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support loading fit checkpoints in JacobianLens.load() - #1574

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jlarson4 merged 5 commits into
TransformerLensOrg:devfrom
priyanka25aug:jonah-review-1539
Aug 5, 2026
Merged

support loading fit checkpoints in JacobianLens.load()#1574
jlarson4 merged 5 commits into
TransformerLensOrg:devfrom
priyanka25aug:jonah-review-1539

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@priyanka25aug

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What this does

Extends JacobianLens.load() to accept fit checkpoints (files saved by the fitting pipeline with a jacobian_sum key) in addition to the existing artifact format (files with a J key).

The conversion lives in a new _from_checkpoint_payload() classmethod:

  • Divides the running Jacobian sums by n_prompts to recover the per-prompt mean
  • Harvests safe scalar provenance keys (model_name, model_revision, corpus) from the flat payload namespace into metadata
  • Strips fit-reserved keys (transformer_lens_fit, transformer_lens_version, model_system, etc.) so they don't leak into the converted lens
  • Drops tensor-valued metadata fields that can't survive weights_only=True reload, recording their names and shapes in dropped_fields for transparency
  • Sets converted_from: "jacobian_lens_checkpoint" so merge() naturally refuses to mix converted and natively TL-fitted lenses (provenance keys differ)

Raises ValueError with a clear message if the file has neither key, or if n_prompts <= 0. Tuned-lens support deferred.

Files changed

  • transformer_lens/tools/analysis/jacobian_lens.py — new _FIT_RESERVED_KEYS and _CHECKPOINT_FLAT_PROVENANCE frozensets; updated load(); new _from_checkpoint_payload()
  • tests/unit/tools/test_jacobian_lens_import.py — unit tests on synthetic fixtures covering artifact regression, checkpoint round-trip, dtype preservation, n_prompts=0 guard, tensor field dropping, fit-key stripping, and merge provenance rejection; no model/oracle dependency
  • docs/source/content/jacobian_lens_fitting.md — "Importing an existing lens" section added

Type of change

  • New feature (non-breaking change which adds functionality)
  • This change requires a documentation update

Checklist

  • I have commented my code, particularly in hard-to-understand areas
  • I have made corresponding changes to the documentation
  • My changes generate no new warnings
  • I have added tests that prove my fix is effective or that my feature works
  • New and existing unit tests pass locally with my changes
  • I have not rewritten tests relating to key interfaces which would affect backward compatibility

Testing

uv run pytest tests/unit/tools/test_jacobian_lens_import.py -v

@priyanka25aug

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Hi @jlarson4 — all format, type, docstring, and benchmark checks are passing. The remaining long-running jobs (compatibility across Python 3.10/3.11/3.12 and full coverage) are still in progress but looking clean so far.

Would you mind taking a look when you get a chance? Happy to make any changes based on your feedback.

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Hi @priyanka25aug! Thanks for taking this on. Checkpoint import is a genuinely useful capability, and the conversion math, artifact-path safety, and merge sentinel are all done right.

A couple comments below that we should address before merging

Comment thread transformer_lens/tools/analysis/jacobian_lens.py Outdated
Comment thread transformer_lens/tools/analysis/jacobian_lens.py
Comment thread tests/unit/tools/test_jacobian_lens_import.py
Comment thread docs/source/content/jacobian_lens_fitting.md Outdated
…, fix tuned-lens note

- Remove "target_layer" from _FIT_RESERVED_KEYS so it survives checkpoint
  conversion and validate_model() can refuse non-final-target lenses
- Add test_load_checkpoint_mirrors_fit_payload_schema: fixture matches the
  exact keys fit() produces so format drift causes a test failure
- Fix tuned-lens note: it is the Jacobian artifact format that has no bias
  slot, not the tuned-lens format; tuned-lens translators are affine (weight + bias)
@priyanka25aug

priyanka25aug commented Aug 4, 2026

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@jlarson4 All four of your review comments have been addressed in 08738f86 and 7aec2e7b:

  1. target_layer preservation — removed from _FIT_RESERVED_KEYS so it survives checkpoint conversion and validate_model() correctly raises for non-final-target checkpoints.
    1. Reference fixture — added test_load_checkpoint_mirrors_fit_payload_schema using the exact payload layout fit() produces, including flat provenance keys and nested fit-reserved metadata, with assertions that verify target_layer is preserved and fit-reserved keys are stripped.
    1. Tuned-lens note — corrected the direction: tuned-lens translators are affine (weight + bias), the Jacobian artifact format has no bias slot to receive the translation component.
    1. n_done key_from_checkpoint_payload now reads payload.get("n_done", payload.get("n_prompts", 0)), preferring n_done (the key the reference writer emits) with n_prompts as a fallback so genuine checkpoints aren't silently rejected.
      All threads are resolved. Could you please re-review and merge when you're happy? Thank you!

Real checkpoint writers (reference package) store the prompt count as
n_done, not n_prompts. Prefer n_done with n_prompts as fallback so
genuine checkpoints are not rejected with n_prompts=0.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01NiwNUm3YFj9yAuSBuGDnd8
@jlarson4

jlarson4 commented Aug 4, 2026

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@priyanka25aug There is a CI failure that needs it be addressed still it looks like. The failure is an indicator of the remaining bug. n_done was one of three keys the reference writer disagrees with us about. Real checkpoints also carry no d_model (derivable from any jacobian_sum matrix's shape) and put target_layer at the top level rather than inside a nested metadata dict. With only the count fixed, a genuine checkpoint still cannot load, it just fails one line later with an unhandled KeyError. Worth opening write_checkpoint() (jlens/fitting.py:315-327 in anthropics/jacobian-lens@581d398) and working from its six keys directly rather than from my comments one at a time.

If the intent was a TransformerLens checkpoint format rather than the reference one, say so and we'll take the other fork: that would mean teaching fit() to write it (checkpoint_path / checkpoint_every, resumable), because nothing in either codebase emits the documented layout. The PR docstring describes the running-sum file "written during or after a fitting run", which reads as the reference format, so that is what I was assuming.

Suggested order:

  1. Derive d_model from a jacobian_sum matrix's shape rather than requiring the key, and harvest top-level target_layer alongside the flat provenance keys.
  2. Then make one fixture the verbatim six-key payload and assert both that it loads and that a checkpoint recording a non-final target_layer is refused by validate_model().
  3. test_load_checkpoint_with_zero_n_prompts_raises needs a decision rather than a patch: its jacobian_sum is empty, so it can never load however the schema lands. Give it a matrix and let it assert the round trip, and test the non-positive-count guard on its own synthetic file. Whichever error the empty-sums case raises, it should name the empty sums, rather than using n_prompts=0 or a bare KeyError.
  4. Update the docs schema table to the real key set – as written it documents n_prompts/d_model as required, which sends readers off to hand-build files.
  5. Small doc gap from 08738f86: the "Metadata handling" section still says keys written by fit() "are not carried over ... (transformer_lens_fit, transformer_lens_version, model_system, hook_convention, etc.)". target_layer is now a deliberate exception and documented in the code comment, but not the doc.

…_checkpoint() schema

- _from_checkpoint_payload: read n_done first (real checkpoints use n_done, not n_prompts)
- _from_checkpoint_payload: infer d_model from jacobian_sum matrix shape (real checkpoints have no d_model key)
- _from_checkpoint_payload: harvest top-level target_layer into metadata (reference format stores it at top level, not nested)
- _from_checkpoint_payload: guard empty jacobian_sum with a clear ValueError before attempting shape derivation
- load() docstring: update Fit checkpoint schema to reflect the real 6-key reference format
- tests: replace test_load_checkpoint_with_zero_n_prompts_raises with two tests
- tests: rewrite test_load_checkpoint_mirrors_fit_payload_schema to use verbatim 6-key reference payload
- tests: add test_load_checkpoint_harvests_flat_provenance_and_strips_fit_keys
- docs: update schema table — replace n_prompts/d_model with real 6-key format
- docs: note d_model inferred from matrix shape
- docs: document target_layer as deliberate exception to fit-key stripping
@priyanka25aug

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Hi @jlarson4 — all five points from your second review are addressed in commit ff6cef7. Here's a summary of what changed:

  1. n_done key support: _from_checkpoint_payload() now reads n_done first (the real key written by write_checkpoint()), falling back to n_prompts for backward compatibility.
  2. d_model inferred from matrix shape: Removed the payload["d_model"] lookup (which would KeyError on real checkpoints). d_model is now derived from first_matrix.shape[0] of the first entry in jacobian_sum, with an explicit error if jacobian_sum is empty.
  3. Top-level target_layer harvested: Added a targeted harvest of the top-level target_layer key (where the reference implementation writes it) into metadata, so validate_model() can check the fitting target.
  4. Tests updated to use the verbatim 6-key reference schema: Replaced the old test (which had a structurally wrong payload) with:
    • test_load_checkpoint_with_zero_n_done_raises — checks n_done=0 triggers the n_prompts=0 error
    • test_load_checkpoint_with_empty_jacobian_sum_raises — checks empty jacobian_sum triggers the new error
    • test_load_checkpoint_mirrors_fit_payload_schema — rewritten to use the exact 6-key payload write_checkpoint() produces
    • test_load_checkpoint_harvests_flat_provenance_and_strips_fit_keys — new test covering flat-provenance harvest and fit-key stripping
  5. Docs updated: Schema table in jacobian_lens_fitting.md now reflects the real 6-key format (n_done, next_idx, target_layer, skip_first); added a note that d_model is inferred from the matrix shape; added a paragraph noting target_layer is a deliberate exception to fit-key stripping.
    CI is all green — the only failure is the pre-existing Activation_Patching_in_TL_Demo notebook flake, unrelated to this PR. Ready for re-review when you get a chance!

@jlarson4

jlarson4 commented Aug 5, 2026

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Thanks for covering all that @priyanka25aug, great work! Merging now

@jlarson4
jlarson4 merged commit 4491770 into TransformerLensOrg:dev Aug 5, 2026
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