager on a
transformers without `_grouped_linear`;
- GPTQ's Hessians and local Hessian's captures under `grouped_mm` and
`torch_a2a` match eager's per expert, and a capture follows whichever
path ran;
- the interception check raises when the forward ran past both hooks,
also after an earlier calibration reached them, and not for unreached
experts, an eager forward routed only to other ranks' experts, or
weight-only experts beside a calibrated dense input quantizer under max
(each expert's weight amax equals its weight's per-channel abs max).
Under local Hessian and GPTQ, which read the experts' inputs, those
weight-only experts still raise;
- GPT-OSS, a real tiny model, calibrating `down_proj`'s input on the
eager forward.
- Expert parallelism, on CPU under gloo:
- the tests that experts sharded the way transformers shards them
calibrate, fold, capture and build GPTQ helpers on each rank's own
experts moved to #3122 with that fix;
- every rank of the experts' expert-parallel group raises when only one
rank's experts ran past both hooks;
- with fake quantizers inserted, experts split over two ranks train
through the `torch_a2a` forward like the whole quantized module: the
fake-quantized case of `test_moe_a2a.py`'s whole-module test;
- the transport's hop slicing under a graph: `test_moe_a2a.py`'s
chunked-hops test also runs forward and backward through hops sliced
below the limit, and checks the output and input gradients bit for bit
against the unsliced run.
- The transport's (#2738, merged) docs say again that ModelOpt quantizes
its local experts, now that the `_grouped_linear` override does. Its
hop-slicing comments say what the slicing guarantees, every hop within
`all_to_all_single`'s int32 element offsets, rather than that it
prevents a hang: with the slicing disabled, hops past 2**31 elements
completed exactly on NCCL 2.29, 2.30 and 2.31, including at 32 ranks
over the network on 2.29 and 2.30.
- Against main, on tiny real models: GPT-OSS calibrates on eager with
`down_proj`'s input amax equal to main's; Ernie-4.5-VL-MoE quantizes in
FP8 and NVFP4 under text-only calibration, as on main.
- Byte-for-byte checkpoint comparison against main on one GPU, measured
on earlier revisions of #2745: Qwen3-30B-A3B, eager and `grouped_mm`,
NVFP4 and FP8; Qwen2.5-0.5B (dense) is byte-identical. On GPU,
Nemotron-3-Nano-30B-A3B's NVFP4 calibration with its experts pinned to
eager and #3067's with `experts_implementation="eager"` give
byte-identical exports, all 18,012 tensors.
- The GPU tests of QAT under expert parallelism are in #2742, the first
PR with an FSDP2-sharded dense part they also run.
- Review fixes, 2026-10-27, carried from #2745: the FSDP2 window's
ownership test (unnamed meshes, every shard state); an empty experts
forward is no work the interception check expects; the non-gated experts
are pinned to eager whichever plugin runs first.
- Review fixes, 2026-10-27, last round, each with a test that fails
without it:
- `grouped_mm` is kept, and redirected to, only where `_grouped_linear`
can be intercepted; one capability constant gates the interception, the
supported set and the redirect target;
- an eager experts forward counts as work for the interception check
only when it routes a row to this rank's experts, so a rank whose
experts calibration routed nothing to no longer raises alone;
- an enabled expert weight quantizer needs the interception only when
the calibration captures the experts' inputs to calibrate their weights
(GPTQ, local Hessian, imatrix), so weight-only experts under max or MSE
no longer raise; the message names what falls back.
- Split from #2745 on 2026-10-27, night: #2745's and this PR's commits
together give #2745's previous tree exactly, plus this round's fixes.
Pre-commit, mypy included, and this PR's unit tests pass at this head on
transformers 5.18 and 5.5.4 and on torch 2.8, and the series' PRs merged
together add no unit-test failure over main f03651e
(tests/unit/torch utils, export, quantization and models). This
revision's GPU tests run in CI only.
- Review suggestions, 2026-10-28: the weight-input captures (local
Hessian, imatrix, GPTQ) read the path that ran, not the one the config
named when they were registered, so they follow whichever forward runs
and the refusal is gone, pinned by a test that fails on the code before;
the interception check's forward count, and the host sync its routing
test costs, stop after the first hook call of each calibration; the
check's docstring says it is rank-local. Rebased over #2745's fixes,
taking back the `torch_a2a` test fixtures #2745 no longer carries.
- Rebased over #2745's second-round fixes: the grouped interceptor
records the offsets and clears the eager expert index, and #2745's test
that captures skip the grouped batch gives way to this PR's per-expert
capture tests.
- Review follow-up, 2026-10-28, third round: drops the note #2745 now
adds, that the grouped captures skip their batch, since here they split
it per expert. A new test pins that a calibration forward stops
counting, and skips its host-syncing routing test, once a hook has
fired; it fails with that gate removed.
- Review suggestions, 2026-10-28, fourth round: the experts forward
clears `_grouped_offs` when it returns, so a capture reached outside a
forward skips instead of splitting its input by a finished forward's
offsets; the interception check's docstring says that a rank whose
experts saw no rows waits in its next collective until the launcher
stops it or the collective times out, so the error is in another rank's
log. Rebased over #2745's cleanup.
- Rebased on 2026-10-28, evening, onto #2745's head `e7c449fcf87`, after
#2745 moved onto main `7092db6ac5b` and took its last review rounds.
Conflicts only in the changelog (both sides' entries kept),
`_QuantFusedExperts`'s docstring (it keeps #2745's note that the
`grouped_mm` fallback does not call `F.linear`) and the fused-experts
tests (#2745's transposed-container tests kept). The FP8 experts
wrapper's comment from #2745 now names
`normalize_experts_impl_on_the_fly`, this PR's name for the function
that keeps it on eager. pre-commit, mypy included, passes at this head
against main.
- Review fix, 2026-10-28, evening: `calibrate()`'s interception check
reads the HF plugin from `sys.modules` instead of importing it, so a
plugin that failed to load (which `import_plugin` only warns about) no
longer fails every calibration with its error.
`test_a_plugin_that_failed_to_load_leaves_calibration_alone` breaks the
plugin's import and fails without the change. pre-commit, mypy included,
passes at this head.
- Split, 2026-10-28, evening, at the bot review's request: the FSDP2
window's ownership filter and its ownership test moved to #3088, with a
test that the window leaves an ignored expert-parallel DTensor sharded.
This PR sits on a helper base merging #2745 and #3088, and its source
diff is 334 lines. At this head `test_fused_experts.py`,
`test_moe_a2a.py` and `test_utils.py` pass on CPU (200 passed, 6
skipped), and pre-commit, mypy included, passes against main.
- Review suggestions, 2026-10-28, evening: `_local_experts` refuses a
DTensor whose local shard does not hold the module's experts (one
replicated over the ranks, say) instead of indexing the global experts,
and the native FP8 wrapper's `unpack_weight` refuses expert weights
sharded over the experts instead of filling a buffer for every expert.
One two-rank test covers both and fails without either. The suggested
all-reduce in the interception check is declined (a collective in every
distributed `calibrate()`). Focused tests pass (201 passed, 6 skipped),
and pre-commit passes against main.
- Review suggestions, 2026-10-28, late evening: the per-expert split of
a grouped batch requires exactly one exclusive end per expert, within
the rows, as transformers' `grouped_mm` and `a2a_moe` build the offsets,
and raises on any other form (a leading zero would credit each expert
with the previous one's rows). A test feeds three such forms and fails
without the check. The `_grouped_offs` comment names all three captures
and the attribute's role as the which-forward-ran signal. Rebased onto
the helper base re-merged with #3088's update; focused tests pass (204
passed, 6 skipped), and pre-commit passes against main.
- Review suggestion, 2026-10-28, late evening: `_local_experts` checks
for a DTensor through the plugin's guarded `torch.distributed.tensor`
import, so a torch without distributed does not fail every fused-MoE
call. Rebased onto the helper base re-merged with #3088's update;
focused tests pass (204 passed, 6 skipped), and pre-commit passes
against main.
- 2026-10-28, night: `hf_ptq.py` gains `--experts_implementation`,
passed on every load path: `get_model` (the compressed-tensors branch
included), the low-memory load, and the FSDP2 load, through the config
its meta model is built from. The changelog's way back to earlier
releases' scales is now reachable from the script. A test loads a tiny
Qwen3-MoE with `eager` and fails without the plumbing. The
`tests/examples/hf_ptq` unit tests pass (110), and pre-commit passes
against main.
- Review fixes, 2026-10-28, night: on the FSDP2 path the flag is set on
the pre-fetched config's `_experts_implementation`, as
`build_meta_causal_lm` sets `attn_implementation`, and a test captures
the config the FSDP2 loader receives (it fails without the assignment);
`get_model` passes the flag only when given, on every branch.
`calibrate()`'s new error for a fused-experts forward that reaches
neither hook has its own changelog entry. Rebased onto #2745, itself
rebased onto main `bc0b6e03237` after #3088 merged; focused and
`tests/examples/hf_ptq` tests pass (316 passed, 6 skipped), and
pre-commit passes against main.
- Review suggestions and a rebase, 2026-10-28, late night: the backend
normalization warns once for each change it makes to a caller's choice,
but not for a `None` backend pinned to eager, which already dispatches
to the eager forward. Rebased onto #2745 on main `e9f432affbb` (#3091):
`DTensor` now comes from the plugin's plain `torch.distributed.tensor`
import, since the guarded import is gone with the torch 2.10 floor.
Focused and `tests/examples/hf_ptq` tests pass (325 passed, 6 skipped),
and pre-commit passes against main.
- Review suggestion and a rebase, 2026-10-28, late night: the
backend-redirect notice goes through `warn_rank_0`, so an
expert-parallel run prints one copy. Rebased onto #2745's comment and
warning-text update; `_is_fused_experts_module`'s new docstring names
`normalize_experts_impl_on_the_fly`, which keeps GPT-OSS on eager here.
`test_fused_experts.py` and `test_utils.py` pass (197), and pre-commit
passes against main.
- Bot review of `2e253a509d0`, 2026-10-28, late night: the FSDP2 test
runs a Qwen3.5-MoE config too and checks the text config its experts
dispatch on, which the one assignment reaches through transformers'
recursive `_experts_implementation` setter (5.5.4 and 5.18; a tiny
Qwen3.5-MoE built on meta dispatches its experts on `eager` with the
flag and on `grouped_mm` without it). The test fails when the value
reaches the root config only, and the comment at the assignment says the
setter carries it. Declined: resolving the routing indices' parameter
name from the forward's signature, since every transformers MoE block
passes them positionally. The `tests/examples/hf_ptq` unit tests pass on
5.18 and 5.5.4 (120), and pre-commit passes against main.
- Bot review of `042e4bf1e55` (approved), 2026-10-28, late night: the
interception error names the ways forward: a class no backend change
redirects needs its own quantized wrapper, and meanwhile the rest of the
model quantizes with these modules' quantizers disabled, which the check
honours. Declined: caching the grouped offsets' host copy across the two
projections' captures (one small sync per experts module per batch under
GPTQ, local Hessian and imatrix, whose per-expert matmuls dominate).
pre-commit passes against main.
- Rebased on 2026-10-28, late night, onto main `1ca8bd1fc4d` after #2745
merged (squashed with the tree of its last head, so this PR's tree is
unchanged); the base is now `main`, so the GPU tests run. pre-commit
passes against main.
- CI fix, 2026-10-28, late night: the first run on main failed two cases
of `tests/examples/hf_ptq/test_hf_ptq_vision_quantization.py` in the
trtllm `hf_ptq` lane (2 failed, 267 passed): its stand-in for hf_ptq's
parsed arguments lacked the new `experts_implementation`, which
`load_model` now reads. The stand-in gains it; the file passes on
transformers 5.18 and 5.5.4.
- Rebased on 2026-10-28, late night, onto main `bdc45368d10` (#2736
merged), with its own diff unchanged. Its tests with #3067's, #2736's
`test_distributed.py` and the `hf_ptq` unit tests pass (376), and
pre-commit passes against main.
- CI, 2026-10-29: the first full run on main at `df2e3fe4a76`, GPU lanes
included, passes.
- Split, 2026-10-29, at a reviewer's request: the expert-parallel
indexing fix, its tests and a Bug Fixes changelog entry moved to #3122
([1/2], on main), and this PR now sits on it, its own diff otherwise
unchanged. The review's three smaller items are taken: the interception
check reduces its verdict over the experts' expert-parallel group (a
two-rank test fails with the rank-local check); a test checks that every
experts class transformers decorates with `use_experts_implementation`
takes the routing indices second (transformers 5.5.4 and 5.18); and
`--experts_implementation` offers `eager` and `grouped_mm` as argparse
choices. pre-commit, mypy included, passes against main; this PR's
tests, `test_moe_a2a.py` and the `hf_ptq` unit tests pass (315).
- Review suggestion (Claude), 2026-10-29: the interception check reads
the expert-parallel group from the experts' weight, a DTensor sharded
over the experts from transformers 5.16 on; from 5.6 to 5.15 the shards
are plain tensors that name no group, so the check stays rank-local
there, as before. The docstrings say so. Restacked onto #3122's two
follow-ups; pre-commit passes against main.
- Comment, 2026-10-29: at `calibrate()`'s gate for the interception
check, a sentence says that both conditions, the forward loop having run
and the HF plugin being loaded, must come out the same on every rank,
since under expert parallelism the check all-reduces over the experts'
group. pre-commit passes against main.
- Test fix, 2026-10-29:
`tests/gpu/torch/quantization/test_fsdp2_autoquant.py`'s 2-GPU KV
AutoQuantize test builds hf_ptq's arguments by hand and lacked the new
`experts_implementation`, which `load_model`'s FSDP2 branch reads. It
now passes `None`. The 1-GPU PR runners skip that test, and main's
nightly runs it. No other test or example builds hf_ptq's arguments by
hand on a path that reads the flag. pre-commit passes against main.
- Rebased on 2026-10-30 onto #3122 on main `99c3834f62c`, with its own
diff unchanged and no conflicts. pre-commit passes against main.
- Review (sychen52), 2026-10-30: with every weight quantizer collecting
statistics without quantizing (calibration), the grouped forward returns
the stored weight itself instead of building a weight-sized copy slice
by slice on each forward. A CPU test checks the identity and the
collected per-expert amax, and fails on the previous code. On CPU, one
call on a Qwen3-30B-A3B-sized `gate_up_proj` (128 × 1536 × 2048, bf16,
768 MiB) raised peak RSS by 755 MiB before and 0 MiB after; a GPU
`max_memory_allocated` comparison is queued. The changelog entry now
says the experts stay on `grouped_mm` for every forward after
`mtq.quantize` or `mto.restore` (QAT/QAD, AutoQuantize scoring,
fake-quant evaluation), with `experts_implementation="eager"` as the way
back. `test_fused_experts.py` and `test_moe_a2a.py` pass on transformers
5.18 (220) and 5.5.4 (214, 6 skipped); pre-commit passes against main.
- Review (kevalmorabia97), 2026-10-30: the three changes no test covered
now have one each, or are gone. The `_local_experts` call in
`_quantize_grouped_weight` is dropped as unreachable: the weight arrives
as this rank's local shard inside the experts forward. New tests pin
that a grouped forward reaching neither hook is counted whatever its
routing indices hold, and that a capture after a grouped forward does
not split by its offsets. The calibration pass-through calls only
quantizers that calibrate (Claude's suggestion), with a constant-amax
test case. Each test fails with its change reverted.
`test_fused_experts.py`, `test_moe_a2a.py` and `test_hf_ptq_args.py`
pass on transformers 5.18 (283) and 5.5.4 (277, 6 skipped); pre-commit
passes against main.
- GPU calibration peak memory, 2026-10-30 (sychen52's request):
`torch.cuda.max_memory_allocated` around the `mtq.quantize(...)` call
only, after `reset_peak_memory_stats`. Qwen3-30B-A3B on the default
`grouped_mm` backend, recipe `general/ptq/fp8_default-kv_fp8`,
`calib_size` 32, `batch_size` 1, one NVIDIA GB200 for both revisions
(torch 2.11, transformers 5.13.0, CUDA 13.1).

  | Revision | Calibration peak (bytes) | MiB |
  |---|---|---|
| Before the pass-through change (`3f3544435d8`) | 864,901,632 | 824.8 |
  | After (`27c5f77feac`) | 174,759,936 | 166.7 |
  | Drop | 690,141,696 | 658.2 |
- Rebased on 2026-10-30 onto main `55898ee4e3b` after #3122 merged,
dropping #3122's pre-squash commits; its own diff is unchanged, with no
conflicts. pre-commit passes against main.
- CI fix, 2026-10-30: the routing-order test read transformers' modeling
sources with the platform's default encoding, cp1252 on Windows, which
16 of them (`modeling_altclip.py`, say) cannot be decoded with; it now
reads them as UTF-8, and the windows unit job's only failure goes with
it. The `linux` job's one failure on the previous head, a NAS sorting
test this PR does not touch, passed on rerun at the same commit.
pre-commit passes against main.
- `eager` against main, byte for byte, 2026-10-30 (re-verifying at this
PR's head the claim that `experts_implementation="eager"` reproduces
main): PTQ of Qwen/Qwen3-30B-A3B with recipe
`general/ptq/nvfp4_default-kv_fp8`, `calib_size` 512, calibration
sequence length 2048, `batch_size` 1, cnn_dailymail, without expert
parallelism (one process), on one NVIDIA GB200 (torch 2.11, transformers
5.13.0, CUDA 13.1). This PR at `27c5f77feac` with
`--experts_implementation eager`, against main at `99c3834f62c`, both
compared at zero tolerance. Later revisions of this PR leave its own
diff unchanged (a rebase) or change tests only.

  | Scale kind | Tensors | Differing |
  |---|---|---|
  | `input_scale` | 18,624 | 0 |
  | `weight_scale` | 18,624 | 0 |
  | `weight_scale_2` | 18,624 | 0 |
  | `k_scale` | 48 | 0 |
  | `v_scale` | 48 | 0 |
- Review (juhi10071998), 2026-10-30: under transformers' own expert
parallelism the grouped forward sorts the rows routed to other ranks'
experts past `offs[-1]`, which the grouped GEMM neither reads nor
writes; before transformers 5.17 nothing zeroes them in the down
projection's input, so its input quantizer calibrated on uninitialized
rows. While an input quantizer collects statistics it now sees only the
rows before `offs[-1]` (a host sync, during calibration only). A test
hands the grouped projections a NaN or a large finite tail, as pre-5.17
expert parallelism leaves it, and checks the input amaxes match a run
without one; both cases fail without the change.
`test_fused_experts.py`, `test_moe_a2a.py`, `test_calib.py` and
`test_hf_ptq_args.py` pass on transformers 5.18 (307) and 5.5.4 (301, 6
skipped); pre-commit passes against main.
- Rebased on 2026-10-30 onto main `059588b89a5` (after #3131, #3124,
#2751, #3104, #3128, #3134 and #3149 merged), with its own diff
unchanged and no conflicts. pre-commit passes against main.

### Before your PR is "*Ready for review*"

- Is this change backward compatible?: ❌ Fused-experts MoE calibration
now runs on `grouped_mm`, so some activation scales differ from earlier
releases; `experts_implementation="eager"` restores the earlier
checkpoint exactly.
- If you copied code from any other sources or added a new PIP
dependency, did you follow guidance in `CONTRIBUTING.md`: N/A
- Did you write any new necessary tests?: ✅
- Did you update
[Changelog](https://github.com/NVIDIA/Model-Optimizer/blob/main/CHANGELOG.rst)?:
✅ Backward Breaking Changes.
- Did you get Claude approval on this PR?: ✅ At `042e4bf1e55`; the
error-message change after it is from that review.

### Additional Information

Split out of #2745 (part 3 of 21 of expert-parallel PTQ for Hugging Face
MoE models), which merged on 2026-10-28.


<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
<!-- coderabbit-ai-generated:v1 -->

## Summary by CodeRabbit

* **Behavior Changes**
* Hugging Face MoE calibration now uses Transformers’ default
`grouped_mm` backend instead of forcing eager execution. Calibrated
activation scales may differ; set `experts_implementation="eager"` to
use the earlier calibration behavior.
* Eager-only expert wrappers continue to use eager execution. Using them
with `torch_a2a` raises an error.
* **Bug Fixes**
* Improved calibration support for grouped and expert-parallel
execution, including local expert weights and experts receiving no
routed inputs.
* Calibration now reports when fused experts run without interception or
required inputs are not captured.
* Improved FSDP2 parameter handling during weight access and writeback.
* **New Features**
* Added calibration support for newer Transformers fused-expert
implementations, including Qwen3-MoE and native FP8 experts.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->

---------

Signed-off-by: Shengliang Xu <shengliangx@nvidia.com>
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3 participants