๐ Retrieve โ Implementation Plan
Defines an 11-phase implementation plan for a full-stack RAG application with document ingestion, vector search, and LLM answer generation.
What this file does
Defines an 11-phase implementation plan for a full-stack RAG application with document ingestion, vector search, and LLM answer generation.
When to use it
- Building a RAG system that handles PDFs, images, and Excel files
- Planning a project with OpenAI embeddings and vector search
- Implementing a hybrid search with reranking and Reverse HyDE
- Creating a React frontend for document querying and chat
Assumes this stack
๐ Retrieve โ Implementation Plan
Full-stack RAG (Retrieval-Augmented Generation) Application
Node.js + React | OpenAI Embeddings + LLM | Vector Search
Phase 1 โ Project Setup
Step 1: Create Backend Project
backend/
โโโ src/
โ โโโ routes/ # API endpoints
โ โโโ services/ # Business logic
โ โโโ ingestion/ # Document processing pipeline
โ โโโ retrieval/ # Search & vector queries
โ โโโ rerank/ # Result reranking
โโโ uploads/ # Uploaded files storage
โโโ data/ # Vector store data
โโโ package.json
Dependencies: openai, multer, pdf-parse, tesseract.js, sharp, xlsx, express, cors
Step 2: Create React App
Pages:
- Upload โ Upload documents (PDF, images, text, Excel)
- Search / Chat โ Query documents with text or images
- Results Viewer โ View text + image results with source links
Components: SearchBox, FileUploader, ResultCard, ImagePreview
Phase 2 โ Ingestion Pipeline โ๏ธ
Triggered when documents are uploaded.
Step 3: Upload Document API
POST /api/upload โ { file, metadata }
Backend stores file and triggers async processing.
Step 4: Detect File Type
| Input | Processing |
|---|---|
| Extract text + page images | |
| Image | Caption + OCR + description |
| TXT / DOC | Extract & clean text |
| Excel | Convert tables to text |
Step 5: Extract Content
- Text documents โ Clean โ Semantic chunking โ Add metadata
- Images โ Generate: โ Caption โก Detailed description โข OCR text
- Example:
"Machine dashboard showing error spikes and temperature warning"
- Example:
- PDF diagrams โ Extract: page image, figure caption, nearby text
Step 6: Create Embeddings (OpenAI)
model: text-embedding-3-large
Generate embeddings for every chunk, caption, and OCR result.
Step 7: Store in Vector Database
| Field | Description |
|---|---|
id | Unique identifier |
embedding | Vector from OpenAI |
content_text | Original text content |
modality | text / image / table |
source_file | Original filename |
page_number | Page (if applicable) |
image_url | Path to extracted image |
metadata | Additional info (date, tags, etc.) |
Phase 3 โ Retrieval Engine ๐
Called when user performs a search.
Step 8: Query API
POST /api/search โ { query_text, image?, filters? }
Step 9: Query Embedding
Convert user query โ embedding vector.
Step 10: Vector Search
Retrieve top K = 20 results by cosine similarity.
Step 11: Hybrid Search (Recommended)
Combine vector similarity + keyword match for improved accuracy.
Phase 4 โ Reverse HyDE (Advanced, Optional)
For each retrieved result:
- Get text representation
- Ask LLM: "What question does this content answer?"
- Compare generated question to user query
- Re-rank results (or re-query vector DB with generated question)
Phase 5 โ Reranking โญ
Use a stronger model to verify relevance:
- Input: user query + retrieved content
- Output: relevance score (0โ1)
- Re-sort results by score
Phase 6 โ Context Assembly
Prepare final context for LLM:
- Text chunks
- Image URLs + captions
- Table data
- Source references
Phase 7 โ Answer Generation ๐ค
Send assembled context to LLM with prompt:
"Answer based only on retrieved knowledge. Include image references if useful."
Phase 8 โ Response to Frontend
{
"answer": "...",
"sources": [...],
"images": [...],
"confidence": 0.92
}
Phase 9 โ React UI Flow
- Search flow: Query โ API โ Results โ Show text snippet + image preview + source link
- Chat flow: Conversation memory stored client-side for multi-turn dialogue
Phase 10 โ Image Query Support (Advanced)
User uploads an image to search:
- Caption the uploaded image
- Convert caption โ embedding
- Search vector DB โ "Find similar diagrams"
Phase 11 โ Security & Scaling
- Document permissions
- Embedding caching
- Background ingestion queue
- Chunk overlap tuning
- Monitoring & logging
What's inside
11 phases, 4 page types, 6 code blocks, 2 API endpoints, 1 table of vector fields
Change this for your project
- Replace
text-embedding-3-largewith your chosen embedding model - Replace
top K = 20with your desired retrieval count - Replace
POST /api/uploadandPOST /api/searchwith your actual endpoint paths
Where it goes
Reference documentation for a retrieval pipeline. Keep with the ingestion or retrieval code it describes.
Worth borrowing
- Reverse HyDE: ask LLM what question each chunk answers, then compare to user query
- Hybrid search combining vector similarity with keyword matching for better accuracy
- Image query support: caption an uploaded image, embed the caption, then search for similar diagrams
Related Documents
SUMMARY
Proposes three on-prem AI architectures, modular, hybrid, and fully local RAG, with hardware specs and vendor lists.
Retrieval & Prompts
Explains how CharMemory's extraction prompt and Vector Storage settings determine memory retrieval quality in SillyTavern.
App Review Support Guide โ Switch2Go
Explains an AAC app's accessibility permissions, hardware needs, and reviewer walkthrough to pass App Store review.
RFC-BLite: High-Performance Embedded Document Database for .NET
Specifies an embedded document database for.NET with zero-allocation I/O, C-BSON format, and ACID transactions.