rony-chat-bot/docs/vps-context-sizing.md
Victor Hugo Vargas 129809067b feat(rag): hybrid retrieval, reference documents, and vendor sampling
Answers were short, sometimes in the wrong language, and occasionally about
projects that do not exist. Measured on a 20-question battery against the real
corpus in both Spanish and English, this takes grounded content from 3/10 to
9/10 and language matching from 7/10 to 10/10.

Retrieval
- Fuse FTS5 keyword search with dense vectors via Reciprocal Rank Fusion.
  Both halves are load-bearing: the corpus is English and visitors ask in
  Spanish, so the meaningful words score zero. "paga" appears 0 times in a
  document that says "Payments: Stripe" — the question "¿Con qué se paga en la
  tienda de ropa?" retrieved nothing at all. Embeddings put all three of that
  project's chunks on top. RRF ranks by agreement rather than comparing a BM25
  score against a cosine, quantities with no shared scale.
- internal/embed: OpenAI-compatible embeddings client, unit-normalised so a
  dot product is the cosine. Reorders by the response `index` field.
- Store a content hash beside each vector and skip rows where it no longer
  matches the chunk. Chunk ids survive body edits, so without this an edited
  document keeps serving embeddings that describe text that is gone —
  reproduced live by changing a payment provider and watching the old one keep
  coming back.
- Degrade to keyword-only when the embedder is down instead of failing.

Reference documents that are not projects
- Index `.mdx` alongside `.md`, and split sources into projects (announced in
  the catalogue) and reference material (retrievable, never listed). A CV is
  what someone deciding whether to hire actually reads, and it was unreachable
  while it lived only in the Astro site — but filing it under projects made
  the bot list "cv" as one of Victor's works.
- Skip each directory's README. `data/projects/README.md` was being indexed,
  so the catalogue injected into every prompt announced "README" and
  "README.es" as projects of Victor's.
- Exclude frontmatter from retrieval. It is dense metadata in a very short
  chunk, which makes it a magnet for short queries: a CV's `location:` field
  answered "¿Dónde ha trabajado Victor?" with a city instead of a work history.
- Split oversized sections at `###` before falling back to byte offsets. A CV's
  Experience section is a list of jobs, and size-splitting cut one mid-word,
  stranding the employer's name in the previous chunk.

Prompt and sampling
- Inject the full project catalogue every turn. Top-K search returns the best
  matching sections, so "list every project" cannot be answered from retrieval
  alone, and a small model asked to enumerate from partial hits invents the
  rest. ~10 tokens per project; this is what stopped the invented names.
- Wire the sampling parameters the model authors publish (top_k, top_p, min_p,
  repeat_penalty, presence_penalty) through config to llama.cpp. Leaving them
  at llama.cpp's defaults produced 16-token stub answers.
- Localised system prompt selected by detected language. The English prompt
  plus "reply in the user's language" answered 1/5 Spanish questions in
  Spanish; few-shot examples fixed the language but got copied verbatim into
  real answers.
- Fold compaction's system notes into the leading system message. Gemma's chat
  template rejects a system message that is not first, and the whole request
  failed with HTTP 400 the moment compaction fired.

Configuration and docs
- context_size 4096, down from 8192. The largest prompt this bot ever built
  over 20 real requests was 1255 tokens, compaction starts at ~3070, and the
  cut saved 212 MB resident with zero truncations and identical throughput.
- Correct the RAM figures throughout. They were measured with a GPU absorbing
  llama.cpp's buffers; on a GPU-less VPS those come out of system RAM, which
  is 1.1 GB more for qwen2.5-3b and 2.8 GB more for granite. Both READMEs
  still started gemma-3-1b while the config defaulted to qwen, and neither
  started the embedder at all.

Measured on the 2-core, 8 GB CPU-only target: 3.64 GB LLM + 0.91 GB embedder
+ 0.02 GB bot, 21.0 tok/s steady state.

Known and unfixed, so they are not re-filed as new bugs: the model reads dates
out of the CV correctly but does the arithmetic on them wrong, and "¿Dónde ha
trabajado Victor?" still answers with projects rather than employers, though
"¿En qué empresas ha trabajado?" works.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-07-30 15:45:36 -07:00

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Context window sizing — reference

Quick reference for picking context_size and max_tokens in configs/portfolio-bot.yaml based on the host's RAM budget. Math, recommendations, and tips.


1. context_size vs max_tokens

Two different budgets in the provider config:

context_size: 4096   # total window (input + output)
max_tokens: 2048     # generation cap per response
context_size (4096) = system prompt + RAG + history + respuesta
                      └────────── input ──────────┘  └output┘
                                                   max_tokens
  • context_size → total tokens the model can see + produce. Maps to llama-server's --ctx-size.
  • max_tokens → cap on generation per response. Doesn't affect how much input fits, only how long the answer can be.

Rule of thumb for a Q&A bot: 5121024 max_tokens is plenty. Bigger just steals budget from the input side, where the auto-compactor then has to fire sooner.


2. KV cache math

The constraint on context size is KV cache RAM, not the model's advertised window. KV cache grows linearly with context and is held in RAM per active stream:

KV cache (bytes) ≈ 2 × num_layers × num_kv_heads × head_dim × bytes × context_size

Reference values for the models the bot is usually paired with:

Model num_layers num_kv_heads head_dim KB/token
qwen2.5-1.5b 28 2 128 ~18
qwen2.5-3b 36 4 128 ~72
gemma-3-1b 18 1 256 ~36
gemma-3-4b 34 4 256 ~272

Q4_K_M model weights (also RAM-resident):

Model Size
qwen2.5-1.5b ~1.0 GB
qwen2.5-3b ~2.0 GB
gemma-3-1b ~0.8 GB
gemma-3-4b ~2.5 GB

3. RAM budget on a single-model VPS

Fixed cost before we pick a context size:

Sistema + Go binary + SQLite     ~0.5 GB
Modelo Q4_K_M weights            (ver tabla arriba)
Buffer para picos y tmpfs        ~0.5 GB

Available for KV cache + headroom = RAM_total 0.5 GB modelo.


4. Recommendations by RAM

4 GB VPS (bare-bones dev)

Solo viable con modelo chico y contexto bajo.

Model context_size KV cache RAM usada
gemma-3-1b Q4 8192 ~290 MB ~1.8 GB
qwen2.5-1.5b Q4 4096 ~72 MB ~1.6 GB

8 GB VPS (típico)

The estimates in this section predate the measurements below and were made on a machine with a GPU. They understate CPU-only RSS by 13 GB and their "recommended" contexts are far larger than this bot ever uses. Treat the Measured RSS section as authoritative and this one as the KV-cache arithmetic only.

Model context_size KV cache Verdict
qwen2.5-3b Q4 4096 ~290 MB the default — 3.64 GB measured
qwen2.5-3b Q4 8192 ~580 MB +212 MB for headroom never used
gemma-3-1b Q4 4096 ~145 MB cheap, but see the accuracy note
gemma-3-4b Q4 4096 ~1.1 GB untested here

Measured RSS (not estimated)

Measure with --device none, or the numbers lie. llama.cpp initialises a compiled-in GPU backend even with -ngl 0. If the build machine has a GPU it quietly holds the compute buffers, and the RSS you measure is the RSS you will not get on a GPU-less VPS. The gap is not a rounding error:

Model with a GPU present --device none
qwen2.5-3b Q4_K_M 2.54 GB 3.66 GB
granite-4.0-h-tiny (7B-A1B) 4.48 GB 7.29 GB
gemma-3-1b Q4_K_M 1.29 GB 1.05 GB

Granite looked like it fit an 8 GB box and does not. gemma goes the other way — its compute buffers are tiny either way, so dropping the GPU runtime is a net saving.

Real RSS on CPU only, --parallel 1 --threads 2 --mlock, in steady state after serving requests:

Process ctx RSS
qwen2.5-3b Q4_K_M 8192 3.85 GB
qwen2.5-3b Q4_K_M 4096 3.64 GB
gemma-3-1b Q4_K_M 8192 1.05 GB
granite-4.0-h-tiny Q4_K_M any 7.25 GB
nomic-embed-v2-moe Q5_K_M (--embedding) 2048 0.91 GB
the Go bot + SQLite 0.02 GB

Two things worth noting from that table:

  • Cold RSS understates it. qwen at 4096 loads at 3.51 GB and settles at 3.64 GB after ten requests. Budget from the steady figure.
  • Granite ignores --ctx-size entirely (7.24 GB at 2048, 7.29 GB at 8192). It is a hybrid Mamba model: the recurrent state is fixed-size, so a 1M-token window is nearly free — and there is no context lever to pull when it doesn't fit.

Sizing on a shared VPS. If the box also serves other sites, budget backwards from what they need. On an 8 GB VPS the full hybrid stack (qwen2.5-3b at 4096 + embedder + bot) is 4.6 GB, leaving ~3.4 GB.

KV quantization buys less than people expect — 130 MB on qwen2.5-3b at 8192 — because the weights dominate. Reach for a smaller model, or a smaller context, before reaching for --cache-type-*.

16 GB VPS

Estimated, not measured — and the same GPU caveat applies, so add 12 GB for a CPU-only host. Contexts this large are also well past anything this bot builds (1255 tokens measured); they only matter if you repurpose it for long documents.

Model context_size KV cache RAM usada (est.)
qwen2.5-3b Q4 32768 ~2.3 GB ~5.0 GB
gemma-3-4b Q4 16384 ~4.5 GB ~7.5 GB

5. Worked examples

qwen2.5-3b on a shared 8 GB VPS — the shipped default

# configs/portfolio-bot.yaml
providers:
  - name: llamacpp-local
    type: llamacpp
    model: qwen2.5-3b-instruct
    endpoint: http://localhost:9100/v1
    context_size: 4096      # 3.64 GB measured; largest real prompt was 1255 tokens
    max_tokens: 640
    temperature: 0.7
    top_k: 20
    top_p: 0.8
    repeat_penalty: 1.05
llama-server \
  -m qwen2.5-3b-instruct-q4_k_m.gguf \
  --port 9100 --ctx-size 4096 --parallel 1 \
  --device none --threads 2 --mlock \
  --temp 0.7 --top-k 20 --top-p 0.8 --repeat-penalty 1.05

Plus the embedder, which has to stay resident because every visitor question must be embedded before it can be compared:

llama-server \
  -m nomic-embed-v2-moe.Q5_K_M.gguf \
  --port 9200 --embedding --pooling mean \
  --ctx-size 2048 --parallel 1 --device none --threads 2

Total: 3.64 + 0.91 + 0.02 = 4.57 GB.

gemma-3-1b — cheaper, and why it isn't the default

llama-server \
  -m gemma-3-1b-it-Q4_K_M.gguf \
  --port 9100 --ctx-size 4096 --parallel 1 \
  --device none --threads 2 --mlock \
  --temp 1.0 --top-k 64 --top-p 0.95 --min-p 0.0 --repeat-penalty 1.15

1.05 GB instead of 3.64 — 2.8 GB cheaper and ~35% faster. On a 20-question bilingual battery against the real corpus, with identical hybrid retrieval, it scored 3/10 on grounded content against qwen's 9/10, and among its failures it echoed the system prompt's own instructions back to the visitor. The sampling flags above matter: Google's published config is temp 1.0 / top_k 64 / top_p 0.95 / min_p 0.0, and --repeat-penalty 1.15 is deliberately off-spec because at Google's recommended 1.0 the model looped on the repetitive shape of the retrieved-chunk headers.

Gemma con chat template custom (sin system role líder)

Gemma 3 rechaza mensajes system antes del primer user. Dos opciones:

Opción A — template custom en ~/.llama/gemma3.jinja:

{% if messages[0]['role'] != 'system' and messages[0]['role'] != 'user' %}
{{ raise_exception('First message must be system or user') }}
{% endif %}
{% for message in messages %}
{% if message['role'] == 'system' %}
{{ message['content'] | trim + '\n\n' -}}
{% elif message['role'] == 'user' %}
{{- '<start_of_turn>user\n' + message['content'] | trim + '<end_of_turn>\n' -}}
{% elif message['role'] == 'assistant' or message['role'] == 'model' %}
{{- '<start_of_turn>model\n' + message['content'] | trim + '<end_of_turn>\n' -}}
{% endif %}
{% endfor %}
{% if add_generation_prompt %}
{{- '<start_of_turn>model\n' -}}
{% endif %}
llama-server \
  -m gemma-3-1b-it-Q4_K_M.gguf \
  --ctx-size 4096 --parallel 1 \
  --device none --threads 2 --mlock \
  --chat-template-file ~/.llama/gemma3.jinja

Opción B — usar Ollama, que mapea system → prefix del primer user automáticamente.


6. Tuning with auto-compaction

The bot has built-in auto-compaction (configs/portfolio-bot.yamlcompaction: block). When the previous turn's input tokens exceed threshold_ratio × MaxContextWindow, the older portion of the chat gets summarized into a single system note. This means:

  • A smaller context_size still works for long conversations — the compactor frees up room by folding old turns.
  • Bigger max_tokens means the compactor fires sooner (less budget left for input).
  • Default threshold_ratio: 0.75 triggers compaction at ~75% of the window. Lower it (e.g. 0.5) for headroom on slow CPU where each request is expensive; raise it (e.g. 0.9) when you want to keep more verbatim history.

For this bot at context_size: 4096 and max_tokens: 640, compaction fires when input exceeds ~3070 tokens. Measured over 20 real requests the largest prompt was 1255 tokens, so in practice it never fires on a single-question visit — it exists for the chatty visitor who keeps a thread going.


7. Tips

  1. --mlock es oro en VPS. Bloquea el modelo en RAM y evita swaps cuando hay picos de memoria. Cuesta ~modelo_size de locked RAM.
  2. Monitoreá con htop o free -h la primera semana. Si ves swap, bajá el context.
  3. Más contexto ≠ más rápido. El prefill (procesar el input) escala lineal con la cantidad de tokens. Generación (output) no se ve afectada. Con --ctx-size 4096 y un input de 500 tokens, el TTFT apenas cambia; con 20k tokens de input sí. Medido: bajar de 8192 a 4096 dejó la generación exactamente igual (21,0 tok/s), porque el prefill escala con los tokens que procesás, no con los que reservás.
  4. Streams concurrentes. Cada stream activo reserva su propio KV cache. En 8 GB no hagas más de 1-2 streams simultáneos — el rate limiter del bot (default 30 req/min) ya te protege.
  5. max_tokens bajo ayuda. 512 es suficiente para Q&A. Bajarlo deja más presupuesto para input y retrasa la compactación.

8. Quick-pick table

Start from what the prompt actually costs, not from what the model can hold. Measured on this bot over 20 real requests: the largest prompt ever built was 1255 tokens (system prompt + project catalogue + 5 retrieved chunks + the question), median 1069. Compaction begins at threshold_ratio × the window, so 4096 leaves 2.4x headroom before it even engages.

Setup context_size max_tokens Note
8 GB shared + qwen2.5-3b 4096 640 the default; 4.6 GB total stack
8 GB dedicated + qwen2.5-3b 8192 640 +212 MB, no measured benefit
8 GB + gemma-3-1b 4096 640 2.8 GB cheaper, and 3/10 vs 9/10 on grounded answers — see the provider comment in the config
16 GB + qwen2.5-3b 8192 1024 room for longer threads

Going above 8192 for a portfolio bot is reserving memory you will not use. A bigger window does not make answers better; it makes the KV cache bigger and delays compaction that was never going to trigger.

max_tokens: 640 is sized for the answers this persona is asked to give (24 sentences plus a short list). Raising it takes budget from the input side and makes compaction fire sooner.