agnes-the-ai-analyst/docs/QUICKSTART.md
ZdenekSrotyr 8233c3e3f9 chore(docs): replace stale da verbs and vendor-specific install paths
Sweep operator runbooks (docs/QUICKSTART, docs/HEADLESS_USAGE,
docs/architecture, docs/sample-data, docs/agent-workspace-prompt,
docs/metrics/metrics.yml, dev_docs/server, dev_docs/disaster-recovery),
the corporate-memory service README, the jira connector README + backfill
scripts, the deploy skill, and test docstrings. Replaces `da sync` →
`agnes pull`, `da analyst setup` → `agnes init`, `da metrics ...` →
`agnes catalog --metrics` / `agnes admin metrics ...`, `da fetch` →
`agnes snapshot create`, plus the matching docker-compose admin
invocations.

Vendor-specific `/opt/data-analyst/` install paths in jira backfill /
consistency scripts and operator docs are replaced with the
placeholder `<install-dir>` and a new `AGNES_ENV_FILE` env-var override
that lets a deployment inject its actual install path without a code
change. Aligns with the OSS vendor-agnostic policy in CLAUDE.md.

CHANGELOG `### Internal` entry summarizes the audit and reaffirms the
intentional stale-marker tuples (`_LEGACY_STRINGS`, `_OUR_COMMAND_MARKERS`)
that must keep referencing `da sync` / `da fetch` / etc. for hook upgrade
and override-detection logic.
2026-05-04 21:22:19 +02:00

87 lines
2.3 KiB
Markdown

# 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 [`HACKATHON.md`](HACKATHON.md) for the deploy-and-develop playbook. 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"`.