Phase 1 - Internal reference cleanup:
- Delete dev_docs/meetings/ (internal meeting notes/transcripts)
- Replace hardcoded usernames (padak/matejkys/dasa) with deploy/generic
- Replace "Internal AI Data Analyst" with "AI Data Analyst"
- Replace keboola/internal_ai_data_analyst URLs with your-org/ai-data-analyst
- Replace /tmp/keboola_load/ with /tmp/data_analyst_staging/ in dev_docs
Phase 2 - Deployment hardening:
- Tighten sudoers wildcards to explicit paths (visudo, sudoers cp)
- setup.sh creates all groups (data-ops, dataread, data-private) and deploy user
- webapp-setup.sh copies sudoers-webapp from repo instead of inline definition
- deploy.sh conditional copy for data_description.md (not in git for OSS)
- deploy.sh ownership changed to deploy:data-ops for /data/{scripts,docs,examples}
Phase 3 - Config and misc:
- Add ${ENV_VAR} interpolation to config/loader.py
- Expand config/instance.yaml.example with all sections (admins, deployment, auth, etc.)
- Create config/.env.template for secret values
- Add MIT LICENSE
- Fix .gitignore: add .venv/, docs/data_description.md
- Fix README.md: CSV status Planned, remove metrics/, update license text
- Translate Czech comments in requirements.txt to English
- Fix test_account_service.py: mock username mapping instead of relying on instance config
All 118 tests pass.
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|---|---|---|
| .. | ||
| setup | ||
| CONFIGURATION.md | ||
| DATA_SOURCES.md | ||
| DEPLOYMENT.md | ||
| GETTING_STARTED.md | ||
| jira_schema.md | ||
| notifications.md | ||
| QUICKSTART.md | ||
| README.md | ||
Analyst Documentation
Documentation for analysts using the AI Data Analyst platform.
This folder is synced to all analyst machines in the server/docs/ directory.
Quick Start
- GETTING_STARTED.md - New user guide and setup instructions
Data Reference
- data_description.md - Single source of truth for table schemas, relationships, and sync strategies
- jira_schema.md - Detailed Jira data schema
Business Metrics
- metrics/ - Standardized metric definitions
metrics/metrics.yml- Index of all available metricsmetrics/finance/- Financial metrics (infrastructure costs, retention)metrics/product_usage/- Usage metrics (consumption, limits, telemetry)metrics/sales_revenue/- Sales metrics (MRR, ARR, expansions)metrics/weekly_leadership_kpis/- Weekly KPIs for leadership reporting
Tools & Integrations
- notifications.md - How to send Telegram notifications from your analysis scripts
- setup/ - Bootstrap configuration and Claude Code templates
For Developers
Server administration, development docs, and internal planning are in the dev_docs/ folder (not synced to analyst machines).