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CONTRIBUTING.md

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Project Setup Instructions

Introduction

This CONTRIBUTING document provides instructions for setting up your development environment for our project. It includes steps for creating a virtual environment, installing Python, using Poetry for dependency management, and cloning the project from GitHub and running a trial of our project.

Why Use a Virtual Environment?

A virtual environment is a self-contained directory that holds a specific version of Python and various packages. Using a virtual environment allows you to manage dependencies for different projects separately, avoiding conflicts and ensuring consistency across development setups.

Prerequisites

  • Access to a command-line interface (Terminal for Mac, Command Prompt or PowerShell for Windows)
  • Internet connection

1. Installing Python

If you do not have Python 3.8 or higher, or would like a separate Python version for this project, follow these steps to download and install it. You can download and install a new version of Python without overwriting your current version. Python supports having multiple versions installed on the same system.

For Windows:

  • Download the Installer: Go to the official Python website and download the installer for the new Python version.
  • Run the Installer: Launch the installer. Be sure to select the option to “Customize installation”.
  • Choose a Different Directory: During the installation process, specify a different installation directory than the one used by your current Python version.
  • Update the Environment Variables (Optional): If you want to use the new Python version as the default in your command line, you can update the PATH environment variable to point to the new installation.

For Mac:

  • Download Python: Visit the official Python website and download the desired Python versions.
  • Install Python: Open the downloaded installer and follow the instructions.
  • Verify Installations: Open Terminal and check the installations by typing python3.x --version, where 3.x corresponds to the version numbers you've installed.

2. Creating a Virtual Environment

For Windows:

  • Open Command Prompt or PowerShell.
  • Navigate to your project directory: cd path\to\your\project
  • Create a virtual environment: python -m venv env
  • Activate the virtual environment: .\env\Scripts\activate

For Mac:

  • Open Terminal.
  • Navigate to your project directory: cd path/to/your/project
  • Create a virtual environment: python3 -m venv env
  • Activate the virtual environment: source env/bin/activate

3. Installing Poetry

Poetry is a tool for dependency management and packaging in Python.

For Windows and Mac:

  • Ensure your virtual environment is active.
  • Make sure you have the latest version of pip using: pip install -U pip setuptools
  • Install Poetry by running: pip install poetry

4. Cloning the GitHub Repository

To clone the project repository:

  • Ensure git is installed on your system. If not, download and install from git-scm.com.
  • Navigate to the directory where you want to clone the repository.
  • Clone the repository: git clone https://github.com/filip-michalsky/SalesGPT.git.

5. Installing Dependencies with Poetry

Dependencies must be installed to ensure all necessary libraries and packages are available for the project.

For Windows and Mac:

  • Run poetry install in the project directory.
  • This command reads the pyproject.toml file and installs all listed dependencies.

6. Setting Up Environment Variables

Environment variables, including API keys, are crucial for the project's configuration and security.

For Windows and Mac:

  • Create a .env file in the project root.
  • Use the .env.example file as a template.
  • Add your API keys and other necessary variables, following the example's format.
  • This step ensures that your personal and project-specific configurations are correctly set up.

7. Running Tests with Pytest

Running tests is essential for ensuring the integrity and functionality of the code.

For Windows and Mac:

  • Execute make test in the command line.
  • This command runs all test cases in the project.
  • Ensure there are no failures; warnings can be ignored.
  • Successful test runs indicate that the setup and project code are functioning correctly.

Conclusion

You now have a complete setup for developing the project, including dependency management and testing. Always activate the virtual environment before working on the project.