RAG_FIXES_SUMMARY.md

RAG System Fixes Summary

Issues Identified and Fixed

1. OpenAI API Key Not Loading

Problem: The API key was configured in .env but not being loaded properly in some contexts. Solution: Ensure load_dotenv() is called at the start of the application.

• ✅ Fixed in main.py (line 48)
• ✅ Added to test scripts

2. Score Threshold Too High (0.7)

Problem: The similarity score threshold of 0.7 was too restrictive, causing no documents to be retrieved. Solution: Lowered the threshold to 0.3 for better retrieval.

• ✅ Fixed in rag/chat.py (lines 101, 233)
• ✅ Fixed in rag/retrieval.py (line 25)

3. Invalid Model Name (gpt-5-nano)

Problem: The model name gpt-5-nano doesn't exist in OpenAI's API. Solution: Changed to gpt-4-turbo-preview which is a valid model.

• ✅ Fixed in .env (line 3)

4. Cloud Qdrant Configuration

Problem: Tests were failing because they expected localhost Qdrant but the system uses cloud Qdrant. Solution: The system is correctly configured to use cloud Qdrant at https://9811842d-bebd-4da5-85c2-c25fc5e59d7d.us-west-1-0.aws.cloud.qdrant.io

Current System Status

• ✅ Embedding Generation: Working correctly with OpenAI API
• ✅ Qdrant Connection: Connected to cloud instance with 1407 vectors indexed
• ✅ Document Retrieval: Successfully retrieving documents with scores ~0.72
• ✅ Chat Functionality: End-to-end chat working with proper citations

Test Results

The test suite confirmed:

1. Single and batch embedding generation works
2. Qdrant cloud connection is functional
3. Document search and retrieval works with proper scoring
4. Chat generates responses with proper citations

Recommendations

1. Monitor Performance: With 1407 documents indexed, the system should perform well for queries
2. Score Threshold: The 0.3 threshold is working well, but can be fine-tuned based on user feedback
3. Regular Updates: Re-index documents when content changes using the /ingest endpoint
4. Monitoring: Check the /health endpoint periodically for system status

API Endpoints

• Chat: POST /chat - Query the RAG system
• Health: GET /health - Check system status
• Ingest: POST /ingest - Trigger document ingestion
• Collections: GET /collections - List Qdrant collections

Environment Variables

Key environment variables in .env:

• OPENAI_API_KEY: Your OpenAI API key
• OPENAI_MODEL: Chat completion model (gpt-4-turbo-preview)
• OPENAI_EMBEDDING_MODEL: Embedding model (text-embedding-3-small)
• QDRANT_URL: Cloud Qdrant endpoint
• QDRANT_API_KEY: Qdrant API key
• BOOK_CONTENT_PATH: Path to markdown documents