Filter knowledge base used by chat to respond (#469)

- Overview
  - Allow applying word, file or date filters on your knowledge base from the chat interface
  - This will limit the portion of the knowledge base Khoj chat can use to respond to your query

src/khoj/routers/api.py

@@ -702,7 +702,7 @@ async def chat(
 ) -> Response:
     perform_chat_checks()
     conversation_command = get_conversation_command(query=q, any_references=True)
-    compiled_references, inferred_queries = await extract_references_and_questions(
+    compiled_references, inferred_queries, defiltered_query = await extract_references_and_questions(
         request, q, (n or 5), conversation_command
     )
     conversation_command = get_conversation_command(query=q, any_references=not is_none_or_empty(compiled_references))
@@ -713,7 +713,7 @@ async def chat(
 
     # Get the (streamed) chat response from the LLM of choice.
     llm_response = generate_chat_response(
-        q,
+        defiltered_query,
         meta_log=state.processor_config.conversation.meta_log,
         compiled_references=compiled_references,
         inferred_queries=inferred_queries,
@@ -770,28 +770,47 @@ async def extract_references_and_questions(
         )
         return compiled_references, inferred_queries
 
-    if conversation_type != ConversationCommand.General:
-        # Infer search queries from user message
-        with timer("Extracting search queries took", logger):
-            # If we've reached here, either the user has enabled offline chat or the openai model is enabled.
-            if state.processor_config.conversation.enable_offline_chat:
-                loaded_model = state.processor_config.conversation.gpt4all_model.loaded_model
-                inferred_queries = extract_questions_offline(
-                    q, loaded_model=loaded_model, conversation_log=meta_log, should_extract_questions=False
-                )
-            elif state.processor_config.conversation.openai_model:
-                api_key = state.processor_config.conversation.openai_model.api_key
-                chat_model = state.processor_config.conversation.openai_model.chat_model
-                inferred_queries = extract_questions(q, model=chat_model, api_key=api_key, conversation_log=meta_log)
+    if conversation_type == ConversationCommand.General:
+        return compiled_references, inferred_queries
 
-        # Collate search results as context for GPT
-        with timer("Searching knowledge base took", logger):
-            result_list = []
-            for query in inferred_queries:
-                n_items = min(n, 3) if state.processor_config.conversation.enable_offline_chat else n
-                result_list.extend(
-                    await search(query, request=request, n=n_items, r=True, score_threshold=-5.0, dedupe=False)
-                )
-            compiled_references = [item.additional["compiled"] for item in result_list]
+    # Extract filter terms from user message
+    defiltered_query = q
+    filter_terms = []
+    for filter in [DateFilter(), WordFilter(), FileFilter()]:
+        filter_terms += filter.get_filter_terms(q)
+        defiltered_query = filter.defilter(q)
+    filters_in_query = " ".join(filter_terms)
 
-    return compiled_references, inferred_queries
+    # Infer search queries from user message
+    with timer("Extracting search queries took", logger):
+        # If we've reached here, either the user has enabled offline chat or the openai model is enabled.
+        if state.processor_config.conversation.enable_offline_chat:
+            loaded_model = state.processor_config.conversation.gpt4all_model.loaded_model
+            inferred_queries = extract_questions_offline(
+                defiltered_query, loaded_model=loaded_model, conversation_log=meta_log, should_extract_questions=False
+            )
+        elif state.processor_config.conversation.openai_model:
+            api_key = state.processor_config.conversation.openai_model.api_key
+            chat_model = state.processor_config.conversation.openai_model.chat_model
+            inferred_queries = extract_questions(
+                defiltered_query, model=chat_model, api_key=api_key, conversation_log=meta_log
+            )
+
+    # Collate search results as context for GPT
+    with timer("Searching knowledge base took", logger):
+        result_list = []
+        for query in inferred_queries:
+            n_items = min(n, 3) if state.processor_config.conversation.enable_offline_chat else n
+            result_list.extend(
+                await search(
+                    f"{query} {filters_in_query}",
+                    request=request,
+                    n=n_items,
+                    r=True,
+                    score_threshold=-5.0,
+                    dedupe=False,
+                )
+            )
+        compiled_references = [item.additional["compiled"] for item in result_list]
+
+    return compiled_references, inferred_queries, defiltered_query

src/khoj/search_filter/base_filter.py

@@ -12,9 +12,12 @@ class BaseFilter(ABC):
         ...
 
     @abstractmethod
-    def can_filter(self, raw_query: str) -> bool:
+    def get_filter_terms(self, query: str) -> List[str]:
         ...
 
+    def can_filter(self, raw_query: str) -> bool:
+        return len(self.get_filter_terms(raw_query)) > 0
+
     @abstractmethod
     def apply(self, query: str, entries: List[Entry]) -> Tuple[str, Set[int]]:
         ...

src/khoj/search_filter/date_filter.py

@@ -3,6 +3,7 @@ import re
 import logging
 from collections import defaultdict
 from datetime import timedelta, datetime
+from typing import List
 from dateutil.relativedelta import relativedelta
 from math import inf
 
@@ -45,9 +46,9 @@ class DateFilter(BaseFilter):
                         continue
                     self.date_to_entry_ids[date_in_entry].add(id)
 
-    def can_filter(self, raw_query):
-        "Check if query contains date filters"
-        return self.extract_date_range(raw_query) is not None
+    def get_filter_terms(self, query: str) -> List[str]:
+        "Get all filter terms in query"
+        return [f"dt{item[0]}'{item[1]}'" for item in re.findall(self.date_regex, query)]
 
     def defilter(self, query):
         # remove date range filter from query
@@ -62,7 +63,7 @@ class DateFilter(BaseFilter):
             query_daterange = self.extract_date_range(query)
 
         # if no date in query, return all entries
-        if query_daterange is None:
+        if query_daterange == []:
             return query, set(range(len(entries)))
 
         query = self.defilter(query)
@@ -95,7 +96,7 @@ class DateFilter(BaseFilter):
         date_range_matches = re.findall(self.date_regex, query)
 
         if len(date_range_matches) == 0:
-            return None
+            return []
 
         # extract, parse natural dates ranges from date range filter passed in query
         # e.g today maps to (start_of_day, start_of_tomorrow)
@@ -110,7 +111,7 @@ class DateFilter(BaseFilter):
         #   >=yesterday maps to [start_of_yesterday, inf)
         #   <tomorrow maps to [0, start_of_tomorrow)
         # ---
-        effective_date_range = [0, inf]
+        effective_date_range: List = [0, inf]
         date_range_considering_comparator = []
         for cmp, (dtrange_start, dtrange_end) in date_ranges_from_filter:
             if cmp == ">":
@@ -135,7 +136,7 @@ class DateFilter(BaseFilter):
             ]
 
         if effective_date_range == [0, inf] or effective_date_range[0] > effective_date_range[1]:
-            return None
+            return []
         else:
             return effective_date_range
 

src/khoj/search_filter/file_filter.py

@@ -3,6 +3,7 @@ import re
 import fnmatch
 import logging
 from collections import defaultdict
+from typing import List
 
 # Internal Packages
 from khoj.search_filter.base_filter import BaseFilter
@@ -25,8 +26,9 @@ class FileFilter(BaseFilter):
             for id, entry in enumerate(entries):
                 self.file_to_entry_map[getattr(entry, self.entry_key)].add(id)
 
-    def can_filter(self, raw_query):
-        return re.search(self.file_filter_regex, raw_query) is not None
+    def get_filter_terms(self, query: str) -> List[str]:
+        "Get all filter terms in query"
+        return [f'file:"{term}"' for term in re.findall(self.file_filter_regex, query)]
 
     def defilter(self, query: str) -> str:
         return re.sub(self.file_filter_regex, "", query).strip()

src/khoj/search_filter/word_filter.py

@@ -2,6 +2,7 @@
 import re
 import logging
 from collections import defaultdict
+from typing import List
 
 # Internal Packages
 from khoj.search_filter.base_filter import BaseFilter
@@ -36,12 +37,11 @@ class WordFilter(BaseFilter):
 
         return self.word_to_entry_index
 
-    def can_filter(self, raw_query):
-        "Check if query contains word filters"
-        required_words = re.findall(self.required_regex, raw_query)
-        blocked_words = re.findall(self.blocked_regex, raw_query)
-
-        return len(required_words) != 0 or len(blocked_words) != 0
+    def get_filter_terms(self, query: str) -> List[str]:
+        "Get all filter terms in query"
+        required_terms = [f"+{required_term}" for required_term in re.findall(self.required_regex, query)]
+        blocked_terms = [f"-{blocked_term}" for blocked_term in re.findall(self.blocked_regex, query)]
+        return required_terms + blocked_terms
 
     def defilter(self, query: str) -> str:
         return re.sub(self.blocked_regex, "", re.sub(self.required_regex, "", query)).strip()

tests/test_date_filter.py

@@ -68,13 +68,13 @@ def test_extract_date_range():
     ]
 
     # Unparseable date filter specified in query
-    assert DateFilter().extract_date_range('head dt:"Summer of 69" tail') == None
+    assert DateFilter().extract_date_range('head dt:"Summer of 69" tail') == []
 
     # No date filter specified in query
-    assert DateFilter().extract_date_range("head tail") == None
+    assert DateFilter().extract_date_range("head tail") == []
 
     # Non intersecting date ranges
-    assert DateFilter().extract_date_range('head dt>"1984-01-01" dt<"1984-01-01" tail') == None
+    assert DateFilter().extract_date_range('head dt>"1984-01-01" dt<"1984-01-01" tail') == []
 
 
 @pytest.mark.filterwarnings("ignore:The localize method is no longer necessary.")
@@ -158,3 +158,23 @@ def test_date_filter_regex():
 
     dtrange_match = re.findall(DateFilter().date_regex, "head tail")
     assert dtrange_match == []
+
+
+def test_get_file_filter_terms():
+    dtrange_match = DateFilter().get_filter_terms('multi word head dt>"today" dt:"1984-01-01"')
+    assert dtrange_match == ["dt>'today'", "dt:'1984-01-01'"]
+
+    dtrange_match = DateFilter().get_filter_terms('head dt>"today" dt:"1984-01-01" multi word tail')
+    assert dtrange_match == ["dt>'today'", "dt:'1984-01-01'"]
+
+    dtrange_match = DateFilter().get_filter_terms('multi word head dt>="today" dt="1984-01-01"')
+    assert dtrange_match == ["dt>='today'", "dt='1984-01-01'"]
+
+    dtrange_match = DateFilter().get_filter_terms('dt<"multi word date" multi word tail')
+    assert dtrange_match == ["dt<'multi word date'"]
+
+    dtrange_match = DateFilter().get_filter_terms('head dt<="multi word date"')
+    assert dtrange_match == ["dt<='multi word date'"]
+
+    dtrange_match = DateFilter().get_filter_terms("head tail")
+    assert dtrange_match == []

tests/test_file_filter.py

@@ -99,6 +99,18 @@ def test_multiple_file_filter():
     assert entry_indices == {0, 1, 2, 3}
 
 
+def test_get_file_filter_terms():
+    # Arrange
+    file_filter = FileFilter()
+    q_with_filter_terms = 'head tail file:"file 1.org" file:"/path/to/dir/*.org"'
+
+    # Act
+    filter_terms = file_filter.get_filter_terms(q_with_filter_terms)
+
+    # Assert
+    assert filter_terms == ['file:"file 1.org"', 'file:"/path/to/dir/*.org"']
+
+
 def arrange_content():
     entries = [
         Entry(compiled="", raw="First Entry", file="file 1.org"),

tests/test_gpt4all_chat_director.py

@@ -209,6 +209,24 @@ def test_answer_from_retrieved_content_using_notes_command(client_offline_chat):
     assert "Fujiang" in response_message
 
 
+# ----------------------------------------------------------------------------------------------------
+@pytest.mark.chatquality
+def test_answer_using_file_filter(client_offline_chat):
+    # Arrange
+    no_answer_query = urllib.parse.quote('Where was Xi Li born? file:"Namita.markdown"')
+    answer_query = urllib.parse.quote('Where was Xi Li born? file:"Xi Li.markdown"')
+    message_list = []
+    populate_chat_history(message_list)
+
+    # Act
+    no_answer_response = client_offline_chat.get(f"/api/chat?q={no_answer_query}&stream=true").content.decode("utf-8")
+    answer_response = client_offline_chat.get(f"/api/chat?q={answer_query}&stream=true").content.decode("utf-8")
+
+    # Assert
+    assert "Fujiang" not in no_answer_response
+    assert "Fujiang" in answer_response
+
+
 # ----------------------------------------------------------------------------------------------------
 @pytest.mark.chatquality
 def test_answer_not_known_using_notes_command(client_offline_chat):

tests/test_openai_chat_director.py

@@ -337,3 +337,19 @@ def test_answer_requires_multiple_independent_searches(chat_client):
     assert any([expected_response in response_message.lower() for expected_response in expected_responses]), (
         "Expected Xi is older than Namita, but got: " + response_message
     )
+
+
+# ----------------------------------------------------------------------------------------------------
+def test_answer_using_file_filter(chat_client):
+    "Chat should be able to use search filters in the query"
+    # Act
+    query = urllib.parse.quote('Is Xi older than Namita? file:"Namita.markdown" file:"Xi Li.markdown"')
+    response = chat_client.get(f"/api/chat?q={query}&stream=true")
+    response_message = response.content.decode("utf-8")
+
+    # Assert
+    expected_responses = ["he is older than namita", "xi is older than namita", "xi li is older than namita"]
+    assert response.status_code == 200
+    assert any([expected_response in response_message.lower() for expected_response in expected_responses]), (
+        "Expected Xi is older than Namita, but got: " + response_message
+    )

tests/test_word_filter.py

@@ -67,6 +67,18 @@ def test_word_include_and_exclude_filter():
     assert entry_indices == {2}
 
 
+def test_get_word_filter_terms():
+    # Arrange
+    word_filter = WordFilter()
+    query_with_include_and_exclude_filter = 'head +"include_word" -"exclude_word" tail'
+
+    # Act
+    filter_terms = word_filter.get_filter_terms(query_with_include_and_exclude_filter)
+
+    # Assert
+    assert filter_terms == ["+include_word", "-exclude_word"]
+
+
 def arrange_content():
     entries = [
         Entry(compiled="", raw="Minimal Entry"),