Refactor documentation architecture (#1264)

* Refactor documentation architecture

Split into several `tab` and sections

* Fix Fern's docs.yml after PR review

Thank you Danny!

Co-authored-by: dannysheridan <danny@buildwithfern.com>

* Re-add quickstart in the overview tab

It went missing after a refactoring of the doc architecture

* Documentation writing

* Adapt Makefile to fern documentation

* Do not create overlapping page names in fern documentation

This is causing 500. Thank you to @dsinghvi for the troubleshooting and the help!

* Add a readme to help to understand how fern documentation work and how to add new pages

* Rework the welcome view

Redirects directly users to installation guide with links for people that are not familiar with documentation browsing.

* Simplify the quickstart guide

* PR feedback on installation guide

A ton of refactoring can still be made there

* PR feedback on ingestion

* PR feedback on ingestion splitting

* Rename section on LLM

* Fix missing word in list of LLMs

---------

Co-authored-by: dannysheridan <danny@buildwithfern.com>
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# Configure your private GPT
The configuration of your private GPT server is done thanks to `settings` files (more precisely `settings.yaml`).
These text files are written using the [YAML](https://en.wikipedia.org/wiki/YAML) syntax.
While privateGPT is distributing safe and universal configuration files, you might want to quickly customize your
privateGPT, and this can be done using the `settings` files.
This project is defining the concept of **profiles** (or configuration profiles).
This mechanism, using your environment variables, is giving you the ability to easily switch between
configuration you've made.
A typical use case of profile is to easily switch between LLM and embeddings.
To be a bit more precise, you can change the language (to French, Spanish, Italian, English, etc) by simply changing
the profile you've selected; no code changes required!
PrivateGPT is configured through *profiles* that are defined using yaml files, and selected through env variables.
The full list of properties configurable can be found in `settings.yaml`.
## How to know which profiles exist
Given that a profile `foo_bar` points to the file `settings-foo_bar.yaml` and vice-versa, you simply have to look
at the files starting with `settings` and ending in `.yaml`.
## How to use an existing profiles
**Please note that the syntax to set the value of an environment variables depends on your OS**.
You have to set environment variable `PGPT_PROFILES` to the name of the profile you want to use.
For example, on **linux and macOS**, this gives:
```bash
export PGPT_PROFILES=my_profile_name_here
```
Windows Powershell(s) have a different syntax, one of them being:
```shell
set PGPT_PROFILES=my_profile_name_here
```
If the above is not working, you might want to try other ways to set an env variable in your window's terminal.
---
Once you've set this environment variable to the desired profile, you can simply launch your privateGPT,
and it will run using your profile on top of the default configuration.
## Reference
Additional details on the profiles are described in this section
### Environment variable `PGPT_SETTINGS_FOLDER`
The location of the settings folder. Defaults to the root of the project.
Should contain the default `settings.yaml` and any other `settings-{profile}.yaml`.
### Environment variable `PGPT_PROFILES`
By default, the profile definition in `settings.yaml` is loaded.
Using this env var you can load additional profiles; format is a comma separated list of profile names.
This will merge `settings-{profile}.yaml` on top of the base settings file.
For example:
`PGPT_PROFILES=local,cuda` will load `settings-local.yaml`
and `settings-cuda.yaml`, their contents will be merged with
later profiles properties overriding values of earlier ones like `settings.yaml`.
During testing, the `test` profile will be active along with the default, therefore `settings-test.yaml`
file is required.
### Environment variables expansion
Configuration files can contain environment variables,
they will be expanded at runtime.
Expansion must follow the pattern `${VARIABLE_NAME:default_value}`.
For example, the following configuration will use the value of the `PORT`
environment variable or `8001` if it's not set.
Missing variables with no default will produce an error.
```yaml
server:
port: ${PORT:8001}
```

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# Reset Local documents database
When running in a local setup, you can remove all ingested documents by simply
deleting all contents of `local_data` folder (except .gitignore).
To simplify this process, you can use the command:
```bash
make wipe
```
# Advanced usage
You can actually delete your documents from your storage by using the
API endpoint `DELETE` in the Ingestion API.

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# Ingesting & Managing Documents
The ingestion of documents can be done in different ways:
* Using the `/ingest` API
* Using the Gradio UI
* Using the Bulk Local Ingestion functionality (check next section)
## Bulk Local Ingestion
When you are running PrivateGPT in a fully local setup, you can ingest a complete folder for convenience (containing
pdf, text files, etc.)
and optionally watch changes on it with the command:
```bash
make ingest /path/to/folder -- --watch
```
To log the processed and failed files to an additional file, use:
```bash
make ingest /path/to/folder -- --watch --log-file /path/to/log/file.log
```
After ingestion is complete, you should be able to chat with your documents
by navigating to http://localhost:8001 and using the option `Query documents`,
or using the completions / chat API.
## Ingestion troubleshooting
Are you running out of memory when ingesting files?
To do not run out of memory, you should ingest your documents without the LLM loaded in your (video) memory.
To do so, you should change your configuration to set `llm.mode: mock`.
In other words, you should update your `settings.yaml` (or your custom configuration file) to set the
following **before** ingesting your documents:
```yaml
llm:
mode: mock
```
Once your documents are ingested, you can set the `llm.mode` value back to `local` (or your previous custom value).
You can also use the existing `PGPT_PROFILES=mock` that will set the `llm.mode` to `mock` for you.
## Supported file formats
privateGPT by default supports all the file formats that contains clear text (for example, `.txt` files, `.html`, etc.).
However, these text based file formats as only considered as text files, and are not pre-processed in any other way.
It also supports the following file formats:
* `.hwp`
* `.pdf`
* `.docx`
* `.pptx`
* `.ppt`
* `.pptm`
* `.jpg`
* `.png`
* `.jpeg`
* `.mp3`
* `.mp4`
* `.csv`
* `.epub`
* `.md`
* `.mbox`
* `.ipynb`
* `.json`
**Please note the following nuance**: while `privateGPT` supports these file formats, it **might** require additional
dependencies to be installed in your python's virtual environment.
For example, if you try to ingest `.epub` files, `privateGPT` might fail to do it, and will instead display an
explanatory error asking you to download the necessary dependencies to install this file format.
**Other file formats might work**, but they will be considered as plain text
files (in other words, they will be ingested as `.txt` files).

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## Running the Server
PrivateGPT supports running with different LLMs & setups.
### Local models
Both the LLM and the Embeddings model will run locally.
Make sure you have followed the *Local LLM requirements* section before moving on.
This command will start PrivateGPT using the `settings.yaml` (default profile) together with the `settings-local.yaml`
configuration files. By default, it will enable both the API and the Gradio UI. Run:
```bash
PGPT_PROFILES=local make run
```
or
```bash
PGPT_PROFILES=local poetry run python -m private_gpt
```
When the server is started it will print a log *Application startup complete*.
Navigate to http://localhost:8001 to use the Gradio UI or to http://localhost:8001/docs (API section) to try the API
using Swagger UI.
### Using OpenAI
If you cannot run a local model (because you don't have a GPU, for example) or for testing purposes, you may
decide to run PrivateGPT using OpenAI as the LLM and Embeddings model.
In order to do so, create a profile `settings-openai.yaml` with the following contents:
```yaml
llm:
mode: openai
openai:
api_key: <your_openai_api_key> # You could skip this configuration and use the OPENAI_API_KEY env var instead
```
And run PrivateGPT loading that profile you just created:
`PGPT_PROFILES=openai make run`
or
`PGPT_PROFILES=openai poetry run python -m private_gpt`
When the server is started it will print a log *Application startup complete*.
Navigate to http://localhost:8001 to use the Gradio UI or to http://localhost:8001/docs (API section) to try the API.
You'll notice the speed and quality of response is higher, given you are using OpenAI's servers for the heavy
computations.
### Using AWS Sagemaker
For a fully private & performant setup, you can choose to have both your LLM and Embeddings model deployed using Sagemaker.
Note: how to deploy models on Sagemaker is out of the scope of this documentation.
In order to do so, create a profile `settings-sagemaker.yaml` with the following contents (remember to
update the values of the llm_endpoint_name and embedding_endpoint_name to yours):
```yaml
llm:
mode: sagemaker
sagemaker:
llm_endpoint_name: huggingface-pytorch-tgi-inference-2023-09-25-19-53-32-140
embedding_endpoint_name: huggingface-pytorch-inference-2023-11-03-07-41-36-479
```
And run PrivateGPT loading that profile you just created:
`PGPT_PROFILES=sagemaker make run`
or
`PGPT_PROFILES=sagemaker poetry run python -m private_gpt`
When the server is started it will print a log *Application startup complete*.
Navigate to http://localhost:8001 to use the Gradio UI or to http://localhost:8001/docs (API section) to try the API.

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## Gradio UI user manual
Gradio UI is a ready to use way of testing most of PrivateGPT API functionalities.
![Gradio PrivateGPT](https://lh3.googleusercontent.com/drive-viewer/AK7aPaD_Hc-A8A9ooMe-hPgm_eImgsbxAjb__8nFYj8b_WwzvL1Gy90oAnp1DfhPaN6yGiEHCOXs0r77W1bYHtPzlVwbV7fMsA=s1600)
### Execution Modes
It has 3 modes of execution (you can select in the top-left):
* Query Docs: uses the context from the
ingested documents to answer the questions posted in the chat. It also takes
into account previous chat messages as context.
* Makes use of `/chat/completions` API with `use_context=true` and no
`context_filter`.
* Search in Docs: fast search that returns the 4 most related text
chunks, together with their source document and page.
* Makes use of `/chunks` API with no `context_filter`, `limit=4` and
`prev_next_chunks=0`.
* LLM Chat: simple, non-contextual chat with the LLM. The ingested documents won't
be taken into account, only the previous messages.
* Makes use of `/chat/completions` API with `use_context=false`.
### Document Ingestion
Ingest documents by using the `Upload a File` button. You can check the progress of
the ingestion in the console logs of the server.
The list of ingested files is shown below the button.
If you want to delete the ingested documents, refer to *Reset Local documents
database* section in the documentation.
### Chat
Normal chat interface, self-explanatory ;)
You can check the actual prompt being passed to the LLM by looking at the logs of
the server. We'll add better observability in future releases.

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## Vectorstores
PrivateGPT supports [Chroma](https://www.trychroma.com/), [Qdrant](https://qdrant.tech/) as vectorstore providers. Chroma being the default.
### Qdrant configuration
To enable Qdrant, set the `vectorstore.database` property in the `settings.yaml` file to `qdrant` and install the `qdrant` extra.
```bash
poetry install --extras qdrant
```
By default Qdrant tries to connect to an instance at `http://localhost:3000`.
Qdrant settings can be configured by setting values to the `qdrant` property in the `settings.yaml` file.
The available configuration options are:
| Field | Description |
|--------------|-------------|
| location | If `:memory:` - use in-memory Qdrant instance. If `str` - use it as a `url` parameter.|
| url | Either host or str of 'Optional[scheme], host, Optional[port], Optional[prefix]'. Eg. `http://localhost:6333` |
| port | Port of the REST API interface. Default: `6333` |
| grpc_port | Port of the gRPC interface. Default: `6334` |
| prefer_grpc | If `true` - use gRPC interface whenever possible in custom methods. |
| https | If `true` - use HTTPS(SSL) protocol.|
| api_key | API key for authentication in Qdrant Cloud.|
| prefix | If set, add `prefix` to the REST URL path. Example: `service/v1` will result in `http://localhost:6333/service/v1/{qdrant-endpoint}` for REST API.|
| timeout | Timeout for REST and gRPC API requests. Default: 5.0 seconds for REST and unlimited for gRPC |
| host | Host name of Qdrant service. If url and host are not set, defaults to 'localhost'.|
| path | Persistence path for QdrantLocal. Eg. `local_data/private_gpt/qdrant`|
| force_disable_check_same_thread | Force disable check_same_thread for QdrantLocal sqlite connection, defaults to True.|