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Copilot AI commented Oct 15, 2025

Overview

This PR updates the setup documentation across the main README and component-specific READMEs to provide clear, step-by-step localhost development instructions. The changes make it easy for new developers to get the Email Helper application running locally with the React frontend and FastAPI backend.

Changes Made

Main README (README.md)

  • Added "Option 2: Localhost Development Setup" with prerequisites and 5-step quick start guide
  • Reorganized Quick Setup section to clearly distinguish between one-command start, localhost development, and desktop GUI application
  • Enhanced Documentation section with clear categorization of setup guides, backend/frontend READMEs, and additional documentation
  • Added Troubleshooting section with common localhost development issues and quick fixes

Frontend README (frontend/README.md)

  • Added "Quick Start - Localhost Development" section at the top with 3-step setup
  • Included Prerequisites section clearly listing Node.js and backend requirements
  • Added Setup Verification checklist to help developers confirm their environment is working
  • Enhanced Troubleshooting section with quick fixes for common issues (backend connection, environment variables, CORS, port conflicts)
  • Added references to detailed documentation in LOCALHOST_SETUP.md and TROUBLESHOOTING.md

Backend README (backend/README.md)

  • Added "Quick Start - Localhost Development" section with 3-step setup
  • Documented Prerequisites including Windows, Python, and Outlook requirements
  • Added Environment Configuration section explaining COM backend usage and key environment variables
  • Reorganized content to prioritize localhost development workflow
  • Added comprehensive Troubleshooting section covering server startup, Outlook COM errors, database issues, and API errors
  • Included verification steps to check health status and API documentation

Key Features

Clear Prerequisites

All three READMEs now clearly document:

  • Windows 10/11 requirement (for COM interface)
  • Python 3.12+ and Node.js 18+ versions
  • Microsoft Outlook desktop client requirement

Quick Start Commands

Developers can now copy-paste a simple sequence of commands:

# Backend setup
pip install -r requirements.txt
cp .env.localhost.example .env
python run_backend.py

# Frontend setup
cd frontend
npm install
cp .env.local.example .env.local
npm run dev

Environment Configuration

Each README explains the key environment variables needed:

  • Backend: USE_COM_BACKEND=true, EMAIL_PROVIDER=com, DEBUG=true
  • Frontend: VITE_API_BASE_URL=http://localhost:8000, VITE_LOCALHOST_MODE=true

Troubleshooting Coverage

Common issues are documented with solutions:

  • Port conflicts and how to change ports
  • Backend connection failures and CORS errors
  • Outlook COM interface problems
  • Environment variable loading issues

Cross-References

All documentation now references:

Dependencies

This task depends on:

Testing

Documentation changes have been verified to:

  • Reference existing files that are present in the repository
  • Include accurate commands that work with the current setup
  • Link to the comprehensive docs/LOCALHOST_SETUP.md that contains detailed instructions
  • Maintain consistency with existing .env.localhost.example and .env.local.example files

Impact

This PR makes localhost development significantly more accessible by:

  • Reducing setup time from unclear documentation to clear step-by-step instructions
  • Providing quick troubleshooting references for common issues
  • Maintaining concise READMEs while pointing to detailed documentation
  • Following the principle of progressive disclosure (quick start → detailed docs)

New developers can now get from zero to a running application in under 5 minutes by following the Quick Start guide in any of the three READMEs.

Original prompt

This section details on the original issue you should resolve

<issue_title>[T2.3] Update Setup Documentation with Localhost Instructions</issue_title>
<issue_description># Task: Update Setup Documentation

Description

Create setup documentation with step-by-step instructions and troubleshooting for localhost development.

Size: Small (12 minutes)

Dependencies

Files to Modify

  • frontend/README.md - Frontend-specific setup
  • backend/README.md - Backend-specific setup
  • README.md - Main project README

Acceptance Criteria

  • Clear step-by-step localhost setup instructions
  • Prerequisites documented (Python, Node.js, Outlook)
  • Environment configuration examples
  • Common troubleshooting scenarios
  • Quick start guide for developers

Implementation Notes

  • Document COM backend requirements
  • Include frontend dev server setup
  • Add API endpoint configuration
  • Reference LOCALHOST_SETUP.md for detailed info
  • Keep it concise - detailed docs in docs/ folder</issue_description>

Comments on the Issue (you are @copilot in this section)

Fixes #90


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Copilot AI changed the title [WIP] Update setup documentation with localhost instructions [T2.3] Update Setup Documentation with Localhost Instructions Oct 15, 2025
Copilot AI requested a review from AmeliaRose802 October 15, 2025 00:59
@AmeliaRose802 AmeliaRose802 marked this pull request as ready for review October 15, 2025 01:16
@AmeliaRose802 AmeliaRose802 merged commit 2b363a8 into master Oct 15, 2025
6 checks passed
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[T2.3] Update Setup Documentation with Localhost Instructions

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