Documentation

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# Changelog
## [Unreleased]
## [0.16.1] - 2025-11-14
### Changed
- **BREAKING: Chunking Tokenizer**: Switched from tiktoken to HuggingFace tokenizers for consistency with docling-serve
- Default tokenizer changed from tiktoken "gpt-4o" to "Qwen/Qwen3-Embedding-0.6B"
- New `chunking_tokenizer` config option in `ProcessingConfig` for customization
- Removed `tiktoken` dependency
- `download-models` CLI command now also downloads the configured HuggingFace tokenizer
## [0.16.1] - 2025-11-14
### Changed
- **Evaluations**: Refactored QA benchmark to run entire dataset as single evaluation for better Logfire experiment tracking
- **Evaluations**: Added `.env` file loading support via `python-dotenv` dependency

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@ -9,14 +9,14 @@ Retrieval-Augmented Generation (RAG) library built on LanceDB.
- **Local LanceDB**: No external servers required, supports also LanceDB cloud storage, S3, Google Cloud & Azure
- **Multiple embedding providers**: Ollama, VoyageAI, OpenAI, vLLM
- **Multiple QA providers**: Any provider/model supported by Pydantic AI
- **Research graph (multiagent)**: Plan → Search → Evaluate → Synthesize with agentic AI
- **Native hybrid search**: Vector + full-text search with native LanceDB RRF reranking
- **Reranking**: Default search result reranking with MixedBread AI, Cohere, Zero Entropy, or vLLM
- **Question answering**: Built-in QA agents on your documents
- **Research graph (multiagent)**: Plan → Search → Evaluate → Synthesize with agentic AI
- **File monitoring**: Auto-index files when run as server
- **40+ file formats**: PDF, DOCX, HTML, Markdown, code files, URLs
- **MCP server**: Expose as tools for AI assistants
- **CLI & Python API**: Use from command line or Python
- **MCP server**: Expose as tools for AI assistants
- **Flexible document processing**: Local (docling) or remote (docling-serve) processing
## Installation

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@ -98,6 +98,12 @@ processing:
chunk_size: 256
context_chunk_radius: 0
markdown_preprocessor: ""
converter: docling-local # docling-local or docling-serve
chunker: docling-local # docling-local or docling-serve
chunker_type: hybrid # hybrid or hierarchical
chunking_tokenizer: "Qwen/Qwen3-Embedding-0.6B"
chunking_merge_peers: true
chunking_use_markdown_tables: false
providers:
ollama:
@ -108,6 +114,11 @@ providers:
rerank_base_url: ""
qa_base_url: ""
research_base_url: ""
docling_serve:
base_url: http://localhost:5001
api_key: ""
timeout: 300
```
## Programmatic Configuration
@ -199,11 +210,86 @@ monitor:
```
Patterns follow [gitignore syntax](https://git-scm.com/docs/gitignore#_pattern_format):
- `*` matches anything except `/`
- `**` matches zero or more directories
- `?` matches any single character
- `[abc]` matches any character in the set
## Document Processing
Configure how documents are converted and chunked:
```yaml
processing:
# Chunking configuration
chunk_size: 256 # Maximum tokens per chunk
context_chunk_radius: 0 # Context radius for chunk expansion
markdown_preprocessor: "" # Optional preprocessor script
# Converter selection
converter: docling-local # docling-local or docling-serve
# Chunker selection and configuration
chunker: docling-local # docling-local or docling-serve
chunker_type: hybrid # hybrid or hierarchical
chunking_tokenizer: "Qwen/Qwen3-Embedding-0.6B" # HuggingFace model for tokenization
chunking_merge_peers: true # Merge undersized successive chunks
chunking_use_markdown_tables: false # Use markdown tables vs narrative format
```
### Local vs Remote Processing
**Local processing** (default):
- Uses `docling` library locally
- No external dependencies
- Good for development and small workloads
**Remote processing** (docling-serve):
- Offloads processing to docling-serve API
- Better for heavy workloads and production
- Requires docling-serve instance (see [Remote processing setup](remote-processing.md))
To use remote processing:
```yaml
processing:
converter: docling-serve
chunker: docling-serve
providers:
docling_serve:
base_url: http://localhost:5001
api_key: "your-api-key" # Optional
timeout: 300 # Request timeout in seconds
```
### Chunking Strategies
**Hybrid chunking** (default):
- Structure-aware chunking
- Respects document boundaries
- Best for most use cases
**Hierarchical chunking**:
- Creates hierarchical chunk structure
- Preserves document hierarchy
- Useful for complex documents
### Table Serialization
Control how tables are represented in chunks:
```yaml
processing:
chunking_use_markdown_tables: false # Default: narrative format
```
- `false`: Tables as narrative text ("Value A, Column 2 = Value B")
- `true`: Tables as markdown (preserves table structure)
## Embedding Providers
If you use Ollama, you can use any pulled model that supports embeddings.

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- **Question Answering**: Built-in QA agents using Ollama, OpenAI, or Anthropic
- **File monitoring**: Automatically index files when run as a server
- **Extended file format support**: Parse 40+ file formats including PDF, DOCX, HTML, Markdown, code files and more. Or add a URL!
- **Flexible document processing**: Local processing with docling or remote with [docling-serve](remote-processing.md)
- **MCP server**: Exposes functionality as MCP tools
- **CLI commands**: Access all functionality from your terminal
- Add sources from text, files, or URLs, optionally with a humanreadable title
@ -60,6 +61,7 @@ haiku-rag ask "Who is the author of haiku.rag?"
- [MCP](mcp.md) - Model Context Protocol integration
- [Python](python.md) - Python API reference
- [Agents](agents.md) - QA agent and multi-agent research
- [Remote processing](remote-processing.md) - Remote document processing with docling-serve
## License

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@ -58,7 +58,20 @@ You can prefetch all required runtime models before first use:
haiku-rag download-models
```
This will download Docling models and pull any Ollama models referenced by your current configuration.
This will download:
- Docling models for document processing
- HuggingFace tokenizer models for chunking
- Any Ollama models referenced by your current configuration
## Remote Processing (Optional)
When using `haiku.rag-slim`, you can skip installing the `docling` extra and instead use [docling-serve](https://github.com/docling-project/docling-serve) for remote document processing. This is useful for:
- Keeping dependencies minimal
- Offloading heavy document processing to a dedicated service
- Production deployments with separate processing infrastructure
See [Remote processing](remote-processing.md) for setup instructions and [Document Processing](configuration.md#document-processing) for configuration options.
## Docker

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docs/remote-processing.md Normal file
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# Remote Processing
`haiku.rag` can use [docling-serve](https://github.com/docling-project/docling-serve) for remote document processing and chunking, offloading resource-intensive operations to a dedicated service.
## Overview
docling-serve is a REST API service that provides:
- Document conversion (PDF, DOCX, PPTX, images, etc.)
- Intelligent chunking with structure preservation
- OCR capabilities for scanned documents
- Table and figure extraction
## When to Use docling-serve
**Use local processing (default) when:**
- Working with small to medium document volumes
- Running on development machines
- Want zero external dependencies
- Processing simple document formats
**Use docling-serve when:**
- Processing large volumes of documents
- Working with complex PDFs requiring OCR
- Running in production environments
- Want to separate compute-intensive tasks
- Need to scale document processing independently
## Setup
### Running docling-serve
See the [official docling-serve repository](https://github.com/docling-project/docling-serve) for installation options. The quickest way is using Docker:
```bash
docker run -p 5001:5001 -e DOCLING_SERVE_ENABLE_UI=1 quay.io/docling-project/docling-serve
```
### Configuration
Configure haiku.rag to use docling-serve. See the [Document Processing section in Configuration](configuration.md#document-processing) for all available options.
```yaml
# haiku.rag.yaml
processing:
converter: docling-serve # Use remote conversion
chunker: docling-serve # Use remote chunking
providers:
docling_serve:
base_url: http://localhost:5001
api_key: "" # Optional API key for authentication
timeout: 300 # Request timeout in seconds
```
## Features
### Remote Document Conversion
When `converter: docling-serve` is configured, documents are sent to the docling-serve API for conversion:
```python
from haiku.rag.client import HaikuRAG
async with HaikuRAG() as client:
# PDF is processed by docling-serve
doc = await client.create_document_from_file("complex.pdf")
```
### Remote Chunking
When `chunker: docling-serve` is configured, chunking is performed remotely:
```yaml
processing:
chunker: docling-serve
chunker_type: hybrid # or hierarchical
chunk_size: 256
chunking_tokenizer: "Qwen/Qwen3-Embedding-0.6B"
chunking_merge_peers: true
chunking_use_markdown_tables: false
```
## Advanced Configuration
### Custom Tokenizers
You can use any HuggingFace tokenizer model:
```yaml
processing:
chunking_tokenizer: "bert-base-uncased" # Or any HF model
```
### Chunking Strategies
**Hybrid Chunking** (default):
- Best for most documents
- Preserves semantic boundaries
- Structure-aware splitting
**Hierarchical Chunking**:
- Maintains document hierarchy
- Better for deeply nested documents
- Preserves parent-child relationships
```yaml
processing:
chunker_type: hierarchical
```
### Table Handling
Control how tables are represented:
```yaml
processing:
chunking_use_markdown_tables: true # Preserve table structure
```
- `false` (default): Tables as narrative text
- `true`: Tables as markdown format
## Resources
- [docling-serve GitHub](https://github.com/docling-project/docling-serve)
- [docling-serve Documentation](https://github.com/docling-project/docling-serve#readme)

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- Python: python.md
- Agents: agents.md
- Server: server.md
- Remote processing: remote-processing.md
- MCP: mcp.md
- Benchmarks: benchmarks.md
markdown_extensions: