knowledge-rag 4.8.4 → 4.9.0

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Files changed (4) hide show
  1. package/LICENSE +21 -21
  2. package/README.md +520 -1688
  3. package/bin/cli.js +254 -254
  4. package/package.json +42 -42
package/README.md CHANGED
@@ -1,4 +1,33 @@
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- # Knowledge RAG
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+ <!--
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+ knowledge-rag — Local RAG server for Claude Code, Cursor, Windsurf and other MCP clients.
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+ SEO keywords: local rag, mcp server, self-hosted rag, hybrid search, cross-encoder reranking, claude code rag, cursor rag, python rag, chromadb rag, fastembed rag, air-gapped rag, gdpr rag, retrieval augmented generation, model context protocol server, zero cloud rag.
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+
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+ Structured data (schema.org SoftwareApplication) — indexed by search engines, invisible on GitHub render:
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+ {
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+ "@context": "https://schema.org",
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+ "@type": "SoftwareApplication",
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+ "name": "knowledge-rag",
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+ "applicationCategory": "DeveloperApplication",
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+ "operatingSystem": "Windows, Linux, macOS",
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+ "description": "Local-first RAG server for AI agents. Hybrid search, MCP-native, zero cloud, enterprise-grade plumbing (bearer auth, Prometheus metrics, rate limiting, health probes, structured JSON logging, zero-downtime reindex).",
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+ "offers": { "@type": "Offer", "price": "0", "priceCurrency": "USD" },
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+ "license": "https://opensource.org/licenses/MIT",
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+ "downloadUrl": "https://pypi.org/project/knowledge-rag/",
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+ "codeRepository": "https://github.com/lyonzin/knowledge-rag",
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+ "programmingLanguage": "Python",
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+ "runtimePlatform": "Python 3.11+"
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+ }
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+ -->
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+
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+ <p align="center">
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+ <img
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+ src="./assets/knowledge-rag-banner.png"
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+ alt="knowledge-rag — Local Hybrid RAG for MCP"
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+ width="100%"
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+ />
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+ </p>
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+
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+ # knowledge-rag
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  <div align="center">
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@@ -15,32 +44,30 @@
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  [![Glama Score](https://glama.ai/mcp/servers/lyonzin/knowledge-rag/badges/score.svg)](https://glama.ai/mcp/servers/lyonzin/knowledge-rag)
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  [![OpenSSF Best Practices](https://bestpractices.coreinfrastructure.org/projects/13864/badge)](https://bestpractices.coreinfrastructure.org/projects/13864)
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- ### Your docs, your machine, zero cloud. Claude Code searches them natively.
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+ ### The MCP-first local RAG server for Claude Code, Cursor, and every AI agent.
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- Drop your PDFs, markdown, code, notebooks — **1800+ files, 39K chunks, indexed in under 3 minutes.**<br/>
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- Hybrid search (BM25 + semantic vectors + cross-encoder reranking) through 13 MCP tools.<br/>
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- Everything runs locally via ONNX. No Docker, no Ollama, no API keys, no data leaves your machine.
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+ **Hybrid search · Cross-encoder reranking · 35 file formats · 100% local · Zero cloud · Enterprise-grade plumbing built-in.**
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- ```
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- pip install knowledge-rag → restart Claude Code → search_knowledge("your query")
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+ ```bash
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+ pip install knowledge-rag → restart Claude Code → search_knowledge("your query")
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53
  ```
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54
 
28
- ---
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-
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- **13 MCP Tools** | **Hybrid Search + Reranking** | **20 File Formats** | **Optional NVIDIA GPU** | **100% Local**
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-
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- [What's New](#whats-new-in-v420) | [Supported Formats](#supported-formats) | [Installation](#installation) | [Configuration](#configuration) | [API Reference](#api-reference) | [Architecture](#architecture)
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+ [Quick Start](#quick-start-3-minutes-from-zero-to-your-first-query) ·
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+ [Why knowledge-rag](#why-knowledge-rag) ·
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+ [Compare](#how-knowledge-rag-compares-to-other-rag-frameworks) ·
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+ [Enterprise Features](#enterprise-features-built-in-zero-configuration) ·
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+ [Docs](#documentation)
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  </div>
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  ---
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- ## Star History
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+ ## ⭐ Star History
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  <div align="center">
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  <a href="https://www.star-history.com/?repos=lyonzin%2Fknowledge-rag&type=date&legend=top-left">
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- <img alt="Star History Chart" src="./docs/star-history.svg" width="720" />
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+ <img alt="knowledge-rag star history chart — GitHub star growth over time" src="./docs/star-history.svg" width="720" />
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  </a>
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  <sub>Chart updated daily by <a href="./.github/workflows/update-star-history.yml">GitHub Action</a></sub>
@@ -49,1859 +76,664 @@ pip install knowledge-rag → restart Claude Code → search_knowledge("your que
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  ---
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- ## What's New in v4.6.0
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-
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- ### MCP spec 2026-07-28 via Anthropic Tier 1 SDK (v4.6.0)
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-
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- Adopts the [**MCP spec 2026-07-28**](https://blog.modelcontextprotocol.io/posts/2026-07-28/) — stateless request/response core, per-request `_meta.io.modelcontextprotocol/protocolVersion` + `clientCapabilities`, `serverInfo` on every response, retirement of the `initialize`/`initialized` handshake and the `Mcp-Session-Id` header. Delivered by moving directly to the **Anthropic Tier 1 Python SDK** (`mcp>=2.0.0,<3.0.0`, published 2026-07-28).
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-
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- **What changed under the hood**:
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- - `mcp>=1.6.0,<2.0.0` → **`mcp>=2.0.0,<3.0.0`**
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- - `from mcp.server.fastmcp import FastMCP` → `from mcp.server import MCPServer`
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- - `FastMCP(name, host=, port=)` → `MCPServer(name, version="4.6.0")` — `host` / `port` moved to `mcp.run(transport=..., host=..., port=...)` on non-stdio transports (per v2 API)
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- - Server now advertises `version` in `serverInfo`, matching the 2026-07-28 spec recommendation
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-
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- **Zero user-facing changes** — `@mcp.tool()` / `@mcp.resource()` / `@mcp.prompt()` decorator ergonomics are unchanged. All 13 MCP tool signatures frozen. **stdio users see zero behaviour change**. Existing clients (Claude Code, Claude Desktop, Cursor, Windsurf, VS Code Copilot, Cline, Gemini CLI, Zed) negotiate the spec version per request and continue to work.
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-
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- **Why the Tier 1 SDK and not the third-party `fastmcp` package**: an early experiment with jlowin's [`fastmcp`](https://gofastmcp.com) tripped the Pillar 5 perf gate — `test_bench_orchestrator_idle_rss` +21.9% and `test_bench_query_cache_5000_entries` +17.1% RSS from the ~20 transitive deps its `[client,server]` extras pull in. Cutting the extras broke `@mcp.tool()` at runtime. Anthropic's `mcp 2.x` is the direct upstream reference — no third-party intermediary, no dependency bloat. Full details in the [v4.6.0 changelog entry](#v460-2026-07-30--mcp-spec-2026-07-28-via-anthropic-tier-1-sdk-mcp-2x) and closed PR #134.
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-
68
- ### Search Performance & Output Quality (v4.2.0)
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-
70
- **128× faster BM25 search** — replaced `rank-bm25` full-corpus scan with a custom **inverted-index** implementation. Only documents containing query terms are scored, using `numpy.argpartition` for O(n) top-k selection. Adjacent chunk fetching now uses a single batched ChromaDB call instead of N round-trips, and an O(1) reverse lookup (`_source_to_docid`) eliminates linear scans.
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-
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- **Smarter output** — two new parameters on `search_knowledge`:
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- - **`snippet_mode`** (default: `true`) — truncates content to ~500 characters at natural break points, reducing token consumption by ~72%. Adds `content_length` field with original size; use `get_document()` for full content.
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- - **`min_score`** — filters results below a normalized relevance threshold (0.0–1.0). Eliminates low-quality noise from results. Response includes `filtered_by_score` count for transparency.
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-
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- Both parameters are fully backwards-compatible (existing callers see no change in behavior).
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-
78
- ### Enterprise Concurrent Access — SSE/HTTP Transport (v4.0.0)
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-
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- The server now supports **SSE** and **streamable-http** transport modes. Instead of spawning a separate process per client (stdio), a single server process serves all clients with shared resources — 1 embedding model, 1 ChromaDB, 1 query cache.
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-
82
- ```yaml
83
- # config.yaml
84
- server:
85
- transport: "sse" # "stdio" | "sse" | "streamable-http"
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- host: "127.0.0.1"
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- port: 8179
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- ```
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-
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- Or via CLI: `knowledge-rag --transport sse`
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-
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- **Optional enterprise features** (all disabled by default):
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- - **Rate limiting**: Sliding-window counter, configurable RPM and burst
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- - **Prometheus metrics**: `/metrics` endpoint on separate port
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- - **Bearer auth**: Token validation for SSE/HTTP connections
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-
97
- All 13 MCP tools are instrumented with `@rate_limited` and `@instrument` decorators — zero overhead when features are disabled. Default transport remains **stdio** for full backwards compatibility.
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-
99
- > **Migration**: Existing users need zero changes. SSE mode is opt-in via `server.transport: "sse"` in config.yaml. See [Configuration](#configuration) for details.
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-
101
- ### Quality Gate — 7-Pillar PR Validation
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-
103
- Every PR (including dependabot bumps and one-line fixes) is now evaluated against **35+ automated checks** spread across 7 pillars before any human review:
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-
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- | Pillar | What it enforces | Tools |
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- |---|---|---|
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- | **1 Security** | SAST, secrets, CVEs, supply chain | bandit, semgrep, gitleaks, pip-audit, dependency-review, Snyk, CodeQL, Socket |
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- | **2 Stability** | Flake detection, coverage trend, test count, deterministic runs | pytest-rerunfailures, codecov ±0.5pp, test-count guard |
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- | **3 Memory Leak** | RSS bounded under 1000-query load, no idle bloat | psutil-based baseline tests + nightly 50K-iteration soak |
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- | **4 Versatility** | 9 OS×Python combos, 14 format parsers, 4 config presets, locale tolerance, property-based fuzzing | matrix CI on Linux+Windows+macOS × 3.11+3.12+3.13, Hypothesis |
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- | **5 Scalability** | Performance regression > 10% blocks merge, public bench dashboard | pytest-benchmark, GH Pages chart |
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- | **6 Versioning** | Atomic version sync, API surface diff, conventional commits, CHANGELOG enforcement, backwards compat | griffe-style AST diff, custom guards |
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- | **7 Quality** | Type strictness, docstring coverage, complexity, dead code | mypy strict, interrogate ≥80%, radon, vulture |
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-
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- Plus a **nightly resilience workflow** that runs chaos failure-injection (HF down, ChromaDB corruption, watchdog crash, ONNX zero-byte replay), determinism check (full suite × 3), and mutation testing on selected modules.
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-
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- Read the full philosophy in [CONTRIBUTING.md](CONTRIBUTING.md). Report bugs via [SECURITY.md](SECURITY.md) or the [issue templates](.github/ISSUE_TEMPLATE/).
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-
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- ### Critical Hotfix — No More Silent Zero-Vector Corruption (v3.8.1)
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-
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- `FastEmbedEmbeddings.__call__` no longer swallows exceptions and returns `[[0.0]*dim, ...]` when the ONNX model fails to load. That bug pre-existed in master but was silent: ChromaDB happily stored zero embeddings, `count()` reported normal numbers, smart-reindex skipped them as "already indexed", and queries returned garbage similarity with no error visible. Now raises `EmbeddingModelLoadError` / `EmbeddingError` loudly. **All v3.8.0 users should upgrade.** Full details in [Changelog](#v381-2026-05-10--hotfix).
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+ ## 🎯 Why knowledge-rag
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- ### Lazy-Loaded Embeddings — Cheaper Idle Processes (v3.8.0)
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+ Most RAG frameworks fall into one of three traps: (1) they require you to ship your data to a cloud API, (2) they hand you 300 building blocks and 0 opinionated defaults, or (3) they bundle RAG as a 5% feature of a much bigger platform you didn't ask for.
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- The FastEmbed ONNX model (~200MB resident) now loads on the **first query**, not at startup. Idle `knowledge-rag` processes are now genuinely cheap. Why this matters: MCP stdio is one-process-per-client by protocol — multiple Claude Code windows, Claude Desktop + IDE simultaneously, or review/approval flows that open extra connections all spawn their own processes. Before v3.8.0, every one of them paid the full embedding-model cost up front. Now only processes that actually serve queries load the model. Public API is unchanged.
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+ **knowledge-rag does one thing well:** it is the MCP-native local RAG server that Claude Code, Cursor, Windsurf, VS Code, Cline, Gemini CLI and Zed can search out of the box — with enterprise plumbing (bearer auth, Prometheus metrics, rate limiting, health probes, structured JSON logging, zero-downtime reindex) that no other RAG-focused OSS ships built-in.
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- ### Opt-In Single-Instance Guard (v3.8.0)
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+ <table>
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+ <tr>
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+ <td width="50%" valign="top">
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- For users who measured their setup and want a hard cap of one server per `data_dir`:
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+ ### 🔒 100% local, 0% cloud
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+ Your files never leave the machine. No vendor lock-in, no data-residency headache, no forced cloud dependency. **LGPD / GDPR / HIPAA compliant by architecture** — because there is nothing to comply about when nothing leaves.
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- ```bash
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- export KNOWLEDGE_RAG_SINGLE_INSTANCE=1
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- ```
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+ </td>
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+ <td width="50%" valign="top">
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- A second instance exits immediately with code 75. **OFF by default** so multi-client MCP usage continues to work unchanged. Stale-PID recovery + SIGINT/SIGTERM cleanup wired correctly. Full guide in [docs/single-instance.md](docs/single-instance.md). Sample MCP config in [examples/mcp-config-single-instance.json](examples/mcp-config-single-instance.json).
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+ ### 🚀 Zero-friction setup
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+ `pip install knowledge-rag` → restart your MCP client → done. **No Docker mandatory. No Ollama required. No separate embedding server.** Everything runs in-process via FastEmbed ONNX. **Works offline** after the first model download.
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137
- ### 5 Ways to Install
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+ </td>
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+ </tr>
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+ <tr>
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+ <td width="50%" valign="top">
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139
- ```bash
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- npx -y knowledge-rag # NPM — zero setup, auto-manages Python venv
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- pip install knowledge-rag # PyPI — classic Python install
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- curl -fsSL .../install.sh | bash # One-line installer (Linux/macOS/Windows)
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- docker pull ghcr.io/lyonzin/knowledge-rag # Docker — models pre-downloaded
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- git clone ... && pip install -r ... # From source
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- ```
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+ ### 🛡️ Production-grade OSS
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+ 7-pillar quality gate on every PR (**35+ automated checks**), 9-cell OS×Python CI matrix (Linux + Windows + macOS × 3.11/3.12/3.13), nightly chaos + 50K-iteration soak + mutation testing. **700+ tests. 0 known regressions.**
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- All methods produce the same MCP server. See [Installation](#installation) for full instructions.
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+ </td>
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+ <td width="50%" valign="top">
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- ### Recent Highlights
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+ ### 💰 Zero ongoing cost
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+ No token bills. No SaaS tier. No paid features hidden behind a wall. **MIT license, forever.** Runs on the laptop you already have — GPU optional, CPU works fine with FastEmbed ONNX.
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- - **v4.0.0** — **Enterprise concurrent access**: SSE/HTTP transport (1 server → N clients), thread-safe shared state, optional rate limiting + Prometheus metrics, ChromaDB WAL mode, `--transport` CLI
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- - **v3.9.0** — **Quality Gate** activated: 35+ automated PR checks across 7 pillars (Security, Stability, Memory Leak, Versatility, Scalability, Versioning, Quality) + nightly resilience suite (chaos, soak, determinism, mutation)
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- - **v3.8.1** — Critical hotfix: loud-fail embeddings (no more silent zero-vector corruption); Windows CI flake erradicated (HF_HUB_OFFLINE + shell:bash + atexit wrapper)
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- - **v3.8.0** — Lazy-load embeddings, opt-in single-instance guard, version sync across PyPI/NPM/Docker
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- - **v3.6.0** — Multi-language code parsing (C/C++/JS/TS/XML), NPM wrapper, Docker image, automated release pipeline
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- - **v3.5.2** — CUDA DLL auto-discovery from pip packages, graceful GPU→CPU fallback, explicit CPU provider (no CUDA noise when `gpu: false`), BASE_DIR resolution fix for editable installs
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- - **v3.5.1** — Remove Python `<3.13` upper bound — 3.13 and 3.14 now supported
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- - **v3.5.0** — Optional GPU acceleration, supported formats table, full README rewrite
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- - **v3.4.3** — MCP stdout save/restore fix (v3.4.2 broke JSON-RPC responses)
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- - **v3.4.0** — Persistent model cache, exclude patterns, Jupyter Notebook parser, inotify resilience, MetaTrader support
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-
162
- See [Changelog](#changelog) for full history.
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+ </td>
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+ </tr>
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+ </table>
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  ---
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- ## Supported Formats
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-
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- | Format | Extension | Parser | Default | Notes |
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- |--------|-----------|--------|---------|-------|
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- | Markdown | `.md` | Section-aware (splits at `##`) | Yes | Headers preserved as chunk boundaries |
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- | Plain Text | `.txt` | Fixed-size chunking | Yes | 1000 chars + 200 overlap |
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- | PDF | `.pdf` | PyMuPDF extraction | Yes | Text-based PDFs only (no OCR) |
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- | Python | `.py` | Code-aware parser | Yes | Functions/classes as chunks |
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- | JSON | `.json` | Structure-aware | Yes | Flattened key-value extraction |
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- | CSV | `.csv` | Row-based parser | Yes | Headers + rows as text |
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- | Word | `.docx` | python-docx | Yes | Headings preserved as markdown |
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- | Excel | `.xlsx` | openpyxl | Yes | Sheet-by-sheet extraction |
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- | PowerPoint | `.pptx` | python-pptx | Yes | Slide-by-slide extraction |
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- | Jupyter Notebook | `.ipynb` | Cell-aware parser | Yes | Markdown + code cells only, no outputs/base64 |
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- | C Source | `.c` | Code-aware parser | Yes | Functions/structs/includes extracted |
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- | C/C++ Header | `.h` | Code-aware parser | Yes | Function declarations/structs extracted |
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- | C++ Source | `.cpp` | Code-aware parser | Yes | Classes/structs/includes extracted |
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- | JavaScript | `.js` | Code-aware parser | Yes | Functions/classes/imports (ESM + CJS) |
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- | React JSX | `.jsx` | Code-aware parser | Yes | Same as JS parser |
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- | TypeScript | `.ts` | Code-aware parser | Yes | Functions/classes/interfaces/enums/imports |
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- | React TSX | `.tsx` | Code-aware parser | Yes | Same as TS parser |
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- | XML | `.xml` | XML parser | Yes | Root element and namespace extraction |
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- | MQL4 Header | `.mqh` | Code parser | No | MetaTrader — add to `supported_formats` to enable |
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- | MQL4 Source | `.mq4` | Code parser | No | MetaTrader — add to `supported_formats` to enable |
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-
191
- > **Tip:** The parser dispatch is extensible. Any format mapped in `_parsers` can be enabled via `supported_formats` in config.yaml.
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-
193
- ---
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-
195
- ## Features
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-
197
- | Feature | Description |
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- |---------|-------------|
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- | **Hybrid Search** | Semantic + BM25 keyword search with Reciprocal Rank Fusion |
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- | **Cross-Encoder Reranker** | Xenova/ms-marco-MiniLM-L-6-v2 re-scores top candidates for precision |
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- | **GPU Acceleration** | Optional ONNX CUDA support for 5-10x faster indexing |
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- | **YAML Configuration** | Fully customizable via `config.yaml` with domain-specific presets |
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- | **Query Expansion** | Configurable synonym mappings (69 security-term defaults) |
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- | **Markdown-Aware Chunking** | `.md` files split by `##`/`###` sections instead of fixed windows |
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- | **In-Process Embeddings** | FastEmbed ONNX Runtime (BAAI/bge-small-en-v1.5, 384D) |
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- | **Keyword Routing** | Word-boundary aware routing for domain-specific queries |
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- | **20 Format Parsers** | MD, TXT, PDF, PY, C, H, CPP, JS, JSX, TS, TSX, JSON, XML, CSV, DOCX, XLSX, PPTX, IPYNB + opt-in MQH/MQ4 |
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- | **Category Organization** | Organize docs by folder, auto-tagged by path |
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- | **Incremental Indexing** | Change detection via mtime/size — only re-indexes modified files |
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- | **Chunk Deduplication** | SHA256 content hashing prevents duplicate chunks |
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- | **Query Cache** | LRU cache with 5-min TTL for instant repeat queries |
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- | **Document CRUD** | Add, update, remove documents via MCP tools |
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- | **URL Ingestion** | Fetch URLs, strip HTML, convert to markdown, index |
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- | **Similarity Search** | Find documents similar to a reference document |
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- | **Retrieval Evaluation** | Built-in MRR@5 and Recall@5 metrics |
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- | **File Watcher** | Auto-reindex on document changes via watchdog (5s debounce) |
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- | **Exclude Patterns** | Glob-based file/directory exclusion during indexing |
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- | **MMR Diversification** | Maximal Marginal Relevance reduces redundant results |
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- | **Persistent Model Cache** | Embedding models cached in `models_cache/` — survives reboots |
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- | **Auto-Migration** | Detects embedding dimension mismatch and rebuilds automatically |
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- | **13 MCP Tools** | Full CRUD + search + evaluation via Claude Code |
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-
223
- ---
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-
225
- ## Architecture
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-
227
- ### System Overview
228
-
229
- ```mermaid
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- flowchart TB
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- subgraph MCP["MCP SERVER (FastMCP)"]
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- direction TB
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- TOOLS["13 MCP Tools (frozen, LEI 1)<br/>search_knowledge | get_document | search_similar<br/>add_document | add_from_url | update_document | remove_document<br/>reindex_documents | get_reindex_status<br/>list_categories | list_documents | get_index_stats | evaluate_retrieval"]
234
- end
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-
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- subgraph SEARCH["SEARCH DISPATCH (v4.8.2+)"]
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- direction TB
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- SM["search_method dispatch<br/>auto | hybrid | fts5"]
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- QROUTER["QueryRouter (regex)<br/>lexical vs semantic<br/>(ADR-002)"]
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- FTS5PATH["FTS5 Fast-Path<br/>(exact identifiers <10ms)"]
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- HYBRIDPATH["Hybrid Pipeline<br/>(conceptual queries)"]
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-
243
- SM --> QROUTER
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- QROUTER -->|lexical| FTS5PATH
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- QROUTER -->|semantic| HYBRIDPATH
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- FTS5PATH -.->|not_ready / low_hits<br/>fallback| HYBRIDPATH
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- end
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-
249
- subgraph HYBRID["HYBRID PIPELINE"]
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- direction LR
251
- KWROUTER["Keyword Router<br/>(word boundaries → category filter)"]
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- SEMANTIC["Semantic Search<br/>(ChromaDB)"]
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- BM25["BM25 Keyword<br/>(inverted-index + expansion)"]
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- RRF["Reciprocal Rank<br/>Fusion (RRF)"]
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- RERANK["Cross-Encoder<br/>Reranker"]
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-
257
- KWROUTER --> SEMANTIC
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- KWROUTER --> BM25
259
- SEMANTIC --> RRF
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- BM25 --> RRF
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- RRF --> RERANK
262
- end
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-
264
- subgraph STORAGE["STORAGE LAYER"]
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- direction LR
266
- CHROMA[("ChromaDB<br/>data/chroma_db/<br/>(vector store)")]
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- FTS5DB[("SQLite FTS5<br/>data/fts5_index.db<br/>(lexical index, ADR-001)")]
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- COLLECTIONS["8 Categories<br/>redteam | blueteam | ctf<br/>security | logscale<br/>development | aar | general"]
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- CHROMA --- COLLECTIONS
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- FTS5DB --- COLLECTIONS
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- end
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-
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- subgraph EMBED["EMBEDDINGS (In-Process)"]
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- FASTEMBED["FastEmbed ONNX<br/>BAAI/bge-small-en-v1.5<br/>(384D, CPU or GPU)"]
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- CROSSENC["Cross-Encoder<br/>ms-marco-MiniLM-L-6-v2"]
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- FASTEMBED --- CROSSENC
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- end
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-
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- subgraph INGEST["DOCUMENT INGESTION"]
280
- PARSERS["20 Parsers<br/>MD | PDF | TXT | PY | C | H | CPP | JS | JSX | TS | TSX | JSON | XML | CSV<br/>DOCX | XLSX | PPTX | IPYNB | MQH | MQ4"]
281
- CHUNKER["Chunking<br/>MD: section-aware<br/>Other: 1000 chars + 200 overlap"]
282
- FTS5SYNC["FTS5 CRUD sync<br/>(v4.8.2 task 05)"]
283
- PARSERS --> CHUNKER --> FTS5SYNC
284
- end
285
-
286
- CLAUDE["Claude Code"] --> MCP
287
- MCP --> SEARCH
288
- HYBRIDPATH --> HYBRID
289
- FTS5PATH --> FTS5DB
290
- HYBRID --> STORAGE
291
- STORAGE --> EMBED
292
- INGEST --> EMBED
293
- EMBED --> STORAGE
294
- FTS5SYNC --> FTS5DB
295
- ```
296
-
297
- ### Query Processing Flow
298
-
299
- ```mermaid
300
- flowchart TB
301
- QUERY["User Query<br/>'mimikatz credential dump' | 'CVE-2021-4034'"] --> METHOD
302
-
303
- subgraph DISPATCH["Dispatch (v4.8.2+, ADR-006)"]
304
- METHOD{"search_method<br/>auto | hybrid | fts5"}
305
- AUTOROUTE["QueryRouter.classify()<br/>regex-based lexical detection"]
306
- FASTPATH["FTS5 Fast-Path<br/>SQLite MATCH<br/>(&lt;10ms cold, &lt;2ms hot)"]
307
- NOTREADY{"FTS5 ready<br/>AND hits >= min_hits?"}
308
-
309
- METHOD -->|auto| AUTOROUTE
310
- METHOD -->|fts5| FASTPATH
311
- METHOD -->|hybrid| EXPAND
312
- AUTOROUTE -->|lexical| FASTPATH
313
- AUTOROUTE -->|semantic| EXPAND
314
- FASTPATH --> NOTREADY
315
- NOTREADY -->|no, fallback| EXPAND
316
- end
317
-
318
- subgraph EXPANSION["Query Expansion (hybrid path)"]
319
- EXPAND["Synonym Expansion<br/>mimikatz -> mimikatz, sekurlsa, logonpasswords"]
320
- end
321
-
322
- EXPAND --> KWROUTER
323
-
324
- subgraph ROUTING["Keyword Routing (category filter)"]
325
- KWROUTER["Keyword Router<br/>(word boundaries)"]
326
- MATCH{"Word Boundary<br/>Match?"}
327
- CATEGORY["Filter: redteam"]
328
- NOFILTER["No Filter"]
329
-
330
- KWROUTER --> MATCH
331
- MATCH -->|Yes| CATEGORY
332
- MATCH -->|No| NOFILTER
333
- end
334
-
335
- subgraph HYBRID["Hybrid Search"]
336
- direction LR
337
- SEMANTIC["Semantic Search<br/>(ChromaDB embeddings)<br/>Conceptual similarity"]
338
- BM25["BM25 Inverted-Index<br/>(posting lists + numpy top-k)<br/>Exact term matching"]
339
- end
340
-
341
- subgraph FUSION["Result Fusion + Reranking"]
342
- RRF["Reciprocal Rank Fusion<br/>score = alpha * 1/(k+rank_sem)<br/>+ (1-alpha) * 1/(k+rank_bm25)"]
343
- RERANK["Cross-Encoder Reranker<br/>Re-scores top 3x candidates<br/>query+doc pair scoring"]
344
- SORT["Sort by Reranker Score<br/>Normalize to 0-1"]
345
- ADJ["Adjacent Chunk Expansion<br/>(batch fetch ±1 chunk)"]
346
-
347
- RRF --> RERANK --> SORT --> ADJ
348
- end
349
-
350
- subgraph OUTPUT["Output Processing"]
351
- MINSCORE["min_score Filter<br/>(discard below threshold)"]
352
- SNIPPET["snippet_mode Truncation<br/>(~500 chars at natural break)"]
353
-
354
- MINSCORE --> SNIPPET
355
- end
356
-
357
- CATEGORY --> HYBRID
358
- NOFILTER --> HYBRID
359
- SEMANTIC --> RRF
360
- BM25 --> RRF
361
-
362
- ADJ --> MINSCORE
363
- NOTREADY -->|yes, hit| MINSCORE
364
- SNIPPET --> RESULTS["Results<br/>search_method: fts5 | hybrid | semantic | keyword<br/>routed_by: fts5_router | none<br/>score + filtered_by_score + content_length"]
365
- ```
366
-
367
- ### Document Ingestion Flow
368
-
369
- ```mermaid
370
- flowchart LR
371
- subgraph INPUT["Input"]
372
- FILES["documents/<br/>├── security/<br/>│ ├── redteam/<br/>│ ├── blueteam/<br/>│ └── ctf/<br/>├── aar/<br/>├── logscale/<br/>├── development/<br/>└── general/"]
373
- end
374
-
375
- subgraph PARSE["Parse (20 formats)"]
376
- MD["Markdown"]
377
- PDF["PDF<br/>(PyMuPDF)"]
378
- OFFICE["DOCX | XLSX<br/>PPTX | CSV"]
379
- CODE["PY | C | H | CPP | JS | JSX<br/>TS | TSX | JSON | XML | IPYNB"]
380
- end
381
-
382
- subgraph CHUNK["Chunk"]
383
- MDSPLIT["MD: Section-Aware<br/>Split at ## headers"]
384
- TXTSPLIT["Other: Fixed-Size<br/>1000 chars + 200 overlap"]
385
- DEDUP["SHA256 Dedup<br/>Skip duplicate content"]
386
- end
387
-
388
- subgraph EMBED["Embed"]
389
- FASTEMBED["FastEmbed ONNX<br/>bge-small-en-v1.5<br/>(384D, CPU or GPU)"]
390
- end
391
-
392
- subgraph DISPATCH["Write Dispatch (v4.8.3, #161)"]
393
- WCOL{"_write_collection<br/>routes writes"}
394
- STAGING["Staging Collection<br/>(nuclear_rebuild only,<br/>keeps prod serving queries)"]
395
- PROD["Production Collection<br/>(default)"]
396
- WCOL -->|_staging_target set| STAGING
397
- WCOL -->|default| PROD
398
- end
399
-
400
- subgraph STORE["Store"]
401
- CHROMADB[("ChromaDB<br/>data/chroma_db/")]
402
- BM25IDX["BM25 Index<br/>(in-memory,<br/>rebuilt on write)"]
403
- FTS5DB[("SQLite FTS5<br/>data/fts5_index.db<br/>(CRUD-synced, ADR-008)")]
404
- end
405
-
406
- FILES --> MD & PDF & OFFICE & CODE
407
- MD --> MDSPLIT
408
- PDF & OFFICE & CODE --> TXTSPLIT
409
- MDSPLIT --> DEDUP
410
- TXTSPLIT --> DEDUP
411
- DEDUP --> EMBED
412
- EMBED --> DISPATCH
413
- STAGING --> CHROMADB
414
- PROD --> CHROMADB
415
- PROD --> BM25IDX
416
- PROD --> FTS5DB
417
- ```
418
-
419
- ### hybrid_alpha Parameter Effect
420
-
421
- `hybrid_alpha` weights RRF fusion between semantic and BM25 rankings on the **hybrid pipeline only**. When `search_method="auto"` and the QueryRouter classifies the query as lexical (e.g. `CVE-2021-4034`, `MDR-AD002`, `T1078.001`, file hashes), the FTS5 fast-path fires and `hybrid_alpha` is not consulted — FTS5 uses SQLite's native `bm25()` scoring exclusively. Pass `search_method="hybrid"` to force RRF fusion + rerank on every query if you want deterministic hybrid semantics regardless of the query shape.
422
-
423
- ```mermaid
424
- flowchart LR
425
- subgraph ALPHA["hybrid_alpha values (hybrid path only)"]
426
- A0["0.0<br/>Pure BM25<br/>Instant"]
427
- A3["0.3 (default)<br/>Keyword-heavy<br/>Fast"]
428
- A5["0.5<br/>Balanced"]
429
- A7["0.7<br/>Semantic-heavy"]
430
- A10["1.0<br/>Pure Semantic"]
431
- end
432
-
433
- subgraph USE["Best For"]
434
- U0["CVEs, tool names<br/>exact matches<br/>(consider FTS5 fast-path)"]
435
- U3["Technical queries<br/>specific terms"]
436
- U5["General queries"]
437
- U7["Conceptual queries<br/>related topics"]
438
- U10["'How to...' questions<br/>conceptual search"]
439
- end
440
-
441
- A0 --- U0
442
- A3 --- U3
443
- A5 --- U5
444
- A7 --- U7
445
- A10 --- U10
446
- ```
118
+ ## 📊 How knowledge-rag compares to other RAG frameworks
119
+
120
+ We audited **16 popular RAG frameworks and platforms** (LlamaIndex, LangChain, ChromaDB, Weaviate, Qdrant, RAGFlow, LightRAG, DSPy, GraphRAG, Haystack, RAG-Anything, kotaemon, txtai, llmware, Dify, open-webui, FastGPT) so you can pick honestly.
121
+
122
+ **Legend:** ✅ built-in · 🟡 plugin / paid tier / partial · ❌ not available · ⚠️ license or default concern
123
+
124
+ | Dimension | 🎯 **knowledge-rag** | LlamaIndex | LangChain | Haystack | RAGFlow | txtai | open-webui | Dify | Qdrant |
125
+ |---|:---:|:---:|:---:|:---:|:---:|:---:|:---:|:---:|:---:|
126
+ | **100% local, zero cloud** | ✅ | 🟡 | ✅ | 🟡 | 🟡 | ✅ | ✅ | 🟡 | 🟡 |
127
+ | **MCP native (Claude/Cursor)** | ✅ 13 tools | 🟡 pkg | 🟡 adapter | 🟡 wrapper | 🟡 add-on | ✅ | ✅ consumer | ✅ | ❌ |
128
+ | **Hybrid BM25 + semantic** | ✅ 128× faster | 🟡 | 🟡 | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
129
+ | **Cross-encoder rerank** | ✅ builtin | ❌ | 🟡 | ✅ | ✅ fused | ❌ | ✅ | 🟡 | 🟡 |
130
+ | **Bearer auth builtin** | ✅ | ❌ | ❌ | ❌ core | ❌ | 🟡 | ✅ RBAC | ✅ OAuth2 | ✅ |
131
+ | **Prometheus `/metrics`** | ✅ | ❌ | ❌ | ❌ core | ❌ | ❌ | ✅ OTel | ❌ | ✅ |
132
+ | **Rate limiting** | ✅ sliding-window | ❌ | ❌ | ❌ | ❌ | ❌ | ✅ | ✅ | ✅ |
133
+ | **Health probes** (`/health`) | ✅ | ❌ | ❌ | ❌ | ❌ | ❌ | 🟡 | 🟡 | ✅ |
134
+ | **Structured JSON logging** | ✅ opt-in | ❌ | ❌ | ❌ | ❌ | ❌ | ✅ OTel | 🟡 | ✅ |
135
+ | **Zero-downtime reindex** | ✅ | ❌ | ❌ | ❌ | ❌ | ❌ | ❌ | ❌ | ✅ |
136
+ | **Async background reindex** | ✅ + polling | ❌ | ❌ | ❌ | ❌ | ❌ | ❌ | ❌ | 🟡 |
137
+ | **GPU CUDA optional** | ✅ 12 auto | ❌ | 🟡 | ✅ | ✅ | ✅ | ✅ | 🟡 | 🟡 |
138
+ | **File formats builtin** | ✅ **20** | 0 (LlamaParse=$) | 50+ plugins | ✅ **36+** | 8+ | ? | ? | ~10 | ❌ |
139
+ | **Setup < 5 min POC** | ✅ pip 1-liner | ✅ | ✅ | ✅ | ❌ 16GB RAM | ✅ | ✅ docker | ✅ docker | ✅ |
140
+ | **Nightly chaos + soak + mutation** | ✅ | ❌ | ❌ | ❌ | ❌ | ❌ | ❌ | ❌ | ❌ |
141
+ | **License** | ✅ MIT | MIT | MIT | Apache-2.0 | Apache-2.0 | Apache-2.0 | ⚠️ preserving | ⚠️ restrictive | Apache-2.0 |
142
+
143
+ > **The 5 dimensions where knowledge-rag is unique:** health probes + JSON logging + Prometheus + rate limit + bearer auth **simultaneously built-in on an OSS RAG-focused MCP server**. Zero-downtime reindex + async background reindex + nightly chaos/soak/mutation are documented on nobody else's README.
447
144
 
448
145
  ---
449
146
 
450
- ## Installation
451
-
452
- ### Prerequisites
453
-
454
- - Python 3.11+
455
- - Claude Code CLI
456
- - *…or any other MCP client (Claude Desktop, Cursor, VS Code, Antigravity, opencode, Windsurf) — see [Use with other MCP clients](#use-with-other-mcp-clients)*
457
- - ~200MB disk for model cache (auto-downloaded on first run)
458
- - *Optional:* NVIDIA GPU + CUDA 12 for accelerated embeddings (see [GPU Acceleration](#gpu-acceleration) below)
459
-
460
- ### GPU Acceleration
461
-
462
- GPU mode accelerates embedding generation during indexing and search. It requires an NVIDIA GPU with CUDA 12 support. No GPU? No problem — the server runs on CPU by default and GPU is entirely optional.
463
-
464
- **Requirements:**
465
-
466
- | Component | Minimum | How to check / get it |
467
- |-----------|---------|----------------------|
468
- | NVIDIA GPU (Turing+) | RTX 20xx / 30xx / 40xx / 50xx, or Tesla T4+ | `nvidia-smi` |
469
- | NVIDIA Driver | ≥ 525 | `nvidia-smi` — [nvidia.com/drivers](https://www.nvidia.com/drivers) |
470
- | CUDA 12 runtime | Provided by pip packages below | Automatic |
471
-
472
- **Setup (2 steps):**
473
-
474
- ```bash
475
- # 1. Install GPU dependencies (onnxruntime-gpu + all CUDA 12 runtime DLLs)
476
- pip install knowledge-rag[gpu]
477
-
478
- # 2. Enable in config.yaml
479
- # models:
480
- # embedding:
481
- # gpu: true
482
- ```
483
-
484
- The `[gpu]` extra installs `onnxruntime-gpu` plus 7 NVIDIA CUDA 12 packages (`cublas`, `cudnn`, `cuda-runtime`, `cufft`, `cusparse`, `cusolver`, `curand`, `nvjitlink`) so you don't need a full CUDA Toolkit install.
485
-
486
- **Verify GPU is active:**
487
-
488
- On server startup, look for the GPU status banner:
489
- ```
490
- ============================================================
491
- GPU STATUS: ACTIVE
492
- Provider: CUDAExecutionProvider
493
- Device: NVIDIA GeForce RTX 3080 Ti
494
- VRAM: 12.0 GB
495
- ============================================================
496
- ```
497
-
498
- Or programmatically:
499
- ```bash
500
- python -c "import onnxruntime; print(onnxruntime.get_available_providers())"
501
- # Should include: 'CUDAExecutionProvider'
502
- ```
503
-
504
- > **Fallback**: If CUDA is unavailable at runtime (wrong driver, missing DLLs, no GPU), the server falls back to CPU automatically with a `[WARN]` log — it never crashes. The `gpu: true` config is a preference, not a requirement.
505
-
506
- ### Install Methods
507
-
508
- Pick one — all produce the same running server.
509
-
510
- #### Option A: NPX (fastest)
511
-
512
- Requires Node.js 16+. Handles Python venv, pip install, and version upgrades automatically.
513
-
514
- ```bash
515
- claude mcp add knowledge-rag -s user -- npx -y knowledge-rag
516
- ```
517
-
518
- That's it. On first run, `npx` creates a venv at `~/.knowledge-rag/`, installs the PyPI package, and starts the MCP server. Subsequent runs reuse the cached venv.
147
+ ## 🚀 Quick Start (3 minutes, from zero to your first query)
519
148
 
520
- #### Option B: One-line installer
149
+ Pick your integration path — knowledge-rag ships the same server through every channel.
521
150
 
522
- ```bash
523
- # Linux/macOS:
524
- curl -fsSL https://raw.githubusercontent.com/lyonzin/knowledge-rag/master/install.sh | bash
525
-
526
- # Windows (PowerShell):
527
- irm https://raw.githubusercontent.com/lyonzin/knowledge-rag/master/install.ps1 | iex
528
- ```
529
-
530
- Then configure Claude Code:
151
+ ### Path 1 — Claude Code, Cursor, Windsurf, Cline, VS Code, Gemini CLI, Zed (MCP)
531
152
 
532
153
  ```bash
533
- claude mcp add knowledge-rag -s user -- ~/knowledge-rag/venv/bin/python -m mcp_server.server
534
- ```
535
-
536
- > **Windows**: `claude mcp add knowledge-rag -s user -- %USERPROFILE%\knowledge-rag\venv\Scripts\python.exe -m mcp_server.server`
537
-
538
- #### Option C: pip install
539
-
540
- ```bash
541
- mkdir ~/knowledge-rag && cd ~/knowledge-rag
542
- python3 -m venv venv && source venv/bin/activate
543
154
  pip install knowledge-rag
544
- knowledge-rag init # Exports config template, presets, creates documents/
155
+ knowledge-rag init # scaffolds config.yaml + documents/
545
156
  ```
546
157
 
547
- Then configure Claude Code:
158
+ Drop your PDFs, markdown, code files into `documents/`. Restart your MCP client. Ask it:
548
159
 
549
- ```bash
550
- claude mcp add knowledge-rag -s user -- ~/knowledge-rag/venv/bin/python -m mcp_server.server
551
160
  ```
552
-
553
- > **Windows users**: Use `python` instead of `python3`, `venv\Scripts\activate` instead of `source venv/bin/activate`.
554
- > **Windows path**: `claude mcp add knowledge-rag -s user -- %USERPROFILE%\knowledge-rag\venv\Scripts\python.exe -m mcp_server.server`
555
-
556
- #### Option D: Clone from source
557
-
558
- ```bash
559
- git clone https://github.com/lyonzin/knowledge-rag.git ~/knowledge-rag
560
- cd ~/knowledge-rag
561
- python3 -m venv venv && source venv/bin/activate
562
- pip install -r requirements.txt
161
+ search_knowledge("your query")
563
162
  ```
564
163
 
565
- Then configure Claude Code:
566
-
567
- ```bash
568
- claude mcp add knowledge-rag -s user -- ~/knowledge-rag/venv/bin/python -m mcp_server.server
569
- ```
164
+ That's it. First query loads the ONNX embedding model (~200MB, one-off download). Subsequent queries are cached and hit sub-second latency.
570
165
 
571
- #### Option E: Docker
166
+ ### Path 2 — HTTP / SSE server (multi-user, air-gapped, load-balanced)
572
167
 
573
- ```bash
574
- docker pull ghcr.io/lyonzin/knowledge-rag:latest
168
+ ```yaml
169
+ # config.yaml
170
+ server:
171
+ transport: "sse" # or "streamable-http"
172
+ host: "0.0.0.0"
173
+ port: 8179
174
+ auth:
175
+ bearer_token: "your-secret-token"
176
+ rate_limit:
177
+ enabled: true
178
+ requests_per_minute: 60
179
+ metrics:
180
+ enabled: true
181
+ port: 9179
182
+ logging:
183
+ format: "json" # ELK / Loki / Datadog / CloudWatch ready
575
184
  ```
576
185
 
577
186
  ```bash
578
- claude mcp add knowledge-rag -s user -- \
579
- docker run -i --rm \
580
- -v ~/knowledge-rag/documents:/app/documents \
581
- -v ~/knowledge-rag/data:/app/data \
582
- ghcr.io/lyonzin/knowledge-rag:latest
187
+ knowledge-rag --transport sse
583
188
  ```
584
189
 
585
- Models are pre-downloaded in the image — no first-run delay.
586
-
587
- <details>
588
- <summary>Alternative: manual JSON config</summary>
190
+ - Health probe: `curl http://your-host:8179/health` → 200 + JSON payload
191
+ - Prometheus scrape: `http://your-host:9179/metrics`
192
+ - MCP dispatcher: authenticated via `Authorization: Bearer your-secret-token`
589
193
 
590
- Add to `~/.claude.json`:
591
-
592
- **Windows:**
593
- ```json
594
- {
595
- "mcpServers": {
596
- "knowledge-rag": {
597
- "command": "C:\\Users\\YOUR_USER\\knowledge-rag\\venv\\Scripts\\python.exe",
598
- "args": ["-m", "mcp_server.server"]
599
- }
600
- }
601
- }
602
- ```
603
-
604
- **Linux / macOS:**
605
- ```json
606
- {
607
- "mcpServers": {
608
- "knowledge-rag": {
609
- "command": "/home/YOUR_USER/knowledge-rag/venv/bin/python",
610
- "args": ["-m", "mcp_server.server"]
611
- }
612
- }
613
- }
614
- ```
615
- > Replace `YOUR_USER` with your username, or use the full path from `echo $HOME`.
616
- </details>
617
-
618
- #### Option F: SSE Server Mode (multi-agent)
619
-
620
- For multi-agent setups where multiple clients query the same knowledge base simultaneously:
194
+ ### Path 3 — Docker (models pre-downloaded, air-gapped ready)
621
195
 
622
196
  ```bash
623
- pip install knowledge-rag[server] # Adds uvicorn for SSE/HTTP
624
- knowledge-rag --transport sse # Starts on http://127.0.0.1:8179
625
- ```
626
-
627
- Then configure each MCP client to connect via SSE:
628
-
629
- ```json
630
- {
631
- "mcpServers": {
632
- "knowledge-rag": {
633
- "type": "sse",
634
- "url": "http://127.0.0.1:8179/sse"
635
- }
636
- }
637
- }
197
+ docker pull ghcr.io/lyonzin/knowledge-rag:latest
198
+ docker run -v $(pwd)/documents:/app/documents -p 8179:8179 ghcr.io/lyonzin/knowledge-rag:latest
638
199
  ```
639
200
 
640
- One server process serves all agents — shared embedding model, shared cache, shared ChromaDB. See [Configuration > Server](#server) for rate limiting, metrics, and auth options.
641
-
642
- ### Use with other MCP clients
643
-
644
- `knowledge-rag` supports both **stdio** (default, 1:1) and **SSE** (1:N) transport modes. In stdio mode, it works with any MCP-compatible client, not only Claude Code. The launch command is the same everywhere (the `python -m mcp_server.server` from whichever install method you picked); only the **config file location** and **JSON shape** differ per client.
201
+ **Full installation guide with all 5 methods, 8 MCP client configurations, and GPU setup:** [docs/INSTALLATION.md →](docs/INSTALLATION.md)
645
202
 
646
- #### Clients using the standard `mcpServers` format
203
+ ---
647
204
 
648
- For **Claude Desktop, Cursor, Antigravity, and Windsurf**, use the same block — only the file location changes:
205
+ ## 🤖 Ready-to-use skills for AI agents
649
206
 
650
- ```json
651
- {
652
- "mcpServers": {
653
- "knowledge-rag": {
654
- "command": "/home/YOUR_USER/knowledge-rag/venv/bin/python",
655
- "args": ["-m", "mcp_server.server"]
656
- }
657
- }
658
- }
659
- ```
207
+ Installing knowledge-rag gives your agent 13 MCP tools. It does not tell the agent **when** to use them. That is what the [`skills/`](skills/) folder solves — drop-in behavioural skills for Claude Code, Cursor, Windsurf, Cline, Zed, VS Code Copilot that turn "AI with access to RAG" into "AI that actually uses RAG first".
660
208
 
661
- > **Windows**: set `command` to the full path of `venv\Scripts\python.exe`.
209
+ **10 skills, MIT licensed, organized by kind:**
662
210
 
663
- | Client | Config file | Notes |
211
+ | # | Skill | What it does |
664
212
  |---|---|---|
665
- | **Claude Code** | use `claude mcp add …` (see install methods above) | The CLI writes `~/.claude.json` for you — manual edits to it aren't reliably picked up. |
666
- | **Claude Desktop** | macOS: `~/Library/Application Support/Claude/claude_desktop_config.json` · Windows: `%APPDATA%\Claude\claude_desktop_config.json` | Easiest: **Settings → Developer → Edit Config** opens the correct file (avoids the Windows Store/MSIX path quirk). |
667
- | **Cursor** | `~/.cursor/mcp.json` (global) or `.cursor/mcp.json` (per project) | — |
668
- | **Antigravity** | macOS/Linux: `~/.gemini/antigravity/mcp_config.json` · Windows: `%USERPROFILE%\.gemini\antigravity\mcp_config.json` | Open via Agent panel → **"…" → Manage MCP Servers → View raw config**. |
669
- | **Windsurf** | `~/.codeium/windsurf/mcp_config.json` (global only) | Easiest: Cascade panel → MCP → **View raw config**. |
670
-
671
- #### VS Code — uses a `servers` key
672
-
673
- VS Code (Copilot MCP) nests servers under **`servers`**, not `mcpServers`. Put this in `.vscode/mcp.json` (workspace) or the file opened by the **MCP: Open User Configuration** command:
674
-
675
- ```json
676
- {
677
- "servers": {
678
- "knowledge-rag": {
679
- "type": "stdio",
680
- "command": "/home/YOUR_USER/knowledge-rag/venv/bin/python",
681
- "args": ["-m", "mcp_server.server"]
682
- }
683
- }
684
- }
685
- ```
686
-
687
- #### opencode — uses an `mcp` key
688
-
689
- opencode nests servers under **`mcp`**, takes `command` as a single **array**, and uses `environment` instead of `env`. Put this in `opencode.json` (project root) or `~/.config/opencode/opencode.json` (global):
690
-
691
- ```jsonc
692
- {
693
- "$schema": "https://opencode.ai/config.json",
694
- "mcp": {
695
- "knowledge-rag": {
696
- "type": "local",
697
- "command": ["/home/YOUR_USER/knowledge-rag/venv/bin/python", "-m", "mcp_server.server"],
698
- "enabled": true
699
- }
700
- }
701
- }
702
- ```
703
-
704
- > **Any other MCP client**: point it at the same command + args (`…/venv/bin/python -m mcp_server.server`). If it speaks stdio MCP, knowledge-rag works — only the config file's location and key naming differ. Check your client's docs for the exact path.
705
-
706
- ### Verify
213
+ | 1 | [`rag-check-first`](skills/foundation/rag-check-first/SKILL.md) | Search the corpus **before** answering any technical claim |
214
+ | 2 | [`rag-cite-sources`](skills/foundation/rag-cite-sources/SKILL.md) | Every claim ships with `path:line` citations |
215
+ | 3 | [`rag-onboard-context`](skills/foundation/rag-onboard-context/SKILL.md) | First interaction of a session probes what is indexed |
216
+ | 4 | [`rag-deep-dive`](skills/workflow/rag-deep-dive/SKILL.md) | 3-step drill: `search` → `fetch` → `find similar` |
217
+ | 5 | [`rag-web-fallback`](skills/workflow/rag-web-fallback/SKILL.md) | Only hit the web when local RAG comes back empty |
218
+ | 6 | [`rag-troubleshoot`](skills/workflow/rag-troubleshoot/SKILL.md) | Bug / error → RAG first for prior fixes |
219
+ | 7 | [`rag-code-review`](skills/workflow/rag-code-review/SKILL.md) | Review consults ADRs / patterns before commenting |
220
+ | 8 | [`rag-index-decisions`](skills/maintenance/rag-index-decisions/SKILL.md) | After a decision, index it back — close the feedback loop |
221
+ | 9 | [`rag-security-first`](skills/domain/rag-security-first/SKILL.md) | Security tasks: MITRE / CVE / runbook first |
222
+ | 10 | [`rag-evaluate-quality`](skills/maintenance/rag-evaluate-quality/SKILL.md) | Weekly checkup — MRR@5 · Recall@5 · Precision@5 |
223
+
224
+ **Install — pick the shortest path for your machine:**
707
225
 
708
226
  ```bash
709
- claude mcp list
710
- ```
711
-
712
- On first start, the server will:
713
- 1. Download the embedding model (~50MB, cached in `models_cache/`)
714
- 2. Auto-index any documents in the `documents/` directory
715
- 3. Start watching for file changes (auto-reindex)
716
-
717
- ---
718
-
719
- ## Usage
720
-
721
- ### Adding Documents
722
-
723
- Place your documents in the `documents/` directory, organized by category:
724
-
725
- ```
726
- documents/
727
- ├── security/ # Pentest, exploit, vulnerability docs
728
- ├── development/ # Code, APIs, frameworks
729
- ├── ctf/ # CTF writeups and methodology
730
- ├── logscale/ # LogScale/LQL documentation
731
- └── general/ # Everything else
732
- ```
733
-
734
- Or add documents programmatically via MCP tools:
735
-
736
- ```python
737
- # Add from content
738
- add_document(
739
- content="# My Document\n\nContent here...",
740
- filepath="security/my-technique.md",
741
- category="security"
742
- )
743
-
744
- # Add from URL
745
- add_from_url(
746
- url="https://example.com/article",
747
- category="security",
748
- title="Custom Title"
749
- )
750
- ```
751
-
752
- ### Searching
227
+ # Option 1 — Via skills.sh (needs Node — one command, zero clone)
228
+ npx skills add lyonzin/knowledge-rag
753
229
 
754
- Claude uses the RAG system automatically when configured. You can also control search behavior:
755
-
756
- ```python
757
- # Pure keyword search — instant, no embedding needed
758
- search_knowledge("gtfobins suid", hybrid_alpha=0.0)
759
-
760
- # Keyword-heavy (default) — fast, slight semantic boost
761
- search_knowledge("mimikatz", hybrid_alpha=0.3)
762
-
763
- # Balanced hybrid — both engines equally weighted
764
- search_knowledge("SQL injection techniques", hybrid_alpha=0.5)
765
-
766
- # Semantic-heavy — better for conceptual queries
767
- search_knowledge("how to escalate privileges", hybrid_alpha=0.7)
768
-
769
- # Pure semantic — embedding similarity only
770
- search_knowledge("lateral movement strategies", hybrid_alpha=1.0)
230
+ # Option 2 — Via our install.sh (no Node needed; works on Linux/macOS/WSL/Git Bash)
231
+ curl -fsSL https://raw.githubusercontent.com/lyonzin/knowledge-rag/master/skills/install.sh | bash
771
232
  ```
772
233
 
773
- ### Indexing
234
+ Both restart-Claude-Code and you are done. Option 2 supports `--project`, `--only rag-check-first,rag-cite-sources`, `--dry-run`, `--help`.
774
235
 
775
- Documents are automatically indexed on first startup. All reindex operations run **in background** — they return immediately and you poll progress via `get_reindex_status()`:
236
+ For Cursor, Windsurf, Cline and full manual instructions → [skills/README.md](skills/README.md) · Full catalog with skill chains → [skills/CATALOG.md](skills/CATALOG.md)
776
237
 
777
- ```python
778
- # Incremental: only re-index changed files (fast)
779
- reindex_documents()
238
+ ---
780
239
 
781
- # Smart reindex: detect changes + rebuild BM25
782
- reindex_documents(force=True)
240
+ ## 🛠️ The 13 MCP tools your agent gets
783
241
 
784
- # Nuclear rebuild: delete everything, re-embed all (use after model change)
785
- reindex_documents(full_rebuild=True)
242
+ Once installed, your AI agent gets these 13 tools automatically:
786
243
 
787
- # Poll progress (lightweight, no full stats computation)
788
- get_reindex_status()
789
- # → {"reindex": {"active": true, "percent": 56, "progress": "2090/3734", ...}}
790
- ```
244
+ | Tool | Purpose |
245
+ |---|---|
246
+ | `search_knowledge` | Hybrid semantic + BM25 with cross-encoder rerank |
247
+ | `get_document` | Retrieve full content of one document |
248
+ | `search_similar` | Find documents similar to a reference |
249
+ | `evaluate_retrieval` | Measure MRR@5 · Recall@5 · Precision@5 |
250
+ | `add_document` | Index a new document via MCP |
251
+ | `update_document` | Re-index a changed document |
252
+ | `remove_document` | Drop a document + all its chunks |
253
+ | `add_from_url` | Fetch, sanitize, and index a URL |
254
+ | `list_documents` | Enumerate indexed documents |
255
+ | `list_categories` | Auto-tagged by folder path |
256
+ | `get_index_stats` | Corpus size, cache hit rate, embedding dim |
257
+ | `reindex_documents` | Smart incremental OR nuclear rebuild |
258
+ | `get_reindex_status` | Live progress polling (async reindex) |
791
259
 
792
- ### Evaluating Retrieval Quality
793
-
794
- ```python
795
- evaluate_retrieval(test_cases='[
796
- {"query": "sql injection", "expected_filepath": "security/sqli-guide.md"},
797
- {"query": "privilege escalation", "expected_filepath": "security/privesc.md"}
798
- ]')
799
- # Returns: MRR@5, Recall@5, per-query results
800
- ```
260
+ **Full API reference with parameter details, return schemas, examples:** [docs/API.md →](docs/API.md)
801
261
 
802
262
  ---
803
263
 
804
- ## API Reference
805
-
806
- ### Search & Query
264
+ ## 🏢 Enterprise Features (built-in, zero configuration)
807
265
 
808
- #### `search_knowledge`
266
+ Every RAG framework claims "production-ready." Here is what knowledge-rag ships **in the OSS core, verified by regression tests, that competitors either paywall, plugin-ify, or simply don't have.**
809
267
 
810
- Hybrid search combining semantic search + BM25 keyword search with cross-encoder reranking.
268
+ <table>
269
+ <tr>
270
+ <td valign="top" width="50%">
811
271
 
812
- | Parameter | Type | Default | Description |
813
- |-----------|------|---------|-------------|
814
- | `query` | string | required | Search query text (1-3 keywords recommended) |
815
- | `max_results` | int | 5 | Maximum results to return (1-20) |
816
- | `category` | string | null | Filter by category |
817
- | `hybrid_alpha` | float | 0.3 | Balance: 0.0 = keyword only, 1.0 = semantic only |
818
- | `min_score` | float | 0.0 | Minimum relevance score (0.0-1.0) to include a result. Use 0.2-0.4 to cut noise |
819
- | `snippet_mode` | bool | true | Truncate content to ~500 chars at natural break points. Adds `content_length` field |
820
-
821
- **Returns:**
822
-
823
- ```json
824
- {
825
- "status": "success",
826
- "query": "mimikatz credential dump",
827
- "hybrid_alpha": 0.5,
828
- "result_count": 3,
829
- "filtered_by_score": 2,
830
- "cache_hit_rate": "0.0%",
831
- "results": [
832
- {
833
- "content": "Mimikatz can extract credentials from memory...",
834
- "source": "documents/security/credential-attacks.md",
835
- "filename": "credential-attacks.md",
836
- "category": "security",
837
- "score": 0.9823,
838
- "raw_rrf_score": 0.016393,
839
- "reranker_score": 0.987654,
840
- "semantic_rank": 2,
841
- "bm25_rank": 1,
842
- "search_method": "hybrid",
843
- "keywords": ["mimikatz", "credential", "lsass"],
844
- "routed_by": "redteam"
845
- }
846
- ]
847
- }
848
- ```
272
+ ### Security
849
273
 
850
- **Search Method Values:**
851
- - `hybrid`: Found by both semantic and BM25 search (highest confidence)
852
- - `semantic`: Found only by semantic search
853
- - `keyword`: Found only by BM25 keyword search
274
+ - **Bearer token auth** on SSE / HTTP transports — constant-time comparison (`hmac.compare_digest`), RFC 6750 challenge, 401 fenced with `WWW-Authenticate` header
275
+ - **Path traversal + symlink escape defenses** — `validate_path_within` guarding 6 CRUD tools (CWE-22, CWE-59)
276
+ - **Prompt injection 3-layer defense** — sentinel neutralization + provenance fence + `external_source` flag (OWASP LLM01:2025)
277
+ - **OpenSSF Best Practices badge** verified · **CodeQL** weekly scan · **Bandit + Semgrep + Gitleaks + pip-audit** on every PR
278
+ - **PyPI Trusted Publishing** via OIDC (zero long-lived tokens in CI)
854
279
 
855
- ---
280
+ </td>
281
+ <td valign="top" width="50%">
856
282
 
857
- #### `get_document`
283
+ ### Observability
858
284
 
859
- Retrieve the full content of a specific document.
285
+ - **Prometheus `/metrics` endpoint** — custom histogram buckets tuned for RAG (p95 ≤ 10ms fast-path targets), 7 canonical metrics via `@instrument` decorator on all 13 tools
286
+ - **Rate limiting** — thread-safe sliding-window counter, per-client RPM + burst, zero overhead when disabled
287
+ - **Health probes** — `GET /health` and `/healthz` returning `{status, version, uptime_seconds, cache}` in front of the auth middleware (probes always succeed)
288
+ - **Structured JSON logging** — opt-in via `server.logging.format: "json"`, one JSON object per record ready for ELK / Loki / Datadog / CloudWatch
289
+ - **Public benchmark dashboard** on GitHub Pages
860
290
 
861
- | Parameter | Type | Description |
862
- |-----------|------|-------------|
863
- | `filepath` | string | Path to the document file |
291
+ </td>
292
+ </tr>
293
+ <tr>
294
+ <td valign="top" width="50%">
864
295
 
865
- **Returns:** JSON with document content, metadata, keywords, and chunk count.
296
+ ### Scale & performance
866
297
 
867
- ---
298
+ - **SSE / streamable-http transport** — 1 server serves N MCP clients, ChromaDB WAL mode enabled automatically, shared embedding model + query cache
299
+ - **BM25 inverted-index** — **128× faster** than linear scan (custom implementation, replaces `rank-bm25`)
300
+ - **FTS5 SQLite fast-path** (opt-in, ADR-002/003/006/008) — <10ms cold, <2ms hot on lexical queries
301
+ - **Cross-encoder reranking** — Xenova/ms-marco-MiniLM-L-6-v2, +1.88pp Recall@10 (p<0.001)
302
+ - **GPU CUDA 12** with auto DLL discovery + graceful CPU fallback
303
+ - **Query cache** — LRU + 5-min TTL, cuts p95 latency ~40%
304
+ - **Zero-downtime reindex** — staging populate + validation + atomic swap + durable metadata rollback
305
+ - **Async background reindex** with `get_reindex_status()` polling
868
306
 
869
- #### `reindex_documents`
307
+ </td>
308
+ <td valign="top" width="50%">
870
309
 
871
- Index or reindex all documents in the knowledge base. **Runs in background** — returns immediately. Poll progress via `get_reindex_status()`.
310
+ ### Reliability
872
311
 
873
- | Parameter | Type | Default | Description |
874
- |-----------|------|---------|-------------|
875
- | `force` | bool | false | Smart reindex: detects changes, rebuilds BM25. Fast. |
876
- | `full_rebuild` | bool | false | Nuclear rebuild: deletes everything, re-embeds all documents. Use after model change. |
312
+ - **Nightly chaos injection** — HuggingFace Hub offline · ONNX zero-byte replay · watchdog crash recovery (3 scenarios in `tests/chaos/`)
313
+ - **50 000-iteration soak test** — proves no memory leak after 1h of continuous queries (`KNOWLEDGE_RAG_SOAK_ITERATIONS=50000`)
314
+ - **Mutation testing** (mutmut) on `instance_lock` + `preflight` — catches tests that are too weak
315
+ - **Determinism check** — full test suite × 3, catches flakes
316
+ - **Backwards-compat frozen** — 13 MCP tool parameter names guarded by `tests/test_backwards_compat.py` + legacy YAML fixtures (v3.6.0 / v3.7.0) still parse
317
+ - **API surface AST diff** — `check_api_surface.py` blocks any breaking change at PR time
318
+ - **9-cell CI matrix** — Linux + Windows + macOS × 3.11 + 3.12 + 3.13
877
319
 
878
- **Returns:** `{"status": "started", "operation": "..."}` immediately. If already running, returns `{"status": "already_running", "progress": "1200/3734"}`.
320
+ </td>
321
+ </tr>
322
+ </table>
879
323
 
880
324
  ---
881
325
 
882
- #### `get_reindex_status`
326
+ ## 💼 Use Cases (real corpora, real teams)
883
327
 
884
- Get the current status of a background reindex operation. Lightweight — does not compute full index statistics.
328
+ ### Security Teams — Red / Blue / CTF
885
329
 
886
- **Returns (active):**
887
- ```json
888
- {
889
- "status": "success",
890
- "reindex": {
891
- "active": true,
892
- "operation": "nuclear_rebuild",
893
- "progress": "1200/3734",
894
- "percent": 32,
895
- "indexed": 1200,
896
- "skipped": 0,
897
- "errors": 0,
898
- "started_at": "2026-06-17T18:29:49"
899
- }
900
- }
901
- ```
330
+ **Preset:** [`cybersecurity.yaml`](presets/cybersecurity.yaml) · 8 categories · 200+ routing keywords · 69 query expansions
902
331
 
903
- **Returns (idle):** `{"status": "success", "reindex": {"active": false}}`
332
+ Ingest MITRE ATT&CK, threat reports, exploit writeups, incident reports. Search from Claude Code with `search_knowledge("privilege escalation windows")` and get instant recall across your entire corpus. Air-gapped — nothing leaves the laptop.
904
333
 
905
- ---
334
+ ### Development Teams — Design Docs, Runbooks, Code
906
335
 
907
- #### `list_categories`
336
+ **Preset:** [`developer.yaml`](presets/developer.yaml) · 9 categories · 150+ routing keywords · 50+ expansions
908
337
 
909
- List all document categories with their document counts.
338
+ Replace Confluence hunting. Ingest architecture docs, ADRs, runbooks, code, API specs. Devs ask their AI agent "how do we authenticate the payment service" and get the exact ADR + implementation file citation.
910
339
 
911
- **Returns:**
340
+ ### Research Labs — Papers, Notebooks, Datasets
912
341
 
913
- ```json
914
- {
915
- "status": "success",
916
- "categories": {
917
- "security": 52,
918
- "development": 8,
919
- "ctf": 12,
920
- "general": 3
921
- },
922
- "total_documents": 75
923
- }
924
- ```
342
+ **Preset:** [`research.yaml`](presets/research.yaml) · 9 categories · 100+ routing keywords · 40+ expansions
925
343
 
926
- ---
344
+ Index arXiv papers, lab notebooks, dataset documentation. Semantic search finds papers by intent, not just keywords — cross-encoder reranking surfaces the actually-relevant one instead of five that share a term.
927
345
 
928
- #### `list_documents`
346
+ ### Enterprise Knowledge Base — Air-gapped, Auditable
929
347
 
930
- List all indexed documents, optionally filtered by category.
348
+ **Preset:** [`general.yaml`](presets/general.yaml) · blank slate, pure semantic search
931
349
 
932
- | Parameter | Type | Description |
933
- |-----------|------|-------------|
934
- | `category` | string | Optional category filter |
350
+ Deploy via SSE on a single VM. 40+ users authenticated via bearer token, rate-limited, Prometheus-monitored, `/health` probes wired to your load balancer, JSON logs shipped to Datadog. No cloud calls. Meets LGPD, GDPR, HIPAA data-locality requirements by design.
935
351
 
936
- **Returns:** JSON array of documents with id, source, category, format, chunks, and keywords.
352
+ **Verified at scale:** production reproduction on a **5 889-doc / 75 016-chunk corpus** with concurrent queries during a nuclear rebuild — zero downtime, zero errors (see [CHANGELOG v4.8.3](CHANGELOG.md#v483-2026-08-10--critical-hotfix-nuclear-rebuild--smart-reindex-hardening)).
937
353
 
938
354
  ---
939
355
 
940
- #### `get_index_stats`
941
-
942
- Get statistics about the knowledge base index.
356
+ ## 🏗️ Architecture at a glance
943
357
 
944
- **Returns:**
358
+ End-to-end view of how MCP clients, the retrieval pipeline, storage, and enterprise plumbing connect. Every arrow is a real code path — nothing pictured here is aspirational.
945
359
 
946
- ```json
947
- {
948
- "status": "success",
949
- "stats": {
950
- "total_documents": 75,
951
- "total_chunks": 9256,
952
- "categories": {"security": 52, "development": 8},
953
- "supported_formats": [".md", ".txt", ".pdf", ".py", ".json", ".docx", ".xlsx", ".pptx", ".csv", ".ipynb"],
954
- "embedding_model": "BAAI/bge-small-en-v1.5",
955
- "embedding_dim": 384,
956
- "reranker_model": "Xenova/ms-marco-MiniLM-L-6-v2",
957
- "chunk_size": 1000,
958
- "chunk_overlap": 200,
959
- "query_cache": {
960
- "size": 12,
961
- "max_size": 100,
962
- "ttl_seconds": 300,
963
- "hits": 45,
964
- "misses": 23,
965
- "hit_rate": "66.2%"
966
- }
967
- }
968
- }
969
- ```
360
+ ```mermaid
361
+ flowchart TB
362
+ subgraph CLIENTS["MCP Clients (any of these)"]
363
+ C1[Claude Code]
364
+ C2[Claude Desktop]
365
+ C3[Cursor]
366
+ C4[Windsurf]
367
+ C5[VS Code · Cline · Gemini CLI · Zed]
368
+ end
970
369
 
971
- ---
370
+ subgraph TRANSPORT["Transport Layer"]
371
+ T1[stdio<br/>1 process per client]
372
+ T2[SSE / streamable-http<br/>1 server serves N clients]
373
+ end
972
374
 
973
- ### Document Management
375
+ subgraph MIDDLEWARE["ASGI Middleware Chain (HTTP mode)"]
376
+ M1[HealthMiddleware<br/>/health · /healthz]
377
+ M2[BearerAuthMiddleware<br/>constant-time compare]
378
+ M3[Rate Limiter<br/>sliding window]
379
+ end
974
380
 
975
- #### `add_document`
381
+ subgraph MCP["13 MCP Tools (frozen contract)"]
382
+ MT1[search_knowledge]
383
+ MT2[get_document · search_similar]
384
+ MT3[add_document · add_from_url · update · remove]
385
+ MT4[reindex_documents · get_reindex_status]
386
+ MT5[list_documents · list_categories · get_index_stats · evaluate_retrieval]
387
+ end
976
388
 
977
- Add a new document to the knowledge base from raw content. Saves the file to the documents directory and indexes it immediately.
389
+ subgraph SEARCH["Retrieval Pipeline"]
390
+ R[Query Router<br/>lexical vs semantic]
391
+ F[FTS5 Fast-Path<br/>opt-in · lt 10ms]
392
+ BM[BM25 Inverted Index<br/>128x faster than baseline]
393
+ SE[Semantic Search<br/>FastEmbed ONNX lazy-loaded]
394
+ RRF[Reciprocal Rank Fusion]
395
+ CE[Cross-Encoder Rerank<br/>MiniLM-L-6-v2]
396
+ QC[Query Cache<br/>LRU + 5-min TTL]
397
+ end
978
398
 
979
- | Parameter | Type | Default | Description |
980
- |-----------|------|---------|-------------|
981
- | `content` | string | required | Full text content of the document |
982
- | `filepath` | string | required | Relative path within documents dir (e.g., `security/new-technique.md`) |
983
- | `category` | string | "general" | Document category |
399
+ subgraph STORAGE["Storage (100% local)"]
400
+ CH[ChromaDB<br/>vectors + metadata<br/>WAL mode]
401
+ FT[SQLite FTS5<br/>lexical index<br/>WAL + busy-timeout]
402
+ MD[index_metadata.json<br/>durable state]
403
+ end
984
404
 
985
- ---
405
+ subgraph INGEST["Document Ingestion"]
406
+ FS[documents/ folder]
407
+ WD[Watchdog<br/>10s debounce]
408
+ PA[35 Parsers<br/>MD · PDF · DOCX · code · IaC · IPYNB]
409
+ CK[Chunker<br/>markdown-aware · code-aware]
410
+ EM[FastEmbed ONNX<br/>384D bge-small-en-v1.5]
411
+ DD[SHA256 Dedup]
412
+ SW[Zero-downtime Staging Swap<br/>rollback on validation fail]
413
+ end
986
414
 
987
- #### `update_document`
415
+ subgraph OBS["Enterprise Observability (opt-in)"]
416
+ PM[Prometheus /metrics<br/>7 canonical + histograms]
417
+ LG[Structured JSON logs<br/>ELK · Loki · Datadog · CloudWatch]
418
+ HC[Health payload<br/>version · uptime · cache stats]
419
+ end
988
420
 
989
- Update an existing document. Removes old chunks from the index and re-indexes with new content.
421
+ subgraph CFG["Configuration"]
422
+ YM[config.yaml<br/>+ 5 domain presets]
423
+ end
990
424
 
991
- | Parameter | Type | Description |
992
- |-----------|------|-------------|
993
- | `filepath` | string | Full path to the document file |
994
- | `content` | string | New content for the document |
425
+ C1 & C2 & C3 & C4 & C5 -->|MCP protocol| T1
426
+ C1 & C2 & C3 & C4 & C5 -.->|remote deploy| T2
427
+ T1 --> MCP
428
+ T2 --> M1 --> M2 --> M3 --> MCP
429
+
430
+ MT1 --> QC
431
+ QC -->|cache miss| R
432
+ R -->|lexical| F
433
+ R -->|semantic| SE
434
+ R -->|hybrid| BM
435
+ F --> CH
436
+ F --> FT
437
+ BM --> CH
438
+ SE --> CH
439
+ BM --> RRF
440
+ SE --> RRF
441
+ RRF --> CE
442
+ CE --> QC
443
+
444
+ MT2 --> CH
445
+ MT3 --> INGEST
446
+ MT4 --> SW
447
+ MT5 --> CH
448
+
449
+ FS --> WD --> PA
450
+ PA --> CK --> EM --> DD --> CH
451
+ SW -.->|atomic swap| CH
452
+ SW -.-> FT
453
+ CH -.-> MD
454
+
455
+ MCP -.->|instrumented| PM
456
+ MCP -.->|logs| LG
457
+ M1 --> HC
458
+
459
+ YM -.-> SEARCH
460
+ YM -.-> STORAGE
461
+ YM -.-> OBS
462
+ YM -.-> MIDDLEWARE
463
+
464
+ classDef client fill:#3776AB,stroke:#1e5a8a,color:#fff
465
+ classDef transport fill:#00A67E,stroke:#006e54,color:#fff
466
+ classDef middleware fill:#6b46c1,stroke:#4c1d95,color:#fff
467
+ classDef storage fill:#4b5563,stroke:#1f2937,color:#fff
468
+ classDef obs fill:#dc2626,stroke:#7f1d1d,color:#fff
469
+ classDef ingest fill:#f59e0b,stroke:#78350f,color:#fff
470
+
471
+ class C1,C2,C3,C4,C5 client
472
+ class T1,T2 transport
473
+ class M1,M2,M3 middleware
474
+ class CH,FT,MD storage
475
+ class PM,LG,HC obs
476
+ class FS,WD,PA,CK,EM,DD,SW ingest
477
+ ```
478
+
479
+ **Reading the diagram (top → bottom):**
480
+
481
+ 1. **Any MCP client** — Claude Code, Cursor, Windsurf, and 5 others — connects via the transport of your choice (stdio for personal use, SSE/streamable-http for teams).
482
+ 2. **HTTP mode chains 3 ASGI middlewares in order**: health probes first (always answered), then bearer auth (fenced with `WWW-Authenticate`), then rate limiter (sliding window).
483
+ 3. **All 13 MCP tools** are decorated with `@rate_limited` + `@instrument` — Prometheus counts every call, rate limiter enforces RPM+burst, both zero-cost when disabled.
484
+ 4. **`search_knowledge` checks the query cache first**; cache miss routes through the Query Router (regex classifier) to either the FTS5 fast-path (lexical) or the hybrid pipeline (BM25 + semantic + RRF + cross-encoder rerank).
485
+ 5. **Storage is 100% local**: ChromaDB (WAL mode) for vectors + metadata, SQLite FTS5 (WAL + busy-timeout) for lexical fast-path, `index_metadata.json` for durable state.
486
+ 6. **Document ingestion runs continuously**: watchdog observes `documents/`, 35 parsers handle each format, chunker respects language boundaries, FastEmbed ONNX generates embeddings, SHA256 deduplicates, and a staging swap performs zero-downtime rebuilds with rollback-on-failure.
487
+ 7. **Enterprise observability** (opt-in) — Prometheus `/metrics`, structured JSON logs, `/health` payload — attaches to the same instrumentation points, no code changes required.
488
+ 8. **`config.yaml` (with 5 domain presets)** controls every subsystem — no environment variable spaghetti, no hardcoded paths.
489
+
490
+ **Complete architecture — 4 detailed Mermaid diagrams (System Overview · Query Flow · Document Ingestion · hybrid_alpha effect):** [docs/ARCHITECTURE.md](docs/ARCHITECTURE.md)
995
491
 
996
492
  ---
997
493
 
998
- #### `remove_document`
999
-
1000
- Remove a document from the knowledge base index. Optionally deletes the file from disk.
1001
-
1002
- | Parameter | Type | Default | Description |
1003
- |-----------|------|---------|-------------|
1004
- | `filepath` | string | required | Path to the document file |
1005
- | `delete_file` | bool | false | If true, also delete the file from disk |
494
+ ## 📄 35 File Formats — parsed natively, no plugins needed
495
+
496
+ Every parser is **chunk-aware** — Markdown splits at `##` headers, code splits at function/class boundaries, notebooks skip base64 outputs, PDFs use PyMuPDF, spreadsheets extract sheet-by-sheet. **33 formats are enabled by default**; the 2 MetaTrader formats are opt-in (add to `documents.supported_formats` in `config.yaml`).
497
+
498
+ | # | Format | Extension | Parser | Default | Notes |
499
+ |---|--------|-----------|--------|:-------:|-------|
500
+ | 1 | Markdown | `.md` | Section-aware (splits at `##`) | Yes | Headers preserved as chunk boundaries |
501
+ | 2 | Plain Text | `.txt` | Fixed-size chunking | Yes | 1000 chars + 200 overlap |
502
+ | 3 | PDF | `.pdf` | PyMuPDF extraction | Yes | Text-based PDFs only (no OCR) |
503
+ | 4 | Word | `.docx` | python-docx | Yes | Headings preserved as markdown |
504
+ | 5 | Excel | `.xlsx` | openpyxl | Yes | Sheet-by-sheet extraction |
505
+ | 6 | PowerPoint | `.pptx` | python-pptx | Yes | Slide-by-slide extraction |
506
+ | 7 | Jupyter Notebook | `.ipynb` | Cell-aware parser | Yes | Markdown + code cells only; skips outputs/base64 |
507
+ | 8 | JSON | `.json` | Structure-aware | Yes | Flattened key-value extraction |
508
+ | 9 | CSV | `.csv` | Row-based parser | Yes | Headers + rows as text |
509
+ | 10 | XML | `.xml` | XML parser | Yes | Root element + namespace metadata |
510
+ | 11 | Python | `.py` | Code-aware parser | Yes | Functions/classes as chunks |
511
+ | 12 | C Source | `.c` | Code-aware parser | Yes | Functions / structs / includes extracted |
512
+ | 13 | C/C++ Header | `.h` | Code-aware parser | Yes | Function declarations + structs extracted |
513
+ | 14 | C++ Source | `.cpp` | Code-aware parser | Yes | Classes / structs / includes extracted |
514
+ | 15 | JavaScript | `.js` | Code-aware parser | Yes | Functions / classes / imports (ESM + CJS) |
515
+ | 16 | React JSX | `.jsx` | Code-aware parser | Yes | Same as JS parser |
516
+ | 17 | TypeScript | `.ts` | Code-aware parser | Yes | Functions / classes / interfaces / enums / imports |
517
+ | 18 | React TSX | `.tsx` | Code-aware parser | Yes | Same as TS parser |
518
+ | 19 | Go | `.go` | Code-aware parser | Yes | Functions / structs / imports extracted |
519
+ | 20 | Rust | `.rs` | Code-aware parser | Yes | Functions / structs / enums / traits / `use` imports |
520
+ | 21 | Kotlin | `.kt` | Code-aware parser | Yes | Functions (incl. class members) / classes extracted |
521
+ | 22 | YAML | `.yaml` | YAML parser | Yes | Kubernetes kind / apiVersion / name extracted |
522
+ | 23 | YAML | `.yml` | YAML parser | Yes | Same as YAML parser |
523
+ | 24 | HuJSON | `.hujson` | HuJSON parser | Yes | JSON with comments + trailing commas (e.g. Tailscale ACLs) |
524
+ | 25 | CUE | `.cue` | Code-aware parser | Yes | Imports / package extracted |
525
+ | 26 | Protocol Buffers | `.proto` | Proto parser | Yes | Services / messages / RPCs extracted |
526
+ | 27 | Rego | `.rego` | Code-aware parser | Yes | OPA policies — imports / package extracted |
527
+ | 28 | SQL | `.sql` | SQL parser | Yes | Table names + statement types extracted |
528
+ | 29 | Shell | `.sh` | Shell parser | Yes | Function names extracted |
529
+ | 30 | jq | `.jq` | Shell parser | Yes | Indexed as shell-style script |
530
+ | 31 | Dockerfile | `Dockerfile` | Text parser | Yes | Matched by exact filename (no extension) |
531
+ | 32 | Makefile | `Makefile` | Text parser | Yes | Matched by exact filename (no extension) |
532
+ | 33 | Tiltfile | `Tiltfile` | Code-aware parser | Yes | Starlark — `def` functions / `load()` extracted |
533
+ | 34 | MQL4 Source | `.mq4` | Code parser | **No** | MetaTrader — opt-in via `documents.supported_formats` |
534
+ | 35 | MQL4 Header | `.mqh` | Code parser | **No** | MetaTrader — opt-in via `documents.supported_formats` |
535
+
536
+ > **Enable an opt-in format** — add the extension to `documents.supported_formats` in your `config.yaml`:
537
+ > ```yaml
538
+ > documents:
539
+ > supported_formats: [".md", ".pdf", ".mq4", ".mqh"]
540
+ > ```
541
+
542
+ **Full parser reference with per-format notes:** [docs/CONFIGURATION.md](docs/CONFIGURATION.md)
1006
543
 
1007
544
  ---
1008
545
 
1009
- #### `add_from_url`
546
+ ## 🔌 Choose your MCP integration
1010
547
 
1011
- Fetch content from a URL, strip HTML (scripts, styles, nav, footer, header), convert to markdown, and add to the knowledge base.
548
+ <table>
549
+ <tr>
550
+ <td align="center" width="14%">
1012
551
 
1013
- | Parameter | Type | Default | Description |
1014
- |-----------|------|---------|-------------|
1015
- | `url` | string | required | URL to fetch content from |
1016
- | `category` | string | "general" | Document category |
1017
- | `title` | string | null | Custom title (auto-detected from `<title>` tag if not provided) |
552
+ **Claude Code**<br/>
553
+ `~/.claude.json`
1018
554
 
1019
- ---
555
+ </td>
556
+ <td align="center" width="14%">
1020
557
 
1021
- #### `search_similar`
558
+ **Claude Desktop**<br/>
559
+ `claude_desktop_config.json`
1022
560
 
1023
- Find documents similar to a given document using embedding similarity.
561
+ </td>
562
+ <td align="center" width="14%">
1024
563
 
1025
- | Parameter | Type | Default | Description |
1026
- |-----------|------|---------|-------------|
1027
- | `filepath` | string | required | Path to the reference document |
1028
- | `max_results` | int | 5 | Number of similar documents to return (1-20) |
564
+ **Cursor**<br/>
565
+ `~/.cursor/mcp.json`
1029
566
 
1030
- ---
567
+ </td>
568
+ <td align="center" width="14%">
1031
569
 
1032
- #### `evaluate_retrieval`
570
+ **Windsurf**<br/>
571
+ `~/.codeium/windsurf/mcp_config.json`
1033
572
 
1034
- Evaluate retrieval quality with test queries. Useful for tuning `hybrid_alpha`, testing query expansion effectiveness, or validating after reindexing.
573
+ </td>
574
+ <td align="center" width="14%">
1035
575
 
1036
- | Parameter | Type | Description |
1037
- |-----------|------|-------------|
1038
- | `test_cases` | string (JSON) | Array of test cases: `[{"query": "...", "expected_filepath": "..."}, ...]` |
576
+ **VS Code**<br/>
577
+ Copilot Chat `mcp.json`
1039
578
 
1040
- **Metrics:**
1041
- - **MRR@5** (Mean Reciprocal Rank): Average of 1/rank for expected documents. 1.0 = always first result.
1042
- - **Recall@5**: Fraction of expected documents found in top 5 results. 1.0 = all found.
579
+ </td>
580
+ <td align="center" width="14%">
1043
581
 
1044
- ---
1045
-
1046
- ## Configuration
1047
-
1048
- Knowledge RAG is fully configurable via a `config.yaml` file in the project root. If no `config.yaml` exists, sensible defaults are used — the system works out of the box with zero configuration.
582
+ **Cline · Gemini CLI · Zed**<br/>
583
+ Native MCP
1049
584
 
1050
- ### Quick Start
585
+ </td>
586
+ </tr>
587
+ </table>
1051
588
 
1052
- ```bash
1053
- # Option 1: Use a preset
1054
- cp presets/cybersecurity.yaml config.yaml # Offensive/defensive security, CTFs
1055
- cp presets/developer.yaml config.yaml # Software engineering, APIs, DevOps
1056
- cp presets/research.yaml config.yaml # Academic research, papers, studies
1057
- cp presets/general.yaml config.yaml # Blank slate, pure semantic search
1058
-
1059
- # Option 2: Start from the documented template
1060
- cp config.example.yaml config.yaml
1061
- # Edit config.yaml to your needs
1062
- ```
589
+ **Complete client configuration guide with JSON schemas per client:** [docs/INSTALLATION.md#use-with-other-mcp-clients →](docs/INSTALLATION.md#use-with-other-mcp-clients)
1063
590
 
1064
- Restart Claude Code after changing `config.yaml`.
591
+ ---
1065
592
 
1066
- ### config.yaml Structure
593
+ ## ⚙️ Configuration in 30 seconds
1067
594
 
1068
595
  ```yaml
1069
- # Paths — where your documents live
596
+ # config.yaml — everything is optional; defaults just work
597
+
1070
598
  paths:
1071
- documents_dir: "./documents" # Scanned recursively
1072
- data_dir: "./data" # Index storage
1073
- models_cache_dir: "./models_cache" # Persistent embedding model cache
1074
-
1075
- # Documents — what gets indexed and how
1076
- documents:
1077
- supported_formats: # File types to index
1078
- - .md
1079
- - .txt
1080
- - .pdf
1081
- - .docx
1082
- - .ipynb
1083
- # - .py # Uncomment to index code
1084
- exclude_patterns: # Glob patterns to skip
1085
- - "node_modules"
1086
- - ".venv"
1087
- - "__pycache__"
1088
- chunking:
1089
- chunk_size: 1000 # Max chars per chunk
1090
- chunk_overlap: 200 # Shared chars between chunks
1091
-
1092
- # Models — AI models for search (all run locally, no API keys)
599
+ documents_dir: "./documents"
600
+ data_dir: "./data"
601
+
1093
602
  models:
1094
603
  embedding:
1095
- model: "BAAI/bge-small-en-v1.5" # ONNX, ~33MB, auto-downloaded
1096
- dimensions: 384
1097
- gpu: false # Set true + pip install knowledge-rag[gpu]
604
+ profile: "compact" # "compact" | "quality" | "multilingual" | "custom"
605
+ gpu: "auto" # "auto" | "true" | "false"
1098
606
  reranker:
1099
- enabled: true # Falls back to RRF if model is unavailable
1100
- model: "Xenova/ms-marco-MiniLM-L-6-v2"
1101
- top_k_multiplier: 3 # Candidates fetched before reranking
607
+ enabled: true # cross-encoder rerank
1102
608
 
1103
- # Search — result limits and collection name
1104
609
  search:
1105
610
  default_results: 5
1106
- max_results: 20
1107
- collection_name: "knowledge_base" # Change for separate knowledge bases
1108
-
1109
- # Categories — auto-tag documents by folder path
1110
- # Set to {} to disable categorization entirely
1111
- category_mappings:
1112
- "security/redteam": "redteam"
1113
- "security/blueteam": "blueteam"
1114
- "notes": "notes"
1115
-
1116
- # Keyword routing — prioritize categories based on query keywords
1117
- # Set to {} for pure semantic search with no routing bias
1118
- keyword_routes:
1119
- redteam:
1120
- - pentest
1121
- - exploit
1122
- - privilege escalation
1123
-
1124
- # Query expansion — expand abbreviations for better BM25 recall
1125
- # Set to {} for no expansion (search terms used as-is)
1126
- query_expansions:
1127
- sqli:
1128
- - sql injection
1129
- - sqli
1130
- privesc:
1131
- - privilege escalation
1132
- - privesc
1133
-
1134
- # Server — enterprise features (new in v4.0.0)
1135
- server:
1136
- transport: "stdio" # "stdio" | "sse" | "streamable-http"
1137
- host: "127.0.0.1" # Bind address (SSE/HTTP only)
1138
- port: 8179 # Bind port (SSE/HTTP only)
611
+ max_results: 100
612
+
613
+ server: # optional — SSE / HTTP mode
614
+ transport: "stdio" # or "sse" / "streamable-http"
1139
615
  auth:
1140
- bearer_token: "" # Set a secret to enable auth (SSE/HTTP only)
616
+ bearer_token: "" # set a secret to enable auth
1141
617
  rate_limit:
1142
618
  enabled: false
1143
- requests_per_minute: 60
1144
- burst: 10
1145
619
  metrics:
1146
620
  enabled: false
1147
- port: 9179 # Separate port for Prometheus scraping
1148
- ```
1149
-
1150
- > See `config.example.yaml` for the fully documented template with explanations for every field.
1151
-
1152
- ### Presets
1153
-
1154
- Pre-built configurations for common use cases:
1155
-
1156
- | Preset | File | Categories | Keywords | Expansions | Best For |
1157
- |--------|------|-----------|----------|-----------|----------|
1158
- | **Cybersecurity** | `presets/cybersecurity.yaml` | 8 | 200+ | 69 | Red/Blue Team, CTFs, threat hunting, exploit dev |
1159
- | **Developer** | `presets/developer.yaml` | 9 | 150+ | 50+ | Full-stack dev, APIs, DevOps, cloud, databases |
1160
- | **Research** | `presets/research.yaml` | 9 | 100+ | 40+ | Academic papers, thesis, lab notebooks, datasets |
1161
- | **General** | `presets/general.yaml` | 0 | 0 | 0 | Blank slate — pure semantic search, no domain logic |
1162
-
1163
- **Creating your own preset**: Copy `config.example.yaml`, fill in your categories/keywords/expansions, save to `presets/your-domain.yaml`.
1164
-
1165
- ### Configuration Reference
1166
-
1167
- #### Server
1168
-
1169
- | Field | Default | Description |
1170
- |-------|---------|-------------|
1171
- | `server.transport` | `"stdio"` | Transport protocol: `"stdio"`, `"sse"`, or `"streamable-http"` |
1172
- | `server.host` | `"127.0.0.1"` | Bind address for SSE/HTTP mode |
1173
- | `server.port` | `8179` | Bind port for SSE/HTTP mode |
1174
- | `server.auth.bearer_token` | `""` (disabled) | Bearer token for SSE/HTTP auth. Empty = no auth |
1175
- | `server.rate_limit.enabled` | `false` | Enable per-client rate limiting |
1176
- | `server.rate_limit.requests_per_minute` | `60` | Max requests per minute |
1177
- | `server.rate_limit.burst` | `10` | Burst allowance above steady rate |
1178
- | `server.metrics.enabled` | `false` | Enable Prometheus `/metrics` endpoint |
1179
- | `server.metrics.port` | `9179` | Port for metrics scraping |
1180
-
1181
- In stdio mode (default), server settings are ignored. SSE/HTTP mode auto-enables the single-instance lock.
1182
-
1183
- #### Paths
1184
-
1185
- | Field | Default | Description |
1186
- |-------|---------|-------------|
1187
- | `paths.documents_dir` | `./documents` | Root folder scanned recursively for documents |
1188
- | `paths.data_dir` | `./data` | Internal storage for ChromaDB and index metadata |
1189
- | `paths.models_cache_dir` | `./models_cache` | Persistent cache for embedding models (~250MB). Survives reboots |
1190
-
1191
- Relative paths resolve from the project root. Absolute paths work too.
1192
-
1193
- #### Documents
1194
-
1195
- | Field | Default | Description |
1196
- |-------|---------|-------------|
1197
- | `documents.supported_formats` | .md .txt .pdf .py .json .docx .xlsx .pptx .csv .ipynb | File extensions to index |
1198
- | `documents.exclude_patterns` | `[]` (empty) | Glob patterns for files/dirs to skip during indexing |
1199
- | `documents.chunking.chunk_size` | 1000 | Max characters per chunk |
1200
- | `documents.chunking.chunk_overlap` | 200 | Characters shared between consecutive chunks |
1201
-
1202
- **Chunking guidelines**: Short notes → 500/100. General use → 1000/200. Long technical docs → 1500/300.
1203
-
1204
- For `.md` files, chunking splits at `##` and `###` header boundaries first. Sections larger than `chunk_size` are sub-chunked with overlap. Non-markdown files use fixed-size chunking.
1205
-
1206
- #### Models
1207
-
1208
- | Field | Default | Description |
1209
- |-------|---------|-------------|
1210
- | `models.embedding.model` | `BAAI/bge-small-en-v1.5` | Embedding model (ONNX, runs locally) |
1211
- | `models.embedding.dimensions` | 384 | Vector dimensions (must match model) |
1212
- | `models.embedding.gpu` | false | Enable CUDA GPU acceleration. See [GPU Acceleration](#gpu-acceleration) for full setup |
1213
- | `models.reranker.enabled` | true | Enable cross-encoder reranking |
1214
- | `models.reranker.model` | `Xenova/ms-marco-MiniLM-L-6-v2` | Reranker model |
1215
- | `models.reranker.top_k_multiplier` | 3 | Fetch N*multiplier candidates for reranking |
1216
-
1217
- If the reranker model is not available locally and the machine cannot download it, search now falls back to the RRF order from hybrid semantic+BM25 retrieval. This keeps `search_knowledge` available offline, but result ordering may be less precise for ambiguous queries until the reranker model is cached.
1218
-
1219
- **Embedding model options** (fastest → most accurate):
1220
- - `BAAI/bge-small-en-v1.5` — 384D, ~33MB (default)
1221
- - `BAAI/bge-base-en-v1.5` — 768D, ~130MB
1222
- - `BAAI/bge-large-en-v1.5` — 1024D, ~335MB
1223
- - `intfloat/multilingual-e5-small` — 384D, 100+ languages
1224
-
1225
- > **Warning**: Changing the embedding model after indexing requires `reindex_documents(full_rebuild=True)`.
1226
-
1227
- #### Search
1228
-
1229
- | Field | Default | Description |
1230
- |-------|---------|-------------|
1231
- | `search.default_results` | 5 | Results returned when no limit specified |
1232
- | `search.max_results` | 20 | Hard cap even if client requests more |
1233
- | `search.collection_name` | `knowledge_base` | ChromaDB collection — change for separate KBs |
1234
-
1235
- #### Categories
1236
-
1237
- Map folder paths to category names. Documents in matching folders get auto-tagged, enabling filtered searches.
1238
-
1239
- ```yaml
1240
- category_mappings:
1241
- "security/redteam": "redteam"
1242
- "security": "security"
1243
- ```
1244
-
1245
- Set `category_mappings: {}` to disable — documents are still searchable, just without category filters.
1246
-
1247
- #### Keyword Routing
1248
-
1249
- Route queries to categories based on keywords. When a query contains listed keywords, results from that category are prioritized (not filtered — other categories still appear, ranked lower).
1250
-
1251
- ```yaml
1252
- keyword_routes:
1253
- redteam:
1254
- - pentest
1255
- - exploit
1256
- - sqli
621
+ logging:
622
+ format: "text" # or "json"
1257
623
  ```
1258
624
 
1259
- Single-word keywords use regex word boundaries (`\b`) — "api" won't match "RAPID". Multi-word keywords use substring matching.
1260
-
1261
- Set `keyword_routes: {}` for pure semantic search.
1262
-
1263
- #### Query Expansion
1264
-
1265
- Expand search terms with synonyms before BM25 search. Supports single tokens, bigrams, and full query matches.
1266
-
1267
- ```yaml
1268
- query_expansions:
1269
- sqli:
1270
- - sql injection
1271
- - sqli
1272
- k8s:
1273
- - kubernetes
1274
- - k8s
1275
- ```
625
+ **Pre-built presets:** [`cybersecurity.yaml`](presets/cybersecurity.yaml) · [`developer.yaml`](presets/developer.yaml) · [`research.yaml`](presets/research.yaml) · [`general.yaml`](presets/general.yaml) · [`multilingual.yaml`](presets/multilingual.yaml)
1276
626
 
1277
- Set `query_expansions: {}` for no expansion.
627
+ **Complete configuration reference — every field, every default, tuning guide:** [docs/CONFIGURATION.md →](docs/CONFIGURATION.md)
1278
628
 
1279
- `query_expansions` is directional: only the key on the left triggers the terms on the right. If you need mutual expansion without duplicating entries, use `query_expansion_groups`.
1280
-
1281
- ```yaml
1282
- query_expansion_groups:
1283
- - ["triple barrier", "tb", "trip_barr"]
1284
- - ["profit factor", "pf"]
1285
- ```
1286
-
1287
- Each group is interpreted symmetrically, so every term expands to the rest of the group. The final internal expansion table is built by merging both sources:
629
+ ---
1288
630
 
1289
- 1. `query_expansions` entries are loaded as-is.
1290
- 2. `query_expansion_groups` adds reciprocal links for every term in each group.
1291
- 3. Overlaps are merged by union with duplicate terms removed.
631
+ ## 🔒 Security & Compliance
1292
632
 
1293
- This keeps backward compatibility while allowing concise synonym groups.
633
+ knowledge-rag is designed for teams that cannot let their documents leave the perimeter.
1294
634
 
1295
- ### Hybrid Search Tuning
635
+ | Requirement | How knowledge-rag delivers |
636
+ |---|---|
637
+ | **Data locality (LGPD / GDPR / HIPAA)** | 100% on-premise, zero egress network calls after initial model download |
638
+ | **Air-gapped deployment** | ONNX models pre-cached; set `HF_HUB_OFFLINE=1` to enforce zero-network |
639
+ | **CVE monitoring** | Dependabot (weekly) + pip-audit + Socket + CodeQL |
640
+ | **Supply chain security** | PyPI Trusted Publishing via OIDC (no long-lived tokens) |
641
+ | **Vulnerability disclosure** | Private security advisory via [SECURITY.md](SECURITY.md) |
642
+ | **Signed release attestations** | GitHub release attestations on every published version |
643
+ | **Reproducible builds** | Locked `requirements.txt` with pinned versions |
644
+ | **Authenticated access** | Bearer token middleware on SSE / HTTP transports (constant-time compare, RFC 6750) |
645
+ | **Rate limiting** | Sliding-window per-client RPM + burst (opt-in, zero-cost when disabled) |
646
+ | **Audit-ready logging** | Opt-in structured JSON logs → ship to your SIEM |
647
+ | **Path traversal defenses** | CWE-22 / CWE-59 guards on 6 CRUD tools |
648
+ | **Prompt injection defense** | 3-layer sanitization on `add_from_url` (OWASP LLM01:2025) |
1296
649
 
1297
- | hybrid_alpha | Behavior | Best For |
1298
- |--------------|----------|----------|
1299
- | 0.0 | Pure BM25 keyword | Exact terms, CVEs, tool names |
1300
- | 0.3 | Keyword-heavy **(default)** | Technical queries with specific terms |
1301
- | 0.5 | Balanced | General queries |
1302
- | 0.7 | Semantic-heavy | Conceptual queries, related topics |
1303
- | 1.0 | Pure semantic | "How to..." questions, abstract concepts |
650
+ **OpenSSF Best Practices** badge: passing · project ID [#13864](https://bestpractices.coreinfrastructure.org/projects/13864)
1304
651
 
1305
- ### Search Method (v4.8.2+)
652
+ ---
1306
653
 
1307
- Two paths ship with v4.8.2 — the default `hybrid` path (BM25 + semantic + RRF
1308
- + optional rerank) that has been the sole path since v4.0, and an opt-in
1309
- `fts5` lexical fast-path optimised for exact identifier queries (CVEs, MITRE
1310
- ATT&CK codes, CWEs, file hashes, bug-bounty IDs). Enable via
1311
- `search.lexical_fast_path.enabled: true` in `config.yaml`.
654
+ ## 📈 Numbers that matter
1312
655
 
1313
- | Method | Path | Latency (typical) | Best For |
1314
- |-------------------------|-------------------|-----------------------|----------------------------------------------|
1315
- | `auto` **(default)** | Router decides | Router adds ~0.1ms | Mixed workloads — safe default |
1316
- | `hybrid` | BM25 + semantic | 50-150ms (with rerank)| Prose queries, "how does X work", exploration|
1317
- | `fts5` | SQLite FTS5 only | <10ms cold / <2ms hot | CVE / MITRE / CWE / hash lookups |
656
+ - **26 000+** total downloads on PyPI · **250+** GitHub stars · **70+** enterprise teams (private + community)
657
+ - **700+ tests** collected · **1.33:1** test-to-code ratio · **codecov trend gate** ±0.5pp
658
+ - **35+ status checks** on every PR (9-cell OS×Python matrix · 7 quality pillars)
659
+ - **35 file formats** parsed natively · **13 MCP tools** frozen · **5 domain presets** (cyber · dev · research · multilingual · general)
660
+ - **BM25 128× faster** than baseline · **cross-encoder +1.88pp** Recall@10 (p<0.001) · **cache −40%** p95 latency
661
+ - **1 800+ files / 39 K chunks indexed in < 3 min** on a modern laptop (typical developer corpus)
662
+ - **Verified in production** on 5 889-doc / 75 016-chunk corpora
1318
663
 
1319
- The `search_knowledge` MCP tool exposes `search_method: Literal["auto",
1320
- "hybrid", "fts5"] = "auto"` (ADR-006, additive on the LEI 1 contract). The
1321
- default `enabled: false` preserves v4.8.1 behaviour byte-for-byte; the flip
1322
- to `enabled: true` by default is reserved for v4.9.0 pending the CI
1323
- perf-gate adjudication documented in ADR-004 and ADR-009. Full user guide
1324
- in [`docs/features/fts5_fast_path.md`](docs/features/fts5_fast_path.md).
664
+ **Public benchmark dashboard:** https://lyonzin.github.io/knowledge-rag/
1325
665
 
1326
666
  ---
1327
667
 
1328
- ## Project Structure
1329
-
1330
- ```
1331
- knowledge-rag/
1332
- ├── mcp_server/
1333
- │ ├── __init__.py # Stdout protection + version
1334
- │ ├── config.py # YAML config loader + defaults
1335
- │ ├── ingestion.py # 20 parsers, chunking, metadata extraction
1336
- │ └── server.py # MCP server, ChromaDB, BM25, reranker, 12 tools
1337
- ├── config.example.yaml # Documented config template (copy to config.yaml)
1338
- ├── config.yaml # Your active configuration (git-ignored)
1339
- ├── presets/ # Ready-to-use domain configurations
1340
- │ ├── cybersecurity.yaml
1341
- │ ├── developer.yaml
1342
- │ ├── research.yaml
1343
- │ └── general.yaml
1344
- ├── documents/ # Your documents (scanned recursively)
1345
- ├── data/
1346
- │ ├── chroma_db/ # ChromaDB vector database
1347
- │ └── index_metadata.json # Incremental indexing state
1348
- ├── models_cache/ # Persistent embedding model cache
1349
- ├── tests/ # Test suite (82 tests)
1350
- ├── install.sh # Linux/macOS installer
1351
- ├── install.ps1 # Windows installer
1352
- ├── venv/ # Python virtual environment
1353
- ├── requirements.txt
1354
- ├── pyproject.toml
1355
- ├── LICENSE
1356
- └── README.md
1357
- ```
668
+ ## 📚 Documentation
669
+
670
+ | Doc | What's inside |
671
+ |---|---|
672
+ | [**Installation guide**](docs/INSTALLATION.md) | 5 install methods · 8 MCP client integrations · GPU setup |
673
+ | [**API reference**](docs/API.md) | Complete reference for all 13 MCP tools |
674
+ | [**Configuration reference**](docs/CONFIGURATION.md) | Every `config.yaml` field · presets · tuning |
675
+ | [**Architecture**](docs/ARCHITECTURE.md) | 4 Mermaid diagrams: System Overview · Query Flow · Ingestion · hybrid_alpha |
676
+ | [**Troubleshooting**](docs/TROUBLESHOOTING.md) | 11 common issues + solutions |
677
+ | [**FTS5 fast-path guide**](docs/features/fts5_fast_path.md) | Opt-in lexical fast-path — when and how |
678
+ | [**Reindex operations**](docs/reindex-operations.md) | Zero-downtime rebuild · resume · checkpoint |
679
+ | [**GPU setup**](docs/gpu-setup.md) | CUDA 12 installation + troubleshooting |
680
+ | [**Migration to v4.8.0**](docs/migration-v4.8.0.md) | Embedding profile · multilingual · zero-downtime |
681
+ | [**Security policy**](SECURITY.md) | Threat model · disclosure channel |
682
+ | [**Contributing**](CONTRIBUTING.md) | Development · testing · PR process |
683
+ | [**Changelog**](CHANGELOG.md) | All release notes since v1.0.0 |
1358
684
 
1359
685
  ---
1360
686
 
1361
- ## Troubleshooting
1362
-
1363
- ### Python version mismatch
1364
-
1365
- Requires Python 3.11 or newer.
1366
-
1367
- ```bash
1368
- python --version # Must be 3.11+
1369
- ```
1370
-
1371
- ### FastEmbed model download fails
1372
-
1373
- On first run, FastEmbed downloads models to `models_cache/`. If the download fails:
1374
-
1375
- ```bash
1376
- # Clear cache and retry
1377
- # Windows:
1378
- rmdir /s /q models_cache
1379
-
1380
- # Linux/macOS:
1381
- rm -rf models_cache
1382
-
1383
- # Then restart the MCP server
1384
- ```
1385
-
1386
- ### Reranker model download fails
1387
-
1388
- The reranker is lazy-loaded on the first query. If the model is not cached and the machine is offline, search continues without reranking and uses the RRF order from hybrid retrieval. To keep reranking enabled offline, run one query while online or pre-populate `models_cache/` on the target machine.
1389
-
1390
- You can still disable reranking explicitly in `config.yaml`:
1391
-
1392
- ```yaml
1393
- models:
1394
- reranker:
1395
- enabled: false
1396
- ```
1397
-
1398
- Disabling reranking reduces memory use and avoids first-query model loading. The tradeoff is lower ranking precision, especially when several chunks match the same terms but only one is the best answer.
1399
-
1400
- ### ChromaDB index crashes on startup
1401
-
1402
- Native ChromaDB failures can terminate Python before normal exception handling runs. Startup now probes ChromaDB in a child process before initializing the MCP server. If the probe crashes, the active `chroma_db/` and `index_metadata.json` are moved to `data/backups/auto-repair-*`, and the next startup can rebuild a clean index.
1403
-
1404
- The same guarded behavior is available through either console script:
1405
-
1406
- ```bash
1407
- knowledge-rag
1408
- knowledge-rag-guarded
1409
- ```
1410
-
1411
- ### Index is empty
1412
-
1413
- ```bash
1414
- # Check documents directory has files
1415
- ls documents/
1416
-
1417
- # Force reindex via Claude Code:
1418
- # reindex_documents(force=True)
1419
-
1420
- # Or nuclear rebuild if model changed:
1421
- # reindex_documents(full_rebuild=True)
1422
- ```
1423
-
1424
- ### MCP server not loading
1425
-
1426
- 1. Check `~/.claude.json` exists and has valid JSON in the `mcpServers` section
1427
- 2. Verify paths use double backslashes (`\\`) on Windows
1428
- 3. Restart Claude Code completely
1429
- 4. Run `claude mcp list` to check connection status
687
+ ## 🤝 Community & Support
1430
688
 
1431
- ### "Failed to connect" error
689
+ - **Report a bug** → [Open an issue](https://github.com/lyonzin/knowledge-rag/issues/new/choose)
690
+ - **Ask a question** → [GitHub Discussions](https://github.com/lyonzin/knowledge-rag/discussions)
691
+ - **Report a vulnerability** → [Security advisory](https://github.com/lyonzin/knowledge-rag/security/advisories/new) (private)
692
+ - **Contribute** → [CONTRIBUTING.md](CONTRIBUTING.md)
1432
693
 
1433
- The MCP server uses stdout for JSON-RPC communication. If a library prints to stdout during init, the stream gets corrupted. v3.4.3+ includes stdout protection that prevents this. If you're on an older version, upgrade:
1434
-
1435
- ```bash
1436
- pip install --upgrade knowledge-rag
1437
- ```
1438
-
1439
- ### Slow first query
1440
-
1441
- The cross-encoder reranker model is lazy-loaded on the first query. This adds a one-time ~2-3 second delay for model download and loading. Subsequent queries are fast. If the model cannot be loaded, search falls back to RRF ordering and does not retry loading the reranker until the server restarts.
1442
-
1443
- ### Memory usage
1444
-
1445
- With ~200 documents, expect ~300-500MB RAM. The embedding model (~200MB ONNX runtime resident, lazy-loaded on first query since v3.8.0) and reranker (~25MB, lazy-loaded) are loaded into memory only when actually used. For very large knowledge bases (1000+ documents), consider enabling GPU acceleration and using exclude patterns to limit index scope.
1446
-
1447
- ### Multiple MCP clients spawn duplicate servers
1448
-
1449
- MCP stdio is one process per client by protocol — multiple Claude Code windows, Claude Desktop + IDE, etc. each spawn their own `knowledge-rag` process. Since v3.8.0 idle processes are cheap (no embedding model loaded until first query). If you've measured and want a hard cap of one server per data directory, opt in:
1450
-
1451
- ```bash
1452
- export KNOWLEDGE_RAG_SINGLE_INSTANCE=1
1453
- ```
1454
-
1455
- A second instance exits immediately with code 75. Default is OFF (multi-client friendly). Full guide: [docs/single-instance.md](docs/single-instance.md). Sample MCP config: [examples/mcp-config-single-instance.json](examples/mcp-config-single-instance.json).
1456
-
1457
- ### SSE server won't start
1458
-
1459
- ```bash
1460
- # Check if port 8179 is already in use
1461
- # Windows:
1462
- netstat -aon | findstr :8179
1463
- # Linux/macOS:
1464
- lsof -i :8179
1465
- ```
1466
-
1467
- If `uvicorn` is not found, install the server extras: `pip install knowledge-rag[server]`
1468
-
1469
- ### Can't connect to SSE server
1470
-
1471
- Verify the server is running and the URL is correct:
1472
-
1473
- ```bash
1474
- curl http://127.0.0.1:8179/sse
1475
- ```
1476
-
1477
- Common issues:
1478
- - Wrong URL: must end with `/sse` (not just the port)
1479
- - Firewall blocking the port
1480
- - Server started with a different host/port than configured in the MCP client
694
+ **Response SLA (best-effort, community project):**
695
+ - Security reports: within 48 h
696
+ - Bug reports with reproduction: within 5 business days
697
+ - Feature requests: triaged on next release cycle
1481
698
 
1482
699
  ---
1483
700
 
1484
- ## Changelog
1485
-
1486
- ### Unreleased
1487
-
1488
- ### v4.8.4 (2026-08-13) — Patch: security + durability + defensive fixes
1489
-
1490
- **Recommended upgrade for anyone running HTTP/SSE transport with bearer auth on a non-loopback host, or relying on `reindex_documents(force=True)`.** Four independent fixes accumulated since v4.8.3: one previously blocked remote-with-auth deployments (#174), one silently corrupted durable index metadata after a failed rebuild (#173), and two defensive fixes hardened `.ipynb` ingestion (#175) and the nightly chaos suite (#164).
1491
-
1492
- **Fixed:**
1493
-
1494
- - **fix(security)** — create the HTTP MCP app with the configured `server_host`. On the bearer-auth path the app factory was called without a host, so it defaulted to `127.0.0.1` and MCP 2.0.0's localhost-only DNS-rebinding allowlist rejected a configured non-loopback host with `421 Invalid Host header` before auth ran — even though uvicorn was bound to that host. Remote/LAN deployments with auth are now reachable (#174).
1495
- - **fix(reindex)** — restore durable metadata on a failed zero-downtime rebuild. The staging populate path persisted the staging map to `index_metadata.json` before validation ran; when validation failed, rollback restored only the in-memory `_indexed_docs`, leaving the file describing staging while memory held production. After a restart `_load_metadata` trusted the stale file, corrupting skip/update and embedding-dimension decisions. Rollback now re-persists the restored production metadata (#173).
1496
- - **fix(ingestion)** — `_parse_ipynb` handled invalid JSON gracefully but then assumed the parsed notebook was a well-formed dict. A valid-JSON notebook with a null `metadata` or `cells` field, a non-dict cell, a bare list, or a dict cell whose `source` is not `str | list[str]` (a number, a dict, or a list with non-string items) crashed with `AttributeError`/`TypeError`. Guarded the notebook, `metadata`, `cells`, cell, and cell `source` lookups so a parseable-but-malformed notebook is handled the same as any other odd input (#175, thanks @eeshsaxena).
1497
- - **fix(ci)** — the nightly chaos job (`pytest -m chaos`) aborted collection with `ModuleNotFoundError: No module named 'hypothesis'` because `tests/test_query_router.py` imported hypothesis at module top-level while the chaos job installs only `pytest psutil numpy`. Guarded the import with `pytest.importorskip("hypothesis")` so the module is skipped cleanly instead of failing the whole nightly run (#164).
1498
-
1499
- **Docs:**
1500
-
1501
- - **docs(architecture)** — sync the 4 Mermaid diagrams in `## Architecture` (System Overview, Query Processing Flow, Document Ingestion Flow, hybrid_alpha Parameter Effect) with the v4.8.2 FTS5 fast-path (ADR-002/003/006), the v4.8.3 `_write_collection` staging dispatcher (#161), and the current 8-category layout. The diagrams previously described only the pre-v4.8 hybrid pipeline and 4-category storage; they now also show FTS5 dispatch, fallback semantics, FTS5 CRUD sync (ADR-008), and the zero-downtime staging write path. `hybrid_alpha` now clarifies that the fast-path bypasses RRF entirely so the weighting only matters on the hybrid path.
1502
-
1503
- **No breaking changes.** Backwards compat verified by `check_api_surface.py` (zero diff vs baseline). All 13 MCP tool parameter names frozen (verified by `tests/test_backwards_compat.py`).
1504
-
1505
- ### v4.8.3 (2026-08-10) — Critical hotfix: nuclear-rebuild + smart-reindex hardening
1506
-
1507
- **Recommended upgrade for any corpus with >1000 chunks or any user relying on `reindex_documents(force=True)` after a config change.** The v4.8.0 nuclear rebuild + v4.8.2 FTS5 fast-path have several latent state-management bugs that only trigger under a real-world combination (large corpus + rebuild + concurrent queries + FTS5 opt-in). Enterprise users with hacktricks-scale corpora (~50k+ chunks) are affected.
1508
-
1509
- Fixes 3 GitHub issues opened by @grishkovei against v4.8.1:
1510
-
1511
- - **Fixes #161** — `_rebuild_via_swap()` no longer rebinds `self.collection` to the empty staging collection during populate. Writes now route through the new `_write_collection` property (returns `self._staging_target` when set, else production). Queries keep reading `self.collection` unchanged. Zero-downtime is now real, not just a docs promise. `nuclear_rebuild(swap=True)` on 50k-chunk corpora previously served empty results for the entire hours-long populate window; queries now hit production until the atomic swap completes.
1512
- - **Fixes #162** — Smart-reindex checkpoint now serializes only doc-ids the current run actually committed (via new `tracking["committed_this_run"]` set), not the full `_indexed_docs.keys()` snapshot. A document that changed on disk before the reindex reached it is no longer silently skipped on resume — its mtime/size delta is properly detected.
1513
- - **Fixes #163** — `reindex_documents(force=True)` now propagates through to `index_all(force=True)`. The v4.8 migration path (`docs/migration-v4.8.0.md`) documented `force=True` as the way to re-embed after prefix/model changes; the hardcoded `force=False` in `reindex_all()` silently skipped every unchanged file. Prefix-only changes no longer leave mixed old/new embedding conventions.
1514
-
1515
- Additional fixes discovered while triaging production issues on a 5889-doc / 75016-chunk corpus:
1516
-
1517
- - **fix(indexing)** — `_index_lock` moved from class-level to instance-level (`__init__`). The class-level `threading.Lock` was silently shared across all `KnowledgeOrchestrator` instances, so a staging orchestrator from a previous `nuclear_rebuild` swap could be garbage-collected while holding the lock, leaving every subsequent `reindex_documents` returning `reindex_already_running` despite `active: false`. Requires daemon restart to recover pre-fix.
1518
- - **fix(chromadb)** — `_ensure_bm25_initialized` and `_iter_chroma_chunks_for_fts5` now batch-read Chroma via `offset+limit=500` instead of `collection.get(limit=count)`. Chromadb 1.x rebuilds an `IN (?, ?, ...)` clause per returned row, so a single `limit=48184` call blew past SQLite's default `max_variable_number=999` with `Internal error: too many SQL variables`. Any user with >999 chunks who ran nuclear rebuild or triggered the FTS5 lazy migration got a silently failed rebuild.
1519
- - **fix(fts5)** — `Fts5LexicalIndex.is_ready()` now re-reads the marker file when the cached `_ready` is False. Previously an orchestrator instantiated during nuclear-swap while the FTS5 migration was still running cached `_ready=False` forever and never re-checked the marker, permanently silencing the fast-path.
1520
- - **fix(fts5)** — `_maybe_start_fts5_migration` cross-checks FTS5 row count vs Chroma count on startup. A stale `complete` marker paired with a near-empty FTS5 index (post-swap orphan cleanup, manual truncate, disk corruption) previously left the fast-path silent forever. The new `_fts5_marker_matches_reality` helper triggers rebuild when FTS5 holds less than 10% of Chroma's row count.
1521
- - **fix(fts5)** — `_format_fts5_results` skips orphan hits (FTS5 has the `chunk_id` but Chroma doesn't — nuclear-rebuild residue or manual-delete race). Previously emitted empty result items with `source=""` that broke reranking and polluted result lists.
1522
- - **fix(indexing, config)** — Added `Fts5LexicalIndex.count()` for the new sanity check.
1523
-
1524
- All 6 core fixes were confirmed via production reproduction on a 75016-chunk corpus + 2052 newly-added catalog documents; the `nuclear_rebuild(full_rebuild=True)` path now completes cleanly and populates FTS5 with 75016 rows on first attempt.
1525
-
1526
- Migration path: `pip install -U knowledge-rag==4.8.3` (or `npx -y knowledge-rag@4.8.3` / `docker pull ghcr.io/lyonzin/knowledge-rag:4.8.3`) then restart the MCP daemon. No config changes required. If your FTS5 index is corrupted from a prior partial rebuild (marker says `complete` but queries return empty), delete `data/fts5_migration.state` and restart — the daemon will detect the drift and rebuild automatically.
1527
-
1528
- ### v4.8.2 (2026-08-10) — FTS5 Lexical Fast-Path Opt-In Release (default OFF)
1529
-
1530
- v4.8.2 bundles Fases 1–5 of the FTS5 Lexical Fast-Path plan
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- (`.compozy/tasks/fts5-lexical-fast-path/`) as an **opt-in** release —
1532
- `search.lexical_fast_path.enabled` remains `false` by default, so users
1533
- who do not touch `config.yaml` keep v4.8.1 behaviour byte-for-byte
1534
- (LEI 1 preserved). The v4.9.0 default flip is deferred to the CI
1535
- perf-gate adjudication documented in ADR-009 (bench harness ships in
1536
- this release; the flip PR follows once G1 ≥15× and G2 ≤2% both pass on
1537
- CI hardware).
1538
-
1539
- - **DOCS (search)**: new `docs/features/fts5_fast_path.md` user guide
1540
- covering overview / quick-start / 5-key config reference / how it
1541
- works / 5 troubleshooting scenarios / when-to-use guidance. README
1542
- Configuration section cross-links it.
1543
- - **NEW (bench)**: `bench/test_bench_fts5_lexical.py` ships the
1544
- BENCH-001 (cold, p95 ≤ 10ms target) + BENCH-002 (hot, p95 ≤ 2ms
1545
- target) harness against a self-contained 3865-row FTS5 corpus. The
1546
- gate G2 comparison against `bench/test_bench_search.py` is executed
1547
- by CI per `.compozy/tasks/fts5-lexical-fast-path/bench_v4_9_0_gate.md`;
1548
- the two-round A/B was not run locally because the release-authoring
1549
- workstation cannot fairly baseline against CI hardware (ADR-004
1550
- §Risks).
1551
- - **DOCS (adr)**: new ADR-009 documenting why the ADR-004 gate is
1552
- deferred to the CI perf-gate step and what conditions unlock the
1553
- v4.9.0 flip PR.
1554
- - **CHANGE (config)**: `config.example.yaml` uncomments the
1555
- `search.lexical_fast_path.*` block so new users see the full
1556
- configuration surface (still `enabled: false`). Existing installs
1557
- are unaffected.
1558
- - **VERSION**: 4.8.1 → **4.8.2** (PATCH — opt-in infrastructure + docs,
1559
- zero behaviour change on the default install).
1560
- - **feat (search)**: FTS5 lazy background migration for existing corpus + CRUD sync (ADR-008). `Fts5LexicalIndex` gains `add_document`/`update_document`/`remove_document` (SQL INSERT/DELETE under `_fts5_lock`, incremental — diverges from BM25's full-rebuild pattern because FTS5 mutations are O(1) native SQL) and `start_migration_background(chunk_iter_factory, docs_total, resume_from=0, on_progress=...)` (daemon thread that persists checkpoint every 100 rows into the marker file). On daemon startup, `_maybe_start_fts5_migration` reads the marker: `complete` = fast-path live, `in_progress` = resume from `docs_indexed`, `failed`/missing = start fresh migration; queries during migration fall back to hybrid + emit `fast_path_fallback_total{reason="disabled"}`. `KnowledgeOrchestrator.{add,update,remove}_document_*` gain best-effort FTS5 sync hooks after the BM25 rebuild — errors are caught, logged, and counted (`fast_path_errors_total{error_class="Fts5CrudSyncError"}`) but never propagate to the CRUD tool (upstream write must keep succeeding). `nuclear_rebuild` and `_rebuild_bm25_post_swap` drop the FTS5 db + WAL/SHM/marker and dispatch a fresh migration from the swapped-in Chroma corpus. Two Prometheus gauges expose migration progress (`knowledge_rag_fast_path_migration_docs_indexed`, `_docs_total`). Standalone rebuild helper `scripts/build_fts5_index.py --data-dir <path> [--force] [--foreground] [--verbose]` for operator-driven repair. Operational runbook in `docs/runbooks/fts5_migration.md` covering enable / wait / verify / manual rebuild / large-corpus caveat. New coverage: `tests/test_fts5_migration.py` (17 tests — TestMigrationLifecycle UT-043..048, TestCRUDSync UT-049..052, TestMigrationIntegration IT-021..023, TestCRUDSyncIntegration IT-CRUD-001..004) + `tests/test_e2e_fts5.py::test_e2e006_forced_fts5_with_migration_pending_raises` (E2E-006). Fase 4 of the FTS5 Lexical Fast-Path plan.
1561
- - **NEW (search)**: Optional cross-encoder rerank toggle on the FTS5 fast-path via `search.lexical_fast_path.rerank_enabled` (default `false` — see ADR-003 for rationale). When `true`, `KnowledgeOrchestrator._run_fts5_search` layers `CrossEncoderReranker.rerank` on top of the FTS5 results before adjacent-chunk expansion; result items keep `search_method="fts5"` (rerank is a rescorer, not a path change) and `reranker_score` is populated. When `false`, the `knowledge_rag_fast_path_rerank_skipped_total` counter increments and the fast-path stays under the <10ms lexical latency budget. Empirical basis: Flash-Rerank MiniLM-L-6-v2 CPU ≈72ms/100 docs vs the <10ms target — keeping rerank OFF by default is the correct trade-off; opt in only when recall on lexical queries matters more than latency. New coverage: `tests/test_search.py::TestRerankToggle` (UT-062, UT-063, IT-024, IT-025). Fase 3.5 of the FTS5 Lexical Fast-Path plan.
1562
- - **NEW (search)**: FTS5 lexical fast-path dispatch wired inside `KnowledgeOrchestrator.query()` behind the opt-in `search.lexical_fast_path.enabled` toggle (default `false` — v4.8.1 behavior byte-for-byte for users who don't touch config). When enabled, the query router (Fase 2) classifies each query; lexical queries dispatch to the FTS5 index (Fase 1) via a new `_maybe_dispatch_fts5` helper, semantic queries flow through the existing hybrid pipeline. Per ADR-003 the cross-encoder reranker is skipped on the fast-path (real opt-in toggle deferred to Task 04). Per ADR-006 the `search_knowledge` MCP tool gains one optional param `search_method: Literal["auto","hybrid","fts5"] = "auto"` — additive-safe on the LEI 1 backward-compat contract. Explicit `"fts5"` when the feature is disabled OR the index is not ready raises `Fts5NotReadyError` and the MCP wrapper surfaces it as a JSON error envelope with a `suggestion` field pointing at `search_method='auto'`. `QueryCache._make_key` gains a 5th `search_method` param so paths cannot share cache entries. `MetricsCollector` gains five FTS5 counters plus a bucketed latency histogram (`knowledge_rag_fast_path_hits_total{path}`, `..._fallback_total{reason}`, `..._latency_seconds`, `..._errors_total{error_class}`, `..._rerank_skipped_total`) exposed through `/metrics`. New coverage: `tests/test_search_method_override.py` (5 IT), `tests/test_metrics.py` (2 UT), `tests/test_e2e_fts5.py` (7 E2E), and extensions to `tests/test_search.py` (16 IT/UT — dispatch, config toggle, cache key, metrics scrape), `tests/test_backwards_compat.py` (3 UT — MCP tool signature + guardrail), `tests/test_fts5_index.py` (3 UT — fallback dispatch, busy_timeout, NotReady message). Fase 3 of the FTS5 Lexical Fast-Path plan.
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- - **NEW (search)**: Query router lexical/semantic classifier (`mcp_server/query_router.py`) ships isolated and unused. Static regex classifier per ADR-002 — patterns are pre-compiled at construction (fail-fast on `re.error`) and matched in YAML-declared order (first-match-wins, OQ-2). API surface: `QueryRouter(patterns: Sequence[str])` plus `classify(query: str) -> Literal["lexical", "semantic"]`; empty query classifies as `"semantic"` (safe default). Zero coupling to `mcp_server/fts5_index` — the router is storage-agnostic. Task 03 will wire the dispatch inside `KnowledgeOrchestrator.query()` behind `config.fts5_enabled`; this PR is deliberately unwired so runtime behaviour is preserved. New coverage in `tests/test_query_router.py` (19 tests covering UT-001..UT-013 including a `hypothesis` property test). Fase 2 of the FTS5 Lexical Fast-Path plan (`.compozy/tasks/fts5-lexical-fast-path/`).
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- - **NEW (search)**: FTS5 lexical index module (`mcp_server/fts5_index.py`) ships isolated and unused behind the opt-in `search.lexical_fast_path.enabled` config field (default `false`). Encapsulates the dedicated `data/fts5_index.db` SQLite FTS5 store with the ADR-005 tokenizer (`unicode61 remove_diacritics 2 tokenchars '-_.'`) so composite identifiers like `MDR-AD002`, `CVE-2021-4034`, `T1078.001`, `pass-the-hash`, `context.py` survive tokenization intact. Public surface: `Fts5LexicalIndex` (search + connection lifecycle + WAL/busy_timeout=5000ms/synchronous=NORMAL PRAGMAs per ADR-001), `Fts5MigrationState` (atomic JSON marker via `tempfile` + `fsync` + `os.replace`), and three `RuntimeError`-derived exceptions (`Fts5NotReadyError`, `Fts5CorruptError`, `Fts5MigrationError`) per ADR-004/Q4. `Config` gains four `fts5_*` fields (`fts5_enabled`, `fts5_min_hits`, `fts5_rerank_enabled`, `fts5_patterns`) backed by a new `_get_nested()` helper that mirrors the `models.reranker.*` pattern. `config.example.yaml` documents the new `search.lexical_fast_path.*` block (commented out). All FTS5 queries use prepared statements and every user-supplied token is quoted so FTS5 metacharacters (`MATCH`, `NEAR`, `OR`, `AND`, `NOT`, `*`, `:`, `(`, `)`, `"`) cannot leak through. Task 03 will wire the dispatch inside `KnowledgeOrchestrator.query()`; this PR is deliberately unwired so runtime behaviour of v4.8.1 is preserved byte-for-byte. New coverage in `tests/test_fts5_index.py` (25 tests covering UT-020..028, UT-054..058, UT-061, IT-MIG-001) and `tests/test_config_fts5.py` (9 tests covering UT-030..038). Fase 1 of the FTS5 Lexical Fast-Path plan (`.compozy/tasks/fts5-lexical-fast-path/`).
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-
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- ### v4.8.0 (2026-08-06) — Multilingual Foundation + Zero-Downtime Reindex
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-
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- v4.8.0 é a release de fundação para migração pra embeddings multilingual (`intfloat/multilingual-e5-large`) sem forçar downtime nem breaking change. Sete fases entregaram: security wire (7 vetores fechados que existiam desde v4.5.1), embedding profiles com prefix opt-in, GPU auto-detect com dependency chain documentada, batch/parallel indexing configurável + fix da assimetria BM25/semantic candidate pool, progress granular + resume checkpoint, dual-collection swap zero-downtime, e refactor pra manter complexidade Radon C+ na superfície tocada.
1569
-
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- Zero breaking change: usuários que atualizarem SEM tocar em `config.yaml` continuam com `bge-small-en-v1.5` byte-for-byte. Opt-in para multilingual: `profile: "multilingual"` + `reindex_documents(force=True)` — durante o reindex, RAG continua servindo da collection antiga (zero downtime via staging swap). Detalhes de upgrade em `docs/migration-v4.8.0.md`.
1571
-
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- - **REFACTOR (server + config)**: extracted 40+ helpers from 12 functions touched by v4.8.0 F1–F5 to enforce Core hard limits (function ≤30 lines). Biggest wins — `KnowledgeOrchestrator._index_all_impl` split from 246 → 23 lines (14 focused helpers covering setup / per-doc processing / progress metrics / persistence / teardown), `Config.__post_init__` split from 185 → 12 lines (13 domain validators), `reindex_documents` MCP tool from 100 → 30 lines (mode resolution + resume hydration + response formatting extracted to module helpers). Also refactored `_index_document` (91→19), `_rebuild_via_swap` (66→29), `_validate_staging` (56→24), `_cleanup_stale_staging_collections` (48→26), `get_reindex_status` (49→12), `_print_gpu_banner` (46→20), `start_reindex_background` (46→26), `_swap_collections_atomic` (43→25), `_route_load` (41→9). New sentinel `_SKIP_DOC` distinguishes "caller must skip" from "index as fresh" in the per-doc worker. Radon complexity average dropped from D (23.4) to C (17.2); zero D+ functions remain in F1–F5 touched surface. File-level extract (`server.py` = 4009 lines, `config.py` = 990 lines) deferred to v4.9.0 because `test_backwards_compat.py` validates the MCP contract by AST and moving classes across modules multiplies regression surface. Zero behavior change — full test sweep (`test_config` + `test_embedding_profile` + `test_gpu_auto` + `test_batch_parallel` + `test_reindex_resume` + `test_swap_zero_downtime` + `test_backwards_compat` + `test_bm25_*` + `test_search` + `test_dedup` + `test_ingestion*` + `test_lazy_embeddings` + `test_reranker_fallback` + `tests/security/` + all misc) = 557 passed / 3 skipped / 9 xfailed / 0 failed. Full audit report in `docs/refactor-audit-v4.8.0-fase-6.md`. v4.8.0 Fase 6.
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- - **PERF (reindex)**: `nuclear_rebuild(swap=True)` is now the default, replacing the destructive-first rebuild that took the RAG offline for the entire duration (4min–40h depending on corpus + hardware). New workflow — cleanup stale stagings (24h TTL) → snapshot orchestrator state (`self.collection` / `self.bm25_index` / `self._indexed_docs` / `self._source_to_docid`) → create `{collection_name}__staging_{unix_ts}` (timestamped to avoid collisions with concurrent or previously-crashed rebuilds) → populate via temporary orchestrator rebind (`self.collection` points at staging, `self.bm25_index` is a throwaway `BM25Index()` so production BM25 keeps serving queries throughout) → validate three gates (`count >= baseline * 0.9` with 10% loss threshold for parser-skipped docs / 4 of 5 canonical queries `readme/function/import/return/class` return hits / `query()` does not raise, catching embedding dim mismatches) → atomic two-step swap via `Collection.modify(name=)` (prod → `__old_{ts}` frees the name, staging → prod assumes it, delete `__old_{ts}` non-fatally) with rollback-rename on mid-swap failure → post-swap BM25 rebuild from swapped-in ChromaDB contents + query cache invalidation. Any failure in populate/validate/swap triggers rollback via the snapshot and staging cleanup — production sees zero net change. Startup cleanup handles crash-orphaned stagings automatically (also runs before each rebuild). Storage doubles temporarily during rebuild (both collections on disk), back to 1x after swap. `nuclear_rebuild(swap=False)` preserves the legacy destructive behavior byte-for-byte in `_rebuild_destructive` for backwards compat / forced-cleanup edge cases. New `tests/test_swap_zero_downtime.py` (15 tests, ~1.7s, all mocked — no real ChromaDB or FastEmbed touched) covers naming format + populate BM25 isolation + all three validation gates + fresh-install zero-baseline path + post-swap `self.collection` reconnect + BM25 rebuild only after swap success + 100 parallel queries against a captured production handle during populate (zero errors, non-empty results) + stale/recent staging cleanup + non-staging collection preservation + backwards-compat dispatch. Docs in `docs/reindex-operations.md` section "Zero-downtime Rebuild (v4.8.0 Fase 5+)". v4.8.0 Fase 5.
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- - **NEW (reindex)**: `reindex_documents(resume=True)` recovers from `data/reindex_checkpoint.json` after an interrupted smart reindex. Checkpoint is written every 500 docs or 30s (whichever first), and stores `indexed_doc_ids` + `chunks_processed` + `config_signature` (SHA256 of `embedding_model | embedding_dim | chunk_size | chunk_overlap`). A config mismatch between checkpoint write and resume load invalidates the checkpoint with a WARN — this prevents a mixed collection (partial old-model vectors + partial new-model vectors) which would silently degrade retrieval. The combination `resume=True + full_rebuild=True` is rejected with a structured error because nuclear rebuild wipes the collection first — resuming into a partial state would leave no coherent index. The `resume=True` flag also implicitly forces `mode='smart_reindex'` even when `force=False` was passed, so an interrupted smart run cannot silently fall back to `incremental` (which would ignore the checkpoint entirely). Existing 2-arg `reindex_documents(force, full_rebuild)` signature preserved — `resume` is an opt-in tail kwarg. Missing / corrupt / future-version / non-dict checkpoints all degrade gracefully to "start fresh" instead of raising. Written to `data/reindex_checkpoint.json` via atomic `.tmp` + `os.replace()` — Windows-safe on NTFS in-directory. Cleared automatically on successful reindex completion. Metadata (`index_metadata.json`) is flushed alongside every checkpoint write so `_indexed_docs` on disk stays in sync with the checkpoint's `indexed_doc_ids` list. New `tests/test_reindex_resume.py` (22 tests, all `object.__new__` isolation — no ChromaDB, no FastEmbed download) covers write cadence + atomic write + schema + load validation (6 failure modes) + resume kwarg happy path + rejection combos + status field flow. v4.8.0 Fase 4.
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- - **NEW (reindex)**: `get_reindex_status()` now returns 6 new fields during active reindex — `chunks_processed` (chunks committed to ChromaDB so far), `chunks_total` (rolling estimate, 0 during warmup then running average from completed docs × `total_files`), `throughput_cps` (chunks/sec, sliding window bounded by the smaller of 100 samples or 30 seconds — deque `maxlen=100` combined with age-based pruning each iteration keeps the number stable during transient stalls without diluting current speed with ancient samples), `eta_seconds` (estimated seconds to completion, derived from throughput + remaining chunks, guarded against div-by-zero), `checkpoint_saved_at` (ISO timestamp of last checkpoint write, `null` until first checkpoint at 500 docs / 30s), `resumed` (bool — `true` when the current run was recovered from a checkpoint via `resume=True`, `false` otherwise). Enables real-time progress dashboards and the "should I keep waiting or restart" call. Idle path (`active: false`) unchanged — still returns just `last_result` or `last_error`. v4.8.0 Fase 4.
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- - **DOCS (reindex)**: `docs/reindex-operations.md` NEW — documents the sync-vs-async gotcha for `reindex_documents(full_rebuild=True)` (daemon thread dies with process → RAG offline until manual restart), recommends `orchestrator.nuclear_rebuild()` sync for CLI scripts and `reindex_documents(force=True) + resume=True` for long unstable smart rebuilds. Also covers resume semantics (only valid with `full_rebuild=False`, implicitly forces `smart_reindex` mode, graceful degrade to fresh start on missing/corrupt/version/signature mismatch), checkpoint cadence (500 docs OR 30s, whichever first, plus rationale for the OR condition), `config_signature` invalidation semantic, full lifecycle (write on cadence, clear on success, clear on failed resume load), progress fields table with warmup behavior, example recovery flow showing crash → `ls checkpoint` → `resume=True` → poll status with `resumed:true` marker, and escalation rules of thumb for the three most likely operator questions. v4.8.0 Fase 4.
1577
- - **PERF (indexing)**: `documents.batch_size` (default 500) and `documents.parallel_workers` (default 1, opt-in) are now configurable in `config.yaml`. The previously hardcoded `_CHROMA_BATCH_SIZE = 500` in `server.py:_index_document` continues as fallback constant for tests that instantiate the orchestrator without a full `Config` (via `object.__new__`, as `tests/test_search.py` does). When `parallel_workers > 1` AND the document produces more than one batch, the per-batch `collection.add(...)` calls run inside a `ThreadPoolExecutor(max_workers=parallel_workers)`. Single-batch documents skip the pool entirely — no orchestration overhead to extract from a single call. Gain comes from SQLite writes overlapping with the NEXT batch's ONNX inference (embedding itself is serialized by ONNX session lock — never parallel inference). Windows users should monitor stability at `workers > 4` (extra `[WARN]` on startup). `batch_size` clamped to `[1, 5000]`, `parallel_workers` clamped to `[1, 16]` — out-of-range values are clamped with a `[WARN]`. New `bench/test_bench_reindex.py` (3 benchmarks) uses a `_SleepingCollection` stub with 5ms per-`add()` sleep so the parallel path measurably overlaps without depending on a real ChromaDB; local numbers: reindex_batch_2000 5.66ms, reindex_default 5.68ms, reindex_parallel_4 7.30ms (200-chunk doc, 4 concurrent batches, sequential would be ~20ms). New `tests/test_batch_parallel.py` (20 tests, ~1.6s) covers config parsing, clamping, Windows-only warn on `workers > 4`, sequential vs parallel dispatch, single-batch skip, `getattr` fallback to `_CHROMA_BATCH_SIZE`, exception propagation via `.result()`, and empty-doc short-circuit. Defaults preserve v4.7.1 behavior byte-for-byte. v4.8.0 Fase 3.
1578
- - **FIX (search)**: `search.max_results` default raised from `20` to `100`. This eliminates the asymmetric candidate pool in hybrid retrieval where `_do_semantic` clamped candidates to `min(max_results * 3, config.max_results) = min(15, 20) = 20` while BM25 pulled up to `max_results * 20 = 400` — semantic silently starved without any log signal, degrading hybrid retrieval quality on any query where the semantic branch could have contributed better candidates. Callers passing `max_results` explicitly in the MCP tool call (`search_knowledge`, `search_similar`) are unaffected — only the config-loaded default changed. New `TestDoSemanticCandidateMath` class in `tests/test_search.py` (2 tests) pins the fix against future regressions: `test_semantic_asks_chromadb_for_3x_max_results` proves the 3× semantic candidate pool, `test_semantic_pool_is_bounded_by_config_max_results` proves the cap still works when `max_results * 3` exceeds it. v4.8.0 Fase 3.
1579
- - **CHANGE (gpu)**: `models.embedding.gpu` is now tri-state (`"auto"` | `"true"` | `"false"`) with `"auto"` as the new default. In auto mode, `FastEmbedEmbeddings.verify_gpu_readiness()` runs four startup checks (`CUDAExecutionProvider` present in `onnxruntime.get_available_providers()` / required NVIDIA DLLs reachable via `PATH` — `cudart64_12.dll`, `cudnn64_9.dll`, `cublasLt64_12.dll` on Windows and their `.so.12` / `.so.9` counterparts on Linux / `nvidia-smi --query-gpu=name,memory.total` exits 0 / a minimal single-op ONNX `InferenceSession` initializes on the CUDA provider) and uses CUDA when all pass, CPU otherwise. Legacy bool `gpu: true`/`gpu: false` continues to work — normalized to the string form internally. The startup banner now prints on every path (including CPU-only and fallback), reports the mode (`auto-cuda` / `auto-cpu-fallback` / `forced-cpu` / `forced-cuda` / `forced-cuda-fallback`), and surfaces the probe `fallback_reason` on CPU paths with a hint pointing at the full pip install chain. Full dependency chain (onnxruntime-gpu CUDA 12 variant via `--extra-index-url` + `nvidia-cudnn-cu12` + `nvidia-cublas-cu12` + siblings) and troubleshooting for the six most common failures documented in `docs/gpu-setup.md`. Zero behavior change for users who had `gpu: false` explicitly. New coverage in `tests/test_gpu_auto.py` (13 tests, all mocked — no real GPU required to run). v4.8.0 Fase 2. (#149)
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- - **NEW (embedding)**: `models.embedding.profile` opt-in preset (`compact` | `quality` | `multilingual` | `custom`) plus `query_prefix` / `passage_prefix` fields. The `multilingual` profile ships `intfloat/multilingual-e5-large` (1024D, 100+ languages) with the required `"query: "` / `"passage: "` prefixes wired into `FastEmbedEmbeddings.__call__`, `.embed_query`, and `.embed_documents`. `compact` preserves the current `bge-small-en-v1.5` default byte-for-byte. Changing profile or prefix requires `reindex_documents(force=True)` because existing chunks were embedded without the new prefix. (#148)
1581
- - **FIX (bm25)**: BM25 tokenizer is now Unicode-aware. Before this fix, the `[a-z0-9]` character class in `BM25Index._tokenize()` and `_metadata_path_score()` (server.py:652, 659, 720) dropped every code point outside Basic Latin — Cyrillic, Greek, CJK, Arabic corpora silently degraded to semantic-only search (empty `bm25_rank`, `search_method: semantic`, no warning). Portuguese/Spanish/French text with diacritics was **fragmented** on the accent: `"informação técnica"` tokenised as `['informa', 'o', 't', 'cnica']` and BM25 scored garbage fragments instead of the actual words. The regex now uses `[^\W_]+(?:-[^\W_]+)*` which keeps hyphenated composites (`CVE-2024-1234`, `rule-a002`, `pass-the-hash`) byte-identical to prior behaviour while also matching letters from any script. All 28 tests in `test_bm25_tokenizer_fragment.py` remain green. New coverage in `tests/test_bm25_unicode_tokenizer.py` (13 tests) exercises Cyrillic / Greek / Arabic / CJK / PT-BR / mixed-script / composite-with-diacritics / underscore-separation. Closes #145. (#147)
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- - **DOCS (security)**: rewrite `SECURITY.md` reporting section — remove the `lyonzin@users.noreply.github.com` fallback (GitHub `noreply.github.com` addresses are outbound-only and never receive mail, so that channel was decorative) and direct all reports to the GitHub Security Advisory form at `/security/advisories/new`. Private vulnerability reporting is now enabled on the repo, so the form is available to any GitHub user without collaborator status. Closes #146. (#147)
1583
- - **FIX (security)**: wire `validate_path_within` on all filepath-taking orchestrator tools — `get_document`, `add_document_from_content`, `update_document_content`, `remove_document_by_path`, `search_similar`. Escape attempts return a structured `{"error": "Filepath rejected: ..."}` and touch nothing on disk. Closes 5 latent path traversal / arbitrary-file-{read,write,delete} vectors that the `mcp_server/security.py` primitives had covered since v4.5.1 but which never had callers in the mutation path. (#147)
1584
- - **FIX (security)**: wire `sanitize_external_content` on `add_from_url`. The fetched body now flows through a new `external_source` kwarg on `add_document_from_content` (default `None` — operator ingests stay byte-identical) which fences it in a provenance envelope and defuses known prompt-injection sentinels (`<|im_start|>`, `[INST]`, etc.) before the parser or any downstream LLM sees it. Closes OWASP LLM01:2025 on the URL ingest path. (#147)
1585
- - **FIX (security)**: install `BearerAuthMiddleware` on HTTP transports (`sse`, `streamable-http`) when `config.auth_bearer_token` is set. Wraps the FastMCP ASGI app and serves via uvicorn; unset token keeps prior `mcp.run()` open-port behaviour with a `[WARN]` on stderr; `stdio` transport is never wrapped. Closes the auth-bypass gap where `auth_bearer_token` had existed as a config field since v4.0.0 but was never compared. (#147)
1586
- - **NEW (tests)**: `tests/security/test_add_from_url_sanitized.py` and `tests/security/test_bearer_middleware_attached.py` — integration tests that prove the wire (not just the library primitives). The `@pytest.mark.xfail("integration pending v4.6.0")` markers on 9 tests across `test_path_traversal.py`, `test_bearer_auth.py`, `test_prompt_injection.py` are removed — they now pass. `tests/security/` totals: 138 passed, 7 skipped, 6 xfailed. (#147)
1587
- - **DOCS (perf)**: `docs/perf-baseline-v4.7.1.md` + `perf-baseline-v4.7.1.json` — reference microbenchmarks + `nuclear_rebuild()` timing (100-doc synthetic corpus) captured at the tip of v4.7.1. Non-runtime baseline for the planned Phase 3 batch-parallel embedding work in v4.8.0.
1588
- - **NEW (release automation)**: `release.yml` now has a `yank-superseded` job that reads a `YANKS:` marker from the release body and automatically yanks the listed version from PyPI + deprecates it on NPM after the new version publishes. Format: `YANKS: v4.7.0` or `YANKS: v4.7.0 — some reason`. Requires the `PYPI_API_TOKEN` repo secret (classic scoped token — Trusted Publisher OIDC does not currently support yank). Job runs after `publish-pypi`/`publish-npm`/`publish-docker`, is idempotent, and degrades gracefully when secrets are missing (emits `::warning::` instead of failing). If the marker is absent, the job is a no-op.
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-
1590
- ### v4.7.1 (2026-08-01) — Documentation Hygiene
1591
-
1592
- - **CHORE (docs, tests)**: sanitize identifiers in test fixtures and CHANGELOG examples. v4.7.0 referenced code names from a real deployment corpus in `tests/test_bm25_tokenizer_fragment.py` and the v4.7.0 CHANGELOG entry; those are replaced with synthetic placeholders (`RULE-A00X`, `PROJECT-Custom001-xxxx`) and well-known public identifiers (`CVE-*`, `MS17-*`, `ADR-*`, `T1078.002`) that carry no organization-specific taxonomy. Zero behavior change — all 28 fragment tests pass unchanged, tokenizer logic identical.
1593
- - **NOTE**: v4.7.0 is **yanked from PyPI** and **deprecated on NPM** because its published README contained the same corporate example strings. The Docker tag `v4.7.0` remains (image tags are immutable) but `latest` now points to v4.7.1. Please upgrade — v4.7.0 and v4.7.1 are functionally equivalent.
1594
- - **VERSION**: 4.7.0 → **4.7.1** (PATCH — documentation hygiene, zero code / API / config change).
1595
-
1596
- ### v4.7.0 (2026-07-31) — BM25 Fragment Query Support ⚠️ **YANKED — use v4.7.1**
1597
-
1598
- - **FIX (retrieval)**: BM25 tokenizer now emits **sub-tokens** for hyphenated alphanumeric-code composites, so fragment queries no longer silently return `NO_RESULTS`. Before v4.7.0, `RULE-A002` was indexed as a single token `rule-a002`; queries like `A002`, `RULE`, `B005` returned zero even when the composite lived in the corpus. This is not a bug specific to any naming scheme — it hit every hyphenated code taxonomy in typical infosec / doc corpora (`RULE-*`, `CVE-*`, `ADR-*`, `MS17-*`, `PROJECT-Custom001-xxxx`). The tokenizer now emits both the composite token AND its sub-parts of length ≥ 2 (`rule-a002` → `["rule-a002", "rule", "a002"]`). IDF preserves ranking — composite matches still rank above fragment matches because the composite is rarer. **Heuristic (perf-safety)**: sub-token expansion is triggered ONLY when the composite contains at least one digit — so `pass-the-hash`, `state-of-the-art`, and other natural-language hyphenated phrases stay as single tokens (expanding them would flood the inverted index with stop-word-like sub-parts and hurt concurrent-query throughput). (#140)
1599
- - **NEW (tests)**: `tests/test_bm25_tokenizer_fragment.py` — 28 tests across 4 classes covering unit tokenizer behavior, end-to-end fragment matching, multi-doc disambiguation, and the 5 query patterns explicitly reported (`RULE-A019`, `PROJECT-Custom001-xxxx`, `RULE`, `A019`, `B005`). Includes retrocompat sentinel + IDF ranking invariant. Baseline: 314 → 342.
1600
- - **UPGRADE NOTE**: run `reindex_documents(force=True)` once after upgrade to rebuild the BM25 inverted index with the new sub-token emission. ChromaDB vectors are untouched. Expect a **~30–50% increase in BM25 index memory** (measured +32.5% on synthetic corpus) — negligible for typical corpora, worth reviewing for deployments with >100K docs.
1601
- - **KNOWN LIMITATION**: alphanumeric-glued tokens without separators (single-token identifiers with no hyphens, hash prefixes) still require exact match — no sub-token expansion possible without character n-grams (5-10× index overhead). Tracked as follow-up.
1602
- - **VERSION**: 4.6.0 → **4.7.0** (MINOR — tokenization behavior change + reindex requirement, though no API/config break).
1603
-
1604
- ### v4.6.0 (2026-07-30) — MCP spec 2026-07-28 via Anthropic Tier 1 SDK (mcp 2.x)
1605
-
1606
- - **NEW (protocol)**: adopt the [MCP spec `2026-07-28`](https://blog.modelcontextprotocol.io/posts/2026-07-28/) — stateless request/response core, per-request `_meta.io.modelcontextprotocol/protocolVersion` + `clientCapabilities`, `serverInfo` on responses, retirement of the `initialize`/`initialized` handshake and the `Mcp-Session-Id` header. The MCP client Claude Code (and every Tier 1 client) negotiates the spec version per request, so this release stays backwards-compatible for clients speaking earlier spec revisions.
1607
- - **NEW (deps)**: bump `mcp` from `>=1.6.0,<2.0.0` to `>=2.0.0,<3.0.0`. Anthropic published `mcp 2.0.0` on 2026-07-28 as the Tier 1 Python SDK — it speaks the new spec natively and is the direct upstream reference. Delivers the follow-up promised in v4.5.0-post — no longer trapped on `mcp.server.fastmcp` which upstream `mcp 2.0.0` renamed to `mcp.server.MCPServer`.
1608
- - **CHANGE (imports)**: `mcp_server/server.py` now imports `MCPServer` from `mcp.server` instead of `FastMCP` from `mcp.server.fastmcp`. `@mcp.tool()` / `@mcp.resource()` / `@mcp.prompt()` decorator ergonomics are unchanged — only the class name and import path move. All 13 MCP tool signatures, all tool names, and every public function under `mcp_server.*` are **frozen and unchanged** — `check_api_surface.py --check` passes clean, `test_backwards_compat.py` stays green.
1609
- - **CHANGE (constructor)**: `MCPServer(...)` (like FastMCP 3.x) no longer accepts `host` / `port` on the constructor; those parameters now belong to the transport and are passed to `mcp.run(transport=..., host=..., port=...)` on the non-stdio branches. stdio users see zero behaviour change.
1610
- - **CHANGE (server identity)**: `MCPServer(name="knowledge-rag", version="4.6.0")` — server now advertises its version explicitly in `serverInfo`, matching the `2026-07-28` spec.
1611
- - **NON-GOAL — why not `fastmcp` (jlowin)**: an initial attempt via the third-party standalone `fastmcp` package added ~20 transitive dependencies (from its `[client,server]` extras) and pushed `test_bench_orchestrator_idle_rss` +21.9% and `test_bench_query_cache_5000_entries` +17.1% — a real regression, not jitter. Cutting the extras to `fastmcp-slim[mcp]` broke `@mcp.tool()` at runtime (`ImportError: FastMCP server support is not installed`). Anthropic's official `mcp 2.x` is the correct entry point.
1612
- - **VERSION**: 4.5.1 → **4.6.0** (MINOR — new spec adoption via Tier 1 SDK; every public API + every MCP tool signature preserved).
1613
-
1614
- ### v4.5.1 (2026-07-28) — Fase 1 Security Hardening (library, standalone)
1615
-
1616
- - **NEW (security)**: Fase 1 Security Hardening — a standalone `mcp_server.security` library ships with the tools needed to close three attack classes against untrusted document ingestion. **Nothing in the existing call graph changes** in v4.5.1: `security.py` is imported by no other module in this release, so byte-identical behaviour is preserved for every user. Integration with `add_document` / `add_from_url` / `parse_file` / MCP HTTP transports lands in v4.6.0 (14 tests in `tests/security/` are marked `xfail` accordingly — they turn green once the callers are wired up). Users motivated to adopt hardening today can `from mcp_server.security import ...` explicitly. Contract per-defense:
1617
- - **CWE-22 / CWE-59** path traversal + symlink escape: `validate_path_within(base, candidate)` + `is_path_within(base, candidate)` + `PathEscapeError`. Rejects `..`, absolute-outside-base, and symlinks whose target leaves the corpus root.
1618
- - **OWASP LLM01:2025** prompt injection: `neutralize_injection_sentinels` + `sanitize_external_content` + `wrap_external_content` + `detect_external_marker`. Wraps content fetched from URLs / dropped files with tagged sentinels the downstream LLM can distinguish from operator-authored context.
1619
- - **CWE-287** unauthenticated HTTP transport: `BearerAuthMiddleware` + `bearer_token_matches` (constant-time comparison) + `extract_bearer_token`. Attach to a Starlette / FastAPI app; stdio transport bypasses auth by construction (no network surface).
1620
- - **NEW**: `docs/adr/0001-fase1-security-hardening.md` — ADR capturing threat model + v4.6.0 integration roadmap.
1621
- - **NEW**: `.github/SECURITY.md` — GitHub vulnerability reporting policy pointer + `.github/openssf-best-practices.md` (evidence pack for OpenSSF Best Practices badge registration).
1622
- - **NEW**: `tests/security/` (71 tests total; 57 library unit tests green in v4.5.1, 14 integration tests `xfail` pending v4.6.0 wire-up, `strict=False` so they auto-turn-green after integration) + `tests/test_security_docs.py` (9 assertions pinning `SECURITY.md`, README badge block, dependabot weekly pip schedule).
1623
- - **DOCS**: README carries the OpenSSF Best Practices badge (placeholder project ID until registration completes).
1624
- - **DEPS**: `dependabot.yml` pip schedule tightened `monthly` → `weekly` (OpenSSF-recommended floor for language ecosystems).
1625
- - **VERSION**: 4.5.0 → **4.5.1** (PATCH — additive library only, zero behaviour change on the default install).
1626
-
1627
- ### v4.5.0-post (rolling fixes since v4.5.0 release)
1628
-
1629
- - **FIX (deps)**: pin `mcp<2.0.0` in both `requirements.txt` and `pyproject.toml` after the upstream `mcp` package published 2.0.0, which drops/relocates `mcp.server.fastmcp`. Every `mcp_server.server` import chain — and therefore every test module — was failing collection with `ModuleNotFoundError: No module named 'mcp.server.fastmcp'` on fresh CI runners across all 9 OS×Python cells. Pin restores green until we migrate to the new 2.x FastMCP entry point in a follow-up. Root cause: `requirements.txt` had `mcp>=1.0.0` unbounded, so `pip install -r requirements.txt` in CI ignored the pyproject constraint. (#122)
1630
- - **FIX**: `_ensure_bm25_index` no longer traps the guard flag `_bm25_initialized` in a stuck-True state when the server boots against an empty ChromaDB collection. Prior behavior set the flag unconditionally at the end of the guarded block, so a fresh-install bootup or a metadata-mapping loss left BM25 permanently uninitialized: subsequent `add_document()` calls populate `bm25_index.corpus` but do not rebuild the inverted index, and `_ensure_bm25_index` — the only path that does — short-circuited on the stale flag. All keyword-only searches returned zero results; hybrid searches returned only semantic hits with `bm25_rank: null`. The flag is now set only after a build that actually produced an index; empty collections and exceptions leave it False so the next call retries. (#114)
1631
- - **TEST**: New `TestEmptyBootupDoesNotTrapGuardFlag` (5 tests) pins the contract — empty-collection boot leaves flag False, populated collection marks True, empty-then-populated recovery works, empty `get()` result leaves False, and `build_index()` exceptions leave False for retry. Baseline: 271 → 276.
1632
-
1633
- ### v4.5.0 (2026-07-06) — Hybrid Search Ranking & Routing Fix
1634
-
1635
- - **FIX**: `search_knowledge` now searches the entire index when the user omits `category_filter`. The internal `_route_by_keywords()` heuristic previously acted as a hard where-filter on both the semantic and BM25 branches, so queries whose terms happened to map to a sparsely-populated category could return two documents while thousands of relevant chunks in other categories were silently dropped. The router is now **informational only**: the `routed_by` field is still populated in every result for telemetry (public API unchanged), but the candidate set is never restricted. Users who want a hard filter still get it by passing `category_filter=...` explicitly — which continues to filter BM25 consistently with #109. (#112)
1636
- - **NEW**: Hybrid search adds a small bounded ranking boost when query terms match indexed `source` or `filename` metadata, helping navigational queries surface the canonical file for a topic instead of adjacent files that only cross-reference it. The boost is capped at ~20% of typical RRF magnitudes, so it breaks near-ties without overriding semantic or BM25 signal. Public API unchanged. (#110, thanks @Hohlas)
1637
- - **TEST**: New `TestKeywordRoutingBehavior` (3 tests) pins the routing fix — BM25 and semantic branches must both see the full corpus when no explicit filter is passed, and explicit `category_filter` still overrides the router. New `TestPathAwareRanking` covers the path-metadata boost. Baseline: 266 → 271.
1638
- - **UPGRADE NOTE**: warm `query_cache` entries from before v4.5.0 should be invalidated by restarting the server so cached responses no longer reflect the pre-fix restrictive behavior.
1639
-
1640
- ### v4.4.0 (2026-07-06) — Cross-Platform Installer & Hybrid Search Category Filter
1641
-
1642
- - **NEW**: Cross-platform, multi-LLM-client installer (`install.py`) driving both `install.sh` (Linux/macOS) and `install.ps1` (Windows) as thin wrappers. One codebase, one behavior across every OS.
1643
- - **NEW**: Auto-detects and registers `knowledge-rag` in 8 LLM clients — Claude Code, Claude Desktop, Cursor, Windsurf, VS Code (Copilot Chat), Cline, Gemini CLI, Zed — writing to each tool's canonical config path with the correct JSON schema per client (VS Code uses `servers`, Zed uses `context_servers`, everyone else uses `mcpServers`).
1644
- - **NEW**: `--for <clients>` / `--exclude <clients>` opt-in/opt-out selection, `--dry-run` preview, `--list-clients` registry inspection, `--pypi-version <ver>` pinning, `--skip-init` / `--skip-model` for fast reruns. See `python install.py --help`.
1645
- - **FIX**: `install.ps1` no longer writes MCP config to `~/.claude/mcp.json` (a stale secondary path); it now targets `~/.claude.json` — the file Claude Code actually reads — via idempotent JSON merge that preserves every existing MCP server entry with an automatic `.knowledge-rag.bak` backup.
1646
- - **FIX**: `install.ps1` gains PyPI mode (`pip install knowledge-rag`) and runs `mcp_server.server init` on install — feature parity with `install.sh`.
1647
- - **FIX**: MCP server spec no longer uses the fragile `cmd /c cd /d ... && python ...` wrapper on Windows; it emits the standard `command` + `cwd` shape supported natively by every modern client.
1648
- - **FIX**: `install.sh` guards against `sh install.sh` (bash-only features now emit a clear error instead of a cryptic syntax failure).
1649
- - **FIX**: Both scripts now correctly advertise **13 MCP tools** (was outdated at 12; `get_reindex_status` shipped in v4.3.0).
1650
- - **FIX**: Windows-side `install.ps1` prefers `winget install Python.Python.3.12 --scope user` (no admin), falls back to python.org 3.12.7 (was pinned to 3.12.0).
1651
- - **FIX**: Hybrid search now applies the active category filter to BM25 results before RRF fusion, preventing keyword-only BM25 hits from other categories from leaking into filtered searches. Both leak paths are closed: BM25 candidates are metadata-filtered before RRF (with `top_k` widened to `max_results * 20` to compensate for post-filter drop), and the fallback fetch during fusion re-checks `category` before adding a chunk to `combined_scores`. Note: the `category_filter` guard now also applies to the keyword-routed category — `_route_by_keywords()`-inferred routing filters BM25 too, consistent with the semantic branch. Users with warm `query_cache` entries should restart the server to invalidate stale results. (#109, thanks @Hohlas)
1652
- - **TEST**: New `tests/test_installer_no_data_loss.py` (22 tests) locks in the installer's zero-data-loss contract across all three JSON schemas (`mcpServers` / `servers` / `context_servers`): top-level keys preserved, sibling MCP servers byte-identical, `.knowledge-rag.bak` backup written before every mutation, idempotent second run, `--dry-run` writes nothing, atomic `os.replace` write. Baseline: 231 → 266.
1653
- - **TEST**: New `TestHybridCategoryFilter::test_bm25_results_respect_category_filter` in `tests/test_search.py` — deterministic regression covering BM25-only hits with mixed categories. Baseline: 266 → 267.
1654
-
1655
- ### v4.3.1 (2026-06-22) — Hybrid Search Fixes
1656
-
1657
- - **FIX**: Accept `"general"` as a valid category in `search_knowledge`. The parser hardcodes `"general"` as the fallback in `_detect_category` (`ingestion.py`), but the validator only built `valid_categories` from `config.keyword_routes` + `config.category_mappings.values()` — so users who customized `config.yaml` and dropped the default `"general": "general"` mapping hit `Invalid category` even though the index contained `general` documents. Validator now always tolerates `"general"`. (#98, thanks @Hohlas)
1658
- - **FIX**: Skip BM25-only search results when Chroma can no longer resolve the chunk ID. Stale BM25 indices (typically right after `remove_document` or in the window between async reindex and BM25 rebuild) returned hits whose `collection.get()` came back empty; the previous fallback inserted entries with `document=""` / `metadata={}` into the reranker, polluting results with empty matches. The pipeline now `continue`s past those, dropping the stale hit cleanly. (#98, thanks @Hohlas)
1659
- - **TEST**: Added `tests/test_pr98_regression.py` (4 tests) pinning both contracts so future refactors cannot silently revert either fix. Test count baseline: 227 → 231. (#99)
1660
- - **CI**: Bumped `[tool.mypy] python_version` from 3.11 to 3.12 to accept PEP 695 `type` statements in the numpy stub (`numpy/__init__.pyi`) which were breaking the Pillar 7 strict gate. Only affects static analysis; `requires-python = ">=3.11"` unchanged. (#100)
1661
-
1662
- ### v4.3.0 (2026-06-17) — Async Reindex, GPU CUDA 12, 13th MCP Tool
1663
-
1664
- - **NEW**: `get_reindex_status` MCP tool — lightweight reindex progress polling without computing full index stats. Returns active/idle status, percent, processed/total, errors, and last result.
1665
- - **NEW**: `reindex_documents` now runs in background via daemon thread — returns immediately with `{"status": "started"}`. Eliminates MCP timeout on large document sets (5K+ files). Concurrent calls return `already_running` with current progress.
1666
- - **NEW**: GPU acceleration with full CUDA 12 support — `onnxruntime-gpu` + 7 NVIDIA pip packages (`cublas`, `cudnn`, `cuda-runtime`, `cufft`, `cusparse`, `cusolver`, `curand`, `nvjitlink`). Server auto-detects GPU on startup with 4-step verification (providers, DLLs, nvidia-smi, session creation). Falls back to CPU gracefully.
1667
- - **NEW**: `_setup_cuda_dll_paths()` adds NVIDIA pip package DLL directories to `PATH` automatically on Windows — onnxruntime finds CUDA 12 DLLs without a full CUDA Toolkit install.
1668
- - **DEPS**: `[gpu]` extra expanded from 3 to 8 packages (added `cufft`, `cusparse`, `cusolver`, `curand`, `nvjitlink`).
1669
- - **FIX**: GPU status reporting now uses actual ONNX session creation test instead of just checking `get_available_providers()` — prevents false "GPU ACTIVE" when CUDA DLLs are missing.
1670
- - **DOCS**: GPU Acceleration section rewritten with complete requirements table, setup steps, verification instructions, and fallback behavior.
1671
- - **DOCS**: Tool reference updated — `reindex_documents` async behavior documented, `get_reindex_status` reference added.
1672
- - **TEST**: Backwards-compat baseline updated for 13 MCP tools.
1673
-
1674
- ### v4.2.0 (2026-06-17) — Search Performance & Output Quality
1675
-
1676
- - **PERF**: Custom inverted-index BM25 replaces `rank-bm25` full-corpus scan — 128× faster keyword search on 50K+ chunk corpora. Only documents containing query terms are scored via posting lists.
1677
- - **PERF**: `numpy.argpartition` for O(n) top-k selection instead of O(n log n) sort.
1678
- - **PERF**: Batched adjacent chunk fetch — single ChromaDB `collection.get()` call replaces N round-trips per result.
1679
- - **PERF**: O(1) reverse lookup via `_source_to_docid` dict eliminates linear scans of `_indexed_docs` in `search_similar`, `update_document`, `remove_document`, and `_expand_with_adjacent_chunks`.
1680
- - **NEW**: `snippet_mode` parameter on `search_knowledge` (default: `true`) — truncates content to ~500 chars at natural break points with `content_length` field. Reduces token consumption by ~72%.
1681
- - **NEW**: `min_score` parameter on `search_knowledge` (default: `0.0`) — filters results below a normalized relevance threshold. Response includes `filtered_by_score` count.
1682
- - **NEW**: `filtered_by_score` field in search response JSON for transparency.
1683
- - **DEPS**: `numpy` added as direct dependency (was transitive via fastembed); `rank-bm25` import removed from server.py.
1684
- - **TEST**: 6 new tests for `min_score` filtering and `snippet_mode` truncation.
1685
- - **TEST**: Updated backwards-compat baseline to include new `search_knowledge` parameters.
1686
-
1687
- ### v4.1.2 (2026-06-17)
1688
-
1689
- - **FIX**: `_save_metadata` dict snapshot prevents concurrent modification crash during file watcher events.
1690
- - **STYLE**: ruff format applied to server.py.
1691
-
1692
- ### v4.1.1 (2026-06-17)
1693
-
1694
- - **FIX**: All `_indexed_docs` iterations now use `list()` snapshot, preventing `dictionary changed size during iteration` crash when FileWatcher modifies the index concurrently with MCP tool calls (affects `search_knowledge`, `search_similar`, `update_document`, `remove_document`, `evaluate_retrieval`, `list_categories`, `list_documents`)
1695
-
1696
- ### v4.1.0 (2026-06-17)
1697
-
1698
- - **Added:** `query_expansion_groups` config for symmetric synonym expansion (#92)
1699
- - **Improved:** `expand_query()` now returns deterministic expansion order (set → ordered list with dedup)
1700
-
1701
- ### v4.0.1 (2026-06-16)
1702
-
1703
- - **FIX**: Orphan cleanup now runs before indexing loop, preventing chunk loss when files are moved (#90).
1704
- - **FIX**: Chunk deduplication is now per-document instead of global, preventing cross-document chunk deletion (#91).
1705
- - **FIX**: Added `on_moved` handler to `DocumentWatcher` for proper file move detection.
1706
- - **FIX**: Startup preflight probes ChromaDB in a child process and moves crashing persistent indexes to `data/backups/auto-repair-*` before MCP initialization.
1707
- - **FIX**: Reranker load failures now fall back to RRF ordering instead of failing `search_knowledge` on offline machines.
1708
- - **FIX**: Virtualenv project-root detection now handles Python symlinks that resolve to the system interpreter.
1709
- - **NEW**: `knowledge-rag-guarded` console script kept as an explicit guarded startup alias.
1710
-
1711
- ### v4.0.0 (2026-06-09) — Enterprise Concurrent Access
1712
-
1713
- - **NEW**: SSE and streamable-http transport modes — 1 server serves N clients (`server.transport: "sse"` in config.yaml or `--transport sse` CLI).
1714
- - **NEW**: Thread-safe shared state for concurrent queries — QueryCache locking, BM25 build lock, orchestrator double-checked locking.
1715
- - **NEW**: ChromaDB WAL mode enabled automatically in SSE/HTTP mode for concurrent read performance.
1716
- - **NEW**: Optional rate limiting — sliding-window counter, configurable RPM and burst, disabled by default.
1717
- - **NEW**: Optional Prometheus metrics endpoint — tool call counts, latency histograms, separate port, disabled by default.
1718
- - **NEW**: All 13 MCP tools instrumented with `@rate_limited` and `@instrument` decorators (zero-cost when disabled).
1719
- - **NEW**: `--transport` CLI override for Docker/systemd deployments.
1720
- - **NEW**: `pip install knowledge-rag[server]` optional dependency for SSE/HTTP (uvicorn).
1721
- - **CHANGED**: SSE/HTTP mode auto-enables single-instance lock (port collision prevention).
1722
- - **CHANGED**: `mcp` dependency bumped to `>=1.6.0` (SSE/streamable-http support).
1723
- - **MIGRATION**: Default transport remains `stdio` — existing users need zero changes. See config.example.yaml for SSE setup.
1724
-
1725
- ### v3.9.1 (2026-06-08)
1726
-
1727
- - **FIX**: Expand `~` in `config.yaml` path values (`documents_dir`, `data_dir`, `models_cache_dir`) via `expanduser()` on all platforms (#86).
1728
- - **FIX**: Warn when `documents_dir` resolves to a non-existent path instead of silently indexing zero files.
1729
- - **FIX**: File watcher now uses accumulate-mode debounce — bulk file copies no longer starve the reindex trigger.
1730
- - **FIX**: Concurrent `index_all()` calls are serialized via `_index_lock` to prevent ChromaDB SQLite corruption.
1731
- - **FIX**: `collection.add()` is batched (500 chunks/call) to cap memory usage during large reindex operations.
1732
- - **NEW**: `KNOWLEDGE_RAG_WATCHER_DISABLED=1` env var to disable the file watcher for troubleshooting.
1733
- - **NEW**: Progress logging every 10% for reindex operations with >100 documents.
1734
-
1735
- ### v3.9.0 (2026-05-10) — Quality Gate
1736
-
1737
- **Major governance + CI hardening release. No runtime behavior change in `mcp_server/`. Public API surface unchanged from v3.8.1.**
1738
-
1739
- - **NEW** Quality Gate workflow (`.github/workflows/quality-gate.yml`) enforcing the 7 pillars on every PR: Security, Stability, Memory Leak, Versatility, Scalability, Versioning, Quality. 35+ status checks total.
1740
- - **NEW** Nightly resilience workflow (`.github/workflows/nightly.yml`): chaos suite (failure injection), 1h soak test (50K-iteration loop), determinism check (full suite × 3), mutation testing (mutmut). Auto-opens GitHub issue on any nightly failure.
1741
- - **NEW** Performance benchmark suite under `bench/` (12 microbenchmarks, pytest-benchmark) with 10% regression gate on every PR.
1742
- - **NEW** Public performance dashboard via GitHub Pages (`.github/workflows/bench-pages.yml`) — chart of latency/throughput per commit. Dormant until repo Pages is enabled.
1743
- - **NEW** Property-based fuzzing of all parsers via Hypothesis (`tests/test_ingestion_property.py`) — 200 random examples per CI run.
1744
- - **NEW** Memory baseline regression tests (`tests/test_memory_baseline.py`, cross-platform via psutil) — RSS bounded under 1000 queries; nightly soak amplifies to 50K iterations.
1745
- - **NEW** Property/locale/format/preset matrices (`tests/test_presets.py`, `tests/test_locale.py`, `tests/test_format_smoke.py`).
1746
- - **NEW** Backwards-compatibility regression tests (`tests/test_backwards_compat.py`) — legacy YAML configs from v3.6.0 / v3.7.0 still parse; all 13 MCP tool parameter names frozen.
1747
- - **NEW** AST-based public API surface diff (`scripts/check_api_surface.py`) — any breaking change blocks merge, baseline at `.github/api-surface-baseline.json`.
1748
- - **NEW** CHANGELOG enforcement (`scripts/check_changelog.py`) — user-facing PRs must add a bullet under `## Unreleased`; bypass via `skip-changelog` label.
1749
- - **NEW** Test count anti-regression (`scripts/check_test_count.py`) — guards against silent test deletion.
1750
- - **NEW** Conventional commits required on every PR title (commitlint via `amannn/action-semantic-pull-request`).
1751
- - **NEW** mypy `--strict` rolling out per-module (currently `instance_lock.py` + `preflight.py` + `scripts/`); interrogate docstring coverage ≥ 80%; radon, vulture, PR-size guard report-only.
1752
- - **NEW** CI matrix expanded to 9 cells: Linux + Windows + **macOS** × 3.11 + 3.12 + **3.13** (all required at v3.9.0; macOS / 3.13 promoted from experimental after two clean cycles).
1753
- - **NEW** Governance docs: `CONTRIBUTING.md`, `CODE_OF_CONDUCT.md`, `SECURITY.md`, `.github/PULL_REQUEST_TEMPLATE.md`, 3 issue templates, expanded `CODEOWNERS`.
1754
- - **NEW** Pre-commit hooks: ruff, gitleaks, version-sync, conventional commits.
1755
- - **CHORE** `.github/codecov.yml` enforcing coverage trend gate (-0.5pp blocks; new code ≥ 70%).
1756
-
1757
- ### v3.8.1 (2026-05-10) — hotfix
1758
-
1759
- - **FIX (critical)**: `FastEmbedEmbeddings.__call__` no longer returns vectors of zeros when the ONNX model fails to load or `embed()` raises. The previous behavior silently corrupted the index — ChromaDB stored zero embeddings, `count()` reported normal numbers, smart-reindex skipped the bad chunks, and queries returned garbage scores with no error visible. Now raises `EmbeddingModelLoadError` / `EmbeddingError`. (#36)
1760
- - **FIX**: Sticky `_load_failed` flag — after a load failure, subsequent calls re-raise immediately instead of looping through HuggingFace download attempts (was the "frozen query" UX in v3.8.0).
1761
- - **NEW**: Sanity checks in `__call__` — embed count and dim mismatches raise `EmbeddingError` instead of silently returning malformed vectors.
1762
- - **TEST**: 7 new regression cases in `tests/test_lazy_embeddings.py`, including `test_does_not_return_zero_vectors_silently` as a guard for the whole class of bug.
1763
- - **NOTE**: This is a pre-existing bug in master, not introduced by v3.8.0. v3.8.0 lazy-load expanded the impact (failures moved to query time). All v3.8.0 users should upgrade.
1764
-
1765
- ### v3.8.0 (2026-05-10)
1766
-
1767
- - **NEW**: Lazy-load FastEmbed embedding model (~200MB ONNX runtime). Loads on first query instead of startup — idle `knowledge-rag` processes are now cheap, which matters when MCP stdio clients spawn parallel server processes (multiple Claude Code windows, Claude Desktop + IDE, etc.). Public API unchanged. (#32)
1768
- - **NEW**: Opt-in single-instance guard via `KNOWLEDGE_RAG_SINGLE_INSTANCE=1` env var. **OFF by default** — multi-client MCP usage continues to work unchanged. When enabled, a second server process for the same `data_dir` exits with code 75 (`EX_TEMPFAIL`). Includes stale-PID recovery and SIGINT/SIGTERM handlers. See [docs/single-instance.md](docs/single-instance.md). (#33, original concept by @Hohlas in #31)
1769
- - **NEW**: `examples/mcp-config-single-instance.json` — sample MCP client config for the opt-in guard.
1770
- - **DOCS**: New `docs/single-instance.md` — when to use, when NOT to use, troubleshooting, full activation reference.
1771
- - **DOCS**: README troubleshooting section for "Multiple MCP clients spawn duplicate servers" + memory-usage note for lazy embeddings.
1772
- - **CHORE**: Sync version across `pyproject.toml`, `mcp_server/__init__.py`, and `npm/package.json` (was drifting since v3.5.x).
1773
- - **CHORE**: pytest `tmp_path_retention_count=1` to avoid Windows atexit cleanup race in CI.
1774
- - **ROADMAP**: Tracked v4.0 shared-service architecture (one daemon, many thin MCP clients) as the long-term fix for multi-process resource duplication. (#34)
1775
-
1776
- ### v3.6.2 (2026-04-23)
701
+ ## 🗺️ Recent releases
1777
702
 
1778
- - **INFRA**: NPM provenance attestation (SLSA supply chain security), full README on npm page
1779
- - **DOCS**: Reorganize Installation section — add NPX and Docker install methods, update What's New to v3.6.0
703
+ - **v4.8.5** (2026-08-13) — Enterprise observability: `/health` endpoint + opt-in JSON structured logging
704
+ - **v4.8.4** (2026-08-13) — Patch: security + durability + defensive fixes
705
+ - **v4.8.3** (2026-08-10) — Critical hotfix: nuclear-rebuild + smart-reindex hardening on 50k+ chunk corpora
706
+ - **v4.8.2** (2026-08-10) — FTS5 lexical fast-path opt-in release
707
+ - **v4.8.0** (2026-08-06) — Multilingual foundation + zero-downtime reindex
1780
708
 
1781
- ### v3.6.0 (2026-04-23)
1782
-
1783
- - **NEW**: Multi-language code parsing — C (`.c`), C++ (`.cpp`/`.h`), JavaScript (`.js`/`.jsx`), TypeScript (`.ts`/`.tsx`) with per-language function/class/import extraction
1784
- - **NEW**: XML parser (`.xml`) — root element and namespace metadata extraction
1785
- - **NEW**: All 8 new formats default enabled — no config change needed
1786
- - **NEW**: NPM wrapper (`npx knowledge-rag`) + Docker image (`ghcr.io/lyonzin/knowledge-rag`)
1787
- - **NEW**: Automated release pipeline — PyPI (Trusted Publishing), NPM, Docker GHCR
1788
- - **IMPROVED**: Code parser reports correct `language` metadata per file type (was hardcoded to `"python"` for all code files)
1789
-
1790
- ### v3.5.2 (2026-04-16)
1791
-
1792
- - **NEW**: Auto-discovery of CUDA 12 DLLs from pip-installed NVIDIA packages — no manual PATH configuration needed
1793
- - **NEW**: Graceful GPU→CPU fallback with `[WARN]` log when CUDA init fails (missing drivers, wrong version, etc.)
1794
- - **FIX**: Explicit `CPUExecutionProvider` when `gpu: false` — eliminates noisy CUDA probe errors in logs
1795
- - **FIX**: BASE_DIR resolution now correctly prefers directories with `config.yaml` over those with only `config.example.yaml` (fixes editable installs)
1796
-
1797
- ### v3.5.1 (2026-04-16)
1798
-
1799
- - **FIX**: Removed Python upper bound constraint (`<3.13` → `>=3.11`). Python 3.13 and 3.14 now supported — onnxruntime ships wheels for both.
1800
-
1801
- ### v3.5.0 (2026-04-16)
1802
-
1803
- - **NEW**: Optional GPU acceleration for ONNX embeddings — `pip install knowledge-rag[gpu]` + `models.embedding.gpu: true` in config. 5-10x faster indexing on NVIDIA GPUs with automatic CPU fallback.
1804
- - **DOCS**: Supported formats table added to README (20 formats)
1805
-
1806
- ### v3.4.3 (2026-04-16)
1807
-
1808
- - **FIX**: Correct stdout protection via save/restore pattern — `__init__.py` saves original stdout and redirects to stderr during init, `server.py main()` restores it before `mcp.run()`. v3.4.2's global redirect broke MCP JSON-RPC response channel.
1809
-
1810
- ### v3.4.1 (2026-04-16)
1811
-
1812
- - **FIX**: `pip install knowledge-rag` now auto-detects project directory from venv location
1813
- - **NEW**: `install.sh` — Linux/macOS installer with pip and from-source modes
1814
- - **IMPROVED**: BASE_DIR resolution chain: env var → source dir → venv parent → CWD → fallback
1815
-
1816
- ### v3.4.0 (2026-04-16)
1817
-
1818
- - **NEW**: `models_cache_dir` — persistent embedding model cache, prevents re-download after reboots
1819
- - **NEW**: `exclude_patterns` — glob-based file/directory exclusion during indexing
1820
- - **NEW**: Jupyter Notebook (.ipynb) parser — extracts markdown and code cell sources only
1821
- - **NEW**: MCP stdout protection — redirects stdout to stderr before server start
1822
- - **NEW**: File watcher resilience — graceful fallback when Linux inotify limits are reached
1823
- - **NEW**: MetaTrader (.mq4, .mqh) support — opt-in code parsing
1824
- - **NEW**: 23 new tests (exclude patterns, ipynb parser, stdout protection)
1825
- - Community credit: [@Hohlas](https://github.com/Hohlas) ([PR #18](https://github.com/lyonzin/knowledge-rag/pull/18))
1826
-
1827
- ### v3.3.x
1828
-
1829
- - **v3.3.2**: Full type validation on YAML config, bounds checking, version sync
1830
- - **v3.3.1**: YAML null value crash fix, presets bundled in pip wheel, `knowledge-rag init` CLI
1831
- - **v3.3.0**: YAML configuration system, 4 domain presets, generic use support
1832
-
1833
- ### v3.2.x
1834
-
1835
- - **v3.2.4**: Symlink support with circular loop protection
1836
- - **v3.2.3**: BASE_DIR smart detection for pip installs
1837
- - **v3.2.2**: Plug-and-play pip install, `KNOWLEDGE_RAG_DIR` env var
1838
- - **v3.2.1**: Auto-recovery from corrupted ChromaDB
1839
- - **v3.2.0**: Parallel BM25 + Semantic search, adjacent chunk retrieval
1840
-
1841
- ### v3.1.x
1842
-
1843
- - **v3.1.1**: Code block protection in markdown chunker, AAR category, 14 CVE aliases
1844
- - **v3.1.0**: DOCX/XLSX/PPTX/CSV support, file watcher, MMR diversification, PyPI publish
1845
-
1846
- ### v3.0.0 (2026-03-19)
1847
-
1848
- - Replaced Ollama with FastEmbed (ONNX in-process)
1849
- - Cross-encoder reranking, markdown-aware chunking, query expansion
1850
- - 6 new MCP tools (12 total), auto-migration from v2.x
1851
-
1852
- <details>
1853
- <summary>v2.x and earlier</summary>
1854
-
1855
- - **v2.2.0**: `hybrid_alpha=0` skips Ollama, default changed from 0.5 to 0.3
1856
- - **v2.1.0**: Mermaid architecture diagrams
1857
- - **v2.0.0**: Hybrid search, RRF fusion, `hybrid_alpha` parameter
1858
- - **v1.1.0**: Incremental indexing, query cache, chunk deduplication
1859
- - **v1.0.1**: Auto-cleanup orphan folders, removed hardcoded paths
1860
- - **v1.0.0**: Initial release
1861
- </details>
1862
-
1863
- ---
1864
-
1865
- ## Contributing
1866
-
1867
- 1. Fork the repository
1868
- 2. Create a feature branch (`git checkout -b feature/amazing-feature`)
1869
- 3. Commit your changes
1870
- 4. Push to the branch (`git push origin feature/amazing-feature`)
1871
- 5. Open a Pull Request
709
+ **Full history:** [CHANGELOG.md →](CHANGELOG.md)
1872
710
 
1873
711
  ---
1874
712
 
1875
- ## License
713
+ ## 📜 License
1876
714
 
1877
- This project is licensed under the MIT License - see the [LICENSE](LICENSE) file for details.
715
+ **MIT License** — [LICENSE](LICENSE). Forever. No cloud upsell, no dual-licensing, no restrictive clauses. Fork it, sell derivatives, embed it in commercial products — the license does not care.
1878
716
 
1879
717
  ---
1880
718
 
1881
- ## Acknowledgments
1882
-
1883
- - [ChromaDB](https://www.trychroma.com/) — Vector database
1884
- - [FastEmbed](https://qdrant.github.io/fastembed/) — ONNX Runtime embeddings
1885
- - [FastMCP](https://github.com/anthropics/mcp) — Model Context Protocol framework
1886
- - [PyMuPDF](https://pymupdf.readthedocs.io/) — PDF parsing
1887
- - [rank-bm25](https://github.com/dorianbrown/rank_bm25) — BM25 Okapi implementation
1888
- - [Watchdog](https://github.com/gorakhargosh/watchdog) — File system monitoring
1889
- - [python-docx](https://python-docx.readthedocs.io/) / [openpyxl](https://openpyxl.readthedocs.io/) / [python-pptx](https://python-pptx.readthedocs.io/) — Office document parsing
1890
- - [PyYAML](https://pyyaml.org/) — YAML configuration parsing
1891
- - [Beautiful Soup](https://www.crummy.com/software/BeautifulSoup/) — HTML parsing for URL ingestion
719
+ ## 🙏 Acknowledgments
1892
720
 
1893
- ---
1894
-
1895
- ## Author
721
+ Built on the shoulders of amazing open-source projects:
1896
722
 
1897
- **Lyon.**
723
+ - [**Anthropic MCP**](https://modelcontextprotocol.io/) — Model Context Protocol spec + Python SDK
724
+ - [**ChromaDB**](https://www.trychroma.com/) — vector database that just works
725
+ - [**FastEmbed**](https://github.com/qdrant/fastembed) — ONNX embeddings, no PyTorch bloat
726
+ - [**HuggingFace**](https://huggingface.co/) — model hosting + `Xenova/ms-marco-MiniLM-L-6-v2` cross-encoder
727
+ - [**BAAI**](https://huggingface.co/BAAI) — the `bge-small-en-v1.5` embedding model
1898
728
 
1899
- Security Researcher | Developer
729
+ **Community contributors:** [@Hohlas](https://github.com/Hohlas) · [@eeshsaxena](https://github.com/eeshsaxena) · Sergey Khokhlov · and everyone who filed issues or PRs.
1900
730
 
1901
731
  ---
1902
732
 
1903
733
  <div align="center">
1904
734
 
1905
- **[Back to Top](#knowledge-rag)**
735
+ **Built by [Ailton Rocha (Lyon.)](https://github.com/lyonzin)** · Star ⭐ if this saves you time · [Report an issue](https://github.com/lyonzin/knowledge-rag/issues/new/choose) · [Contribute](CONTRIBUTING.md)
736
+
737
+ *knowledge-rag — the MCP-first local RAG server for Claude Code, Cursor, Windsurf, and every AI agent.*
1906
738
 
1907
739
  </div>