agnes-the-ai-analyst/docs/QUICKSTART.md
ZdenekSrotyr a48524509a
docs: consolidate and de-clutter the documentation tree (#306)
CLAUDE.md rewritten (708 -> ~320 lines): four overlapping release
sections collapsed to one, stale v1->v35 schema history dropped (it
lives in CHANGELOG), marketplace endpoint internals and verbose
process sections moved out or tightened.

New focused docs:
- docs/RELEASING.md - release process, deploy workflows, CI quirks
  (RELEASE_TEMPLATE.md folded in as an appendix)
- docs/marketplace.md - marketplace ingestion + re-serving internals
- docs/README.md - documentation index by audience, linked from
  README.md and CLAUDE.md

Archived under docs/archive/: docs/superpowers/ (52 historical
planning artifacts), HACKATHON.md, pd-ps-comments.md,
security-audit-2026-04.md, future/NOTIFICATIONS.md.

Removed the docs/auto-install.md stub. Fixed dangling links in
connectors/jira/README.md and dev_docs/README.md, repointed
code/doc references to archived paths.
2026-05-14 18:54:22 +00:00

89 lines
2.5 KiB
Markdown

> New: [docs/PLATFORM_SETUP.md](./PLATFORM_SETUP.md) is the consolidated operator playbook. This doc covers a focused subset; check the playbook first.
# Quick Start Guide
## Prerequisites
- Python 3.10+
- Docker + Docker Compose (for production deployment)
- Data source credentials (Keboola token, BigQuery project, etc.)
## Local Development Setup
1. Clone the repository:
```bash
git clone <repo-url>
cd ai-data-analyst
```
2. Create virtual environment and install dependencies:
```bash
python3 -m venv .venv && source .venv/bin/activate
uv pip install ".[dev]"
```
3. Configure your instance:
```bash
cp config/instance.yaml.example config/instance.yaml
# Edit config/instance.yaml with your settings
```
4. Set up environment variables:
```bash
cp config/.env.template .env
# Edit .env with your data source credentials
```
5. Register your tables via the admin API or CLI:
```bash
# Via CLI
agnes admin register-table --source-type keboola --bucket "in.c-crm" --table "company" --query-mode local
# Or start the server and use the web UI at /admin/tables
```
6. Start the FastAPI server:
```bash
uvicorn app.main:app --reload
```
7. Trigger a data sync:
```bash
curl -X POST http://localhost:8000/api/sync/trigger
```
## Docker Deployment
```bash
# Start app + scheduler
docker compose up
# Include telegram bot
docker compose --profile full up
# HTTPS mode — Caddy + corporate-CA certs
docker compose -f docker-compose.yml -f docker-compose.prod.yml -f docker-compose.tls.yml \
--profile tls up -d
```
See [DEPLOYMENT.md](DEPLOYMENT.md) for full server setup instructions.
## Using with Claude Code
Open the project in Claude Code. The CLAUDE.md file will guide the AI assistant through setup and analysis workflows.
### Analyst Setup
1. Visit your instance URL (e.g., https://data.yourcompany.com)
2. Sign in with your company email
3. Access data through the API or download parquets for local analysis
### Analysis Workflow
1. Sync latest data: `curl -X POST https://data.yourcompany.com/api/sync/trigger`
2. Open Claude Code in your project directory
3. Ask Claude to analyze your data using DuckDB
## Hackathon
See [`archive/HACKATHON.md`](archive/HACKATHON.md) for the deploy-and-develop playbook (archived event runbook). Per-developer dev VMs are the supported pattern — point your VM at your branch image with `gcloud compute ssh <vm> --command "sudo sed -i 's/^AGNES_TAG=.*/AGNES_TAG=dev-<slug>/' /opt/agnes/.env && sudo /usr/local/bin/agnes-auto-upgrade.sh"`.