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virtual_board_member/README.md
2025-08-07 16:11:14 -04:00

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# Virtual Board Member AI System
An enterprise-grade AI assistant that provides document analysis, commitment tracking, strategic insights, and decision support for board members and executives.
## 🚀 Quick Start
### Prerequisites
- Python 3.11+
- Docker Desktop 4.0+
- 16GB RAM minimum
- 50GB free disk space
### Local Development Setup
```bash
# Clone the repository
git clone <repository-url>
cd virtual_board_member
# Copy environment configuration
cp .env.example .env.local
# Start services with Docker Compose
docker-compose -f docker-compose.dev.yml up -d
# Install Python dependencies
poetry install
# Run database migrations
poetry run alembic upgrade head
# Start the development server
poetry run uvicorn app.main:app --reload --host 0.0.0.0 --port 8000
```
The application will be available at `http://localhost:8000`
## 📋 Features
### Core Capabilities
- **Document Analysis**: Multi-format document ingestion and processing
- **Natural Language Querying**: Ask questions in plain English about your documents
- **Commitment Tracking**: Automatic extraction and tracking of action items
- **Strategic Insights**: Risk identification and strategic alignment analysis
- **Meeting Support**: Automated preparation and real-time assistance
### Document Support
- PDF, XLSX, CSV, PPTX, TXT formats
- Up to 100MB per document
- Batch upload (50 files simultaneously)
- OCR for scanned documents
### Security & Compliance
- OAuth 2.0/OIDC authentication
- Role-based access control (RBAC)
- AES-256 encryption at rest
- TLS 1.3 encryption in transit
- Comprehensive audit logging
- GDPR, SOX compliance ready
## 🏗️ Architecture
```
┌─────────────────────────────────────────────────────────────────┐
│ CLIENT LAYER │
├─────────────────┬───────────────────┬──────────────────────────┤
│ Web Portal │ Mobile Apps │ API Clients │
└────────┬────────┴────────┬──────────┴────────┬─────────────────┘
│ │ │
▼ ▼ ▼
┌─────────────────────────────────────────────────────────────────┐
│ API GATEWAY (FastAPI) │
│ • Rate Limiting • Authentication • Request Routing │
└────────┬─────────────────────────────────────┬──────────────────┘
│ │
▼ ▼
┌──────────────────────────────┬─────────────────────────────────┐
│ SECURITY LAYER │ ORCHESTRATION LAYER │
├──────────────────────────────┼─────────────────────────────────┤
│ • OAuth 2.0/OIDC │ • LangChain Controller │
│ • JWT Validation │ • Workflow Engine │
│ • RBAC │ • Model Router │
└──────────────┬───────────────┴───────────┬─────────────────────┘
│ │
▼ ▼
┌──────────────────────────────────────────────────────────────┐
│ MICROSERVICES LAYER │
├────────────────┬────────────────┬───────────────┬─────────────┤
│ LLM Service │ RAG Service │ Doc Processor │ Analytics │
│ • OpenRouter │ • Qdrant │ • PDF/XLSX │ • Metrics │
│ • Fallback │ • Embedding │ • OCR │ • Insights │
└────────┬───────┴────────┬───────┴───────┬──────┴──────┬──────┘
│ │ │ │
▼ ▼ ▼ ▼
┌──────────────────────────────────────────────────────────────┐
│ DATA LAYER │
├─────────────┬──────────────┬──────────────┬─────────────────┤
│ Vector DB │ Document │ Cache │ Message Queue │
│ (Qdrant) │ Store (S3) │ (Redis) │ (Kafka/SQS) │
└─────────────┴──────────────┴──────────────┴─────────────────┘
```
## 🛠️ Technology Stack
| Component | Technology | Version |
|-----------|------------|---------|
| **Backend** | Python, FastAPI | 3.11+, 0.100+ |
| **AI/ML** | LangChain, OpenRouter | 0.1+, Latest |
| **Vector DB** | Qdrant | 1.7+ |
| **Cache** | Redis | 7.0+ |
| **Message Queue** | Kafka/AWS SQS | 3.5+ |
| **Container** | Docker | 24+ |
| **Orchestration** | Kubernetes | 1.28+ |
| **Monitoring** | Prometheus, Grafana | 2.45+ |
## 📁 Project Structure
```
virtual_board_member/
├── app/ # Main application code
│ ├── api/ # API endpoints
│ ├── core/ # Core configuration
│ ├── models/ # Data models
│ ├── services/ # Business logic
│ └── utils/ # Utility functions
├── services/ # Microservices
│ ├── llm_service/ # LLM orchestration
│ ├── rag_service/ # RAG pipeline
│ ├── doc_processor/ # Document processing
│ └── analytics/ # Analytics service
├── tests/ # Test suite
├── docker/ # Docker configurations
├── k8s/ # Kubernetes manifests
├── docs/ # Documentation
└── scripts/ # Utility scripts
```
## 🔧 Development
### Running Tests
```bash
# Run all tests
poetry run pytest
# Run with coverage
poetry run pytest --cov=app --cov-report=html
# Run specific test file
poetry run pytest tests/test_document_processing.py
```
### Code Quality
```bash
# Format code
poetry run black app/ tests/
poetry run isort app/ tests/
# Type checking
poetry run mypy app/
# Security scanning
poetry run bandit -r app/
poetry run safety check
```
### Database Migrations
```bash
# Create new migration
poetry run alembic revision --autogenerate -m "Description"
# Apply migrations
poetry run alembic upgrade head
# Rollback migration
poetry run alembic downgrade -1
```
## 🚀 Deployment
### Development
```bash
docker-compose -f docker-compose.dev.yml up -d
```
### Staging
```bash
kubectl apply -f k8s/staging/
```
### Production
```bash
kubectl apply -f k8s/production/
```
## 📊 Monitoring
- **Application Metrics**: Prometheus + Grafana
- **Logs**: ELK Stack (Elasticsearch, Logstash, Kibana)
- **Tracing**: Jaeger with OpenTelemetry
- **Alerting**: AlertManager with Slack/Email notifications
## 🔒 Security
- **Authentication**: OAuth 2.0/OIDC with Auth0/AWS Cognito
- **Authorization**: RBAC with attribute-based access control
- **Encryption**: AES-256 at rest, TLS 1.3 in transit
- **Audit**: Comprehensive logging of all operations
- **Compliance**: GDPR, SOX, CCPA ready
## 📈 Performance
- **Response Time**: < 5 seconds for 95% of queries
- **Throughput**: 100+ concurrent users
- **Document Processing**: 500+ documents/hour
- **Availability**: 99.9% uptime target
## 🤝 Contributing
1. Fork the repository
2. Create a feature branch (`git checkout -b feature/amazing-feature`)
3. Commit your changes (`git commit -m 'Add amazing feature'`)
4. Push to the branch (`git push origin feature/amazing-feature`)
5. Open a Pull Request
## 📄 License
This project is licensed under the MIT License - see the [LICENSE](LICENSE) file for details.
## 🆘 Support
- **Documentation**: [docs/](docs/)
- **Issues**: [GitHub Issues](https://github.com/your-org/virtual-board-member/issues)
- **Discussions**: [GitHub Discussions](https://github.com/your-org/virtual-board-member/discussions)
## 🗺️ Roadmap
- [ ] Advanced analytics dashboard
- [ ] Mobile application
- [ ] Advanced AI capabilities
- [ ] Additional integrations
- [ ] Performance optimizations
---
**Built with ❤️ for better board governance**