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Getting Started

This section describes the local operator path for working with the LeafEnterprise backend without changing the hosted production perimeter.

Prerequisites

  • Windows PowerShell from the repo root.
  • Python environment with the repo requirements installed.
  • Backend secrets in local env files or environment variables, never committed.
  • Optional AI dependencies from requirements-ai.txt for Azure OpenAI / Agents SDK paths.
  • Optional Domo takeover dependencies from requirements-domo-takeover.txt for migration evidence work.

Backend First Rule

All sensitive source access stays behind backend code. Browser code must not receive Salesforce body URLs, Graph tokens, Azure SQL credentials, ADLS credentials, raw local paths, or model provider secrets.

Fast Validation Loop

python scripts\serve_client_portal.py --port 8787 --start-worker

Then smoke the backend route families that match your change:

python scripts\smoke_client_portal.py --base-url http://127.0.0.1:8787

For documentation changes:

python scripts\generate_docs_api_reference.py
python -m mkdocs build -f docs-site\mkdocs.yml --strict