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Desired Backend Workflow
Desired Workflow Navigate to admin page Enter required information Keywords , 1 per line. For example; distilleries near chicago distilleries near los angeles distilleries near new york city Evaluation LLM (OpenAI, Claude, Ollama, etc.) for determining what t...
Prerequisites
Required: Docker Engine 20.10+ and Docker Compose v2+ 2GB+ available RAM 5GB+ available disk space Verify installation: docker --version # Should show 20.10+ docker compose version # Should show v2+ Network requirements: Ports 5432, 8000, and 5...
First-Time Deployment
Use these steps when deploying from scratch (fresh installation with no existing data). Step 1: Navigate to Project Directory cd /path/to/claw-machine-manager Step 2: Start All Services docker compose up -d This starts three containers: inventory-db (Postgr...
Moving to Production Server
Follow these steps when deploying to a production server for the first time. Step 1: Transfer Project Files Option A: Git Clone (Recommended) # On production server git clone <repository-url> /opt/claw-machine-manager cd /opt/claw-machine-manager Option B: SC...
Day-to-Day Operations
Starting Services (Normal Operation) docker compose up -d Data persists - All inventory, items, and configuration remain intact. Viewing Logs All services: docker compose logs -f Specific service: docker compose logs -f backend docker compose logs -f db dock...
Wiping Data & Restarting
Use this when you need to completely reset the database (testing, starting fresh, etc.). ⚠️ WARNING: This Deletes ALL Data Complete wipe (all data lost): # Step 1: Stop services and delete volumes docker compose down -v # Step 2: Verify volumes removed docker...
Stopping Services
Stop But Keep Data Recommended for normal shutdown: docker compose down This stops and removes containers but preserves the database volume. All data remains intact. Stop And Delete ALL Data ⚠️ WARNING: This deletes all inventory data permanently: docker comp...
When to Rebuild
The --build flag is only needed for the backend service (the only one with a custom Dockerfile). You DON'T Need to Rebuild Most common scenario - changes auto-reload: Changed File Rebuild? Action backend/*.py (Python code) ❌ No Nothing - auto-reloads ...
Configuration for Production
Security Considerations 1. Change default database credentials Edit docker-compose.yaml: environment: POSTGRES_DB: inventory POSTGRES_USER: your_custom_user # Change this POSTGRES_PASSWORD: your_secure_password # Change this Also update in backe...
Troubleshooting
Services Won't Start Check logs: docker compose logs backend docker compose logs db Common issues: Symptom Cause Solution port is already allocated Port 5432, 8000, or 56421 in use Stop conflicting service or change ports in docker-compose.yaml datab...
Quick Reference
First-time setup: docker compose up -d docker compose ps # Wait for "healthy" docker exec -i inventory-db psql -U inventory_user -d inventory < db/schema.sql Normal startup: docker compose up -d Stop (keep data): docker compose down Wipe and restart: docke...
Support
For issues or questions: Check docs/status.md for current project status Review docs/bugs.md for known issues Consult CLAUDE.md for architecture details
Implementation Plan
Frontend Security Integration - Implementation Plan Overview This document outlines the complete plan for integrating security features (CSRF protection, honeypot fields, email verification) into the frontend using the existing web app template system. Based o...
Frontend Next Steps
Frontend Implementation - Security Integration Status Backend: ✅ Complete Frontend: 🔄 Needs Integration The backend security layers are fully implemented and ready. The frontend needs these updates to work with the new security system. Required Frontend Change...
Questions From Claude
Directory Website - Pre-PRD Questions Business Model & Monetization Subscription & Pricing What is the monthly subscription fee for bookkeepers to access the platform? Adjustable. We may start with an introductory price and go to full price after we have be...
# Bookkeeping Exchange - Product Requirements Document
Bookkeeping Exchange - Product Requirements Document 1. Overview & Executive Summary Document Version: 1.0 Last Updated: 2025-12-26 Project Name: Bookkeeping Exchange Domain: bookkeeping-exchange.com (placeholder) 1.1 Product Vision Bookkeeping Exchange is a ...
Bookkeeping Exchange - User Roles & Permissions
Bookkeeping Exchange - User Roles & Permissions 2. User Roles, Permissions & Workflows Document Version: 1.0 Last Updated: 2025-12-26 2.1 User Role Overview The platform supports three primary user roles: Business Owner (Lead Submitter) Bookkeeper (Lead Purc...
Bookkeeping Exchange - Data Models & Database Schema
Bookkeeping Exchange - Data Models & Database Schema 3. Database Schema & Data Models Document Version: 1.0 Last Updated: 2025-12-26 3.1 Database Technology Primary Database: PostgreSQL 15+ ORM: Django ORM Migrations: Django migrations 3.2 Entity Relationshi...
Bookkeeping Exchange - Features & User Flows
Bookkeeping Exchange - Features & User Flows 4. Detailed Feature Specifications Document Version: 1.0 Last Updated: 2025-12-26 4.1 Public Pages (Unauthenticated) 4.1.1 Landing Page URL: / Purpose: Convert visitors into lead submissions or bookkeeper registrat...
Bookkeeping Exchange - Technical Architecture
Bookkeeping Exchange - Technical Architecture 5. Technical Implementation & Architecture Document Version: 1.0 Last Updated: 2025-12-26 5.1 Technology Stack 5.1.1 Backend Framework: Django 5.0+ Mature, well-documented framework Built-in admin panel Excellent...