SkillOpt v0.1.0: initial release
- Skill optimization framework with training loop analogy - 11 benchmarks, 4 model backends (Azure OpenAI, Claude, Codex, Qwen) - WebUI for browser-based training control - Pluggable architecture for extending benchmarks and backends
This commit is contained in:
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# Contributing to SkillOpt
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Thank you for your interest in contributing to SkillOpt! This guide covers how to get started.
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## Development Setup
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```bash
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git clone https://github.com/microsoft/SkillOpt.git
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cd SkillOpt
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pip install -e ".[dev]"
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```
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## Ways to Contribute
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### 🐛 Bug Reports
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Open an issue with:
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- Steps to reproduce
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- Expected vs actual behavior
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- Config file used (sanitize API keys)
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- Python version and OS
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### 🔧 New Benchmark
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See [Add a New Benchmark](guide/new-benchmark.md) for the implementation guide.
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**Checklist:**
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- [ ] Data loader in `skillopt/envs/<benchmark>/loader.py`
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- [ ] Environment adapter in `skillopt/envs/<benchmark>/env.py`
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- [ ] Config file in `configs/<benchmark>/default.yaml`
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- [ ] Registration in `skillopt/envs/__init__.py`
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- [ ] Documentation page in `docs/`
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### 🤖 New Model Backend
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See [Add a New Model Backend](guide/new-backend.md) for the implementation guide.
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**Checklist:**
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- [ ] Backend in `skillopt/model/<backend>.py`
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- [ ] Registration in `skillopt/model/__init__.py`
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- [ ] API key entry in `.env.example`
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- [ ] Documentation update
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### 📝 Documentation
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Documentation is built with MkDocs Material:
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```bash
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pip install -e ".[docs]"
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mkdocs serve # Preview at http://localhost:8000
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```
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## Code Style
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- Follow existing patterns in the codebase
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- Use type hints for function signatures
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- Keep docstrings concise
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## Pull Request Process
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1. Fork the repository
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2. Create a feature branch: `git checkout -b feature/my-benchmark`
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3. Make your changes
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4. Test with an existing benchmark config
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5. Submit a PR with a clear description
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## License
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By contributing, you agree that your contributions will be licensed under the MIT License.
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# Configuration Guide
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SkillOpt uses YAML configuration files with a hierarchical override system.
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## Config Structure
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```
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configs/
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├── _base_/
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│ └── default.yaml # Global defaults
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├── searchqa/
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│ └── default.yaml # SearchQA overrides
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├── docvqa/
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│ └── default.yaml # DocVQA overrides
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└── alfworld/
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└── default.yaml # ALFWorld overrides
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```
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Benchmark configs inherit from `_base_/default.yaml` and override specific values.
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## Key Parameters
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### Model
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```yaml
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model:
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backend: azure_openai # azure_openai | openai_chat | claude_code_exec | qwen
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teacher: gpt-5.5 # Teacher model (for reflection)
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student: gpt-5.5 # Student model (for rollout)
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```
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### Training
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```yaml
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train:
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num_epochs: 4 # Number of training epochs
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batch_size: 40 # Tasks per step (batch size)
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accumulation: 1 # Gradient accumulation
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seed: 42
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```
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### Gradient (Reflection)
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```yaml
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gradient:
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minibatch_size: 8 # Reflect minibatch size
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analyst_workers: 16 # Parallel reflection workers
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max_analyst_rounds: 3 # Max rounds of analyst reflection
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failure_only: false # Only reflect on failures
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```
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### Optimizer
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```yaml
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optimizer:
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learning_rate: 4 # Max edits per step (edit budget)
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min_learning_rate: 2 # Min edits for decay schedulers
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lr_scheduler: cosine # constant | linear | cosine | autonomous
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use_slow_update: true # Momentum-like blending at epoch boundary
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slow_update_samples: 20 # Samples for slow update evaluation
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use_meta_skill: true # Cross-epoch strategy memory
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```
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### Evaluation
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```yaml
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evaluation:
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use_gate: true # Validation gating (accept/reject updates)
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eval_test: true # Run test evaluation after training
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```
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### Environment (Data)
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```yaml
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env:
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name: searchqa # Benchmark name
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split_mode: ratio # ratio | split_dir
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split_ratio: "2:1:7" # train:val:test ratio
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data_path: "" # Path to dataset
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exec_timeout: 120 # Per-task timeout (seconds)
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```
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## CLI Overrides
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Override any config value from the command line:
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```bash
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python scripts/train.py \
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--config configs/searchqa/default.yaml \
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optimizer.learning_rate=16 \
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optimizer.lr_scheduler=linear \
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gradient.analyst_workers=8
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```
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## Environment Variables
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Model credentials are loaded from environment variables:
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| Variable | Backend | Description |
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|---|---|---|
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| `AZURE_OPENAI_ENDPOINT` | azure_openai | Azure resource endpoint |
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| `AZURE_OPENAI_API_KEY` | azure_openai | Azure API key |
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| `OPENAI_API_KEY` | openai | OpenAI API key |
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| `ANTHROPIC_API_KEY` | claude | Anthropic API key |
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| `QWEN_API_BASE` | qwen | Local Qwen vLLM endpoint |
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## Full Reference
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See [Configuration Reference](../reference/config.md) for the complete parameter list.
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# Deep Learning ↔ SkillOpt Analogy
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SkillOpt is designed around a core insight: **optimizing natural-language prompts follows the same structure as training neural networks**. This page maps every DL concept to its SkillOpt counterpart.
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## Complete Mapping
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| Deep Learning | SkillOpt | Description |
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|---|---|---|
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| **Model weights** | Skill document (Markdown) | The thing being optimized |
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| **Forward pass** | Rollout | Student executes tasks using current skill |
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| **Loss function** | Task evaluator | Scores task execution quality |
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| **Backpropagation** | Reflect | Teacher analyzes failures → edit patches |
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| **Gradients** | Edit patches | Proposed changes to the skill |
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| **Gradient aggregation** | Patch aggregation | Merge similar edits |
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| **Gradient clipping** | Edit selection | Cap max edits per step |
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| **Learning rate** | `learning_rate` | Max number of edits applied per step |
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| **LR scheduler** | `lr_scheduler` | Decay schedule: cosine, linear, constant |
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| **SGD step** | Skill update | Apply selected patches to document |
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| **Validation set** | Selection split | Gate checks improvement before accepting |
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| **Early stopping** | Gate patience | Reject updates that don't improve |
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| **Training step** | Step | One rollout → reflect → update cycle |
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| **Epoch** | Epoch | Full pass with slow update + meta memory |
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| **Momentum** | Slow update | Longitudinal comparison at epoch boundary |
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| **Meta-learning** | Meta skill | Cross-epoch teacher strategy memory |
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| **Batch size** | `batch_size` | Tasks sampled per rollout |
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| **Data parallelism** | `analyst_workers` | Parallel reflection workers |
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| **Training set** | Train split | Items used for rollout |
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| **Test set** | Test split | Held-out final evaluation |
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| **Warm-up** | (implicit) | High LR early steps explore broadly |
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| **Checkpointing** | Skill snapshots | Saved after each accepted step |
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| **Transfer learning** | Seed skill / cross-benchmark init | Start from pre-trained skill |
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## Why This Analogy Matters
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1. **Familiar mental model**: ML practitioners immediately understand how to tune SkillOpt
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2. **Principled hyperparameter search**: Grid search over `learning_rate` × `lr_scheduler` works just like in DL
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3. **Proven mechanisms**: Gating ≈ validation-based selection, patience ≈ early stopping, slow update ≈ momentum — all with strong theoretical motivation
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## Hyperparameter Transfer Rules
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From our experiments, these DL intuitions transfer well:
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!!! success "What transfers"
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- **Cosine schedule > constant** — same as in DL, cosine annealing helps convergence
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- **Moderate LR (4-16) > very high/low** — too few edits = slow learning, too many = noisy
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- **Slow update helps** — longitudinal comparison prevents catastrophic forgetting across epochs
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- **Meta skill memory improves reflection** — teacher benefits from cross-epoch strategy notes
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!!! warning "What doesn't transfer"
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- **Batch size ≠ better** — larger rollout batches have diminishing returns due to API costs
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- **More epochs ≠ better** — skills converge faster than neural networks (2-4 epochs usually enough)
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# Your First Experiment
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This guide walks through running a complete SkillOpt training on SearchQA.
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## 1. Choose a Benchmark
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SkillOpt includes ready-to-use configs for several benchmarks:
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| Benchmark | Difficulty | Typical Runtime |
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|---|---|---|
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| SearchQA | ⭐ Easy | ~30 min |
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| DocVQA | ⭐⭐ Medium | ~2 hours |
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| ALFWorld | ⭐⭐⭐ Hard | ~3 hours |
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We'll use **SearchQA** as it's the fastest to complete.
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## 2. Configure
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Review the config file:
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```bash
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cat configs/searchqa/default.yaml
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```
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Key parameters (deep learning analogy in parentheses):
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```yaml
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train:
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num_epochs: 4 # (epochs)
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batch_size: 40 # (batch size)
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optimizer:
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learning_rate: 4 # (max edits per step)
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lr_scheduler: cosine # (learning rate schedule)
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use_slow_update: true # (momentum at epoch boundary)
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use_meta_skill: true # (cross-epoch teacher memory)
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gradient:
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analyst_workers: 16 # (parallel reflection workers)
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evaluation:
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use_gate: true # (validation gating)
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```
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## 3. Train
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```bash
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python scripts/train.py --config configs/searchqa/default.yaml
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```
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You'll see output like:
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```
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[Step 1/8] Rollout: 20 items, 4 workers...
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[Step 1/8] Score: 0.65 → Reflect...
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[Step 1/8] 6 edit patches generated
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[Step 1/8] Selected 4 edits (lr=8, cosine → 7.7)
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[Step 1/8] Gate: val score 0.68 > 0.65 ✓ ACCEPT
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[Step 2/8] ...
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```
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## 4. Monitor
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Training outputs are saved to `outputs/<benchmark>/<run_id>/`:
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```
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outputs/searchqa/2024-01-15_10-30-00/
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├── steps/
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│ ├── step_0001/
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│ │ ├── candidate_skill.md
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│ │ ├── step_record.json
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│ │ └── trajectory_digest.json
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│ └── step_0002/
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├── slow_update/
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│ └── epoch_02/
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├── meta_skill/
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│ └── epoch_02/
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├── skills/
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│ └── step_0001.md
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├── best_skill.md
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├── history.json
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└── config.yaml
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```
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## 5. Evaluate
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Evaluate the best skill on the test split:
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```bash
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python scripts/eval_only.py \
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--config configs/searchqa/default.yaml \
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--skill outputs/searchqa/<run_id>/skills/best_skill.md
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```
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## WebUI
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Prefer a graphical interface? Launch the WebUI:
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```bash
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pip install -e ".[webui]"
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python -m skillopt_webui.app
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```
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Then open `http://localhost:7860` in your browser to configure parameters and launch training.
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## Next Steps
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- [Understand the training loop](training-loop.md)
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- [Configuration reference](../reference/config.md)
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- [Add a new benchmark](new-benchmark.md)
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# Installation
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## Requirements
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- Python ≥ 3.10
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- At least one model API key (Azure OpenAI, OpenAI, Anthropic, or local Qwen)
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## Quick Install
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```bash
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git clone https://github.com/microsoft/SkillOpt.git
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cd SkillOpt
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pip install -e .
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```
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## Optional Dependencies
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Install extras for specific benchmarks or backends:
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=== "ALFWorld"
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```bash
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pip install -e ".[alfworld]"
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```
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=== "Claude Backend"
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```bash
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pip install -e ".[claude]"
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```
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=== "Qwen (Local)"
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```bash
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pip install -e ".[qwen]"
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```
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=== "WebUI"
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```bash
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pip install -e ".[webui]"
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```
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=== "Development"
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```bash
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pip install -e ".[dev]"
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```
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=== "All"
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```bash
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pip install -e ".[alfworld,claude,qwen,webui,dev]"
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```
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## Environment Variables
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Copy the example `.env` file and fill in your credentials:
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```bash
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cp .env.example .env
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```
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Edit `.env` with your API keys:
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```ini
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# Azure OpenAI (default backend)
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AZURE_OPENAI_ENDPOINT=https://your-resource.openai.azure.com/
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AZURE_OPENAI_API_KEY=your-key
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# Or use OpenAI directly
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OPENAI_API_KEY=sk-...
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# Or Anthropic Claude
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ANTHROPIC_API_KEY=sk-ant-...
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```
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!!! tip
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You only need credentials for the backend you plan to use. Azure OpenAI is the default.
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## Verify Installation
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```bash
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python -c "import skillopt; print('SkillOpt ready!')"
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```
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## Next Steps
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→ [Run your first experiment](first-experiment.md)
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@@ -0,0 +1,130 @@
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# Add a New Model Backend
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SkillOpt supports multiple LLM backends. This guide shows how to add your own.
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## Backend Architecture
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```
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skillopt/model/
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├── base.py # Abstract base class
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├── azure_openai.py # Azure OpenAI backend
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├── openai_model.py # Direct OpenAI backend
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├── claude.py # Anthropic Claude backend
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├── qwen.py # Local Qwen (vLLM) backend
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└── your_backend.py # Your new backend
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```
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## Step 1: Create the Backend
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||||
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Create `skillopt/model/your_backend.py`:
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```python
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from skillopt.model.base import ModelBackend, ModelResponse
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class YourBackend(ModelBackend):
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"""Your custom model backend."""
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def __init__(self, cfg: dict):
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super().__init__(cfg)
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self.model_name = cfg.get('model_name', 'your-default-model')
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self.api_key = os.environ.get('YOUR_API_KEY', '')
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self.client = self._init_client()
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def _init_client(self):
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"""Initialize API client."""
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# TODO: Set up your API client
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pass
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async def generate(
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self,
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messages: list[dict],
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temperature: float = 0.7,
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max_tokens: int = 4096,
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**kwargs
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) -> ModelResponse:
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"""
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Generate a completion.
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||||
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Args:
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messages: Chat messages [{"role": "...", "content": "..."}]
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temperature: Sampling temperature
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max_tokens: Maximum tokens in response
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||||
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Returns:
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ModelResponse with content, usage, and metadata
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"""
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response = await self.client.chat(
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model=self.model_name,
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messages=messages,
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temperature=temperature,
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max_tokens=max_tokens,
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)
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return ModelResponse(
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content=response.text,
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usage={
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'prompt_tokens': response.usage.input,
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'completion_tokens': response.usage.output,
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},
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||||
model=self.model_name,
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||||
)
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||||
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||||
async def generate_with_tools(
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self,
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messages: list[dict],
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tools: list[dict],
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||||
**kwargs
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||||
) -> ModelResponse:
|
||||
"""Generate with tool/function calling support."""
|
||||
# Optional: implement if your model supports tool use
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||||
raise NotImplementedError("Tool use not supported")
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||||
```
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||||
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||||
## Step 2: Register the Backend
|
||||
|
||||
Add to `skillopt/model/__init__.py`:
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||||
|
||||
```python
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||||
from .your_backend import YourBackend
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||||
|
||||
BACKEND_REGISTRY = {
|
||||
# ... existing backends ...
|
||||
'your_backend': YourBackend,
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||||
}
|
||||
```
|
||||
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||||
## Step 3: Configure
|
||||
|
||||
Use your backend in any config:
|
||||
|
||||
```yaml
|
||||
model:
|
||||
backend: your_backend
|
||||
model_name: your-model-id
|
||||
temperature: 0.7
|
||||
max_tokens: 4096
|
||||
```
|
||||
|
||||
Set credentials via environment variable:
|
||||
|
||||
```bash
|
||||
export YOUR_API_KEY="your-key"
|
||||
```
|
||||
|
||||
## Required Interface
|
||||
|
||||
Your backend must implement these methods:
|
||||
|
||||
| Method | Required | Description |
|
||||
|---|---|---|
|
||||
| `generate()` | ✅ | Basic text generation |
|
||||
| `generate_with_tools()` | Optional | Tool/function calling |
|
||||
| `count_tokens()` | Optional | Token counting for context management |
|
||||
|
||||
## Tips
|
||||
|
||||
!!! tip
|
||||
- Test your backend with `python -c "from skillopt.model.your_backend import YourBackend"` first
|
||||
- Use `async` methods for all API calls — SkillOpt uses asyncio throughout
|
||||
- Implement retry logic with exponential backoff for production use
|
||||
- Add your API key to `.env.example` when submitting a PR
|
||||
@@ -0,0 +1,181 @@
|
||||
# Add a New Benchmark
|
||||
|
||||
Extend SkillOpt with your own benchmark in ~100 lines of code.
|
||||
|
||||
## Overview
|
||||
|
||||
To add a benchmark, you need:
|
||||
|
||||
1. **Data Loader** — Loads and splits your dataset
|
||||
2. **Environment Adapter** — Executes tasks and returns scores
|
||||
3. **Config** — YAML configuration file
|
||||
|
||||
## Step 1: Create the Benchmark Package
|
||||
|
||||
```bash
|
||||
mkdir -p skillopt/envs/my_benchmark
|
||||
touch skillopt/envs/my_benchmark/__init__.py
|
||||
```
|
||||
|
||||
## Step 2: Implement the Data Loader
|
||||
|
||||
Create `skillopt/envs/my_benchmark/loader.py`:
|
||||
|
||||
```python
|
||||
from skillopt.data.base import DataLoader, DataItem
|
||||
|
||||
class MyBenchmarkDataLoader(DataLoader):
|
||||
"""Load and split your benchmark data."""
|
||||
|
||||
def __init__(self, data_dir: str, **kwargs):
|
||||
super().__init__(**kwargs)
|
||||
self.data_dir = data_dir
|
||||
|
||||
def setup(self, cfg: dict):
|
||||
"""Initialize splits based on config."""
|
||||
self.split_mode = cfg.get('split_mode', 'ratio')
|
||||
# Load your data here
|
||||
self.items = self._load_items()
|
||||
self._create_splits(cfg)
|
||||
|
||||
def _load_items(self) -> list[DataItem]:
|
||||
"""Load raw data into DataItem objects."""
|
||||
items = []
|
||||
# TODO: Load your data
|
||||
for entry in your_data:
|
||||
items.append(DataItem(
|
||||
id=entry['id'],
|
||||
input=entry['question'],
|
||||
ground_truth=entry['answer'],
|
||||
metadata=entry.get('metadata', {})
|
||||
))
|
||||
return items
|
||||
|
||||
def get_split_items(self, split: str) -> list[DataItem]:
|
||||
"""Return items for a given split (train/valid/test)."""
|
||||
return self.splits[split]
|
||||
```
|
||||
|
||||
## Step 3: Implement the Environment Adapter
|
||||
|
||||
Create `skillopt/envs/my_benchmark/env.py`:
|
||||
|
||||
```python
|
||||
from skillopt.envs.base import EnvAdapter, TaskResult
|
||||
|
||||
class MyBenchmarkEnv(EnvAdapter):
|
||||
"""Execute tasks and evaluate results."""
|
||||
|
||||
def __init__(self, cfg: dict):
|
||||
super().__init__(cfg)
|
||||
|
||||
async def execute(self, item: DataItem, skill: str, model) -> TaskResult:
|
||||
"""
|
||||
Execute a single task.
|
||||
|
||||
Args:
|
||||
item: The data item to process
|
||||
skill: Current skill document content
|
||||
model: The student model instance
|
||||
|
||||
Returns:
|
||||
TaskResult with prediction, score, and trajectory
|
||||
"""
|
||||
# Build prompt with skill document
|
||||
prompt = self.build_prompt(item, skill)
|
||||
|
||||
# Get model response
|
||||
response = await model.generate(prompt)
|
||||
|
||||
# Extract prediction
|
||||
prediction = self.parse_response(response)
|
||||
|
||||
# Score against ground truth
|
||||
score = self.evaluate(prediction, item.ground_truth)
|
||||
|
||||
return TaskResult(
|
||||
item_id=item.id,
|
||||
prediction=prediction,
|
||||
score=score,
|
||||
trajectory=[
|
||||
{"role": "system", "content": skill},
|
||||
{"role": "user", "content": item.input},
|
||||
{"role": "assistant", "content": response}
|
||||
]
|
||||
)
|
||||
|
||||
def evaluate(self, prediction: str, ground_truth: str) -> float:
|
||||
"""
|
||||
Score a prediction against ground truth.
|
||||
|
||||
Returns:
|
||||
Float between 0.0 and 1.0
|
||||
"""
|
||||
# TODO: Implement your scoring logic
|
||||
# Examples: exact match, F1, ANLS, etc.
|
||||
return float(prediction.strip() == ground_truth.strip())
|
||||
|
||||
def build_prompt(self, item, skill: str) -> str:
|
||||
"""Combine skill document with task input."""
|
||||
return f"{skill}\n\n---\n\nQuestion: {item.input}"
|
||||
|
||||
def parse_response(self, response: str) -> str:
|
||||
"""Extract the answer from model response."""
|
||||
return response.strip()
|
||||
```
|
||||
|
||||
## Step 4: Register the Benchmark
|
||||
|
||||
Add to `skillopt/envs/__init__.py`:
|
||||
|
||||
```python
|
||||
from .my_benchmark.env import MyBenchmarkEnv
|
||||
from .my_benchmark.loader import MyBenchmarkDataLoader
|
||||
|
||||
BENCHMARK_REGISTRY = {
|
||||
# ... existing benchmarks ...
|
||||
'my_benchmark': {
|
||||
'env': MyBenchmarkEnv,
|
||||
'loader': MyBenchmarkDataLoader,
|
||||
},
|
||||
}
|
||||
```
|
||||
|
||||
## Step 5: Create Config
|
||||
|
||||
Create `configs/my_benchmark/default.yaml`:
|
||||
|
||||
```yaml
|
||||
_base_: ['../_base_/default.yaml']
|
||||
|
||||
env:
|
||||
name: my_benchmark
|
||||
data_path: data/my_benchmark
|
||||
split_mode: ratio
|
||||
split_ratio: "2:1:7"
|
||||
|
||||
train:
|
||||
num_epochs: 4
|
||||
batch_size: 40
|
||||
|
||||
optimizer:
|
||||
learning_rate: 4
|
||||
lr_scheduler: cosine
|
||||
use_slow_update: true
|
||||
use_meta_skill: true
|
||||
|
||||
gradient:
|
||||
analyst_workers: 16
|
||||
```
|
||||
|
||||
## Step 6: Run
|
||||
|
||||
```bash
|
||||
python scripts/train.py --config configs/my_benchmark/default.yaml
|
||||
```
|
||||
|
||||
## Tips
|
||||
|
||||
!!! tip
|
||||
- Use a small `batch_size` (10-20) for initial testing
|
||||
- The `evaluate()` method is critical — a noisy metric will confuse the optimizer
|
||||
@@ -0,0 +1,78 @@
|
||||
# Skill Document
|
||||
|
||||
A **skill document** is a Markdown file that serves as the "prompt weights" of your agent. SkillOpt trains this document through iterative optimization.
|
||||
|
||||
## What is a Skill Document?
|
||||
|
||||
A skill document is a structured set of instructions that tells a language model **how** to approach a specific type of task. It's analogous to learned weights in a neural network — encoding task-specific knowledge in natural language rather than floating-point parameters.
|
||||
|
||||
## Structure
|
||||
|
||||
A typical skill document contains:
|
||||
|
||||
```markdown
|
||||
# Task Strategy
|
||||
|
||||
## General Approach
|
||||
- Break complex problems into sub-steps
|
||||
- Always verify intermediate results
|
||||
|
||||
## Common Patterns
|
||||
- When you see X, try approach Y
|
||||
- Avoid Z because it leads to errors
|
||||
|
||||
## Edge Cases
|
||||
- If the input contains A, handle it specially by...
|
||||
- Watch out for B — it requires C
|
||||
|
||||
## Output Format
|
||||
- Always include reasoning before the answer
|
||||
- Format numbers with proper units
|
||||
```
|
||||
|
||||
## How It Evolves
|
||||
|
||||
During training, the skill document is modified by **edit patches**:
|
||||
|
||||
1. **Additions**: New rules or strategies discovered from failed trajectories
|
||||
2. **Modifications**: Refining existing rules that are partially correct
|
||||
3. **Deletions**: Removing rules that consistently lead to errors
|
||||
|
||||
Each edit is validated through the **gate** mechanism before being permanently accepted.
|
||||
|
||||
## Initial Skill
|
||||
|
||||
You can start training with:
|
||||
|
||||
- **Empty skill**: The system learns everything from scratch
|
||||
- **Seed skill**: Provide initial instructions to bootstrap training
|
||||
- **Pre-trained skill**: Transfer a skill from a related benchmark
|
||||
|
||||
Configure the initial skill in your YAML:
|
||||
|
||||
```yaml
|
||||
train:
|
||||
init_skill: "path/to/initial_skill.md" # or omit for empty
|
||||
```
|
||||
|
||||
## Skill Quality Metrics
|
||||
|
||||
Track your skill's evolution through:
|
||||
|
||||
- **Validation score**: Primary metric on the selection split
|
||||
- **Test score**: Final metric on held-out test data
|
||||
- **Skill length**: Total tokens in the document
|
||||
- **Edit acceptance rate**: Fraction of proposed edits that pass gating
|
||||
|
||||
## Best Practices
|
||||
|
||||
!!! tip "Tips for better skills"
|
||||
1. **Start with a seed skill** (`env.skill_init`) if you have domain knowledge — it converges faster
|
||||
2. **Use cosine LR schedule** — aggressive early exploration + careful late refinement
|
||||
3. **Enable slow update** (`use_slow_update: true`) to prevent forgetting across epochs
|
||||
4. **Enable meta skill** (`use_meta_skill: true`) so the teacher accumulates strategy memory
|
||||
|
||||
## Next Steps
|
||||
|
||||
- [Deep Learning Analogy](dl-analogy.md)
|
||||
- [Configuration Reference](../reference/config.md)
|
||||
@@ -0,0 +1,92 @@
|
||||
# The Training Loop
|
||||
|
||||
SkillOpt's core insight: **optimizing natural-language skill documents follows the same structure as training neural networks**.
|
||||
|
||||
## Overview
|
||||
|
||||
```
|
||||
┌─────────────────────────────────────────────────────────┐
|
||||
│ Training Loop │
|
||||
│ │
|
||||
│ for epoch in epochs: │
|
||||
│ for step in steps: │
|
||||
│ 1. Rollout — Student executes tasks │
|
||||
│ 2. Reflect — Teacher analyzes trajectories │
|
||||
│ 3. Aggregate — Hierarchical merge of patches │
|
||||
│ 4. Select — Rank & clip edits (learning rate) │
|
||||
│ 5. Update — Apply patches to skill doc │
|
||||
│ 6. Gate — Validate & accept/reject │
|
||||
│ │
|
||||
│ Epoch Boundary: │
|
||||
│ • Slow Update (longitudinal comparison & guidance) │
|
||||
│ • Meta Skill (cross-epoch strategy memory) │
|
||||
└─────────────────────────────────────────────────────────┘
|
||||
```
|
||||
|
||||
## Stage Details
|
||||
|
||||
### 1. Rollout (Forward Pass)
|
||||
|
||||
The **student** model executes tasks using the current skill document as its prompt. Each task produces a trajectory and a score.
|
||||
|
||||
```python
|
||||
# Analogy: forward pass through the network
|
||||
predictions = model(input, skill_document)
|
||||
scores = evaluate(predictions, ground_truth)
|
||||
```
|
||||
|
||||
### 2. Reflect (Backward Pass)
|
||||
|
||||
The **teacher** model analyzes failed trajectories and produces **edit patches** — structured suggestions for improving the skill document.
|
||||
|
||||
Two modes:
|
||||
|
||||
- **Shallow**: Analyze each trajectory independently
|
||||
- **Deep**: Cross-reference multiple failures to find systemic issues
|
||||
|
||||
```python
|
||||
# Analogy: computing gradients
|
||||
gradients = loss.backward() # → edit patches
|
||||
```
|
||||
|
||||
### 3. Aggregate
|
||||
|
||||
Semantically similar edit patches are merged to avoid redundant edits.
|
||||
|
||||
### 4. Select (Gradient Clipping)
|
||||
|
||||
Edits are ranked by relevance score. The `learning_rate` parameter caps how many edits are applied per step — just like gradient clipping prevents overshooting.
|
||||
|
||||
```python
|
||||
# Analogy: gradient clipping + optimizer step size
|
||||
selected = top_k(edits, k=learning_rate)
|
||||
```
|
||||
|
||||
The `lr_scheduler` adjusts this over training:
|
||||
|
||||
- **cosine**: Start aggressive, taper smoothly
|
||||
- **linear**: Linear decay
|
||||
- **constant**: Fixed rate
|
||||
|
||||
### 5. Update (Parameter Update)
|
||||
|
||||
Selected edits are applied to the skill document, producing a new version.
|
||||
|
||||
### 6. Gate (Validation)
|
||||
|
||||
The updated skill is evaluated on a **selection split** (analogous to a validation set). The update is only accepted if performance improves.
|
||||
|
||||
## Epoch Boundary Mechanisms
|
||||
|
||||
### Slow Update
|
||||
|
||||
At the end of each epoch (starting from epoch 2), the system performs a **longitudinal comparison**: it rolls out both the previous epoch's skill and the current skill on the same samples, categorizes items as improved/regressed/persistent_fail/stable_success, then generates high-level **guidance** that is injected into the skill document. This prevents catastrophic forgetting of earlier improvements.
|
||||
|
||||
### Meta Skill
|
||||
|
||||
A **meta-skill memory** accumulates high-level strategy notes across the entire training run. At the end of each epoch, the teacher reflects on what changed between epochs and produces a compact memory that is provided as additional context during future reflection steps.
|
||||
|
||||
## Next Steps
|
||||
|
||||
- [Understand Skill Documents](skill-document.md)
|
||||
- [DL ↔ SkillOpt analogy table](dl-analogy.md)
|
||||
+170
@@ -0,0 +1,170 @@
|
||||
---
|
||||
hide:
|
||||
- navigation
|
||||
---
|
||||
|
||||
<div class="hero" markdown>
|
||||
|
||||
# SkillOpt
|
||||
|
||||
### Train Agent Skills Like Neural Networks
|
||||
|
||||
*Optimize natural-language skill documents through iterative rollout, reflection, and gated validation — with epochs, learning rates, and validation gates — without touching model weights.*
|
||||
|
||||
[Get Started :material-rocket-launch:](guide/installation.md){ .md-button .md-button--primary }
|
||||
[View on GitHub :material-github:](https://github.com/microsoft/SkillOpt){ .md-button }
|
||||
|
||||
</div>
|
||||
|
||||
---
|
||||
|
||||
## How It Works
|
||||
|
||||
<div class="pipeline-container" markdown>
|
||||
<div class="pipeline-wrapper">
|
||||
|
||||
<div class="pipeline-stage" id="stage-rollout">
|
||||
<div class="stage-icon">🎯</div>
|
||||
<div class="stage-label">Rollout</div>
|
||||
<div class="stage-desc">Student executes tasks</div>
|
||||
</div>
|
||||
|
||||
<div class="pipeline-arrow"><div class="flow-line"></div></div>
|
||||
|
||||
<div class="pipeline-stage" id="stage-reflect">
|
||||
<div class="stage-icon">🔍</div>
|
||||
<div class="stage-label">Reflect</div>
|
||||
<div class="stage-desc">Teacher analyzes trajectories</div>
|
||||
</div>
|
||||
|
||||
<div class="pipeline-arrow"><div class="flow-line"></div></div>
|
||||
|
||||
<div class="pipeline-stage" id="stage-aggregate">
|
||||
<div class="stage-icon">🔗</div>
|
||||
<div class="stage-label">Aggregate</div>
|
||||
<div class="stage-desc">Merge edit patches</div>
|
||||
</div>
|
||||
|
||||
<div class="pipeline-arrow"><div class="flow-line"></div></div>
|
||||
|
||||
<div class="pipeline-stage" id="stage-select">
|
||||
<div class="stage-icon">✂️</div>
|
||||
<div class="stage-label">Select</div>
|
||||
<div class="stage-desc">Rank & clip edits</div>
|
||||
</div>
|
||||
|
||||
<div class="pipeline-arrow"><div class="flow-line"></div></div>
|
||||
|
||||
<div class="pipeline-stage" id="stage-update">
|
||||
<div class="stage-icon">📝</div>
|
||||
<div class="stage-label">Update</div>
|
||||
<div class="stage-desc">Apply to skill doc</div>
|
||||
</div>
|
||||
|
||||
<div class="pipeline-arrow"><div class="flow-line"></div></div>
|
||||
|
||||
<div class="pipeline-stage" id="stage-gate">
|
||||
<div class="stage-icon">🚦</div>
|
||||
<div class="stage-label">Gate</div>
|
||||
<div class="stage-desc">Validate & accept</div>
|
||||
</div>
|
||||
|
||||
</div>
|
||||
|
||||
<div class="pipeline-epoch-bar">
|
||||
<div class="epoch-mechanism">🔄 Slow Update</div>
|
||||
<div class="epoch-mechanism">🧠 Meta Skill</div>
|
||||
<div class="epoch-label">Epoch Boundary</div>
|
||||
</div>
|
||||
|
||||
</div>
|
||||
|
||||
---
|
||||
|
||||
## Deep Learning Analogy
|
||||
|
||||
SkillOpt brings the familiar deep-learning training paradigm to agentic prompt optimization:
|
||||
|
||||
| Deep Learning | SkillOpt |
|
||||
|---|---|
|
||||
| Model weights | Skill document (Markdown) |
|
||||
| Forward pass | Rollout (student executes tasks) |
|
||||
| Loss / gradient | Reflect (teacher produces edit patches) |
|
||||
| Gradient clipping | Edit selection (`learning_rate` = max edits) |
|
||||
| SGD step | Patch application to skill |
|
||||
| Validation set | Gated evaluation on selection split |
|
||||
| LR schedule | `lr_scheduler`: cosine, linear, constant |
|
||||
| Epochs | Multi-epoch with slow update & meta skill memory |
|
||||
|
||||
---
|
||||
|
||||
## Supported Benchmarks
|
||||
|
||||
| Benchmark | Type | Config |
|
||||
|---|---|---|
|
||||
| **DocVQA** | Document QA | `configs/docvqa/` |
|
||||
| **ALFWorld** | Embodied AI | `configs/alfworld/` |
|
||||
| **OfficeQA** | Enterprise QA | `configs/officeqa/` |
|
||||
| **SearchQA** | Open-domain QA | `configs/searchqa/` |
|
||||
| **LiveMathBench** | Math reasoning | `configs/livemathematicianbench/` |
|
||||
| **SWEBench** | Software Engineering | `configs/swebench/` |
|
||||
| + 5 more | Various | See [docs](guide/first-experiment.md) |
|
||||
|
||||
---
|
||||
|
||||
## Quick Example
|
||||
|
||||
```bash
|
||||
# Install
|
||||
pip install -e .
|
||||
|
||||
# Configure credentials
|
||||
export AZURE_OPENAI_ENDPOINT="https://your-resource.openai.azure.com/"
|
||||
export AZURE_OPENAI_API_KEY="your-key"
|
||||
|
||||
# Train on SearchQA
|
||||
python scripts/train.py --config configs/searchqa/default.yaml
|
||||
|
||||
# Evaluate best skill
|
||||
python scripts/eval_only.py \
|
||||
--config configs/searchqa/default.yaml \
|
||||
--skill outputs/best_skill.md
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
<div class="grid cards" markdown>
|
||||
|
||||
- :material-book-open-variant:{ .lg .middle } **Getting Started**
|
||||
|
||||
---
|
||||
|
||||
Install SkillOpt, configure your API keys, and run your first experiment in 5 minutes.
|
||||
|
||||
[:octicons-arrow-right-24: Installation](guide/installation.md)
|
||||
|
||||
- :material-puzzle:{ .lg .middle } **Add a Benchmark**
|
||||
|
||||
---
|
||||
|
||||
Extend SkillOpt with your own benchmark in ~100 lines of code.
|
||||
|
||||
[:octicons-arrow-right-24: Extension Guide](guide/new-benchmark.md)
|
||||
|
||||
- :material-cog:{ .lg .middle } **Configuration**
|
||||
|
||||
---
|
||||
|
||||
Full reference for all hyperparameters with deep learning analogies.
|
||||
|
||||
[:octicons-arrow-right-24: Config Reference](reference/config.md)
|
||||
|
||||
- :material-monitor-dashboard:{ .lg .middle } **WebUI**
|
||||
|
||||
---
|
||||
|
||||
Configure, launch, and monitor training from your browser.
|
||||
|
||||
[:octicons-arrow-right-24: WebUI Guide](guide/first-experiment.md#webui)
|
||||
|
||||
</div>
|
||||
@@ -0,0 +1,81 @@
|
||||
# API Reference
|
||||
|
||||
## Core Classes
|
||||
|
||||
### `EnvAdapter`
|
||||
|
||||
Abstract base class for benchmark environments.
|
||||
|
||||
```python
|
||||
class EnvAdapter(ABC):
|
||||
async def execute(self, item, skill, model) -> TaskResult
|
||||
def evaluate(self, prediction, ground_truth) -> float
|
||||
def build_prompt(self, item, skill) -> str
|
||||
```
|
||||
|
||||
### `DataLoader`
|
||||
|
||||
Abstract base class for data loading and splitting.
|
||||
|
||||
```python
|
||||
class DataLoader(ABC):
|
||||
def setup(self, cfg: dict) -> None
|
||||
def get_split_items(self, split: str) -> list[DataItem]
|
||||
```
|
||||
|
||||
### `ModelBackend`
|
||||
|
||||
Abstract base class for LLM backends.
|
||||
|
||||
```python
|
||||
class ModelBackend(ABC):
|
||||
async def generate(self, messages, **kwargs) -> ModelResponse
|
||||
async def generate_with_tools(self, messages, tools, **kwargs) -> ModelResponse
|
||||
```
|
||||
|
||||
### `Trainer`
|
||||
|
||||
Main training loop orchestrator.
|
||||
|
||||
```python
|
||||
class Trainer:
|
||||
def __init__(self, cfg: dict)
|
||||
async def train(self) -> TrainResult
|
||||
async def evaluate(self, skill: str, split: str) -> EvalResult
|
||||
```
|
||||
|
||||
## Data Classes
|
||||
|
||||
### `DataItem`
|
||||
|
||||
```python
|
||||
@dataclass
|
||||
class DataItem:
|
||||
id: str
|
||||
input: str
|
||||
ground_truth: str
|
||||
metadata: dict = field(default_factory=dict)
|
||||
```
|
||||
|
||||
### `TaskResult`
|
||||
|
||||
```python
|
||||
@dataclass
|
||||
class TaskResult:
|
||||
item_id: str
|
||||
prediction: str
|
||||
score: float
|
||||
trajectory: list[dict]
|
||||
```
|
||||
|
||||
### `ModelResponse`
|
||||
|
||||
```python
|
||||
@dataclass
|
||||
class ModelResponse:
|
||||
content: str
|
||||
usage: dict
|
||||
model: str
|
||||
```
|
||||
|
||||
For detailed source code, see the [`skillopt/`](https://github.com/microsoft/SkillOpt/tree/main/skillopt) directory.
|
||||
@@ -0,0 +1,71 @@
|
||||
# CLI Reference
|
||||
|
||||
## Training
|
||||
|
||||
```bash
|
||||
python scripts/train.py --config <config.yaml> [overrides...]
|
||||
```
|
||||
|
||||
### Arguments
|
||||
|
||||
| Argument | Description |
|
||||
|---|---|
|
||||
| `--config` | Path to YAML config file (required) |
|
||||
| `key=value` | Override any config parameter |
|
||||
|
||||
### Examples
|
||||
|
||||
```bash
|
||||
# Basic training
|
||||
python scripts/train.py --config configs/searchqa/default.yaml
|
||||
|
||||
# With overrides
|
||||
python scripts/train.py \
|
||||
--config configs/searchqa/default.yaml \
|
||||
--cfg-options optimizer.learning_rate=16 optimizer.lr_scheduler=linear
|
||||
|
||||
# With custom initial skill
|
||||
python scripts/train.py \
|
||||
--config configs/searchqa/default.yaml \
|
||||
--cfg-options env.skill_init=skills/my_seed.md
|
||||
```
|
||||
|
||||
## Evaluation
|
||||
|
||||
```bash
|
||||
python scripts/eval_only.py --config <config.yaml> --skill <skill.md>
|
||||
```
|
||||
|
||||
### Arguments
|
||||
|
||||
| Argument | Description |
|
||||
|---|---|
|
||||
| `--config` | Path to YAML config file (required) |
|
||||
| `--skill` | Path to skill document to evaluate (required) |
|
||||
| `--split` | Evaluation split: `test` (default), `valid`, `train` |
|
||||
|
||||
### Examples
|
||||
|
||||
```bash
|
||||
# Evaluate best skill on test set
|
||||
python scripts/eval_only.py \
|
||||
--config configs/searchqa/default.yaml \
|
||||
--skill outputs/searchqa/run_001/skills/best_skill.md
|
||||
|
||||
# Evaluate on validation set
|
||||
python scripts/eval_only.py \
|
||||
--config configs/searchqa/default.yaml \
|
||||
--skill outputs/searchqa/run_001/skills/best_skill.md \
|
||||
--split valid
|
||||
```
|
||||
|
||||
## WebUI
|
||||
|
||||
```bash
|
||||
python -m skillopt_webui.app [--port PORT] [--share]
|
||||
```
|
||||
|
||||
| Argument | Default | Description |
|
||||
|---|---|---|
|
||||
| `--port` | 7860 | Port number |
|
||||
| `--share` | false | Create public Gradio link |
|
||||
@@ -0,0 +1,72 @@
|
||||
# Configuration Reference
|
||||
|
||||
Complete reference for all SkillOpt configuration parameters.
|
||||
|
||||
## Model
|
||||
|
||||
| Parameter | Type | Default | Description |
|
||||
|---|---|---|---|
|
||||
| `model.backend` | str | `azure_openai` | Backend: `azure_openai` / `openai_chat` / `claude_code_exec` / `qwen` |
|
||||
| `model.teacher` | str | `gpt-5.5` | Teacher model (for reflection & slow update) |
|
||||
| `model.student` | str | `gpt-5.5` | Student model (for rollout execution) |
|
||||
| `model.reasoning_effort` | str | `medium` | Reasoning effort level |
|
||||
|
||||
## Training (`train`)
|
||||
|
||||
| Parameter | Type | Default | DL Analogy | Description |
|
||||
|---|---|---|---|---|
|
||||
| `train.num_epochs` | int | 4 | Epochs | Number of training epochs |
|
||||
| `train.batch_size` | int | 40 | Batch size | Tasks sampled per step |
|
||||
| `train.accumulation` | int | 1 | Gradient accumulation | Accumulation rounds per step |
|
||||
| `train.seed` | int | 42 | Random seed | Reproducibility seed |
|
||||
|
||||
## Gradient / Reflection (`gradient`)
|
||||
|
||||
| Parameter | Type | Default | Description |
|
||||
|---|---|---|---|
|
||||
| `gradient.minibatch_size` | int | 8 | Reflect minibatch size |
|
||||
| `gradient.merge_batch_size` | int | 8 | Patch merge batch size |
|
||||
| `gradient.analyst_workers` | int | 16 | Parallel reflection workers |
|
||||
| `gradient.max_analyst_rounds` | int | 3 | Max rounds of analyst reflection |
|
||||
| `gradient.failure_only` | bool | `false` | Only reflect on failures |
|
||||
|
||||
## Optimizer (`optimizer`)
|
||||
|
||||
| Parameter | Type | Default | DL Analogy | Description |
|
||||
|---|---|---|---|---|
|
||||
| `optimizer.learning_rate` | int | 4 | Learning rate | Max edit patches per step (edit budget) |
|
||||
| `optimizer.min_learning_rate` | int | 2 | Min LR | Min edits for decay schedulers |
|
||||
| `optimizer.lr_scheduler` | str | `cosine` | LR schedule | `constant` / `linear` / `cosine` / `autonomous` |
|
||||
| `optimizer.skill_update_mode` | str | `patch` | — | `patch` / `rewrite_from_suggestions` / `full_rewrite_minibatch` |
|
||||
| `optimizer.use_slow_update` | bool | `true` | Momentum | Epoch-boundary longitudinal comparison & guidance |
|
||||
| `optimizer.slow_update_samples` | int | 20 | — | Samples for slow update evaluation |
|
||||
| `optimizer.use_meta_skill` | bool | `true` | Meta-learning | Cross-epoch teacher-side strategy memory |
|
||||
| `optimizer.longitudinal_pair_policy` | str | `mixed` | — | `mixed` / `changed` / `unchanged` |
|
||||
|
||||
## Evaluation (`evaluation`)
|
||||
|
||||
| Parameter | Type | Default | Description |
|
||||
|---|---|---|---|
|
||||
| `evaluation.use_gate` | bool | `true` | Enable validation gating (accept/reject updates) |
|
||||
| `evaluation.eval_test` | bool | `true` | Run test evaluation after training |
|
||||
|
||||
## Environment (`env`)
|
||||
|
||||
| Parameter | Type | Default | Description |
|
||||
|---|---|---|---|
|
||||
| `env.name` | str | — | Benchmark name (e.g., `searchqa`, `docvqa`) |
|
||||
| `env.data_path` | str | — | Path to dataset |
|
||||
| `env.skill_init` | str | — | Path to initial seed skill (optional) |
|
||||
| `env.split_mode` | str | `ratio` | `ratio` or `split_dir` |
|
||||
| `env.split_ratio` | str | `2:1:7` | Train:val:test ratio |
|
||||
| `env.exec_timeout` | int | 120 | Per-task timeout in seconds |
|
||||
| `env.out_root` | str | — | Output directory |
|
||||
|
||||
## Azure OpenAI Credentials
|
||||
|
||||
| Variable | Description |
|
||||
|---|---|
|
||||
| `AZURE_OPENAI_ENDPOINT` / `model.azure_openai_endpoint` | Azure resource endpoint |
|
||||
| `AZURE_OPENAI_API_KEY` / `model.azure_openai_api_key` | Azure API key |
|
||||
| `OPENAI_API_KEY` | OpenAI API key (for `openai_chat` backend) |
|
||||
| `ANTHROPIC_API_KEY` | Anthropic API key (for `claude_code_exec` backend) |
|
||||
Reference in New Issue
Block a user