fix: CSV all_varchar in legacy extractor, rewrite DEPLOYMENT.md from real deploy
- Legacy extractor now uses read_csv(all_varchar=true) to avoid type inference errors (e.g. seniority column typed as DOUBLE with string values) - DEPLOYMENT.md rewritten based on actual dev VM deployment experience: deploy key setup, DuckDB write locking, env reload gotchas, bootstrap flow
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2 changed files with 190 additions and 86 deletions
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@ -186,9 +186,10 @@ def _extract_via_legacy(
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table_id = f"{bucket}.{source_table}" if bucket else tc.get("id", tc["name"])
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client.export_table(table_id, Path(csv_path))
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# Convert CSV to Parquet using DuckDB
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# Convert CSV to Parquet using DuckDB — all_varchar avoids type inference errors
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# (e.g. columns with mostly numeric values but some strings like "Non-Manager")
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conv_conn = duckdb.connect()
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conv_conn.execute(f"COPY (SELECT * FROM read_csv_auto('{csv_path}')) TO '{pq_path}' (FORMAT PARQUET)")
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conv_conn.execute(f"COPY (SELECT * FROM read_csv('{csv_path}', all_varchar=true)) TO '{pq_path}' (FORMAT PARQUET)")
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conv_conn.close()
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finally:
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if os.path.exists(csv_path):
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@ -2,95 +2,198 @@
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## Server Requirements
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- Debian 12 / Ubuntu 22.04+
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- 2+ vCPUs, 2+ GB RAM
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- 10+ GB data disk
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- Public IP with DNS
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- Ubuntu 24.04 LTS
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- e2-small (2 vCPU, 2 GB RAM) or larger
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- 30 GB SSD boot disk
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- Docker + Docker Compose
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- Public IP with port 8000 open
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## Initial Server Setup
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## Quick Deploy (GCP)
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1. Provision a VM (GCP, AWS, Azure, etc.)
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### 1. Create VM
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2. Run the setup script:
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```bash
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sudo bash server/setup.sh
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```
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This creates:
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- System groups: `data-ops`, `dataread`, `data-private`
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- Deploy user with appropriate permissions
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- Directory structure under `/opt/data-analyst/`
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- Python virtual environment
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3. Set up the webapp:
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```bash
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sudo bash server/webapp-setup.sh
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```
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This installs:
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- Gunicorn systemd service
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- Nginx reverse proxy with SSL
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- Log rotation
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## CI/CD Pipeline
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1. Copy the example workflow:
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```bash
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cp .github/workflows/deploy.yml.example .github/workflows/deploy.yml
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```
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2. Configure GitHub Secrets:
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- `SERVER_HOST`: Server IP address
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- `SERVER_USER`: Deploy username
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- `SERVER_SSH_KEY`: Deploy SSH private key
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- All environment variables from `.env`
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3. Push to `main` branch triggers automatic deployment.
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## Directory Structure on Server
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```
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/opt/data-analyst/
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├── repo/ # Git clone of this repository
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├── .env # Environment variables (secrets)
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├── .venv/ # Python virtual environment
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└── logs/ # Application logs
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/data/
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├── src_data/
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│ ├── parquet/ # Converted data files
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│ ├── metadata/ # Sync state, profiles
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│ └── raw/ # Raw source data
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├── docs/ # Documentation served to analysts
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├── scripts/ # Scripts distributed to analysts
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└── notifications/ # Notification system data
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```
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## Separate Config Repository
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For production deployments, keep instance config in a separate private repository:
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```
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client-config-repo/
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├── config/
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│ ├── instance.yaml
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│ └── data_description.md
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├── .env.example
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└── .github/workflows/deploy.yml
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```
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Set `CONFIG_DIR=/opt/data-analyst/client-config/config/` in the environment.
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## SSL Setup
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Use certbot for Let's Encrypt SSL:
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```bash
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sudo apt install certbot python3-certbot-nginx
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sudo certbot --nginx -d data.yourcompany.com
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gcloud compute instances create data-analyst-dev \
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--project=YOUR_PROJECT \
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--zone=europe-west1-b \
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--machine-type=e2-small \
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--image-family=ubuntu-2404-lts-amd64 \
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--image-project=ubuntu-os-cloud \
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--boot-disk-size=30GB \
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--boot-disk-type=pd-ssd \
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--tags=data-analyst-dev
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```
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### 2. Install Docker
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```bash
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curl -fsSL https://get.docker.com | sh
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sudo usermod -aG docker $USER
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# Log out and back in for group change to take effect
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```
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### 3. Set up deploy key
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Generate an SSH key for GitHub access:
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```bash
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ssh-keygen -t ed25519 -f ~/.ssh/agnes_deploy -N "" -C "agnes-deploy"
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cat ~/.ssh/agnes_deploy.pub
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# Add the public key as a deploy key on the GitHub repo
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```
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Configure SSH to use it:
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```bash
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cat > ~/.ssh/config << 'EOF'
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Host github.com
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IdentityFile ~/.ssh/agnes_deploy
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StrictHostKeyChecking no
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EOF
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chmod 600 ~/.ssh/config
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```
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### 4. Clone and configure
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```bash
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sudo mkdir -p /opt/data-analyst
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sudo chown $USER:$USER /opt/data-analyst
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git clone git@github.com:keboola/agnes-the-ai-analyst.git /opt/data-analyst
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cd /opt/data-analyst
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```
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Create `.env`:
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```bash
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cat > .env << 'EOF'
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JWT_SECRET_KEY=<generate: python3 -c "import secrets; print(secrets.token_hex(32))">
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DATA_DIR=/data
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LOG_LEVEL=info
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KEBOOLA_STORAGE_TOKEN=<your-keboola-token>
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KEBOOLA_STACK_URL=<your-keboola-stack-url>
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SEED_ADMIN_EMAIL=<admin-email>
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EOF
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chmod 600 .env
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```
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Create `config/instance.yaml` (optional, for Keboola source config):
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```bash
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cp config/instance.yaml.example config/instance.yaml
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# Edit with your values
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```
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### 5. Create data directories
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```bash
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sudo mkdir -p /data/state /data/analytics /data/extracts
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sudo chown -R $USER:$USER /data
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```
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### 6. Build and start
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```bash
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cd /opt/data-analyst
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docker compose up -d
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```
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Wait for health check:
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```bash
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curl -s http://localhost:8000/api/health | python3 -m json.tool
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```
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### 7. Bootstrap admin user
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```bash
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curl -X POST http://localhost:8000/auth/bootstrap
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```
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This creates the first admin user using `SEED_ADMIN_EMAIL` from `.env`.
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### 8. Register tables and run first extraction
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Register tables via the admin API, then:
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```bash
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# Stop app first — DuckDB only supports one writer
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docker compose down
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docker compose run --rm extract
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docker compose up -d
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```
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### 9. Open firewall (GCP)
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```bash
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gcloud compute firewall-rules create allow-data-analyst-dev \
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--allow tcp:8000 \
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--target-tags=data-analyst-dev \
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--project=YOUR_PROJECT
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```
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## Important Notes
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### DuckDB Write Locking
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DuckDB only supports one writer at a time. When running extraction:
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```bash
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docker compose down # Stop app + scheduler
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docker compose run --rm extract # Run extraction
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docker compose up -d # Restart
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```
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The scheduler triggers extraction via the API, which handles locking internally.
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### Environment Variable Changes
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`docker compose restart` does NOT reload `.env`. Use:
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```bash
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docker compose down && docker compose up -d
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```
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### Services
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| Service | Profile | Description |
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|---------|---------|-------------|
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| `app` | default | FastAPI server on port 8000 |
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| `scheduler` | default | Periodic sync + extraction |
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| `extract` | extract | One-shot data extraction |
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| `telegram-bot` | full | Telegram notifications |
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| `ws-gateway` | full | WebSocket gateway |
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| `corporate-memory` | full | Knowledge collector |
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| `session-collector` | full | Session collection |
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Start all services: `docker compose --profile full up -d`
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### Directory Structure on Server
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```
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/opt/data-analyst/ # Git repo
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.env # Secrets (chmod 600)
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config/instance.yaml # Instance config
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/data/ # Persistent data (Docker volume)
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state/system.duckdb # System state (users, registry, sync)
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analytics/server.duckdb # Analytics views
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extracts/ # Per-source extract.duckdb + parquets
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keboola/
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bigquery/
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jira/
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```
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## CI/CD
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Push to `main` triggers GitHub Actions:
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1. Run test suite (607 tests)
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2. Build Docker image
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3. Push to GHCR (`ghcr.io/keboola/agnes-the-ai-analyst`)
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4. Deploy via Kamal
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## Monitoring
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- Health check: `GET /health`
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- Logs: `journalctl -u webapp -f`
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- Disk usage: `df -h /data`
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- Health: `GET /api/health`
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- Logs: `docker compose logs -f app`
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- Disk: `df -h /data`
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- Tables: `curl -s http://localhost:8000/api/catalog | python3 -m json.tool`
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