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docs: Update fin bot README
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iusztinpaul committed Oct 12, 2023
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# Financial Assistant Bot

[Add a short description]

## Table of Contents

- [1. Motivation](#1-motivation)
- [2. Install](#2-install)
- [2.1. Dependencies](#21-dependencies)
- [2.2. Qdrant](#21-qdrant)
- [2.3. Beam](#21-beam)
- [3. Usage](#3-usage)
- [3.1. Local](#31-local)
- [3.2. Local](#32-deploy-to-beam)
- [3.3. Linting & Formatting](#34-linting--formatting)

[Finish table of contents]


# 1. Motivation

[Add Motivation]


# 2. Install

# 2.1. Dependencies

Main dependencies you have to install yourself:
* Python 3.10
* Poetry 1.5.1
* GNU Make 4.3


Install dependencies:
```shell
make install
```

For developing run:
```shell
make install_dev
```

Prepare credentials:
```shell
cp .env.example .env
```
--> and complete the `.env` file with your credentials.

### 2.2. Qdrant

You must create a FREE account in Qdrant and generate the `QDRANT_API_KEY` and `QDRANT_URL` environment variables. After, be sure to add them to your `.env` file.

-> [Check out this document to see how.](https://qdrant.tech/documentation/cloud/authentication/?utm_source=thepauls&utm_medium=partner&utm_content=github)


### 2.3. Beam
`optional step in case you want to use Beam`

-> [Create a Beam account & configure it.](https://www.beam.cloud?utm_source=thepauls&utm_medium=partner&utm_content=github)

After you have to upload the dataset to a Beam volume:
```shell
make upload_dataset_to_beam
```


# 3. Usage

# 3.1. Local

Run bot locally:
```shell
make run
```

Run bot on Beam:
Run bot locally in dev mode:
```shell
make run_beam
make run_dev
```

# 3.2. Deploy to Beam

Deploy the bot under a RESTful API using Beam:
```shell
make deploy_beam
```

Deploy the bot under a RESTful API using Beam in dev mode:
```shell
make deploy_beam_dev
```

Make a request to the bot calling the RESTful API:
```shell
export BEAM_DEPLOYMENT_ID=<BEAM_DEPLOYMENT_ID>
export BEAM_AUTH_TOKEN=<BEAM_AUTH_TOKEN>

make call_restful_api DEPLOYMENT_ID=${BEAM_DEPLOYMENT_ID} TOKEN=${BEAM_AUTH_TOKEN}
```

# 3.3. Linting & Formatting

**Check** the code for **linting** issues:
```shell
make lint_check
```

**Fix** the code for **linting** issues (note that some issues can't automatically be fixed, so you might need to solve them manually):
```shell
make lint_fix
```

**Check** the code for **formatting** issues:
```shell
make format_check
```

**Fix** the code for **formatting** issues:
```shell
make format_fix
```

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