MCP Quoting System

# PostgreSQL Installation Checklist **Date:** ___________ **Time Started:** ___________ **Completed:** ___________ --- ## Before You Begin - [ ] I have Administrator access to my computer - [ ] I have 500MB+ free disk space - [ ] I have 15-20 minutes available - [ ] I have a notepad ready for my password --- ## Installation Steps ### Download & Install - [ ] **Downloaded** PostgreSQL 16 installer from postgresql.org - [ ] **Ran** installer with Administrator rights - [ ] **Kept** default installation directory - [ ] **Selected** all components (Server, pgAdmin, Stack Builder, Command Line Tools) - [ ] **Set** postgres password: __________________ (WRITE IT DOWN!) - [ ] **Kept** default port: 5432 - [ ] **Completed** installation successfully ### pgvector Extension - [ ] **Downloaded** pgvector from GitHub releases - [ ] **Copied** vector.dll to `C:\Program Files\PostgreSQL\16\lib\` - [ ] **Copied** vector.control and .sql files to `C:\Program Files\PostgreSQL\16\share\extension\` - [ ] **Restarted** PostgreSQL service ### Create Database - [ ] **Opened** psql command line - [ ] **Connected** as postgres user - [ ] **Created** quoting_db database: `CREATE DATABASE quoting_db;` - [ ] **Connected** to database: `\c quoting_db` - [ ] **Enabled** pgvector: `CREATE EXTENSION vector;` - [ ] **Verified** extension: `SELECT * FROM pg_extension WHERE extname = 'vector';` ### Configure Project - [ ] **Edited** .env file with correct DATABASE_URL - [ ] **Updated** password in connection string - [ ] **Saved** .env file ### Run Setup - [ ] **Ran** `npm install` (if needed) - [ ] **Ran** `setup-phase1.bat` OR `npm run db:setup` - [ ] **Saw** "Database synchronized with schema" message - [ ] **Ran** `npm run db:migrate` to migrate data - [ ] **Saw** "Migrated X quotes" success message ### Verify - [ ] **Ran** `npm run prisma:studio` - [ ] **Opened** http://localhost:5555 in browser - [ ] **Saw** Quote and Evaluation tables with data - [ ] **Ran** `npm run dev` - [ ] **Saw** server start successfully - [ ] **Opened** http://localhost:3789/health - [ ] **Saw** `{"status": "healthy", "database": "connected"}` --- ## Post-Installation - [ ] **Tested** with `quick-test.bat` - [ ] **Checked** web interface at http://localhost:3789 - [ ] **Reviewed** PHASE-1-PROGRESS.md - [ ] **Ready** to continue with Day 3-4 tasks --- ## My Installation Notes ### Issues Encountered: ``` ``` ### Solutions Applied: ``` ``` ### Time Taken: - Download: _____ minutes - Installation: _____ minutes - pgvector setup: _____ minutes - Project setup: _____ minutes - **Total:** _____ minutes --- ## Connection Details **My Settings:** - PostgreSQL Version: __________ - Port: __________ - Database Name: quoting_db - Username: postgres - Password: __________________ (stored securely) **Connection String:** ``` postgresql://postgres:PASSWORD@localhost:5432/quoting_db?schema=public ``` --- ## Verification Commands Test these commands work: ```cmd ✓ psql --version ✓ psql -U postgres -c "SELECT version();" ✓ npm run prisma:studio ✓ npm run dev ``` --- ## Status: ⬜ Not Started | ⏳ In Progress | ✅ Complete Current Status: __________________ --- **Next Steps:** Day 3-4 - Data Access Layer Integration See: PHASE-1-PLAN.md for details