PathRAG - Knowledge Graph-based RAG System

This PathRAG Demo App is a comprehensive knowledge graph-based Retrieval-Augmented Generation (RAG) system that combines document processing, chat functionality, and knowledge graph visualization in a single application.

What is PathRAG?

PathRAG (Path-based Retrieval Augmented Generation) is an advanced approach to knowledge retrieval and generation that combines the power of knowledge graphs with large language models (LLMs).

Core Concepts

Knowledge Graph Integration

PathRAG builds and maintains a knowledge graph from your documents, where:

• Nodes represent entities (people, organizations, concepts, locations, etc.)
• Edges represent relationships between these entities
• Properties store additional information about entities and relationships

Path-based Retrieval

Unlike traditional RAG systems that rely solely on vector similarity:

1. PathRAG identifies relevant paths through the knowledge graph
2. These paths provide contextual connections between entities
3. The system can follow logical relationships to find information not directly mentioned

Hybrid Search

PathRAG combines multiple search strategies:

• Vector search for semantic similarity
• Graph traversal for relationship-based connections
• Entity-centric retrieval for focused information about specific entities

Advantages Over Traditional RAG

• Relational understanding: Captures relationships between concepts, not just similarity
• Explainability: Provides clear paths showing how information is connected
• Reduced hallucinations: Grounds responses in explicit knowledge connections
• Complex reasoning: Can answer multi-hop questions requiring several logical steps

How PathRAG Works

1. Document Processing:

   • Documents are chunked into manageable pieces
   • Entities and relationships are extracted using NLP techniques
   • A knowledge graph is constructed connecting these entities

2. Query Processing:

   • User queries are analyzed to identify key entities and intents
   • The system identifies relevant paths in the knowledge graph
   • Both vector similarity and graph structure are used to retrieve information

3. Response Generation:

   • Retrieved context from multiple paths is synthesized
   • The LLM generates responses grounded in this structured knowledge
   • Responses include information from across the knowledge graph

Features

Core Functionality

• Document Management: Upload, process, and manage documents (PDF, DOCX, MD, TXT, HTML, etc.)
• Chat Interface: Thread-based chat system with context-aware responses
• Knowledge Graph: Visualize and query the knowledge graph built from your documents
• User Management: User authentication and personalization

Technical Features

• React Frontend: Modern UI built with React and RSuite components
• FastAPI Backend: High-performance Python API with async support
• SQLite Database: Lightweight database for storing user data, chat threads, and document metadata
• Thread-Based Chat: Persistent chat threads with unique IDs
• Document Processing: Automatic extraction of text and entities from various document formats
• Knowledge Graph Visualization: Interactive visualization using D3.js
• Theme Customization: Customizable UI themes (blue, red, violet)
• Automatic Document Reloading: System checks document status every 15 seconds and automatically reloads when processing completes

Tech Stack

Backend

• FastAPI: Modern, fast web framework for building APIs
• SQLite: Lightweight database for storing users, chats, and documents
• JWT: JSON Web Tokens for authentication
• PathRAG: Path-based Retrieval Augmented Generation for knowledge graph and chat functionality
• NetworkX: Graph data structure and algorithms (for development/demo)
• NanoVectorDB: Local file-based vector storage (for development/demo)

Frontend

• React: JavaScript library for building user interfaces
• RSuite: UI component library with responsive design
• D3.js: Data visualization library for knowledge graph
• React Router: Navigation and routing
• Axios: HTTP client for API requests
• React Dropzone: Drag-and-drop file upload
• Font Awesome: Icon library

Project Structure

Backend

/api
  /auth - Authentication module
    - jwt_handler.py - JWT token handling
    - routes.py - Authentication endpoints
    - schemas.py - Authentication data models
  /features - Feature modules
    /users - User management
    /chats - Chat functionality
    /documents - Document management
    /knowledge_graph - Knowledge graph functionality
/models - Database models
  - database.py - SQLite database setup and models
main.py - Main application entry point

Frontend

/pathrag-ui
  /public - Static files
  /src
    /components - Reusable components
      /auth - Authentication components
      /chat - Chat components
      /documents - Document components
      /knowledge-graph - Knowledge graph components
    /context - React context providers
    /pages - Application pages
    /services - API services
    /utils - Utility functions
    App.js - Main application component
    index.js - Application entry point

Setup Instructions

Prerequisites

• Python 3.8+
• Node.js 14+
• npm or yarn

Quick Start (Recommended)

Starting the API

Use our start script to set up and run the API:

For Unix/Linux/macOS:

# Make the script executable (first time only)
chmod +x start-api.sh

# Run the API
./start-api.sh

For Windows:

# Run the API
start-api.bat

These scripts will:

1. Create a Python virtual environment named .venv if it doesn't exist
2. Install all backend dependencies
3. Start the backend API on port 8000

The API will be available at:

• Backend API: http://localhost:8000
• API Documentation: http://localhost:8000/docs

Starting the UI

Navigate to the UI directory and start the React application:

# Navigate to the UI directory
cd ui

# Install dependencies (first time only)
npm install

# Start the UI
npm start

The UI will be available at:

• Frontend UI: http://localhost:3000

Manual Setup

If you prefer to set up and run the components separately, follow these instructions:

Backend Setup

1. Create and activate a virtual environment:

   # Create virtual environment
   python -m venv .venv
   
   # Activate on Windows
   .venv\Scripts\activate
   
   # Activate on macOS/Linux
   source .venv/bin/activate

2. Install Python dependencies:

   pip install -r requirements.txt

3. Configure environment variables: Copy the sample environment file and modify it with your settings:

   cp sample.env .env
   # Edit .env with your preferred text editor

   Key environment variables include:

   # JWT Authentication
   SECRET_KEY=your_secret_key_here  # Generate with: openssl rand -hex 32
   ACCESS_TOKEN_EXPIRE_MINUTES=30
   
   # Application Directories
   WORKING_DIR=./data
   UPLOAD_DIR=./uploads
   
   # Database Configuration
   DATABASE_URL=sqlite:///./pathrag.db
   
   # Server Configuration
   HOST=0.0.0.0
   PORT=8000
   DEBUG=False
   LOG_LEVEL=info
   CORS_ORIGINS=http://localhost:3000
   
   # AI Model Settings (choose one option)
   # Option 1: Azure OpenAI
   AZURE_OPENAI_API_KEY=your_azure_key
   AZURE_OPENAI_ENDPOINT=https://your-resource.openai.azure.com
   AZURE_OPENAI_DEPLOYMENT=gpt-4o
   AZURE_OPENAI_API_VERSION=2023-05-15
   AZURE_EMBEDDING_DEPLOYMENT=text-embedding-3-large
   
   # Option 2: OpenAI direct
   OPENAI_API_KEY=your_openai_key
   OPENAI_API_BASE=https://api.openai.com/v1
   
   # PathRAG Configuration
   CHUNK_SIZE=1200
   CHUNK_OVERLAP=100
   MAX_TOKENS=32768
   TEMPERATURE=0.7
   TOP_K=40
   

   See INSTALLATION.md for detailed environment variable configuration and sample.env for a complete example.

4. Start the backend server:

   python main.py

   The API will be available at http://localhost:8000

   For more advanced options, see INSTALLATION.md.

5. API Documentation:

   • Swagger UI: http://localhost:8000/docs
   • ReDoc: http://localhost:8000/redoc

Frontend Setup

1. Navigate to the frontend directory:

   cd ui

2. Install dependencies:

   npm install

3. Start the development server:

   npm start

   The application will be available at http://localhost:3000

Usage

Authentication

• Use the default credentials to log in:
  • Username: user1, Password: Pass@123
  • Username: user2, Password: Pass@123
  • Username: user3, Password: Pass@123
• Or register a new account using the registration form

Chat Threads

1. Navigate to the Chat page
2. Click "New Chat" to start a new thread
3. Type your message in the input field
4. Press Enter or click the send button
5. View the AI response
6. Your chat threads are saved and can be accessed from the sidebar
7. Each thread has a unique ID and maintains its own conversation history
8. Thread titles are automatically updated based on the first message

Knowledge Graph

1. Navigate to the Knowledge Graph page
2. Enter a query in the search field to filter the graph
3. Interact with the graph by dragging nodes
4. Zoom in/out using the mouse wheel
5. Click on nodes to see entity details

Document Management

1. Navigate to the Documents page
2. Click "Upload Document" button
3. Drag and drop a file or click to select a file
4. Monitor the upload progress
5. The system automatically checks document status every 15 seconds
6. When processing completes, the system automatically reloads the PathRAG instance
7. You can also manually reload the PathRAG instance by clicking the "Reload Documents" button
8. View the uploaded documents in the list with their processing status

Data Models

User

• id: Integer (Primary Key)
• username: String (Unique)
• email: String (Unique)
• hashed_password: String
• created_at: DateTime
• theme: String (Default: "blue")

Thread

• id: Integer (Primary Key)
• uuid: String (Unique)
• user_id: Integer (Foreign Key to User)
• title: String
• created_at: DateTime
• updated_at: DateTime
• is_deleted: Boolean (Default: False)

Chat

• id: Integer (Primary Key)
• user_id: Integer (Foreign Key to User)
• thread_id: Integer (Foreign Key to Thread)
• role: String ('user' or 'system')
• message: Text
• created_at: DateTime

Document

• id: Integer (Primary Key)
• user_id: Integer (Foreign Key to User)
• filename: String
• content_type: String
• file_path: String
• file_size: Integer
• uploaded_at: DateTime
• status: String
• processed_at: DateTime (Nullable)
• error_message: Text (Nullable)

API Endpoints

Authentication

• POST /token: Login and get access token
• POST /register: Register a new user
• GET /users/me: Get current user information

Users

• GET /users/: Get all users
• POST /users/theme: Update user theme

Chat Threads

• GET /chats/threads: Get all chat threads
• POST /chats/threads: Create a new chat thread
• GET /chats/threads/{thread_uuid}: Get a specific thread with all its chats
• PUT /chats/threads/{thread_uuid}: Update a thread's title
• DELETE /chats/threads/{thread_uuid}: Mark a thread as deleted

Chats

• GET /chats/: Get all chats
• GET /chats/recent: Get the 5 most recent chat threads
• POST /chats/chat/{thread_uuid}: Create a new chat message in a thread

Documents

• GET /documents/: Get all documents
• POST /documents/upload: Upload a document
• GET /documents/{document_id}: Get a specific document
• GET /documents/{document_id}/status: Get document processing status
• POST /documents/reload: Reload the PathRAG instance to recognize new documents

Knowledge Graph

• GET /knowledge-graph/: Get the knowledge graph
• POST /knowledge-graph/query: Query the knowledge graph

Storage Options

Demo/Development (Default)

• Vector Storage: NanoVectorDB (local file-based vector store)
• Graph Storage: NetworkX (local in-memory graph)
• Key-Value Storage: JsonKVStorage (local file-based storage)

Note: These storage options are suitable for demonstration and development purposes only. They are not recommended for production use with large datasets or high traffic.

Production Options

For production environments, consider using these alternatives:

• Vector Databases: PostgreSQL (pgvector), Pinecone, DataStax, Azure Cognitive Search, Azure SQL(Preview)
• Graph Databases: Neo4j, ArangoDB, Apache AGE (PostgreSQL extension), CosmosDB, Azure SQL
• Document Databases: MongoDB, Cassandra, CosmosDB

License

This project is licensed under the MIT License - see the LICENSE file for details.

Use Cases

PathRAG is particularly effective for:

Knowledge-Intensive Applications

• Research assistance: Connecting findings across multiple papers and sources
• Legal document analysis: Identifying relationships between cases, statutes, and legal concepts
• Medical knowledge systems: Connecting symptoms, conditions, treatments, and research

Complex Information Retrieval

• Multi-hop question answering: "What treatments were developed based on research by scientists who studied under Marie Curie?"
• Contextual understanding: Understanding how different parts of a document relate to each other
• Exploratory research: Discovering unexpected connections between concepts

Enterprise Knowledge Management

• Corporate knowledge bases: Connecting information across departments and documents
• Compliance and regulation: Tracking relationships between policies, regulations, and procedures
• Institutional memory: Preserving and accessing organizational knowledge

Limitations and Considerations

• Knowledge graph quality: The system's effectiveness depends on the quality of entity and relationship extraction
• Computational complexity: Graph operations can be more resource-intensive than simple vector searches
• Domain specificity: May require domain-specific entity extraction for specialized fields
• Storage limitations: The default storage options (NanoVectorDB, NetworkX) are not suitable for large-scale production use

Authors & Contributors

PathRAG Core Logic Research Team

• Boyu Chen¹, Zirui Guo¹,², Zidan Yang¹,³, Yuluo Chen¹, Junze Chen¹, Zhenghao Liu³, Chuan Shi¹, Cheng Yang¹

  1. Beijing University of Posts and Telecommunications
  2. University of Hong Kong
  3. Northeastern University

  Contact: [email protected], [email protected]

Demo Application Contributor

• Robert Dennyson, Solution Architect, UK
• Contact: [email protected]

Acknowledgements

• PathRAG for the knowledge graph and retrieval augmented generation capabilities
• RSuite for the UI components
• D3.js for the knowledge graph visualization