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docs(readme): refresh production quick start

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Saravana Achu Mac 2026-05-05 09:15:00 -07:00
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README.md
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@ -4,10 +4,21 @@ Structured notes platform for humans and AI agents — part of the ByteLyst ecos
## Quick Start
```bash
pnpm install
Prerequisites:
# Backend (port 4016)
- pnpm 10.6.5
- sibling common-platform checkout at `../learning_ai/learning_ai_common_plat`
- optional local ByteLyst services from common platform:
- `platform-service` on port 4003 for auth, flags, telemetry, diagnostics, billing, and blob
- `extraction-service` on port 4005 for URL/task extraction
- `mcp-server` on port 4007 for agent tooling
```bash
# Install against the local common-platform workspace packages.
GITEA_NPM_TOKEN=dummy pnpm install --frozen-lockfile
# Backend in local memory mode (port 4016)
DB_PROVIDER=memory JWT_SECRET=dev-secret-do-not-use-in-prod \
pnpm --filter @notelett/backend run dev
# Web (port 3000)
@ -17,6 +28,17 @@ pnpm --filter @notelett/web run dev
pnpm --filter @notelett/mobile run start
```
Auth is expected to come from `platform-service`. Local development can use the repo's dev/test helpers and memory datastore, but production must use real platform auth, Cosmos, and encryption configuration.
Docker path:
```bash
docker compose build
docker compose up -d
curl -sf http://localhost:4016/health
curl -sf http://localhost:4016/api/bootstrap
```
## Architecture
| Surface | Stack | Port |
@ -26,12 +48,14 @@ pnpm --filter @notelett/mobile run start
| **Mobile** | Expo + React Native | 8081 |
| **Platform** | platform-service (shared) | 4003 |
| **Extraction** | extraction-service (shared) | 4005 |
| **MCP** | mcp-server (shared) | 4007 |
## Key Features
- **8 backend modules**: notes, workspaces, relationships, tasks, artifacts, agent actions, saved views, note-prompts (Smart Actions)
- **Backend modules**: notes, workspaces, relationships, tasks, artifacts, agent actions, saved views, Smart Actions, intake, collaborators, shares, versions, Palace, and ecosystem import routes
- **8 MCP tools**: list, get, search, create_draft, update, link_notes, extract_tasks, attach_artifact
- **Smart Actions**: 20 built-in prompt templates, copilot text transforms, scheduler, webhooks, URL extraction
- **Intake and Palace**: URL/text intake jobs, intake rules, MemPalace memory/search/KG/wake-up routes
- **Agent audit trail**: every write tool records agent action history
- **Datastore abstraction**: Cosmos DB in production, in-memory for tests
- **Platform integrations**: auth (JWT), telemetry, diagnostics, feature flags, kill-switch, blob storage
@ -39,23 +63,50 @@ pnpm --filter @notelett/mobile run start
## Environment
Copy `backend/.env.example` to `backend/.env` and fill in:
- `JWT_SECRET` — shared secret with platform-service
- `COSMOS_ENDPOINT` / `COSMOS_KEY` — Azure Cosmos DB credentials (or use `DB_PROVIDER=memory`)
- `LLM_PROVIDER` — `mock`, `openai`, or `azure` (default: `mock`)
- `OPENAI_API_KEY` — required if `LLM_PROVIDER=openai`
Copy `backend/.env.example` to `backend/.env` and `web/.env.example` to `web/.env.local` as needed.
Local memory mode:
- `NODE_ENV=development`
- `DB_PROVIDER=memory`
- `JWT_SECRET=dev-secret-do-not-use-in-prod`
- `LLM_PROVIDER=mock`
- shared service URLs can point at local common-platform ports or remain disabled for isolated backend tests
Production requirements:
- `NODE_ENV=production`
- strong `JWT_SECRET` shared with platform-service or the production auth verification mechanism
- `DB_PROVIDER=cosmos`
- `COSMOS_ENDPOINT`, `COSMOS_KEY`, and `COSMOS_DATABASE`
- `FIELD_ENCRYPT_ENABLED=true` with `FIELD_ENCRYPT_KEY_PROVIDER=akv` or a managed key provider and required key material
- `PLATFORM_SERVICE_URL`, `EXTRACTION_SERVICE_URL`, and `MCP_SERVER_URL`
- `TELEMETRY_ENABLED=true` and `FEATURE_FLAGS_ENABLED=true` when platform services are available
- `LLM_PROVIDER` plus provider credentials (`OPENAI_API_KEY` or Azure OpenAI settings) for non-mock AI behavior
The May 5 production-readiness baseline intentionally records that production config still needs fail-closed hardening; see `docs/PRODUCTION_READINESS_HANDOFF_ROADMAP.md`.
## Tests
```bash
pnpm --filter @notelett/backend run typecheck
pnpm --filter @notelett/backend run test
pnpm --filter @notelett/backend run lint
pnpm --filter @notelett/web run typecheck
pnpm --filter @notelett/web run test
pnpm --filter @notelett/web run lint
pnpm --filter @notelett/web run test:e2e
pnpm --filter @notelett/mobile run typecheck
pnpm --filter @notelett/mobile run test
pnpm --filter @notelett/mobile run lint
pnpm run verify
```
Current baseline note: after common-platform workspace alignment, `pnpm install --frozen-lockfile` passes. Typecheck/build/test/lint still have known baseline failures tracked in `docs/PRODUCTION_READINESS_HANDOFF_ROADMAP.md` P0.5.
## Docs
- [`AGENTS.md`](AGENTS.md) — AI agent onboarding guide
- [`docs/PRD.md`](docs/PRD.md) — Product requirements
- [`docs/ROADMAP.md`](docs/ROADMAP.md) — Master execution tracker
- [`docs/PRODUCTION_READINESS_HANDOFF_ROADMAP.md`](docs/PRODUCTION_READINESS_HANDOFF_ROADMAP.md) — Active production-readiness checklist

2
docs/PRODUCTION_READINESS_HANDOFF_ROADMAP.md
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@ -108,7 +108,7 @@ Goal: remove roadmap drift so agents do not chase already completed or obsolete
- [x] **P1.1** Reconcile `docs/ROADMAP.md` with actual implemented status for product identity, ports, CRUD, tests, Docker, CI, MCP, Smart Actions, intake, Palace, and platform integrations. Commit: `3553b6e`; Verified: `git diff --check`; roadmap now reflects NoteLett identity, port `4016`, implemented CRUD/MCP/review/search/mobile/platform surfaces, and the active May 5 Palace/LLM/lint/smoke blockers instead of March draft checkboxes.
- [x] **P1.2** Update `AGENTS.md` with current module list, endpoint list, test counts, route modules, containers, shared packages, and verification commands. Commit: `99efad8`; Verified: `git diff --check`; AGENTS now points at the active production-readiness roadmap, the correct common-platform path, current backend/web/mobile modules, 14 API route modules, expanded endpoint/container lists, current test inventory, lint/E2E commands, and the May 5 baseline failure note.
- [ ] **P1.3** Update `README.md` quick start with required common-platform services, auth expectations, Docker path, local memory mode, and production env requirements. Commit:
- [x] **P1.3** Update `README.md` quick start with required common-platform services, auth expectations, Docker path, local memory mode, and production env requirements. Commit: `pending`; Verified: `git diff --check`; README now documents the local common-platform checkout, platform/extraction/MCP ports, memory-mode command, Docker compose smoke path, auth expectations, production env requirements, and current baseline caveat.
- [ ] **P1.4** Mark stale `docs/GAP_ANALYSIS.md`, `docs/AGENT_TASK_ROADMAP.md`, and older reuse roadmaps as historical or reconcile their open items with this roadmap. Commit:
- [ ] **P1.5** Add a concise architecture boundary section: product-local NoteLett logic versus common platform responsibilities. Commit: