@vezlo/assistant-server 2.2.2 → 2.3.0

package/README.md

@@ -1,20 +1,25 @@
 # Vezlo AI Assistant Server
 
-🚀 **Production-ready Node.js/TypeScript API server** for the Vezlo AI Assistant platform - Complete backend APIs with Docker deployment and database migrations.
+🚀 **Production-ready Node.js/TypeScript API server** for the Vezlo AI Assistant platform - Complete backend APIs with advanced RAG (chunk-based semantic search + adjacent retrieval), Docker deployment, and database migrations.
 
-## 🚨 Breaking Change Notice (v2.0.0)
+## 🚨 Breaking Change Notice
 
-**This version introduces multi-tenancy support with breaking changes. Existing data will not be migrated automatically.**
+### v2.3.0 - Enhanced RAG System (Latest)
+**New chunk-based architecture with adjacent retrieval for better code understanding.**
 
-### Migration Required
-- **Database Schema**: New authentication and multi-tenancy tables
-- **Auth Model**: Endpoints now use a mix of auth modes — some support JWT or API key, and select public endpoints remain for the chat widget
-- **Data Structure**: Foreign key relationships updated for multi-tenancy
+- **Database Schema**: New `vezlo_knowledge_chunks` table and RPC functions
+- **Embedding Model**: Upgraded to `text-embedding-3-large` (3072 dimensions)
+- **Migration**: Automatic via `npm run migrate:latest` (migration 006)
+- **Rollback**: Supported via `npm run migrate:rollback`
 
-### Quick Migration Steps
-1. **Upgrade**: `npm install @vezlo/assistant-server@latest`
-2. **Run migrations**: `npm run migrate:latest`
-3. **Setup**: `npm run seed-default`
+**Upgrade Steps:**
+```bash
+npm install @vezlo/assistant-server@latest
+npm run migrate:latest
+```
+
+### v2.0.0 - Multi-tenancy Support
+**Introduced multi-tenancy with authentication. Existing data not auto-migrated.**
 
 See [CHANGELOG.md](./CHANGELOG.md) for complete migration guide.
 
@@ -25,7 +30,7 @@ See [CHANGELOG.md](./CHANGELOG.md) for complete migration guide.
 - **Backend APIs** - RESTful API endpoints for AI chat and knowledge management
 - **Real-time Communication** - WebSocket support for live chat with Supabase Realtime broadcasting
 - **Human Agent Handoff** - Agent join/leave workflows with realtime status updates and message synchronization
-- **Vector Search** - Supabase-powered semantic search with embeddings
+- **Advanced RAG System** - Chunk-based semantic search with adjacent retrieval using OpenAI text-embedding-3-large (3072 dims) and pgvector
 - **Conversation Management** - Persistent conversation history with agent support
 - **Feedback System** - Message rating and improvement tracking
 - **Database Migrations** - Knex.js migration system for schema management
@@ -308,7 +313,7 @@ RATE_LIMIT_MAX=100
 ORGANIZATION_NAME=Vezlo
 ASSISTANT_NAME=Vezlo Assistant
 
-# OPTIONAL - Knowledge Base
+# OPTIONAL - Knowledge Base (uses text-embedding-3-large, 3072 dims)
 CHUNK_SIZE=1000
 CHUNK_OVERLAP=200
 ```

package/database-schema.sql

@@ -42,6 +42,14 @@ INSERT INTO knex_migrations (name, batch, migration_time)
 SELECT '004_add_vector_search_rpc.ts', 1, NOW()
 WHERE NOT EXISTS (SELECT 1 FROM knex_migrations WHERE name = '004_add_vector_search_rpc.ts');
 
+INSERT INTO knex_migrations (name, batch, migration_time) 
+SELECT '005_add_conversation_handoff_columns.ts', 1, NOW()
+WHERE NOT EXISTS (SELECT 1 FROM knex_migrations WHERE name = '005_add_conversation_handoff_columns.ts');
+
+INSERT INTO knex_migrations (name, batch, migration_time) 
+SELECT '006_add_knowledge_chunks.ts', 1, NOW()
+WHERE NOT EXISTS (SELECT 1 FROM knex_migrations WHERE name = '006_add_knowledge_chunks.ts');
+
 -- Set migration lock to unlocked (0 = unlocked, 1 = locked)
 INSERT INTO knex_migrations_lock (index, is_locked) 
 VALUES (1, 0)
@@ -159,13 +167,36 @@ CREATE TABLE IF NOT EXISTS vezlo_knowledge_items (
   file_size BIGINT, -- File size in bytes
   file_type TEXT, -- MIME type for files
   metadata JSONB DEFAULT '{}', -- Flexible metadata storage
-  embedding vector(1536), -- OpenAI embeddings for search
+  embedding vector(1536), -- OpenAI embeddings for search (legacy, not used with chunks)
   processed_at TIMESTAMPTZ, -- When embedding was generated
   created_by BIGINT NOT NULL,
   created_at TIMESTAMPTZ DEFAULT NOW() NOT NULL,
   updated_at TIMESTAMPTZ DEFAULT NOW() NOT NULL
 );
 
+-- ============================================================================
+-- KNOWLEDGE CHUNKS TABLE (Migration 006)
+-- ============================================================================
+-- This table stores text chunks from knowledge items with their embeddings.
+-- Each document can have multiple chunks for better semantic search on large content.
+-- Uses text-embedding-3-large model which produces 3072-dimensional vectors.
+
+CREATE TABLE IF NOT EXISTS vezlo_knowledge_chunks (
+  id BIGSERIAL PRIMARY KEY,
+  uuid UUID DEFAULT gen_random_uuid() UNIQUE NOT NULL,
+  document_id BIGINT NOT NULL REFERENCES vezlo_knowledge_items(id) ON DELETE CASCADE,
+  chunk_text TEXT NOT NULL,
+  chunk_index INTEGER NOT NULL,
+  start_char INTEGER,
+  end_char INTEGER,
+  token_count INTEGER,
+  embedding vector(3072), -- OpenAI text-embedding-3-large embeddings
+  metadata JSONB DEFAULT '{}',
+  processed_at TIMESTAMPTZ,
+  created_at TIMESTAMPTZ DEFAULT NOW() NOT NULL,
+  updated_at TIMESTAMPTZ DEFAULT NOW() NOT NULL
+);
+
 -- ============================================================================
 -- ADD FOREIGN KEY CONSTRAINTS (Matching Migration 002)
 -- These constraints use explicit names matching Knex migration naming convention
@@ -269,15 +300,38 @@ CREATE INDEX IF NOT EXISTS idx_vezlo_knowledge_type ON vezlo_knowledge_items(typ
 CREATE INDEX IF NOT EXISTS idx_vezlo_knowledge_created_by ON vezlo_knowledge_items(created_by);
 CREATE INDEX IF NOT EXISTS idx_vezlo_knowledge_created_at ON vezlo_knowledge_items(created_at DESC);
 
+-- Knowledge chunks indexes (Migration 006)
+CREATE INDEX IF NOT EXISTS idx_vezlo_chunks_uuid ON vezlo_knowledge_chunks(uuid);
+CREATE INDEX IF NOT EXISTS idx_vezlo_chunks_document_id ON vezlo_knowledge_chunks(document_id);
+CREATE INDEX IF NOT EXISTS idx_vezlo_chunks_chunk_index ON vezlo_knowledge_chunks(document_id, chunk_index);
+
 -- Full-text search index for knowledge items
 CREATE INDEX IF NOT EXISTS idx_vezlo_knowledge_search
 ON vezlo_knowledge_items USING gin(to_tsvector('english', title || ' ' || COALESCE(description, '') || ' ' || COALESCE(content, '')));
 
--- Vector similarity index for semantic search (only for items with content)
+-- Vector similarity index for semantic search (only for items with content - legacy)
 CREATE INDEX IF NOT EXISTS idx_vezlo_knowledge_embedding
 ON vezlo_knowledge_items USING ivfflat (embedding vector_cosine_ops)
 WHERE embedding IS NOT NULL;
 
+-- Vector similarity index for chunks (Migration 006)
+-- HNSW index for 3072-dimensional vectors (text-embedding-3-large)
+-- Note: May fail on older pgvector versions, vector search will use sequential scan
+DO $$
+BEGIN
+  BEGIN
+    CREATE INDEX IF NOT EXISTS idx_vezlo_chunks_embedding 
+    ON vezlo_knowledge_chunks USING hnsw (embedding vector_cosine_ops)
+    WHERE embedding IS NOT NULL;
+  EXCEPTION WHEN OTHERS THEN
+    RAISE NOTICE 'HNSW index creation skipped: % (Vector search will use sequential scan)', SQLERRM;
+  END;
+END $$;
+
+-- GIN index for full-text keyword search on chunks (Migration 006)
+CREATE INDEX IF NOT EXISTS idx_vezlo_chunks_chunk_text_gin 
+ON vezlo_knowledge_chunks USING gin (to_tsvector('english', chunk_text));
+
 -- Sparse indexes for better performance
 -- Note: idx_vezlo_knowledge_content was removed in migration 003
 -- because btree indexes fail on large content (>2704 bytes).
@@ -299,6 +353,7 @@ ALTER TABLE vezlo_conversations ENABLE ROW LEVEL SECURITY;
 ALTER TABLE vezlo_messages ENABLE ROW LEVEL SECURITY;
 ALTER TABLE vezlo_message_feedback ENABLE ROW LEVEL SECURITY;
 ALTER TABLE vezlo_knowledge_items ENABLE ROW LEVEL SECURITY;
+ALTER TABLE vezlo_knowledge_chunks ENABLE ROW LEVEL SECURITY;
 
 -- Policies for service role access (full access)
 CREATE POLICY "Service role can access all users" ON vezlo_users
@@ -325,6 +380,9 @@ CREATE POLICY "Service role can access all feedback" ON vezlo_message_feedback
 CREATE POLICY "Service role can access all knowledge items" ON vezlo_knowledge_items
   FOR ALL USING (auth.role() = 'service_role');
 
+CREATE POLICY "Service role can access all knowledge chunks" ON vezlo_knowledge_chunks
+  FOR ALL USING (auth.role() = 'service_role');
+
 -- Example company-based policies (uncomment and modify as needed)
 -- CREATE POLICY "Users can access their company conversations" ON vezlo_conversations
 --   FOR ALL USING (company_id = auth.jwt() ->> 'company_id');
@@ -333,13 +391,120 @@ CREATE POLICY "Service role can access all knowledge items" ON vezlo_knowledge_i
 --   FOR ALL USING (company_id = auth.jwt() ->> 'company_id');
 
 -- ============================================================================
--- RPC FUNCTION FOR OPTIMIZED VECTOR SEARCH
+-- RPC FUNCTIONS FOR VECTOR SEARCH
 -- ============================================================================
 
--- This function uses pgvector's <=> operator for efficient nearest-neighbor search
--- directly in the database, avoiding the need to fetch all records and calculate
--- similarity in Node.js. This provides significant performance improvements,
--- especially for large knowledge bases.
+-- ============================================================================
+-- INSERT RPC FUNCTION FOR CHUNKS (Migration 006)
+-- ============================================================================
+-- Ensures embeddings are stored as proper vector(3072) type
+CREATE OR REPLACE FUNCTION vezlo_insert_knowledge_chunk(
+  p_document_id bigint,
+  p_chunk_text text,
+  p_chunk_index int,
+  p_start_char int,
+  p_end_char int,
+  p_token_count int,
+  p_embedding text,
+  p_processed_at timestamptz
+)
+RETURNS bigint
+LANGUAGE plpgsql
+AS $$
+DECLARE
+  new_id bigint;
+BEGIN
+  INSERT INTO vezlo_knowledge_chunks (
+    document_id,
+    chunk_text,
+    chunk_index,
+    start_char,
+    end_char,
+    token_count,
+    embedding,
+    processed_at,
+    metadata
+  ) VALUES (
+    p_document_id,
+    p_chunk_text,
+    p_chunk_index,
+    p_start_char,
+    p_end_char,
+    p_token_count,
+    p_embedding::vector(3072),
+    p_processed_at,
+    '{}'::jsonb
+  )
+  RETURNING id INTO new_id;
+  
+  RETURN new_id;
+END;
+$$;
+
+-- ============================================================================
+-- CHUNK-BASED VECTOR SEARCH RPC FUNCTION (Migration 006)
+-- ============================================================================
+-- Searches through chunks and joins back to parent documents for metadata.
+-- Uses 3072-dimensional vectors for text-embedding-3-large.
+CREATE OR REPLACE FUNCTION vezlo_match_knowledge_chunks(
+  query_embedding text,
+  match_threshold float DEFAULT 0.5,
+  match_count int DEFAULT 10,
+  filter_company_id bigint DEFAULT NULL
+)
+RETURNS TABLE (
+  chunk_id bigint,
+  chunk_uuid uuid,
+  document_id bigint,
+  document_uuid uuid,
+  chunk_text text,
+  chunk_index int,
+  start_char int,
+  end_char int,
+  token_count int,
+  document_title text,
+  document_description text,
+  document_type text,
+  document_metadata jsonb,
+  chunk_metadata jsonb,
+  company_id bigint,
+  similarity float
+)
+LANGUAGE plpgsql
+AS $$
+BEGIN
+  RETURN QUERY
+  SELECT
+    c.id AS chunk_id,
+    c.uuid AS chunk_uuid,
+    c.document_id,
+    ki.uuid AS document_uuid,
+    c.chunk_text,
+    c.chunk_index,
+    c.start_char,
+    c.end_char,
+    c.token_count,
+    ki.title AS document_title,
+    ki.description AS document_description,
+    ki.type AS document_type,
+    ki.metadata AS document_metadata,
+    c.metadata AS chunk_metadata,
+    ki.company_id,
+    1 - (c.embedding <=> query_embedding::vector(3072)) AS similarity
+  FROM vezlo_knowledge_chunks c
+  INNER JOIN vezlo_knowledge_items ki ON c.document_id = ki.id
+  WHERE c.embedding IS NOT NULL
+    AND (filter_company_id IS NULL OR ki.company_id = filter_company_id)
+    AND (1 - (c.embedding <=> query_embedding::vector(3072))) >= match_threshold
+  ORDER BY c.embedding <=> query_embedding::vector(3072)
+  LIMIT match_count;
+END;
+$$;
+
+-- ============================================================================
+-- LEGACY RPC FUNCTION (Pre-Migration 006)
+-- ============================================================================
+-- This function searches the parent table directly (legacy, not used with chunks)
 CREATE OR REPLACE FUNCTION match_vezlo_knowledge(
   query_embedding vector(1536),
   match_threshold float DEFAULT 0.5,

package/dist/src/bootstrap/initializeServices.d.ts.map

@@ -1 +1 @@
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package/dist/src/bootstrap/initializeServices.js

@@ -42,6 +42,7 @@ function initializeCoreServices(options) {
         supabase,
         tableName: knowledgeTableName
     });
+    // Initialize V2 service for adjacent chunk retrieval
     // Read AI configuration from environment
     // Use AI_MODEL for all OpenAI calls (intent classification + response generation)
     const aiModel = process.env.AI_MODEL || 'gpt-4o-mini';
@@ -62,6 +63,7 @@ function initializeCoreServices(options) {
         maxTokens: aiMaxTokens,
         knowledgeBaseService: knowledgeBase
     });
+    // Set V2 service for adjacent chunk retrieval
     const chatManager = new ChatManager_1.ChatManager({
         aiService,
         storage,

package/dist/src/bootstrap/initializeServices.js.map

@@ -1 +1 @@
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package/dist/src/config/global.js

@@ -30,7 +30,7 @@ exports.defaultConfig = {
     api: {
         prefix: '/api',
         version: 'v1',
-        timeout: 30000, // 30 seconds
+        timeout: 60000, // 60 seconds (matches Vercel Pro plan limit)
         rateLimiting: {
             windowMs: parseInt(process.env.RATE_LIMIT_WINDOW || '900000'), // Default 15 minutes
             maxRequests: parseInt(process.env.RATE_LIMIT_MAX || '100') // per window

package/dist/src/config/global.js.map

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package/dist/src/controllers/ChatController.d.ts

@@ -30,6 +30,7 @@ export declare class ChatController {
     submitFeedback(req: AuthenticatedRequest, res: Response): Promise<void>;
     private classifyIntent;
     private handleIntentResult;
+    private getFallbackResponse;
     private respondWithAssistantMessage;
     private saveAssistantMessage;
 }

package/dist/src/controllers/ChatController.d.ts.map

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package/dist/src/controllers/ChatController.js

@@ -264,8 +264,6 @@ class ChatController {
                     logger_1.default.info(`🔍 Searching KB: query="${userMessageContent.substring(0, 50)}...", companyId=${companyId}`);
                     const searchResults = await aiService.knowledgeBaseService.search(userMessageContent, {
                         limit: 5,
-                        threshold: 0.5, // Balanced precision/recall (0.5 is industry standard)
-                        type: 'semantic', // Modern RAG best practice: semantic-only for better context
                         company_id: companyId
                     });
                     logger_1.default.info(`📊 Found knowledge base results: ${searchResults.length}`);
@@ -831,75 +829,33 @@ class ChatController {
             return true;
         }
         logger_1.default.info(`🧾 Intent result: ${result.intent}${result.needsGuardrail ? ' (guardrail triggered)' : ''}`);
-        switch (result.intent) {
-            case 'greeting':
-                await this.respondWithAssistantMessage({
-                    conversation,
-                    conversationId,
-                    parentMessageId: userMessage.id,
-                    content: 'Hello! How can I help you today?'
-                }, res);
-                return true;
-            case 'personality':
-                // Get assistant name and organization from environment
-                const assistantName = process.env.ASSISTANT_NAME || 'AI Assistant';
-                const orgName = process.env.ORGANIZATION_NAME || 'Your Organization';
-                await this.respondWithAssistantMessage({
-                    conversation,
-                    conversationId,
-                    parentMessageId: userMessage.id,
-                    content: `I'm ${assistantName}, your AI assistant for ${orgName}. I help teams understand and work with the ${orgName} platform by answering questions about features, documentation, and technical details. How can I assist you today?`
-                }, res);
-                return true;
-            case 'clarification':
-                await this.respondWithAssistantMessage({
-                    conversation,
-                    conversationId,
-                    parentMessageId: userMessage.id,
-                    content: "I'm not sure I understood. Could you clarify what you need help with?"
-                }, res);
-                return true;
-            case 'guardrail':
-                await this.respondWithAssistantMessage({
-                    conversation,
-                    conversationId,
-                    parentMessageId: userMessage.id,
-                    content: `I can help with documentation or implementation guidance, but I can't share credentials or confidential configuration. Please contact your system administrator or support for access.`
-                }, res);
-                return true;
-            case 'human_support_email':
-                await this.respondWithAssistantMessage({
-                    conversation,
-                    conversationId,
-                    parentMessageId: userMessage.id,
-                    content: `Thanks for sharing your email. Our team will reach out soon—response times may vary depending on support volume.`
-                }, res);
-                logger_1.default.info('📨 Recorded human support email from user.');
-                return true;
-            case 'human_support_request':
-                if (result.contactEmail) {
-                    await this.respondWithAssistantMessage({
-                        conversation,
-                        conversationId,
-                        parentMessageId: userMessage.id,
-                        content: `Thanks for sharing your email. Our team will reach out soon—response times may vary depending on support volume.`
-                    }, res);
-                    logger_1.default.info('📨 Human support request with email handled in a single step.');
-                }
-                else {
-                    await this.respondWithAssistantMessage({
-                        conversation,
-                        conversationId,
-                        parentMessageId: userMessage.id,
-                        content: 'I can connect you with a human teammate. Please share your email address so we can follow up.'
-                    }, res);
-                    logger_1.default.info('🙋 Human support requested; awaiting email from user.');
-                }
-                return true;
-            default:
-                logger_1.default.info('📚 Intent requires knowledge lookup; proceeding with RAG flow.');
-                return false;
+        // For non-knowledge intents, use LLM-generated response from intent classification
+        if (result.intent !== 'knowledge') {
+            const responseContent = result.response || this.getFallbackResponse(result.intent);
+            await this.respondWithAssistantMessage({
+                conversation,
+                conversationId,
+                parentMessageId: userMessage.id,
+                content: responseContent
+            }, res);
+            return true;
         }
+        // Knowledge intent - proceed to RAG flow
+        logger_1.default.info('📚 Intent requires knowledge lookup; proceeding with RAG flow.');
+        return false;
+    }
+    getFallbackResponse(intent) {
+        // Fallback responses in case LLM doesn't generate one (shouldn't happen, but safety net)
+        const fallbacks = {
+            greeting: 'Hello! How can I help you today?',
+            acknowledgment: "You're welcome! Let me know if you need anything else.",
+            personality: `I'm ${process.env.ASSISTANT_NAME || 'AI Assistant'}, your AI assistant for ${process.env.ORGANIZATION_NAME || 'Your Organization'}.`,
+            clarification: "I'm not sure I understood. Could you clarify what you need help with?",
+            guardrail: "I can help with documentation or implementation guidance, but I can't share credentials or confidential configuration.",
+            human_support_request: "I'd be happy to connect you with our support team. Could you please provide your email address?",
+            human_support_email: "Thank you! Our support team will reach out to you shortly."
+        };
+        return fallbacks[intent] || "I'm here to help. What would you like to know?";
     }
     async respondWithAssistantMessage(payload, res) {
         const assistantMessage = await this.saveAssistantMessage({