Doc2Vec

This project provides a configurable tool (doc2vec) to crawl specified websites (typically documentation sites), GitHub repositories, local directories, and Zendesk support systems, extract relevant content, convert it to Markdown, chunk it intelligently, generate vector embeddings using OpenAI, and store the chunks along with their embeddings in a vector database (SQLite with sqlite-vec or Qdrant).

The primary goal is to prepare documentation content for Retrieval-Augmented Generation (RAG) systems or semantic search applications.

Key Features

• Website Crawling: Recursively crawls websites starting from a given base URL.
  • Sitemap Support: Extracts URLs from XML sitemaps to discover pages not linked in navigation.
  • PDF Support: Automatically downloads and processes PDF files linked from websites.
• GitHub Issues Integration: Retrieves GitHub issues and comments, processing them into searchable chunks.
• Zendesk Integration: Fetches support tickets and knowledge base articles from Zendesk, converting them to searchable chunks.
  • Support Tickets: Processes tickets with metadata, descriptions, and comments.
  • Knowledge Base Articles: Converts help center articles from HTML to clean Markdown.
  • Incremental Updates: Only processes tickets/articles updated since the last run.
  • Flexible Filtering: Filter tickets by status and priority.
• Local Directory Processing: Scans local directories for files, converts content to searchable chunks.
  • PDF Support: Automatically extracts text from PDF files and converts them to Markdown format using Mozilla's PDF.js.
• Content Extraction: Uses Puppeteer for rendering JavaScript-heavy pages and @mozilla/readability to extract the main article content.
• HTML to Markdown: Converts extracted HTML to clean Markdown using turndown, preserving code blocks and basic formatting.
• Intelligent Chunking: Splits Markdown content into manageable chunks based on headings and token limits, preserving context.
• Vector Embeddings: Generates embeddings for each chunk using OpenAI's text-embedding-3-large model.
• Vector Storage: Supports storing chunks, metadata, and embeddings in:
  • SQLite: Using better-sqlite3 and the sqlite-vec extension for efficient vector search.
  • Qdrant: A dedicated vector database, using the @qdrant/js-client-rest.
• Change Detection: Uses content hashing to detect changes and only re-embeds and updates chunks that have actually been modified.
• Incremental Updates: For GitHub and Zendesk sources, tracks the last run date to only fetch new or updated issues/tickets.
• Cleanup: Removes obsolete chunks from the database corresponding to pages or files that are no longer found during processing.
• Configuration: Driven by a YAML configuration file (config.yaml) specifying sites, repositories, local directories, Zendesk instances, database types, metadata, and other parameters.
• Structured Logging: Uses a custom logger (logger.ts) with levels, timestamps, colors, progress bars, and child loggers for clear execution monitoring.

Prerequisites

• Node.js: Version 18 or higher recommended (check .nvmrc if available).
• npm: Node Package Manager (usually comes with Node.js).
• TypeScript: As the project is written in TypeScript (ts-node is used for execution via npm start).
• OpenAI API Key: You need an API key from OpenAI to generate embeddings.
• GitHub Personal Access Token: Required for accessing GitHub issues (set as GITHUB_PERSONAL_ACCESS_TOKEN in your environment).
• Zendesk API Token: Required for accessing Zendesk tickets and articles (set as ZENDESK_API_TOKEN in your environment).
• (Optional) Qdrant Instance: If using the qdrant database type, you need a running Qdrant instance accessible from where you run the script.
• (Optional) Build Tools: Dependencies like better-sqlite3 and sqlite-vec might require native compilation, which could necessitate build tools like python, make, and a C++ compiler (like g++ or Clang) depending on your operating system.

Installation

1. Clone the repository:

   git clone https://github.com/kagent-dev/doc2vec.git
   cd doc2vec

2. Install dependencies: Using npm:

   npm install

   This will install all packages listed in package.json.

Configuration

Configuration is managed through two files:

1. .env file: Create a .env file in the project root to store sensitive information like API keys.

   # .env
   
   # Required: Your OpenAI API Key
   OPENAI_API_KEY="sk-..."
   
   # Required for GitHub sources
   GITHUB_PERSONAL_ACCESS_TOKEN="ghp_..."
   
   # Required for Zendesk sources
   ZENDESK_API_TOKEN="your-zendesk-api-token"
   
   # Optional: Required only if using Qdrant
   QDRANT_API_KEY="your-qdrant-api-key"

2. config.yaml file: This file defines the sources to process and how to handle them. Create a config.yaml file (or use a different name and pass it as an argument).

   Structure:

   • sources: An array of source configurations.

     • type: Either 'website', 'github', 'local_directory', or 'zendesk'

     For websites (type: 'website'):

     • url: The starting URL for crawling the documentation site.
     • sitemap_url: (Optional) URL to the site's XML sitemap for discovering additional pages not linked in navigation.

     For GitHub repositories (type: 'github'):

     • repo: Repository name in the format 'owner/repo' (e.g., 'istio/istio').
     • start_date: (Optional) Starting date to fetch issues from (e.g., '2025-01-01').

     For local directories (type: 'local_directory'):

     • path: Path to the local directory to process.
     • include_extensions: (Optional) Array of file extensions to include (e.g., ['.md', '.txt', '.pdf']). Defaults to ['.md', '.txt', '.html', '.htm', '.pdf'].
     • exclude_extensions: (Optional) Array of file extensions to exclude.
     • recursive: (Optional) Whether to traverse subdirectories (defaults to true).
     • url_rewrite_prefix (Optional) URL prefix to rewrite file:// URLs (e.g., https://mydomain.com)
     • encoding: (Optional) File encoding to use (defaults to 'utf8'). Note: PDF files are processed as binary and this setting doesn't apply to them.

     For Zendesk (type: 'zendesk'):

     • zendesk_subdomain: Your Zendesk subdomain (e.g., 'mycompany' for mycompany.zendesk.com).
     • email: Your Zendesk admin email address.
     • api_token: Your Zendesk API token (reference environment variable as '${ZENDESK_API_TOKEN}').
     • fetch_tickets: (Optional) Whether to fetch support tickets (defaults to true).
     • fetch_articles: (Optional) Whether to fetch knowledge base articles (defaults to true).
     • start_date: (Optional) Only process tickets/articles updated since this date (e.g., '2025-01-01').
     • ticket_status: (Optional) Filter tickets by status (defaults to ['new', 'open', 'pending', 'hold', 'solved']).
     • ticket_priority: (Optional) Filter tickets by priority (defaults to all priorities).

     Common configuration for all types:

     • product_name: A string identifying the product (used in metadata).
     • version: A string identifying the product version (used in metadata).
     • max_size: Maximum raw content size (in characters). For websites, this limits the raw HTML fetched by Puppeteer. Recommending 1MB (1048576).
     • database_config: Configuration for the database.
       • type: Specifies the storage backend ('sqlite' or 'qdrant').
       • params: Parameters specific to the chosen database type.
         • For sqlite:
           • db_path: (Optional) Path to the SQLite database file. Defaults to ./<product_name>-<version>.db.
         • For qdrant:
           • qdrant_url: (Optional) URL of your Qdrant instance. Defaults to http://localhost:6333.
           • qdrant_port: (Optional) Port for the Qdrant REST API. Defaults to 443 if qdrant_url starts with https, otherwise 6333.
           • collection_name: (Optional) Name of the Qdrant collection to use. Defaults to <product_name>_<version> (lowercased, spaces replaced with underscores).

   Example (config.yaml):

   sources:
     # Website source example
     - type: 'website'
       product_name: 'argo'
       version: 'stable'
       url: 'https://argo-cd.readthedocs.io/en/stable/'
       sitemap_url: 'https://argo-cd.readthedocs.io/en/stable/sitemap.xml'
       max_size: 1048576
       database_config:
         type: 'sqlite'
         params:
           db_path: './vector-dbs/argo-cd.db'
   
     # GitHub repository source example
     - type: 'github'
       product_name: 'istio'
       version: 'latest'
       repo: 'istio/istio'
       start_date: '2025-01-01'
       max_size: 1048576
       database_config:
         type: 'sqlite'
         params:
           db_path: './istio-issues.db'
     
     # Local directory source example
     - type: 'local_directory'
       product_name: 'project-docs'
       version: 'current'
       path: './docs'
       include_extensions: ['.md', '.txt', '.pdf']
       recursive: true
       max_size: 10485760  # 10MB recommended for PDF files
       database_config:
         type: 'sqlite'
         params:
           db_path: './project-docs.db'
     
     # Zendesk example
     - type: 'zendesk'
       product_name: 'MyCompany'
       version: 'latest'
       zendesk_subdomain: 'mycompany'
       email: '[email protected]'
       api_token: '${ZENDESK_API_TOKEN}'
       fetch_tickets: true
       fetch_articles: true
       start_date: '2025-01-01'
       ticket_status: ['open', 'pending']
       ticket_priority: ['high']
       max_size: 1048576
       database_config:
         type: 'sqlite'
         params:
           db_path: './zendesk-kb.db'
     
     # Qdrant example
     - type: 'website'
       product_name: 'Istio'
       version: 'latest'
       url: 'https://istio.io/latest/docs/'
       max_size: 1048576
       database_config:
         type: 'qdrant'
         params:
           qdrant_url: 'https://your-qdrant-instance.cloud'
           qdrant_port: 6333
           collection_name: 'istio_docs_latest'
     # ... more sources

Usage

Run the script from the command line using the start script defined in package.json. This uses ts-node to execute the TypeScript code directly.

You can optionally provide the path to your configuration file as an argument after the --:

npm start -- [path/to/your/config.yaml]

(Note the -- required for npm when passing arguments to the script.)

If no path is provided, the script defaults to looking for config.yaml in the current directory.

The script will then:

1. Load the configuration.
2. Initialize the structured logger.
3. Iterate through each source defined in the config.
4. Initialize the specified database connection.
5. Process each source according to its type:
   • For websites: Crawl the site, process any sitemaps, extract content from HTML pages and download/process PDF files, convert to Markdown
   • For GitHub repos: Fetch issues and comments, convert to Markdown
   • For local directories: Scan files, process content (converting HTML and PDF files to Markdown if needed)
   • For Zendesk: Fetch tickets and articles, convert to Markdown
6. For all sources: Chunk content, check for changes, generate embeddings (if needed), and store/update in the database.
7. Cleanup obsolete chunks.
8. Output detailed logs.

Database Options

SQLite (database_config.type: 'sqlite')

• Uses better-sqlite3 and sqlite-vec.
• Requires db_path.
• Native compilation might be needed.

Qdrant (database_config.type: 'qdrant')

• Uses @qdrant/js-client-rest.
• Requires qdrant_url, qdrant_port, collection_name and potentially QDRANT_API_KEY.

PDF Processing

Doc2Vec includes built-in support for processing PDF files in both local directories and websites. PDF files are automatically detected by their .pdf extension and processed using Mozilla's PDF.js library.

Features

• Automatic Text Extraction: Extracts text content from all pages in PDF documents
• Markdown Conversion: Converts extracted text to clean Markdown format with proper structure
• Multi-page Support: For multi-page PDFs, each page becomes a separate section with page headers
• Website Integration: Automatically downloads and processes PDFs linked from websites during crawling
• Local File Support: Processes PDF files found in local directories alongside other documents
• Size Management: Respects configured size limits to prevent processing of extremely large documents
• Error Handling: Graceful handling of corrupted or unsupported PDF files

Configuration Tips for PDFs

• Larger Size Limits: PDF files typically convert to more text than expected. Consider using larger max_size values (e.g., 10MB instead of 1MB) for directories containing PDFs:

  max_size: 10485760  # 10MB recommended for PDF processing

• File Extensions: Include .pdf in your include_extensions array:

  include_extensions: ['.md', '.txt', '.pdf']

• Performance: PDF processing is CPU-intensive. Large PDFs may take several seconds to process.
• Website Configuration: For websites that may contain PDFs, use larger size limits:

  - type: 'website'
    product_name: 'documentation'
    version: 'latest'
    url: 'https://docs.example.com/'
    max_size: 10485760  # 10MB to handle PDFs
    database_config:
      type: 'sqlite'
      params:
        db_path: './docs.db'

Example Output

A PDF file named "user-guide.pdf" will be converted to Markdown format like:

# user-guide

## Page 1
[Content from first page...]

## Page 2
[Content from second page...]

The resulting Markdown is then chunked and embedded using the same process as other text content.

Now Available via npx

You can run doc2vec without cloning the repo or installing it globally. Just use:

npx doc2vec [path/to/your/config.yaml]

This will:

1. Fetch the latest version of doc2vec from npm.

2. Load and process the sources defined in your config.yaml.

3. Generate, embed, and store documentation chunks in the configured database(s).

If you don't specify a config path, it will look for config.yaml in the current working directory.

Core Logic Flow

1. Load Config: Read and parse config.yaml.
2. Initialize Logger: Set up the structured logger.
3. Iterate Sources: For each source in the config:
   1. Initialize Database: Connect to SQLite or Qdrant, create necessary tables/collections.
   2. Process by Source Type:
      • For Websites:
        • Start at the base url.
        • If sitemap_url is provided, fetch and parse the sitemap to extract additional URLs.
        • Use Puppeteer (processPage) to fetch and render HTML for web pages.
        • For PDF URLs, download and extract text using Mozilla's PDF.js.
        • Use Readability to extract main content from HTML pages.
        • Sanitize HTML and convert to Markdown using Turndown.
        • Use axios/cheerio on HTML pages to find new links to add to the crawl queue.
        • Keep track of all visited URLs.
      • For GitHub Repositories:
        • Fetch issues and comments using the GitHub API.
        • Convert to formatted Markdown.
        • Track last run date to support incremental updates.
      • For Local Directories:
        • Recursively scan directories for files matching the configured extensions.
        • Read file content, converting HTML to Markdown if needed.
        • For PDF files, extract text using Mozilla's PDF.js and convert to Markdown format with proper page structure.
        • Process each file's content.
      • For Zendesk:
        • Fetch tickets and articles using the Zendesk API.
        • Convert tickets to formatted Markdown.
        • Convert articles to formatted Markdown.
        • Track last run date to support incremental updates.
   3. Process Content: For each processed page, issue, or file:
      • Chunk: Split Markdown into smaller DocumentChunk objects based on headings and size.
      • Hash Check: Generate a hash of the chunk content. Check if a chunk with the same ID exists in the DB and if its hash matches.
      • Embed (if needed): If the chunk is new or changed, call the OpenAI API (createEmbeddings) to get the vector embedding.
      • Store: Insert or update the chunk, metadata, hash, and embedding in the database (SQLite vec_items table or Qdrant collection).
   4. Cleanup: After processing, remove any obsolete chunks from the database.
4. Complete: Log completion status.