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Bid Scrape and Tracking Application with AI Capability

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Bid-Sentinel / bid-sentinel-v2 / make_ai_key_guide.py 7416 B · main
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"""Generates docs/AI_API_KEY_SETUP.pdf — how to set the optional AI API key."""
import os

from reportlab.lib.colors import HexColor
from reportlab.lib.enums import TA_CENTER, TA_LEFT
from reportlab.lib.pagesizes import A4
from reportlab.lib.styles import ParagraphStyle, getSampleStyleSheet
from reportlab.lib.units import cm
from reportlab.lib.utils import ImageReader
from reportlab.platypus import (
    HRFlowable,
    Image,
    ListFlowable,
    ListItem,
    Paragraph,
    SimpleDocTemplate,
    Spacer,
    Table,
    TableStyle,
)

HERE = os.path.dirname(__file__)
LOGO_PATH = os.path.join(HERE, "assets", "bid-sentinel-logo.png")
DOCS_DIR = os.path.join(HERE, "docs")
os.makedirs(DOCS_DIR, exist_ok=True)

BRAND = HexColor("#0b3d91")
BRAND_LIGHT = HexColor("#1d5fd6")
GREY = HexColor("#475569")
CODE_BG = HexColor("#f1f5f9")

styles = getSampleStyleSheet()
h_title = ParagraphStyle("h_title", parent=styles["Title"], textColor=BRAND, fontSize=20, spaceAfter=2)
h_sub = ParagraphStyle("h_sub", parent=styles["Normal"], textColor=GREY, fontSize=11, alignment=TA_CENTER, spaceAfter=14)
h1 = ParagraphStyle("h1", parent=styles["Heading1"], textColor=BRAND, fontSize=14, spaceBefore=12, spaceAfter=5)
body = ParagraphStyle("body", parent=styles["Normal"], fontSize=10, leading=15, alignment=TA_LEFT, spaceAfter=6)
small = ParagraphStyle("small", parent=styles["Normal"], fontSize=8.5, textColor=GREY)
code = ParagraphStyle(
    "code", parent=styles["Code"], fontSize=9, leading=13, backColor=CODE_BG,
    borderPadding=6, leftIndent=2, spaceBefore=2, spaceAfter=6,
)


def steps(items):
    return ListFlowable(
        [ListItem(Paragraph(t, body), leftIndent=12) for t in items],
        bulletType="1", leftIndent=6,
    )


def info_table(rows, widths):
    t = Table(rows, colWidths=widths, hAlign="LEFT")
    t.setStyle(TableStyle([
        ("BACKGROUND", (0, 0), (-1, 0), BRAND),
        ("TEXTCOLOR", (0, 0), (-1, 0), HexColor("#ffffff")),
        ("FONTNAME", (0, 0), (-1, 0), "Helvetica-Bold"),
        ("FONTSIZE", (0, 0), (-1, -1), 9),
        ("ROWBACKGROUNDS", (0, 1), (-1, -1), [HexColor("#ffffff"), CODE_BG]),
        ("GRID", (0, 0), (-1, -1), 0.5, HexColor("#cbd5e1")),
        ("VALIGN", (0, 0), (-1, -1), "TOP"),
        ("TOPPADDING", (0, 0), (-1, -1), 5),
        ("BOTTOMPADDING", (0, 0), (-1, -1), 5),
        ("LEFTPADDING", (0, 0), (-1, -1), 7),
    ]))
    return t


story = []
story.append(Spacer(1, 0.3 * cm))
if os.path.exists(LOGO_PATH):
    iw, ih = ImageReader(LOGO_PATH).getSize()
    w = 6 * cm
    img = Image(LOGO_PATH, width=w, height=w * ih / iw)
    img.hAlign = "CENTER"
    story.append(img)
    story.append(Spacer(1, 0.1 * cm))
story.append(Paragraph("Setting the AI API key", h_title))
story.append(Paragraph("Bid Sentinel — quick setup guide", h_sub))
story.append(HRFlowable(width="100%", thickness=1.5, color=BRAND, spaceAfter=10))

story.append(Paragraph(
    "The optional <b>AI enhancement</b> uses a low-cost Claude model (Haiku 4.5) "
    "for richer summaries, a reasoned Fit %, and more accurate certifications and "
    "technical requirements. The key is <b>not</b> entered in the web app — it is a "
    "secret, so it lives in an environment variable the backend reads at startup.", body))

story.append(Paragraph("1. Get an API key", h1))
story.append(steps([
    "Sign in to the Anthropic Console at https://console.anthropic.com",
    "Go to <b>API keys</b> &rarr; <b>Create key</b>.",
    "Copy the key — it starts with <font face='Courier'>sk-ant-</font> "
    "(you won't be able to see it again).",
]))

story.append(Paragraph("2. Add the key to the .env file", h1))
story.append(Paragraph(
    "The <font face='Courier'>.env</font> file sits in the project root, next to "
    "<font face='Courier'>docker-compose.yml</font>. If you don't have one yet, "
    "create it from the template:", body))
story.append(Paragraph("cp .env.example .env", code))
story.append(Paragraph(
    "Open <font face='Courier'>.env</font> and set the key (no quotes, no spaces "
    "around the = sign):", body))
story.append(Paragraph("ANTHROPIC_API_KEY=sk-ant-your-key-here<br/>AI_MODEL=claude-haiku-4-5", code))
story.append(Paragraph("AI_MODEL is optional — it already defaults to Haiku 4.5.", small))

story.append(Paragraph("3. Restart the containers", h1))
story.append(Paragraph(
    "Environment variables are only read when a container starts, so recreate them "
    "(no database wipe is needed — your data is preserved):", body))
story.append(Paragraph("docker compose up -d --build", code))

story.append(Paragraph("4. Confirm the backend can see the key", h1))
story.append(Paragraph("curl http://localhost:8080/api/config/ai", code))
story.append(info_table(
    [["Response contains", "Meaning"],
     ['"available": true', "Key detected — you can switch AI on."],
     ['"available": false', "Key not picked up — see Troubleshooting."]],
    [6 * cm, 9 * cm]))
story.append(Spacer(1, 0.15 * cm))
story.append(Paragraph("You can also check inside the container:", body))
story.append(Paragraph("docker compose exec backend printenv ANTHROPIC_API_KEY", code))

story.append(Paragraph("5. Turn AI on in the app", h1))
story.append(steps([
    "Open the dashboard and go to <b>Settings &rarr; AI enhancement</b> (admins only).",
    "The toggle is now enabled — switch it <b>On</b>.",
    "Click <b>Recompute fit &amp; certs</b> to apply AI to existing opportunities. "
    "New opportunities are analysed automatically from then on.",
]))

story.append(Paragraph("Troubleshooting", h1))
story.append(info_table(
    [["Symptom", "Fix"],
     ["Toggle greyed out / available:false",
      "Ensure .env is in the same folder as docker-compose.yml; the line reads "
      "exactly ANTHROPIC_API_KEY=sk-ant-... (no quotes/spaces); and you ran "
      "'docker compose up -d --build' (a plain restart won't reload env)."],
     ["AI on but a row has no summary",
      "That row fell back to the deterministic engine (e.g. transient API error). "
      "Click Recompute to retry."],
     ["Want to turn AI off",
      "Toggle it Off in Settings, or remove ANTHROPIC_API_KEY from .env and restart. "
      "The app then runs fully offline."]],
    [5 * cm, 10 * cm]))

story.append(Paragraph("Notes", h1))
story.append(steps([
    "<b>Cost:</b> roughly half a cent per opportunity with Haiku 4.5 (one model "
    "call each). A full recompute over a few hundred rows is a few dollars at most.",
    "<b>Security:</b> keep .env out of version control (already in .gitignore). "
    "Never paste the key into the web UI or commit it.",
    "<b>Privacy:</b> with AI off, nothing leaves your server. With it on, each "
    "opportunity's text is sent to the Anthropic API for analysis.",
]))


def _footer(canvas, doc):
    canvas.saveState()
    canvas.setFont("Helvetica", 8)
    canvas.setFillColor(GREY)
    canvas.drawString(2 * cm, 1.1 * cm, "Bid Sentinel — AI API key setup")
    canvas.drawRightString(A4[0] - 2 * cm, 1.1 * cm, f"Page {doc.page}")
    canvas.restoreState()


doc = SimpleDocTemplate(
    os.path.join(DOCS_DIR, "AI_API_KEY_SETUP.pdf"), pagesize=A4,
    leftMargin=2 * cm, rightMargin=2 * cm, topMargin=1.6 * cm, bottomMargin=1.8 * cm,
    title="Bid Sentinel - AI API key setup", author="Bid Sentinel",
)
doc.build(story, onFirstPage=_footer, onLaterPages=_footer)
print("docs/AI_API_KEY_SETUP.pdf generated.")