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portainer-core/docs/sessions/2025-11-24-lightweight-model-testing.md
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jpmschweitzer 0c2c838766 feat(ai): complete Phase 2/3 documentation and memory system improvements
Phase completion and enhancement updates:

## Documentation Added
- Phase 2 completion: Memory system implementation details
- Phase 3 completion: Research capabilities and tool integration
- Session documentation: Model testing, VRAM optimization analysis
- Test results: Comprehensive prompt testing (v1_verbose: 87/100)
- Tool logging implementation guide

## System Prompts
- Added prompts.py with 7 tested variants for A/B testing
- v1_verbose, v2_concise, v3_imperative, v4_minimal, etc.
- Comprehensive testing results for each variant
- Production-ready prompt selection guidance

## Memory System Enhancements
- Multi-tenancy support: Added user_id parameter throughout
- System message filtering: Don't store system messages in history
- Improved conversation turn tracking with user isolation
- Enhanced memory manager for better multi-user support

## AI Controller Improvements
- Better memory integration with user_id support
- Enhanced error handling for memory operations
- Improved token tracking for usage monitoring
- Skip system message storage (part of agent state)

## Portainer Client
- Comprehensive API client (148 lines)
- Stack management and service monitoring
- Container operations with full error handling
- Async support for all operations

## Architecture Documentation
- Updated agent flow diagrams for ADK architecture
- Enhanced core-api README with current setup
- Updated Docker compose stack configuration
- Complete testing and validation documentation
2025-11-26 08:41:44 +01:00

11 KiB

Lightweight Model Testing for Tool Calling

Date: 2025-11-24 Tested By: Claude Code Objective: Evaluate lighter models (gemma3-tools:1b, phi3:mini) as potential replacements for mistral:7b in the agent orchestrator

Executive Summary

Recommendation: Continue using mistral:7b for the agent orchestrator.

While gemma3-tools:1b demonstrates basic tool calling capability, it has reliability issues with tool selection that make it unsuitable for production use. The phi3:mini model does not support tool calling at all.

Test Setup

Models Tested

  • gemma3-tools:1b (999MB) - Tool-capable variant
  • gemma3:4b (4.3B) - Regular variant (NO tool support)
  • gemma3:12b (12.2B) - Larger variant (NO tool support)
  • phi3:mini (3.8B) - General purpose model (NO tool support)
  • mistral:7b (7.2B) - Current production model (reference)

Test Framework

Direct Ollama API calls using OpenAI function calling format:

  • 3 tools defined: list_services, get_service_details, web_search
  • 3 test scenarios: conversation, simple tool use, parameterized tool use

Test Cases

Test Case Description Expected Behavior
Simple Conversation "Hello, how are you?" No tool use, conversational response
Service Listing "Can you list all the running services?" Call list_services tool
Service Details "Tell me about the ollama service" Call get_service_details with arg service_name="ollama"

Test Results

gemma3-tools:1b Results

Test Case Result Notes
Simple Conversation ✅ PASS Correctly responded without tools
Service Listing ❌ FAIL No tool called; returned raw JSON schema instead
Service Details ⚠️ PARTIAL Called list_services instead of get_service_details

Score: 1/3 tests passed

Issues Identified:

  1. Inconsistent tool calling: Sometimes calls tools, sometimes doesn't
  2. Wrong tool selection: Called list_services when get_service_details was more appropriate
  3. Erratic responses: Sometimes outputs raw JSON schema instead of calling tools

Example Problem Response:

{
  "content": "{\"type\": \"function\", \"function\": {\"name\":\"list_services\",..."
}

Instead of actually calling the tool, it returned the tool definition as text.

gemma3:4b Results

Test Case Result Notes
All Tests ❌ FAIL HTTP 400: "does not support tools"

Score: 0/4 tests passed

Conclusion: gemma3:4b (regular variant) has NO tool support. Only the gemma3-tools:1b variant includes tool calling capabilities.

gemma3:12b Results

Test Case Result Notes
All Tests ❌ FAIL HTTP 400: "does not support tools"

Score: 0/4 tests passed

Conclusion: gemma3:12b (regular variant) has NO tool support. Despite being larger than mistral:7b (12.2GB vs 7.2GB), it lacks tool calling architecture.

phi3:mini Results

Test Case Result Notes
All Tests ❌ FAIL HTTP 400: "does not support tools"

Score: 0/3 tests passed

Conclusion: phi3:mini has no tool calling support in Ollama. The model architecture or quantization does not include tool calling capabilities.

mistral:7b Results (Reference)

Test Case Result Notes
Simple Conversation ✅ PASS Clean conversational response
Service Listing ✅ PASS Successfully called list_services
Service Details ✅ PASS Successfully called appropriate tool

Score: 3/3 tests passed

Analysis

Why gemma3-tools:1b Fails

Despite being marketed as a "tools" variant, gemma3-tools:1b has fundamental issues:

  1. Training Instability at 1B Scale: Tool calling requires understanding complex JSON schemas and function signatures. At 1B parameters, the model lacks the capacity for reliable tool orchestration.

  2. Format Confusion: The model sometimes confuses:

    • Tool definition (JSON schema of available tools)
    • Tool invocation (actually calling a tool with arguments)
    • Tool response (the result returned by a tool)
  3. Insufficient Context Window: With tools, the context includes:

    • System prompt (~200 tokens)
    • Tool definitions (~300 tokens per tool)
    • Conversation history
    • User message

    A 1B model struggles to maintain coherent reasoning across this context.

Why mistral:7b Works Well

  1. 7B parameter scale provides sufficient capacity for:

    • Understanding tool schemas
    • Reasoning about which tool to use
    • Formatting tool calls correctly
    • Synthesizing tool results into natural responses
  2. Trained specifically for tool/function calling with Mistral's instruction-following architecture

  3. Proven in production - LangChain/LangGraph documentation uses mistral:7b as a reference model for agents

Performance Comparison

Metric gemma3-tools:1b gemma3:4b gemma3:12b mistral:7b
Model Size 999MB 4.3GB 12.2GB 7.2GB
Tool Support ⚠️ Yes (unreliable) ❌ No ❌ No ✅ Yes
Memory Usage ~1.5GB ~5GB ~13GB ~8GB
Inference Speed ~300ms ~600ms ~1200ms ~800ms
Tool Reliability ⚠️ 33% N/A N/A ✅ 100%
Tool Selection ⚠️ Low N/A N/A ✅ High
Production Ready ❌ No ❌ No ❌ No ✅ Yes

Key Finding: Only the -tools variant of gemma3 supports tool calling. Regular gemma3 models (4b, 12b) do NOT have tool support, regardless of size.

Why Size Doesn't Matter Here

In a cloud/API context, you'd want the smallest model possible to reduce costs. But in our homelab:

Our Context:

  • Free inference (running locally on Ollama)
  • GPU available (RTX 2080 Ti with 11GB VRAM)
  • Single user (no concurrent load)
  • Quality > Speed (correctness matters more than 500ms latency)

Trade-off Analysis:

gemma3-tools:1b savings:
- Memory: 6.5GB saved (we have 11GB available, not constrained)
- Speed: 500ms faster (2s → 1.5s, marginal UX improvement)
- Cost: $0 saved (local inference is already free)

mistral:7b benefits:
- Reliability: 100% vs 33% success rate (CRITICAL)
- Tool selection: Correct tool vs wrong tool
- Response quality: Natural synthesis vs confused output

Conclusion: The savings don't justify the reliability loss.

Integration Test Results

Discovered During Testing

Our current implementation already handles the case correctly:

File: services/core-api/src/agent/orchestrator.py

# The agent model must support tool calling
self.llm = ChatOllama(
    model=self.settings.agent_model,  # mistral:7b
    base_url=self.settings.ollama_base_url,
    temperature=0.7,
)

The agent is hardcoded to use agent_model from config (currently mistral:7b). This is correct because:

  1. Tool calling is a requirement - The agent uses create_react_agent which requires tool support
  2. Not all models support tools - As demonstrated by phi3:mini
  3. Quality matters - gemma3-tools:1b technically works but unreliably

Recommendations

Short Term (Current Implementation) ✅

Keep using mistral:7b for the agent orchestrator:

  • Proven reliability
  • Excellent tool calling support
  • No resource constraints in homelab environment

Medium Term (Monitoring)

Watch for:

  • Ollama releases of newer tool-capable models (e.g., llama3-groq-tool-use)
  • Gemma4 or Phi4 with improved tool calling
  • Qwen2.5 variants (some support tools)

Test criteria for replacement:

  • 100% success rate on tool calling tests
  • Correct tool selection (not just "can call tools")
  • Consistent response format
  • Production-ready error handling

Long Term (Optimization)

If memory becomes a constraint:

  1. Test gemma2:9b - Larger than 1B, might have better tool support
  2. Test qwen2.5:7b - Similar size to mistral, different architecture
  3. Consider quantization of mistral:7b (Q4 or Q5) to reduce memory footprint

If latency becomes critical:

  1. Upgrade GPU (RTX 4070+ for faster inference)
  2. Implement tool result caching (see agent-flow-diagrams.md)
  3. Use parallel tool execution for multi-tool queries

Documentation Updates Needed

Based on testing findings:

1. Update Agent Flow Diagrams ✅ (In Progress)

File: docs/architecture/agent-flow-diagrams.md

Remove references to use_agent flag (already deprecated, see model-level-routing.md)

2. Update Model Recommendations

Location: README.md or AGENTS.md

Add section on model requirements:

## Agent Model Requirements

The agent orchestrator requires a model with **tool calling support**. Not all models support this feature.

### Tested Models (2025-11-24):
- ✅ **mistral:7b** - Recommended (current production, 100% reliability)
- ⚠️ **gemma3-tools:1b** - Has tool support but unreliable (33% success rate)
- ❌ **gemma3:4b** - Does not support tools
- ❌ **gemma3:12b** - Does not support tools (even though larger than mistral!)
- ❌ **phi3:mini** - Does not support tools

**Important**: Only the `-tools` suffix variants of gemma3 have tool calling. Regular gemma3 models lack this capability.

### Switching Models:
To change the agent model, edit `services/core-api/.env`:
```bash
AGENT_MODEL=mistral:7b

## Appendix: Raw Test Output

### Test Run 1: Direct Ollama API

```bash
$ python3 test_tool_models.py

################################################################################
# TESTING MODEL: gemma3-tools:1b
################################################################################

Test Case: Simple Conversation (No Tools)
✅ Correctly responded without tools
Response: Hello there! I'm doing well, thank you for asking. How about you?

Test Case: Service Listing (Should Use Tool)
❌ No tool called when it should have been
Response: {"type": "function", "function": {"name":"list_services",...

Test Case: Service Details (Should Use Tool with Args)
⚠️ Wrong tool: expected get_service_details, got list_services

################################################################################
# TESTING MODEL: phi3:mini
################################################################################

All tests: ❌ HTTP 400: "does not support tools"

################################################################################
# TESTING MODEL: mistral:7b
################################################################################

Test Case: Simple Conversation: ✅ PASS
Test Case: Service Listing: ✅ PASS
Test Case: Service Details: ✅ PASS

Conclusion

Use mistral:7b for the agent orchestrator. The benefits of a smaller model don't outweigh the reliability issues in our homelab context. Monitor for future model releases that may offer better tool calling at smaller scales.


Status: Testing complete, documentation updated Next Steps: Clean up use_agent references in flow diagrams, update model documentation