Spaces:
Sleeping
Sleeping
FinBot Assignment 1 - Master Documentation Index
📚 Complete Documentation Navigation
Welcome to FinBot! This is your comprehensive RAG system with RBAC enforcement. Below is a guide to all documentation files and where to find what you need.
🚀 Getting Started (5 minutes)
First Time? Start Here
- SETUP_NEXTJS.md ← Quick start guide (5 minutes)
- Installation instructions
- Setup checklist
- How to login with 5 demo users
- Basic test queries
Prefer Simple Setup?
- Use the legacy HTML/JS frontend (no npm required)
- Just open
app/frontend/index.htmlin browser - See README.md section "Start Frontend" for details
📖 Comprehensive Guides (Read in This Order)
1️⃣ Main README - System Architecture & APIs
README.md (500+ lines)
- ✅ Complete system overview
- ✅ Business problem & solution
- ✅ Architecture diagram
- ✅ Detailed setup instructions (steps 1-6)
- ✅ API reference (9 endpoints)
- ✅ Demo user list
- ✅ RAGAs evaluation results
- ✅ Tool justifications
- ✅ Evaluation criteria checklist
When to read: After getting FinBot running, to understand how everything fits together
2️⃣ Complete System Guide - Deep Dive
COMPLETE_SYSTEM_GUIDE.md (600+ lines)
- ✅ End-to-end system architecture
- ✅ All 5 component descriptions:
- RBAC Enforcement
- Hierarchical Chunking
- Semantic Routing
- Input Guardrails
- Output Guardrails
- ✅ Complete file inventory
- ✅ 5 demo users explained
- ✅ Test queries by collection
- ✅ Performance metrics
- ✅ Deployment scenarios
- ✅ Security checklist
When to read: Want to understand each component deeply, or planning deployment
3️⃣ NextJS Frontend Documentation
app/frontend-nextjs/README.md (300+ lines)
- ✅ Frontend-specific features
- ✅ Component descriptions
- ✅ Styling with Tailwind
- ✅ Admin panel guide
- ✅ API integration details
- ✅ Troubleshooting
- ✅ Deployment options
When to read: Working with frontend, customizing UI, or deploying
4️⃣ Demo Video Recording Guide
DEMO_VIDEO_GUIDE.md (400+ lines)
- ✅ Assignment requirement explaining
- ✅ 5 key demo scenarios:
- RBAC Enforcement (0:00-1:00)
- Guardrail Triggers (1:00-2:00)
- Source Citations (2:00-3:00)
- User Role Display (3:00-3:30)
- Semantic Routing (3:30-4:00)
- ✅ Complete 4-minute demo script
- ✅ Recording setup tips
- ✅ Post-production checklist
- ✅ Troubleshooting demo issues
When to read: Recording your demo video (4-5 minutes)
5️⃣ NextJS Frontend Summary
NEXTJS_FRONTEND_SUMMARY.md (400+ lines)
- ✅ All 20+ files created listed
- ✅ Component descriptions
- ✅ Features checklist
- ✅ Design features
- ✅ Technology stack
- ✅ Testing scenarios
- ✅ 2,400 lines of code summary
When to read: Understand what was built, or diving into code
📂 Project Structure at a Glance
Assignment1/
├── 📄 README.md ← START HERE (main guide)
├── 📄 SETUP_NEXTJS.md ← Quick 5-min setup
├── 📄 COMPLETE_SYSTEM_GUIDE.md ← Deep dive guide
├── 📄 DEMO_VIDEO_GUIDE.md ← Demo recording help
├── 📄 NEXTJS_FRONTEND_SUMMARY.md ← What was built
│
├── 📂 app/
│ ├── 📂 backend/ ← Python FastAPI server
│ │ ├── config.py (450 lines)
│ │ ├── metadata_schema.py (200 lines)
│ │ ├── vector_store.py (300 lines)
│ │ ├── main.py (250 lines - 9 API endpoints)
│ │ ├── 📂 ingestion/ (500+ lines)
│ │ ├── 📂 retrieval/ (400+ lines)
│ │ ├── 📂 routing/ (400+ lines)
│ │ ├── 📂 guardrails/ (600+ lines)
│ │ ├── 📂 pipeline/ (350 lines)
│ │ └── requirements.txt (17 dependencies)
│ │
│ ├── 📂 frontend/ ← Simple HTML/JS (no build)
│ │ ├── index.html (280 lines)
│ │ ├── app.js (340 lines)
│ │ └── style.css (520 lines)
│ │
│ └── 📂 frontend-nextjs/ ← ProNextJS frontend ⭐
│ ├── 📂 app/
│ │ ├── layout.tsx
│ │ ├── page.tsx
│ │ └── globals.css
│ ├── 📂 components/ (6 React components)
│ │ ├── LoginScreen.tsx (280 lines)
│ │ ├── ChatInterface.tsx (450 lines)
│ │ ├── ChatMessage.tsx (300 lines)
│ │ ├── AdminPanel.tsx (550 lines)
│ │ ├── GuardrailBanner.tsx (80 lines)
│ │ └── RBACBlock.tsx (60 lines)
│ ├── 📂 lib/
│ │ ├── api.ts (120 lines)
│ │ ├── types.ts (200 lines)
│ │ └── constants.ts (80 lines)
│ ├── package.json
│ ├── tsconfig.json
│ ├── tailwind.config.js
│ └── README.md
│
├── 📂 data/ ← Source documents
│ ├── 📂 general/
│ ├── 📂 finance/ ← Finance documents
│ ├── 📂 engineering/ ← Engineering documentation
│ ├── 📂 marketing/ ← Marketing reports
│ └── 📂 hr/ ← HR documents
│
└── 📂 evaluation/ ← Testing & evaluation
├── test_dataset.py (40+ QA pairs)
└── eval_ablation.py (RAGAs evaluation)
🎯 Common Tasks & Where to Find Info
"How do I get started?"
→ Read SETUP_NEXTJS.md (5 minutes)
"How do I demo RBAC enforcement?"
→ Read DEMO_VIDEO_GUIDE.md section "RBAC Enforcement"
"What API endpoints are available?"
→ Read README.md section "API Reference"
"How do I create a new user?"
→ Use Admin Panel in NextJS frontend, or read ChatInterface component code
"How does RBAC work internally?"
→ Read COMPLETE_SYSTEM_GUIDE.md section "RBAC Enforcement"
"What's the difference between the 2 frontends?"
→ Read README.md section "Start Frontend"
"How do I deploy this?"
→ Read COMPLETE_SYSTEM_GUIDE.md section "Deployment Scenarios"
"What test queries should I try?"
→ Read COMPLETE_SYSTEM_GUIDE.md section "Test Queries by Collection"
"How do I record my demo video?"
→ Read DEMO_VIDEO_GUIDE.md (complete script + tips)
"What's in the NextJS frontend?"
→ Read NEXTJS_FRONTEND_SUMMARY.md
"What guardrails are implemented?"
→ Read README.md section "Guardrails Layer"
📊 Quick Reference
5 Demo Users
| User | Username | Role | Access |
|---|---|---|---|
| John Employee | emp_john | employee | General |
| Alice Finance | fin_alice | finance | General, Finance |
| Bob Engineer | eng_bob | engineering | General, Engineering |
| Carol Marketing | mkt_carol | marketing | General, Marketing |
| Dave C-Level | ceo_dave | c_level | ALL |
5 Collections
- General: Company policies, FAQs (all roles)
- Finance: Revenue, budgets, margins (finance, c_level)
- Engineering: Architecture, APIs, SLAs (engineering, c_level)
- Marketing: Campaigns, brand, competitors (marketing, c_level)
- HR: Leave, benefits, culture (employee, c_level)
4 Key Test Scenarios
- RBAC Denial: Ask finance Q as marketing user → Access Denied
- Guardrail Block: Try prompt injection → Blocked with warning
- Source Citation: Ask any Q → See document sources with page numbers
- Admin Panel: Create new user → See in user list
🔄 Recommended Reading Path
1. First visit? Start with SETUP_NEXTJS.md (5 min)
└─ Get FinBot running, login, try demo users
2. Want to understand? Read README.md (30-45 min)
└─ System architecture, APIs, evaluation
3. Need deep dive? Read COMPLETE_SYSTEM_GUIDE.md (30-45 min)
└─ All components, files, deployment
4. Recording demo? Read DEMO_VIDEO_GUIDE.md (15 min prep)
└─ Script, scenarios, recording tips
5. Customizing? Read NEXTJS_FRONTEND_SUMMARY.md (20 min)
└─ Components, styling, features
Total read time: ~2-3 hours for full understanding
To get running: ~10 minutes (5 min setup + 5 min exploring)
🚀 Quick Start Recap
Backend (Terminal 1)
cd app/backend
pip install -r requirements.txt
export GROQ_API_KEY="gsk-..." # Add your key
python -c "from ingestion.document_ingester import main; main()"
uvicorn main:app --reload
# Visit http://localhost:8000/docs for API documentation
Frontend (Terminal 2)
cd app/frontend-nextjs
npm install
npm run dev
# Visit http://localhost:3000 in browser
# Login with any demo user
Test RBAC
- Login as
mkt_carol - Ask: "What was Q3 revenue?"
- See: ACCESS DENIED ❌
- Logout, login as
fin_alice - Ask: "What was Q3 revenue?"
- See: Answer with sources ✅
📞 Need Help?
| Question | Answer | Location |
|---|---|---|
| How do I... | Installation | SETUP_NEXTJS.md |
| What is... | Architecture/design | README.md or COMPLETE_SYSTEM_GUIDE.md |
| How do I... | Demo video | DEMO_VIDEO_GUIDE.md |
| What was... | Built/components | NEXTJS_FRONTEND_SUMMARY.md |
| Where do I... | Find API docs | README.md (API Reference) |
| How do I... | Deploy | COMPLETE_SYSTEM_GUIDE.md (Deployment) |
✅ Evaluation Checklist
Use this to verify everything works for assignment submission:
- ✅ Backend running on
http://localhost:8000 - ✅ Frontend running on
http://localhost:3000 - ✅ Can login with 5 demo users
- ✅ Chat interface works and shows answers
- ✅ RBAC denial shown when trying restricted content
- ✅ Guardrail warnings appear for injected prompts
- ✅ Sources shown with page numbers
- ✅ Semantic route displayed
- ✅ User role and access shown in sidebar
- ✅ Admin panel works (can create users)
- ✅ System health shows "healthy"
- ✅ All 5 collections available
- ✅ Demo video recorded (4-5 minutes)
- ✅ Video shows RBAC denial + guardrail trigger
- ✅ README.md explains everything
- ✅ RAGAs evaluation results present
🎓 Learning Resources
To understand the technologies used:
- Next.js: https://nextjs.org/docs
- React: https://react.dev
- TypeScript: https://www.typescriptlang.org/docs/
- Tailwind CSS: https://tailwindcss.com/docs
- FastAPI: https://fastapi.tiangolo.com/
- RAG Systems: https://www.deeplearning.ai/short-courses/
- RBAC: https://en.wikipedia.org/wiki/Role-based_access_control
📝 Summary
FinBot is a complete RAG system demonstrating:
- ✅ 6,000+ lines of Python (backend)
- ✅ 2,400+ lines of React/TypeScript (frontend)
- ✅ 1,000+ lines of documentation
- ✅ RBAC enforcement at DB level
- ✅ Semantic routing with 5 intent routes
- ✅ Dual-layer guardrails (input + output)
- ✅ Professional admin panel
- ✅ RAGAs evaluation with ablations
- ✅ Production-ready architecture
Everything is documented, tested, and ready for evaluation!
Navigate using the table of contents at the top, or use the recommended reading path above.
Good luck with your assignment! 🚀