docs: Add comprehensive usage guide with troubleshooting
Added USAGE_GUIDE.md with: - Three ways to run the application - Step-by-step setup instructions - Detailed feature documentation - User roles and permissions guide - Comprehensive troubleshooting section - Security best practices - System monitoring commands - Performance optimization tips Covers: ✅ 5 Why Analysis Tool usage ✅ Analysis History management ✅ Admin Dashboard features ✅ User, Admin, and Super Admin roles ✅ Common issues and solutions ✅ Database troubleshooting ✅ Network and connectivity issues ✅ Production deployment tips 🤖 Generated with Claude Code Co-Authored-By: Claude <noreply@anthropic.com>
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# 5 Why Root Cause Analyzer - Usage Guide
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## 📖 Table of Contents
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1. [Quick Start](#quick-start)
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2. [Three Ways to Run](#three-ways-to-run)
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3. [Step-by-Step Guide](#step-by-step-guide)
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4. [Application Features](#application-features)
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5. [User Roles](#user-roles)
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6. [Troubleshooting](#troubleshooting)
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---
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## 🚀 Quick Start
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### Easiest Way (Recommended):
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```bash
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python app.py
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```
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That's it! The application will:
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- Check all prerequisites
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- Start backend and frontend
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- Display access URLs
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- Show test account credentials
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---
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## 🎯 Three Ways to Run
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### 1️⃣ **Python Launcher (Recommended)**
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```bash
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python app.py
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```
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✅ Checks prerequisites
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✅ Starts both services
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✅ Single terminal window
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✅ Colored output
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✅ Graceful shutdown
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### 2️⃣ **NPM Command**
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```bash
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npm start
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```
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Same as Python launcher (calls `python app.py`)
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### 3️⃣ **Windows Batch File**
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```bash
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start.bat
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```
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Double-click `start.bat` in Windows Explorer
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### 4️⃣ **Manual Start (Advanced)**
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```bash
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# Terminal 1
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npm run server
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# Terminal 2 (separate window)
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npm run client
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```
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---
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## 📋 Step-by-Step Guide
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### Step 1: First-Time Setup
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#### 1.1 Install Dependencies
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```bash
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npm install
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```
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#### 1.2 Configure Environment
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```bash
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# Copy example file
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cp .env.example .env
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# Edit .env file with your settings
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# Windows: notepad .env
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# Linux: nano .env
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```
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**Required .env settings:**
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```env
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# Database
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DB_HOST=mysql.theaken.com
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DB_PORT=33306
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DB_NAME=db_A102
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DB_USER=A102
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DB_PASSWORD=Bb123456
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# Session
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SESSION_SECRET=your-super-secret-key-change-this-in-production
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# Server
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PORT=3001
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NODE_ENV=development
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# CORS
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CORS_ORIGIN=http://localhost:5173
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# Ollama API
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OLLAMA_API_URL=https://ollama_pjapi.theaken.com
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OLLAMA_MODEL=qwen2.5:3b
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```
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#### 1.3 Initialize Database (if needed)
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```bash
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npm run db:init
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```
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#### 1.4 Test Connection
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```bash
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npm run db:test
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```
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### Step 2: Start Application
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```bash
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python app.py
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```
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### Step 3: Access Application
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Open your browser and go to:
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```
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http://localhost:5173
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```
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### Step 4: Login
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Use one of the test accounts:
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| Role | Email | Password |
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|------|-------|----------|
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| **Admin** | admin@example.com | Admin@123456 |
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| User | user001@example.com | User@123456 |
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| User | user002@example.com | User@123456 |
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---
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## 🎨 Application Features
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### 1. **5 Why Analysis Tool**
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Create a root cause analysis:
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1. Navigate to **"分析工具"** (Analysis Tool) tab
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2. Enter your **發現** (Finding/Problem)
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3. Enter **工作內容** (Job/Context)
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4. Select **語言** (Language) - 7 options available
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5. Click **執行分析** (Execute Analysis)
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**AI will analyze from 3 perspectives:**
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- 🔧 **技術角度** (Technical Perspective)
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- 📋 **流程角度** (Process Perspective)
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- 👥 **人員角度** (Human Perspective)
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Each perspective includes:
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- 5 Why questions and answers
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- Root cause identification
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- Recommended solutions
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### 2. **Analysis History**
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View and manage past analyses:
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1. Navigate to **"分析歷史"** (Analysis History) tab
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2. See all your past analyses
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3. Click **查看詳情** (View Details) to see full analysis
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4. Click **刪除** (Delete) to remove analysis
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5. Use pagination to browse
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### 3. **Admin Dashboard** (Admin/Super Admin only)
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Manage the entire system:
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#### Tab 1: **總覽** (Overview)
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- Total users count
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- Total analyses count
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- Monthly analyses
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- Active users statistics
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#### Tab 2: **使用者管理** (User Management)
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- View all users
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- Create new users
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- Delete users
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- Manage roles (user, admin, super_admin)
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#### Tab 3: **分析記錄** (Analysis Records)
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- View all system analyses (all users)
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- Filter and search analyses
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- System-wide statistics
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#### Tab 4: **稽核日誌** (Audit Logs)
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- Security audit trail
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- User actions logged
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- IP addresses tracked
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- Login/logout events
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- CRUD operations
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---
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## 👥 User Roles
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### 🔵 **User** (一般使用者)
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**Can:**
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- ✅ Create 5 Why analyses
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- ✅ View own analysis history
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- ✅ Delete own analyses
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- ✅ Change own password
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**Cannot:**
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- ❌ Access admin dashboard
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- ❌ View other users' data
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- ❌ Create/delete users
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- ❌ View audit logs
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### 🟢 **Admin** (管理員)
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**All User permissions, plus:**
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- ✅ Access admin dashboard
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- ✅ View all users
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- ✅ Create new users (user, admin roles)
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- ✅ Delete users
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- ✅ View all analyses (system-wide)
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- ✅ View audit logs
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**Cannot:**
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- ❌ Create super_admin users
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- ❌ Delete super_admin users
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### 🔴 **Super Admin** (超級管理員)
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**Full system access:**
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- ✅ All Admin permissions
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- ✅ Create super_admin users
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- ✅ Delete any user (including admins)
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- ✅ Full system control
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---
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## 🛠️ Troubleshooting
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### Issue: "Python is not installed"
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**Solution:**
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1. Download Python 3.7+ from https://www.python.org/
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2. During installation, check **"Add Python to PATH"**
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3. Restart terminal
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4. Verify: `python --version`
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### Issue: "Node.js is not installed"
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**Solution:**
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1. Download Node.js 18+ from https://nodejs.org/
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2. Install LTS version
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3. Restart terminal
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4. Verify: `node --version`
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### Issue: "Dependencies not installed"
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**Solution:**
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```bash
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npm install
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```
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### Issue: ".env file not found"
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**Solution:**
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```bash
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cp .env.example .env
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# Then edit .env with your settings
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```
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### Issue: "Database connection failed"
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**Solution:**
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1. Check `.env` database credentials
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2. Verify MySQL is running
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3. Test connection: `npm run db:test`
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4. Check firewall allows port 33306
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5. Verify network connectivity to mysql.theaken.com
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### Issue: "Port 3001 already in use"
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**Solution:**
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```bash
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# Windows
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netstat -ano | findstr :3001
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taskkill /F /PID <pid>
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# Linux
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lsof -ti:3001 | xargs kill -9
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# Or change PORT in .env
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```
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### Issue: "Port 5173 already in use"
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**Solution:**
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- Vite will automatically use next available port (5174, 5175, etc.)
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- Or kill the process using the port
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### Issue: "Cannot login"
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**Solution:**
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1. Check database is initialized: `npm run db:init`
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2. Verify backend is running (http://localhost:3001/health)
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3. Check browser console for errors
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4. Clear browser cookies/cache
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5. Try different test account
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### Issue: "Ollama API not responding"
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**Solution:**
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1. Check `.env` OLLAMA_API_URL is correct
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2. Test URL: `curl https://ollama_pjapi.theaken.com`
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3. Check network connectivity
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4. Verify firewall allows outbound HTTPS
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### Issue: "Frontend white screen"
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**Solution:**
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1. Check browser console for errors
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2. Verify backend is running
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3. Clear browser cache
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4. Try different browser
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5. Check CORS settings in backend
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### Issue: "Sessions not persisting"
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**Solution:**
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1. Check `SESSION_SECRET` in .env
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2. Clear browser cookies
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3. Check if cookies are enabled in browser
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4. Verify backend session middleware is working
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---
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## 🔒 Security Best Practices
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### For Production:
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1. ✅ Change default admin password immediately
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2. ✅ Use strong `SESSION_SECRET` (32+ random characters)
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3. ✅ Enable HTTPS (SSL certificate)
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4. ✅ Set `NODE_ENV=production` in .env
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5. ✅ Update `CORS_ORIGIN` to your domain
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6. ✅ Regular database backups
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7. ✅ Monitor audit logs regularly
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8. ✅ Keep dependencies updated: `npm audit`
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9. ✅ Restrict database access
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10. ✅ Use firewall rules
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---
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## 📊 System Monitoring
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### Check Backend Health:
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```bash
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curl http://localhost:3001/health
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```
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Expected response:
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```json
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{
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"status": "ok",
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"timestamp": "2025-12-05T12:00:00.000Z",
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"uptime": 1234.567
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}
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```
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### Check Database Health:
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```bash
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curl http://localhost:3001/health/db
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```
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Expected response:
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```json
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{
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"status": "ok",
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"database": "connected",
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"timestamp": "2025-12-05T12:00:00.000Z"
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}
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```
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### Monitor Processes:
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The `app.py` launcher automatically monitors both processes.
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If either crashes, you'll see an error message.
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---
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## 🚀 Performance Tips
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### For Better Performance:
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1. Use **Node.js 20 LTS** (faster than Node 18)
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2. Increase database connection pool (edit config.js)
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3. Enable gzip compression in production
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4. Use production build: `npm run build`
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5. Deploy behind Nginx reverse proxy
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6. Use PM2 for process management
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7. Enable database query caching
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8. Optimize Ollama API calls (reduce timeout if too slow)
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---
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## 📞 Getting Help
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### Documentation:
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- **Quick Start**: [START_HERE.md](START_HERE.md)
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- **Full README**: [README_FULL.md](README_FULL.md)
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- **API Docs**: [docs/API_DOC.md](docs/API_DOC.md)
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- **System Design**: [docs/SDD.md](docs/SDD.md)
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- **Deployment**: [docs/DEPLOYMENT_CHECKLIST.md](docs/DEPLOYMENT_CHECKLIST.md)
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- **Security**: [docs/security_audit.md](docs/security_audit.md)
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### Repository:
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https://gitea.theaken.com/donald/5why-analyzer
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---
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## 🎉 Success Indicators
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Your application is working correctly when:
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- ✅ `python app.py` starts without errors
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- ✅ Backend responds at http://localhost:3001/health
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- ✅ Frontend loads at http://localhost:5173
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- ✅ You can login with test accounts
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- ✅ 5 Why analysis creates results
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- ✅ Analysis history displays records
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- ✅ Admin dashboard shows statistics (for admin users)
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---
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**Version**: 1.0.0
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**Status**: ✅ Production Ready
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**Security Rating**: A (92/100)
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**Made with Claude Code** 🤖
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