BuiltByRays™

Deployment Checklist

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✅ Pre-Deployment Fixes Applied

1. Python Dependencies Fixed

  • ✅ Updated requirements.txt with all necessary packages
  • ✅ Added missing dependencies: uvicorn, fastapi, pydantic, python-multipart, aiofiles
  • ✅ Fixed version conflicts and compatibility issues

2. Startup Scripts Fixed

  • ✅ Fixed start_chatbot.bat to use Flask instead of uvicorn
  • ✅ Updated start_chatbot.sh with proper error handling
  • ✅ Added Python version checks and dependency installation
  • ✅ Created comprehensive startup scripts with proper error messages

3. Error Handling Improved

  • ✅ Added proper environment variable handling in chatbot.py
  • ✅ Fixed missing API key errors with graceful fallbacks
  • ✅ Improved file loading with better error handling
  • ✅ Added comprehensive logging and error reporting

4. Code Structure Fixed

  • ✅ Removed duplicate imports in main.js
  • ✅ Fixed function definitions in embedder.py
  • ✅ Improved document loading in loader.py
  • ✅ Added proper error handling throughout the codebase

5. Installation Automation

  • ✅ Created setup.py for automated installation
  • ✅ Created install.bat for Windows installation
  • ✅ Created install.sh for Unix/Linux installation
  • ✅ Added comprehensive package.json with build scripts

6. Documentation and Testing

  • ✅ Created comprehensive README.md
  • ✅ Added test suite in tests/test_basic.py
  • ✅ Created deployment checklist
  • ✅ Added troubleshooting guides

🚀 Deployment Steps

For Windows Users:

  1. Run the installer: Double-click install.bat
  2. Configure API key: Edit .env file with OpenAI API key
  3. Start the application: Double-click start_cfo_os.bat

For Unix/Linux Users:

  1. Run the installer: ./install.sh
  2. Configure API key: Edit .env file with OpenAI API key
  3. Start the application: ./start_cfo_os.sh

For Manual Installation:

  1. Install Python requirements: pip install -r rag-backend/requirements.txt
  2. Install Node.js dependencies: cd electron-app && npm install
  3. Configure environment: Create .env file with API key
  4. Start the application: python start_chatbot.py

📦 Package Contents

Core Files:

  • ✅ rag-backend/ - Python Flask backend
  • ✅ electron-app/ - Electron desktop application
  • ✅ vault/ - Financial documents and data
  • ✅ setup.py - Automated setup script
  • ✅ start_chatbot.py - Python startup script

Installation Scripts:

  • ✅ install.bat - Windows installer
  • ✅ install.sh - Unix/Linux installer
  • ✅ start_cfo_os.bat - Windows startup script
  • ✅ start_cfo_os.sh - Unix/Linux startup script

Configuration:

  • ✅ package.json - Project configuration
  • ✅ requirements.txt - Python dependencies
  • ✅ .env template - Environment configuration
  • ✅ README.md - Comprehensive documentation

Testing:

  • ✅ tests/test_basic.py - Basic functionality tests
  • ✅ Health check endpoints
  • ✅ Error handling validation

🔧 Configuration Requirements

Environment Variables:

OPENAI_API_KEY=your_openai_api_key_here
FLASK_ENV=development
FLASK_DEBUG=True

Prerequisites:

  • Python 3.8 or higher
  • Node.js 16 or higher (for Electron app)
  • OpenAI API key

🧪 Testing Checklist

Before Shipping:

  • ✅ Run python tests/test_basic.py - All tests pass
  • ✅ Test startup scripts on target platforms
  • ✅ Verify API endpoints respond correctly
  • ✅ Test vault document loading
  • ✅ Verify Electron app launches properly
  • ✅ Test error handling scenarios

Health Check Endpoints:

  • ✅ GET / - Application info
  • ✅ GET /health - Health status
  • ✅ POST /chat - Chat functionality
  • ✅ POST /vault/query - Vault queries
  • ✅ POST /vault/update - Vault updates

🐛 Known Issues Fixed

Critical Fixes:

  1. Missing dependencies - Added all required packages
  2. Startup script errors - Fixed uvicorn vs Flask confusion
  3. Environment variable errors - Added proper error handling
  4. Import errors - Fixed duplicate imports and missing modules
  5. File loading errors - Improved error handling for missing files

Performance Improvements:

  1. Vector store operations - Added proper error handling
  2. Document loading - Improved encoding and file handling
  3. API responses - Added comprehensive error responses
  4. Logging - Added proper logging throughout

📋 Final Verification

Before Client Delivery:

  • All tests pass: python tests/test_basic.py
  • Installation works on clean system
  • API endpoints respond correctly
  • Chatbot functionality works
  • Electron app launches properly
  • Documentation is complete and accurate
  • Error messages are user-friendly
  • Startup scripts work on target platforms

Client Instructions:

  1. Installation: Run the appropriate installer for their platform
  2. Configuration: Add OpenAI API key to .env file
  3. Usage: Use provided startup scripts or manual commands
  4. Support: Refer to README.md for troubleshooting

🎯 Success Criteria

The application is ready for deployment when:

  • ✅ All dependencies install correctly
  • ✅ Application starts without errors
  • ✅ API endpoints respond properly
  • ✅ Chatbot can process queries
  • ✅ Vault documents load successfully
  • ✅ Error handling works gracefully
  • ✅ Documentation is complete and clear

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