khoj/README.md

# Khoj 🦅
[![test](https://github.com/debanjum/khoj/actions/workflows/test.yml/badge.svg)](https://github.com/debanjum/khoj/actions/workflows/test.yml)
[![dockerize](https://github.com/debanjum/khoj/actions/workflows/dockerize.yml/badge.svg)](https://github.com/debanjum/khoj/pkgs/container/khoj)
[![pypi](https://github.com/debanjum/khoj/actions/workflows/pypi.yml/badge.svg)](https://pypi.org/project/khoj-assistant/)

*A search assistant for your second brain*

**Supported Plugins**

[![Khoj on Obsidian](https://img.shields.io/badge/Obsidian-%23483699.svg?style=for-the-badge&logo=obsidian&logoColor=white)](https://github.com/debanjum/khoj/tree/master/src/interface/obsidian#readme)
[![Khoj on Emacs](https://img.shields.io/badge/Emacs-%237F5AB6.svg?&style=for-the-badge&logo=gnu-emacs&logoColor=white)](https://github.com/debanjum/khoj/tree/master/src/interface/emacs#readme)

## Table of Contents

- [Features](#Features)
- [Demos](#Demos)
  - [Khoj in Obsidian](#khoj-in-obsidian)
  - [Khoj in Emacs, Browser](#khoj-in-emacs-browser)
  - [Interfaces](#Interfaces)
- [Architecture](#Architecture)
- [Setup](#Setup)
  - [Install](#1-Install)
  - [Run](#2-Run)
  - [Configure](#3-Configure)
  - [Install Plugins](#4-install-interface-plugins)
- [Use](#Use)
  - [Khoj Search](#Khoj-search)
  - [Khoj Chat](#Khoj-chat)
- [Upgrade](#Upgrade)
  - [Khoj Server](#upgrade-khoj-server)
  - [Khoj.el](#upgrade-khoj-on-emacs)
  - [Khoj Obsidian](#upgrade-khoj-on-obsidian)
- [Uninstall](#uninstall)
- [Troubleshoot](#Troubleshoot)
- [Advanced Usage](#advanced-usage)
  - [Access Khoj on Mobile](#access-khoj-on-mobile)
  - [Use OpenAI Models for Search](#use-openai-models-for-search)
  - [Search across Different Languages](#search-across-different-languages)
- [Miscellaneous](#Miscellaneous)
  - [Setup OpenAI API key in Khoj](#set-your-openai-api-key-in-khoj)
  - [GPT API](#gpt-api)
- [Performance](#Performance)
  - [Query Performance](#Query-performance)
  - [Indexing Performance](#Indexing-performance)
  - [Miscellaneous](#Miscellaneous-1)
- [Development](#Development)
  - [Visualize Codebase](#visualize-codebase)
  - [Setup](#Setup)
    - [Using Pip](#Using-Pip)
    - [Using Docker](#Using-Docker)
    - [Using Conda](#Using-Conda)
  - [Validate](#Validate)
- [Credits](#Credits)

## Features
- **Search**
  - **Local**: Your personal data stays local. All search and indexing is done on your machine. *Unlike chat which requires access to GPT.*
  - **Incremental**: Incremental search for a fast, search-as-you-type experience
- **Chat**
  - **Faster answers**: Find answers faster, smoother than search. No need to manually scan through your notes to find answers.
  - **Iterative discovery**: Iteratively explore and (re-)discover your notes
  - **Assisted creativity**: Smoothly weave across answers retrieval and content generation
- **General**
  - **Natural**: Advanced natural language understanding using Transformer based ML Models
  - **Pluggable**: Modular architecture makes it easy to plug in new data sources, frontends and ML models
  - **Multiple Sources**: Index your Org-mode and Markdown notes, Beancount transactions and Photos
  - **Multiple Interfaces**: Interact from your [Web Browser](./src/khoj/interface/web/index.html), [Emacs](./src/interface/emacs/khoj.el) or [Obsidian](./src/interface/obsidian/)

## Demos
### Khoj in Obsidian
https://user-images.githubusercontent.com/6413477/210486007-36ee3407-e6aa-4185-8a26-b0bfc0a4344f.mp4

<details><summary>Description</summary>

- Install Khoj via `pip` and start Khoj backend in non-gui mode
- Install Khoj plugin via Community Plugins settings pane on Obsidian app
- Check the new Khoj plugin settings
- Let Khoj backend index the markdown files in the current Vault
- Open Khoj plugin on Obsidian via Search button on Left Pane
- Search \"*Announce plugin to folks*\" in the [Obsidian Plugin docs](https://marcus.se.net/obsidian-plugin-docs/)
- Jump to the [search result](https://marcus.se.net/obsidian-plugin-docs/publishing/submit-your-plugin)
</details>

### Khoj in Emacs, Browser
https://user-images.githubusercontent.com/6413477/184735169-92c78bf1-d827-4663-9087-a1ea194b8f4b.mp4

<details><summary>Description</summary>

- Install Khoj via pip
- Start Khoj app
- Add this readme and [khoj.el readme](https://github.com/debanjum/khoj/tree/master/src/interface/emacs) as org-mode for Khoj to index
- Search \"*Setup editor*\" on the Web and Emacs. Re-rank the results for better accuracy
- Top result is what we are looking for, the [section to Install Khoj.el on Emacs](https://github.com/debanjum/khoj/tree/master/src/interface/emacs#2-Install-Khojel)
</details>

<details><summary>Analysis</summary>

- The results do not have any words used in the query
  - *Based on the top result it seems the re-ranking model understands that Emacs is an editor?*
- The results incrementally update as the query is entered
- The results are re-ranked, for better accuracy, once user hits enter
</details>

### Interfaces

![](https://github.com/debanjum/khoj/blob/master/docs/interfaces.png?)

## Architecture

![](https://github.com/debanjum/khoj/blob/master/docs/khoj_architecture.png?)

## Setup
These are the general setup instructions for Khoj.

- Make sure [python](https://realpython.com/installing-python/) (version 3.10 or lower) and [pip](https://pip.pypa.io/en/stable/installation/) are installed on your machine
- Check the [Khoj.el Readme](https://github.com/debanjum/khoj/tree/master/src/interface/emacs#Setup) to setup Khoj with Emacs<br />
  Its simpler as it can skip the server *install*, *run* and *configure* step below.
- Check the [Khoj Obsidian Readme](https://github.com/debanjum/khoj/tree/master/src/interface/obsidian#Setup) to setup Khoj with Obsidian<br />
  Its simpler as it can skip the *configure* step below.

### 1. Install
- On Linux/MacOS
  ```shell
  python -m pip install khoj-assistant
  ```

- On Windows
  ```shell
  py -m pip install khoj-assistant
  ```

### 2. Run

```shell
khoj
```

Note: To start Khoj automatically in the background use [Task scheduler](https://www.windowscentral.com/how-create-automated-task-using-task-scheduler-windows-10) on Windows or [Cron](https://en.wikipedia.org/wiki/Cron) on Mac, Linux (e.g with `@reboot khoj`)

### 3. Configure

1. Enable content types and point to files to search in the First Run Screen that pops up on app start
2. Click `Configure` and wait. The app will download ML models and index the content for search

### 4. Install Interface Plugins
Khoj exposes a web interface by default.<br />
The optional steps below allow using Khoj from within an existing application like Obsidian or Emacs.

- **Khoj Obsidian**:<br />
[Install](https://github.com/debanjum/khoj/tree/master/src/interface/obsidian#2-Setup-Plugin) the Khoj Obsidian plugin

- **Khoj Emacs**:<br />
[Install](https://github.com/debanjum/khoj/tree/master/src/interface/emacs#2-Install-Khojel) khoj.el

## Use
### Khoj Search
- **Khoj via Obsidian**
  - Click the *Khoj search* icon 🔎 on the [Ribbon](https://help.obsidian.md/User+interface/Workspace/Ribbon) or Search for *Khoj: Search* in the [Command Palette](https://help.obsidian.md/Plugins/Command+palette)
- **Khoj via Emacs**
  - Run `M-x khoj <user-query>`
- **Khoj via Web**
  - Open <http://localhost:8000/> via desktop interface or directly
- **Khoj via API**
  - See the Khoj FastAPI [Swagger Docs](http://localhost:8000/docs), [ReDocs](http://localhost:8000/redocs)

<details><summary>Query Filters</summary>

Use structured query syntax to filter the natural language search results
- **Word Filter**: Get entries that include/exclude a specified term
  - Entries that contain term_to_include: `+"term_to_include"`
  - Entries that contain term_to_exclude: `-"term_to_exclude"`
- **Date Filter**: Get entries containing dates in YYYY-MM-DD format from specified date (range)
  - Entries from April 1st 1984: `dt:"1984-04-01"`
  - Entries after March 31st 1984: `dt>="1984-04-01"`
  - Entries before April 2nd 1984 : `dt<="1984-04-01"`
- **File Filter**: Get entries from a specified file
  - Entries from incoming.org file: `file:"incoming.org"`
- Combined Example
  - `what is the meaning of life? file:"1984.org" dt>="1984-01-01" dt<="1985-01-01" -"big" -"brother"`
  - Adds all filters to the natural language query. It should return entries
    - from the file *1984.org*
    - containing dates from the year *1984*
    - excluding words *"big"* and *"brother"*
    - that best match the natural language query *"what is the meaning of life?"*

</details>

### Khoj Chat
#### Overview
- Creates a personal assistant for you to inquire and engage with your notes
- Uses [ChatGPT](https://openai.com/blog/chatgpt) and [Khoj search](#khoj-search)
- Supports multi-turn conversations with the relevant notes for context
- Shows reference notes used to generate a response
- **Note**: *Your query and top notes from khoj search will be sent to OpenAI for processing*

#### Setup
- [Setup your OpenAI API key in Khoj](#set-your-openai-api-key-in-khoj)

#### Use
1. Open [/chat](http://localhost:8000/chat)[^2]
2. Type your queries and see response by Khoj from your notes

#### Demo
![](https://github.com/debanjum/khoj/blob/master/docs/khoj_chat_web_interface.png?)

### Details
1. Your query is used to retrieve the most relevant notes, if any, using Khoj search
2. These notes, the last few messages and associated metadata is passed to ChatGPT along with your query for a response

## Upgrade
### Upgrade Khoj Server
```shell
pip install --upgrade khoj-assistant
```

*Note: To upgrade to the latest pre-release version of the khoj server run below command*
```shell
# Maps to the latest commit on the master branch
pip install --upgrade --pre khoj-assistant
```

### Upgrade Khoj on Emacs
- Use your Emacs Package Manager to Upgrade
- See [khoj.el readme](https://github.com/debanjum/khoj/tree/master/src/interface/emacs#Upgrade) for details

### Upgrade Khoj on Obsidian
- Upgrade via the Community plugins tab on the settings pane in the Obsidian app
- See the [khoj plugin readme](https://github.com/debanjum/khoj/tree/master/src/interface/obsidian#2-Setup-Plugin) for details

## Uninstall
1. (Optional) Hit `Ctrl-C` in the terminal running the khoj server to stop it
2. Delete the khoj directory in your home folder (i.e `~/.khoj` on Linux, Mac or `C:\Users\<your-username>\.khoj` on Windows)
3. Uninstall the khoj server with `pip uninstall khoj-assistant`
4. (Optional) Uninstall khoj.el or the khoj obsidian plugin in the standard way on Emacs, Obsidian

## Troubleshoot

#### Install fails while building Tokenizer dependency
- **Details**: `pip install khoj-assistant` fails while building the `tokenizers` dependency. Complains about Rust.
- **Fix**: Install Rust to build the tokenizers package. For example on Mac run:
    ```shell
    brew install rustup
    rustup-init
    source ~/.cargo/env
    ```
- **Refer**: [Issue with Fix](https://github.com/debanjum/khoj/issues/82#issuecomment-1241890946) for more details

#### Search starts giving wonky results
- **Fix**: Open [/api/update?force=true](http://localhost:8000/api/update?force=true)[^2] in browser to regenerate index from scratch
- **Note**: *This is a fix for when you percieve the search results have degraded. Not if you think they've always given wonky results*

#### Khoj in Docker errors out with \"Killed\" in error message
- **Fix**: Increase RAM available to Docker Containers in Docker Settings
- **Refer**: [StackOverflow Solution](https://stackoverflow.com/a/50770267), [Configure Resources on Docker for Mac](https://docs.docker.com/desktop/mac/#resources)

#### Khoj errors out complaining about Tensors mismatch or null
- **Mitigation**: Disable `image` search using the desktop GUI

## Advanced Usage
### Access Khoj on Mobile
1. [Setup Khoj](#Setup) on your personal server. This can be any always-on machine, i.e an old computer, RaspberryPi(?) etc
2. [Install](https://tailscale.com/kb/installation/) [Tailscale](tailscale.com/) on your personal server and phone
3. Open the Khoj web interface of the server from your phone browser.<br /> It should be `http://tailscale-ip-of-server:8000` or `http://name-of-server:8000` if you've setup [MagicDNS](https://tailscale.com/kb/1081/magicdns/)
4. Click the [Add to Homescreen](https://developer.mozilla.org/en-US/docs/Web/Progressive_web_apps/Add_to_home_screen) button
5. Enjoy exploring your notes, transactions and images from your phone!

![](https://github.com/debanjum/khoj/blob/master/docs/khoj_pwa_android.png?)

### Use OpenAI Models for Search
#### Setup
1. Set `encoder-type`, `encoder` and `model-directory` under `asymmetric` and/or `symmetric` `search-type` in your `khoj.yml`[^1]:
   ```diff
      asymmetric:
   -    encoder: "sentence-transformers/multi-qa-MiniLM-L6-cos-v1"
   +    encoder: text-embedding-ada-002
   +    encoder-type: src.khoj.utils.models.OpenAI
        cross-encoder: "cross-encoder/ms-marco-MiniLM-L-6-v2"
   -    encoder-type: sentence_transformers.SentenceTransformer
   -    model_directory: "~/.khoj/search/asymmetric/"
   +    model-directory: null
   ```
2. [Setup your OpenAI API key in Khoj](#set-your-openai-api-key-in-khoj)
3. Restart Khoj server to generate embeddings. It will take longer than with offline models.

#### Warnings
  This configuration *uses an online model*
  - It will **send all notes to OpenAI** to generate embeddings
  - **All queries will be sent to OpenAI** when you search with Khoj
  - You will be **charged by OpenAI** based on the total tokens processed
  - It *requires an active internet connection* to search and index

### Search across Different Languages
  To search for notes in multiple, different languages, you can use a [multi-lingual model](https://www.sbert.net/docs/pretrained_models.html#multi-lingual-models).<br />
  For example, the [paraphrase-multilingual-MiniLM-L12-v2](https://huggingface.co/sentence-transformers/paraphrase-multilingual-MiniLM-L12-v2) supports [50+ languages](https://www.sbert.net/docs/pretrained_models.html#:~:text=we%20used%20the%20following%2050%2B%20languages), has good search quality and speed. To use it:
  1. Manually update `search-type > asymmetric > encoder` to `paraphrase-multilingual-MiniLM-L12-v2` in your `~/.khoj/khoj.yml` file for now. See diff of `khoj.yml` below for illustration:
  ```diff
   asymmetric:
- encoder: "sentence-transformers/multi-qa-MiniLM-L6-cos-v1"
+ encoder: "paraphrase-multilingual-MiniLM-L12-v2"
     cross-encoder: "cross-encoder/ms-marco-MiniLM-L-6-v2"
     model_directory: "~/.khoj/search/asymmetric/"
  ```

  2. Regenerate your content index. For example, by opening [\<khoj-url\>/api/update?t=force](http://localhost:8000/api/update?t=force)

## Miscellaneous
### Set your OpenAI API key in Khoj
If you want, Khoj can be configured to use OpenAI for search and chat.<br />
Add your OpenAI API to Khoj by using either of the two options below:
 - Open the Khoj desktop GUI, add your [OpenAI API key](https://beta.openai.com/account/api-keys) and click *Configure*
   Ensure khoj is started **without** the `--no-gui` flag. Check your system tray to see if Khoj 🦅 is minimized there.
 - Set `openai-api-key` field under `processor.conversation` section in your `khoj.yml`[^1] to your [OpenAI API key](https://beta.openai.com/account/api-keys) and restart khoj:
    ```diff
    processor:
      conversation:
    -    openai-api-key: # "YOUR_OPENAI_API_KEY"
    +    openai-api-key: sk-aaaaaaaaaaaaaaaaaaaaaaaahhhhhhhhhhhhhhhhhhhhhhhh
        model: "text-davinci-003"
        conversation-logfile: "~/.khoj/processor/conversation/conversation_logs.json"
    ```

**Warning**: *This will enable Khoj to send your query and note(s) to OpenAI for processing*

### GPT API
- The [chat](http://localhost:8000/api/chat), [answer](http://localhost:8000/api/beta/answer) and [search](http://localhost:8000/api/beta/search) API endpoints use [OpenAI API](https://openai.com/api/)
- They are disabled by default
- To use them:
  1. [Setup your OpenAI API key in Khoj](#set-your-openai-api-key-in-khoj)
  2. Interact with them from the [Khoj Swagger docs](http://locahost:8000/docs)[^2]


## Performance

### Query performance

- Semantic search using the bi-encoder is fairly fast at \<50 ms
- Reranking using the cross-encoder is slower at \<2s on 15 results. Tweak `top_k` to tradeoff speed for accuracy of results
- Filters in query (e.g by file, word or date) usually add \<20ms to query latency

### Indexing performance

- Indexing is more strongly impacted by the size of the source data
- Indexing 100K+ line corpus of notes takes about 10 minutes
- Indexing 4000+ images takes about 15 minutes and more than 8Gb of RAM
- Note: *It should only take this long on the first run* as the index is incrementally updated

### Miscellaneous

- Testing done on a Mac M1 and a \>100K line corpus of notes
- Search, indexing on a GPU has not been tested yet

## Development
### Visualize Codebase

*[Interactive Visualization](https://mango-dune-07a8b7110.1.azurestaticapps.net/?repo=debanjum%2Fkhoj)*

![](https://github.com/debanjum/khoj/blob/master/docs/khoj_codebase_visualization_0.2.1.png?)

### Setup
#### Using Pip
##### 1. Install

```shell
# Get Khoj Code
git clone https://github.com/debanjum/khoj && cd khoj

# Create, Activate Virtual Environment
python3 -m venv .venv && source .venv/bin/activate

# Install Khoj for Development
pip install -e .[dev]
```

##### 2. Run
1. Start Khoj
   ```shell
   khoj -vv
   ```
2. Configure Khoj
   - **Via GUI**: Add files, directories to index in the GUI window that pops up on starting Khoj, then Click Configure
   - **Manually**:
     - Copy the `config/khoj_sample.yml` to `~/.khoj/khoj.yml`
     - Set `input-files` or `input-filter` in each relevant `content-type` section of `~/.khoj/khoj.yml`
       - Set `input-directories` field in `image` `content-type` section
     - Delete `content-type` and `processor` sub-section(s) irrelevant for your use-case
     - Restart khoj

  Note: Wait after configuration for khoj to Load ML model, generate embeddings and expose API to query notes, images, transactions etc specified in config YAML

#### Using Docker
##### 1. Clone

```shell
git clone https://github.com/debanjum/khoj && cd khoj
```

##### 2. Configure

- **Required**: Update [docker-compose.yml](./docker-compose.yml) to mount your images, (org-mode or markdown) notes and beancount directories
- **Optional**: Edit application configuration in [khoj_docker.yml](./config/khoj_docker.yml)

##### 3. Run

```shell
docker-compose up -d
```

*Note: The first run will take time. Let it run, it\'s mostly not hung, just generating embeddings*

##### 4. Upgrade

```shell
docker-compose build --pull
```

#### Using Conda
##### 1. Install Dependencies
- [Install Conda](https://docs.conda.io/projects/conda/en/latest/user-guide/install/index.html)

##### 2. Install Khoj
```shell
git clone https://github.com/debanjum/khoj && cd khoj
conda env create -f config/environment.yml
conda activate khoj
python3 -m pip install pyqt6  # As conda does not support pyqt6 yet
```

##### 3. Configure
- Copy the `config/khoj_sample.yml` to `~/.khoj/khoj.yml`
- Set `input-files` or `input-filter` in each relevant `content-type` section of `~/.khoj/khoj.yml`
  - Set `input-directories` field in `image` `content-type` section
- Delete `content-type`, `processor` sub-sections irrelevant for your use-case

##### 4. Run
```shell
python3 -m src.khoj.main -vv
```
  Load ML model, generate embeddings and expose API to query notes, images, transactions etc specified in config YAML

##### 5. Upgrade
```shell
cd khoj
git pull origin master
conda deactivate khoj
conda env update -f config/environment.yml
conda activate khoj
```

### Validate
#### Before Make Changes
1. Install Git Hooks for Validation
   ```shell
   pre-commit install -t pre-push -t pre-commit
   ```
   - This ensures standard code formatting fixes and other checks run automatically on every commit and push
   - Note 1: If [pre-commit](https://pre-commit.com/#intro) didn't already get installed, [install it](https://pre-commit.com/#install) via `pip install pre-commit`
   - Note 2: To run the pre-commit changes manually, use `pre-commit run --hook-stage manual --all` before creating PR

#### Before Creating PR

1. Run Tests
   ```shell
   pytest
   ```

2. Run MyPy to check types
   ```shell
   mypy --config-file pyproject.toml
   ```

#### After Creating PR
- Automated [validation workflows](.github/workflows) run for every PR.

  Ensure any issues seen by them our fixed

- Test the python packge created for a PR
  1. Download and extract the zipped `.whl` artifact generated from the pypi workflow run for the PR.
  2. Install (in your virtualenv) with `pip install /path/to/download*.whl>`
  3. Start and use the application to see if it works fine


## Credits

- [Multi-QA MiniLM Model](https://huggingface.co/sentence-transformers/multi-qa-MiniLM-L6-cos-v1), [All MiniLM Model](https://huggingface.co/sentence-transformers/all-MiniLM-L6-v2) for Text Search. See [SBert Documentation](https://www.sbert.net/examples/applications/retrieve_rerank/README.html)
- [OpenAI CLIP Model](https://github.com/openai/CLIP) for Image Search. See [SBert Documentation](https://www.sbert.net/examples/applications/image-search/README.html)
- Charles Cave for [OrgNode Parser](http://members.optusnet.com.au/~charles57/GTD/orgnode.html)
- [Org.js](https://mooz.github.io/org-js/) to render Org-mode results on the Web interface
- [Markdown-it](https://github.com/markdown-it/markdown-it) to render Markdown results on the Web interface


[^1]: Default Khoj config file @ `~/.khoj/khoj.yml`

[^2]: Default Khoj url @ http://localhost:8000