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๐Ÿš€ 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.

May 2, 2026
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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

Node.jsReactOpenAIExpressMulterTesseract.js

๐Ÿš€ 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/
โ”œโ”€โ”€ src/
โ”‚   โ”œโ”€โ”€ routes/        # API endpoints
โ”‚   โ”œโ”€โ”€ services/      # Business logic
โ”‚   โ”œโ”€โ”€ ingestion/     # Document processing pipeline
โ”‚   โ”œโ”€โ”€ retrieval/     # Search & vector queries
โ”‚   โ””โ”€โ”€ rerank/        # Result reranking
โ”œโ”€โ”€ uploads/           # Uploaded files storage
โ”œโ”€โ”€ data/              # Vector store data
โ””โ”€โ”€ 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 โš™๏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

InputProcessing
PDFExtract text + page images
ImageCaption + OCR + description
TXT / DOCExtract & clean text
ExcelConvert tables to text

Step 5: Extract Content

  • Text documents โ€” Clean โ†’ Semantic chunking โ†’ Add metadata
  • Images โ€” Generate: โ‘  Caption โ‘ก Detailed description โ‘ข OCR text
    • Example: "Machine dashboard showing error spikes and temperature warning"
  • 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

FieldDescription
idUnique identifier
embeddingVector from OpenAI
content_textOriginal text content
modalitytext / image / table
source_fileOriginal filename
page_numberPage (if applicable)
image_urlPath to extracted image
metadataAdditional info (date, tags, etc.)

Phase 3 โ€” Retrieval Engine ๐Ÿ”

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:

  1. Get text representation
  2. Ask LLM: "What question does this content answer?"
  3. Compare generated question to user query
  4. 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 (0โ€“1)
  • 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 ๐Ÿค–

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:

  1. Caption the uploaded image
  2. Convert caption โ†’ embedding
  3. 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-large with your chosen embedding model
  • Replace top K = 20 with your desired retrieval count
  • Replace POST /api/upload and POST /api/search with 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

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