Merge pull request #189 from debanjum/add-search-actor-to-improve-notes-lookup-for-chat
### Introduce Search Actor
Search actor infers Search Queries from user's message
- Capabilities
- Use previous messages to add context to current search queries[^1]
This improves quality of responses in multi-turn conversations.
- Deconstruct users message into multiple search queries to lookup notes[^2]
- Use relative date awareness to add date filters to search queries[^3]
- Chat Director now does the following:
1. [*NEW*] Use Search Actor to generate search queries from user's message
2. Retrieve relevant notes from Knowledge Base using the Search queries
3. Pass retrieved relevant notes to Chat Actor to respond to user
### Add Chat Quality Tests
- Test Search Actor capabilities
- Mark Chat Director Tests for Relative Date, Multiple Search Queries as Expected Pass
### Give More Search Results as Context to Chat Actor
- Loosen search results score threshold to work better for searches with date filters
- Pass more search results (up to 5 from 2) as context to Chat Actor to improve inference
[^1]: Multi-Turn Example
Q: "When did I go to Mars?"
Search: "When did I go to Mars?"
A: "You went to Mars in the future"
Q: "How was that experience?"
Search: "How my Mars experience?"
*This gives better context for the Chat actor to respond*
[^2]: Deconstruct Example:
Is Alpha older than Beta? => What is Alpha's age? & When was Beta born?
[^3]: Date Example:
Convert user messages containing relative dates like last month, yesterday to date filters on specific dates like dt>="2023-03-01"
- Reasons:
- GPT can extract date aware search queries with date filters
better than ChatGPT given the same prompt.
- Need quality more than cost savings for now.
- Need to figure ways to improve prompt for ChatGPT before using it
Update Search Actor prompt with answers, more precise primer and
two more examples for context
Mark the 3 chat quality tests using answer as context to generate
queries as expected to pass. Verify that the 3 tests pass now, unlike
before when the Search Actor did not have the answers for context
- Keep inferred questions in logs
- Improve prompt to GPT to try use past questions as context
- Pass past user message and inferred questions as context to help GPT
extract complete questions
- This should improve search results quality
- Example Expected Inferred Questions from User Message using History:
1. "What is the name of Arun's daughter?"
=> "What is the name of Arun's daughter"
2. "Where does she study?" =>
=> "Where does Arun's daughter study?" OR
=> "Where does Arun's daughter, Reena study?"
The Search Actor allows for
1. Looking up multiple pieces of information from the notes
E.g "Is Bob older than Tom?" searches for age of Bob and Tom in 2 searches
2. Allow date aware user queries in Khoj chat
Answer time range based questions
Limit search to specified timeframe in question using date filter
E.g "What national parks did I visit last year?" adds
dt>="2022-01-01" dt<"2023-01-01" to Khoj search
Note: Temperature set to 0. Message to search queries should be deterministic
- Remove stale message_to_prompt test
It is too broad, reduces maintainability.
Remove as it doesn't really need its own test right now
- Setting skipif at module level for chat actor, director tests
reduces code duplication as earlier was using decorator on each chat
test
Create Rubric to Test Chat Quality and Capabilities
### Issues
- Previously the improvements in quality of Khoj Chat on changes was uncertain
- Manual testing on my evolving set of notes was slow and didn't assess all expected, desired capabilities
### Fix
1. Create an Evaluation Dataset to assess Chat Capabilities
- Create custom notes for a fictitious person (I'll publish a book with these soon 😅😋)
- Add a few of Paul Graham's more personal essays. *[Easy to get as markdown](https://github.com/ofou/graham-essays)*
2. Write Unit Tests to Measure Chat Capabilities
- Measure quality at 2 separate layers
- **Chat Actor**: These are the narrow agents made of LLM + Prompt. E.g `summarize`, `converse` in `gpt.py`
- **Chat Director**: This is the chat orchestration agent. It calls on required chat actors, search through user provided knowledge base (i.e notes, ledger, image) etc to respond appropriately to the users message. This is what the `/api/chat` API exposes.
- Mark desired but not currently available capabilities as expected to fail <br />
This still allows measuring the chat capability score/percentage while only failing capability tests which were passing before on any changes to chat
Combine hand-written custom notes and PG essays with personal
content to bulk up notes count
Delete old documentation markdown as not a representative dataset for
application (which is more tuned for personal notes)
- Chat directors are broad agents.
- Chat directors orchestrate narrow actor agents to synthesize
final response for the user
- Agents are Prompts + ML Model
- Test Chat Director Capabilities
1. [X] Answer from retrieved notes
2. [X] Answer from chat history
3. [X] Answer general questions
4. [X] Carry out multi-turn conversation
5. [X] Say don't know when answer not in provided context
6. [X] Answers that require current date awareness
This test is expected to fail as the chat is not capable of doing
this without the Search actor. But the test allows assessing chat quality
7. [X] Date-aware aggregation across multiple different notes
This test is expected to fail as the chat is not capable of doing
this without the Search actor. But the test allows assessing chat quality
8. [X] Ask clarification questions if no unambiguous answer in provided context
9. [X] Retrieve answer from chat history beyond lookback window
This test is expected to fail as the chat director is not capable
of searching chat history yet. But the test allows assessing chat quality
10. [X] Retrieve context for answer using multiple independent
searches on knowledge base
This test is expected to fail as the chat is not capable of doing
this without the Search actor. But the test allows assessing chat quality
- Index markdown test data as knowledge base. As easier to get good
markdown content (vs org)
- Setup markdown_content_config, processor_config and chat_client to
test chat API
- Mark chat quality tests, register custom mark for chat quality
- Filter unhelpful deprecation warnings from within dateparser library
- Error if tests use unregistered marks
- Chat actors are narrow agents (prompt + ML model)
Chat actors are different from the Chat director. who orchestrates
the narrow actor agents to synthesize final response to the user
- Test Chat Actor Capabilities
1. Answer from retrieved notes
2. Answer from chat history
3. Answer general questions
4. Carry out multi-turn conversation
5. Say don't know when answer not in provided context
6. Answers that require current date awareness
7. Date-aware aggregation across multiple different notes
8. Ask clarification questions if no unambiguous answer in provided context
This test is expected to fail as the chat is not capable of doing
this consistently yet. But having the test allows assessing chat quality
- Use Openai API Key from OPENAI_API_KEY environment variable
- Gitignore .env file, python virtualenv directory
Put OpenAI API Key in .env file to run chatbot tests via vscode
The .env file is default location for importing env vars
- Set conversation_log arg default to dict
- Increase default temperature to 0.2 for a little creativity in
answering
- Make GPT be more reliable in looking at past conversations for
forming response
# Improve Khoj Chat
## Main Changes
- Use the new [API](https://openai.com/blog/introducing-chatgpt-and-whisper-apis) for [ChatGPT](https://openai.com/blog/chatgpt) to improve conversation quality and cost
- Improve Prompt to answer query using indexed notes
- Previously was asking GPT to summarize the notes
- Both the chat and answer API use this new prompt
- Support Multi-Turn conversations
- Pass previous messages and associated reference notes to ChatGPT for context
- Show note snippets referenced to generate response
- Allows fact-checking, getting details
- Simplify chat interface by using only single unified chat type for now
## Miscellaneous
- Replace summarize with answer API. Summarize via API not useful for now
- Only pass Khoj search results above a threshold confidence to GPT for context
- Allows Khoj to say don't know if it can't find answer to query from notes
- Allows relying on (only) conversation history to generate response in multi-turn conversation
- Move Chat API out of beta. Update Readme
- Updates version in khoj.el and Obsidian manifest, package, versions
json files under interface and project root
- Create and tag release commit with updated files
- Creates commit with post-release version upgrade in files
- Use flags to specify whether to create a release or post-release commit
GPT still mostly says I don't know when answer not in notes or chats
But with this its more inclined to answer general questions not in
chats or notes while informing user that the information is not from
existing chats or notes
- Chat uses compiled form of search results, not the raw entries to
provide context for chat. The compiled snipped search results
themselves are unique and using multiple of them for context from
the same raw note is fine if they cross the score and rank thresholds
This should improve the context provided for chat
- Also apply score_threshold, no deduplication to the answers API
- Issue
The file path separator by khoj server and the Obsidian vault were
different on Windows
- Fix
Normalize file path to use forward slash(/) to find the matching
note file in the Obsidian vault for jump to it
Resolves#177
Answer does not rely on past conversations, just the knowledge base.
It is meant for one off interactions, like search rather than a
continuing conversation like chat
For now it is only exposed via API. Later it will be expose in the
interfaces as well
Remove ability to select different chat types from the chat web
interface as there is only a single chat type
Stop appending answers to the conversation logs
- Only use decent quality search results, if any, as context
- Pass source results used by previous chat messages as context
- Loosen prompt to allow looking at previous chats and notes to answer
- Pass current date for context
- Make GPT provide reason when it can't answer the question. Gives
user context to tune their questions
- Set context by either including last 2 chat messages from active
session or past 2 conversation summaries from conversation logs
- Set personality in system message
- Place personality system message before last completed back & forth
This may stop ChatGPT forgetting its personality as conversation progresses given:
- The conditioning based on system role messages is light
- If system message is too far back in conversation history, the
model may forget its personality conditioning
- If system message at end of conversation, the model can think its
the start of a new conversation
- Inserting the system message before last completed back & forth should
prevent ChatGPT from assuming its the start of a new conversation
while not losing personality conditioning from the system message
- Simplfy the Khoj Chat API to for now just answer from users notes
instead of trying to infer other potential interaction types.
- This is the default expected behavior from the feature anyway
- Use the compiled text of the top 2 search results for context
- Benefits of using ChatGPT
- Better model
- 1/10th the price
- No hand rolled prompt required to make GPT provide more chatty,
assistant type responses
- Improve GPT prompt
- Make GPT answer users query based on provided notes instead
of summarizing the provided notes
- Make GPT be truthful using prompt and reduced temperature
- Use Official OpenAI Q&A prompt from cookbook as starting reference
- Replace summarize API with the improved answer API endpoint
- Default to answer type in chat web interface. The chat type is not
fit for default consumption yet
