|
| 1 | +# Getting Started Checklist ✅ |
| 2 | + |
| 3 | +## Pre-Setup (System Level) |
| 4 | + |
| 5 | +- [ ] Verify Python 3.8+ is installed |
| 6 | + ```bash |
| 7 | + python3 --version |
| 8 | + ``` |
| 9 | + |
| 10 | +- [ ] Install pip if not available |
| 11 | + ```bash |
| 12 | + sudo apt-get install python3-pip |
| 13 | + ``` |
| 14 | + |
| 15 | +- [ ] Install pandoc (required for PDF generation) |
| 16 | + ```bash |
| 17 | + sudo apt-get update |
| 18 | + sudo apt-get install pandoc |
| 19 | + ``` |
| 20 | + |
| 21 | +## Setup Phase |
| 22 | + |
| 23 | +### Option A: Automated Setup (Recommended) |
| 24 | + |
| 25 | +- [ ] Run setup script |
| 26 | + ```bash |
| 27 | + chmod +x setup.sh |
| 28 | + ./setup.sh |
| 29 | + ``` |
| 30 | + |
| 31 | +- [ ] Skip to "Running the Application" |
| 32 | + |
| 33 | +### Option B: Manual Setup |
| 34 | + |
| 35 | +- [ ] Create virtual environment |
| 36 | + ```bash |
| 37 | + python3 -m venv venv |
| 38 | + ``` |
| 39 | + |
| 40 | +- [ ] Activate virtual environment |
| 41 | + ```bash |
| 42 | + source venv/bin/activate |
| 43 | + ``` |
| 44 | + |
| 45 | +- [ ] Install Python dependencies |
| 46 | + ```bash |
| 47 | + pip install -r requirements.txt |
| 48 | + ``` |
| 49 | + |
| 50 | +## Configuration |
| 51 | + |
| 52 | +- [ ] Review configuration options (optional) |
| 53 | + ```bash |
| 54 | + cp .env.example .env |
| 55 | + ``` |
| 56 | + |
| 57 | +- [ ] Edit `.env` if needed (default settings work fine) |
| 58 | + |
| 59 | +## Running the Application |
| 60 | + |
| 61 | +- [ ] Ensure virtual environment is activated |
| 62 | + ```bash |
| 63 | + source venv/bin/activate |
| 64 | + ``` |
| 65 | + |
| 66 | +- [ ] Start the Flask application |
| 67 | + ```bash |
| 68 | + python app.py |
| 69 | + ``` |
| 70 | + |
| 71 | +- [ ] Verify app is running |
| 72 | + - Look for message: `Running on http://127.0.0.1:5000` |
| 73 | + |
| 74 | +## Testing the Application |
| 75 | + |
| 76 | +- [ ] Open web browser |
| 77 | +- [ ] Navigate to: http://localhost:5000 |
| 78 | +- [ ] Verify UI loads properly (purple/blue gradient) |
| 79 | +- [ ] Check that upload area is visible |
| 80 | + |
| 81 | +### Test Conversion |
| 82 | + |
| 83 | +- [ ] Drag sample_notebook.ipynb to upload area |
| 84 | + ``` |
| 85 | + Sample file location: ./sample_notebook.ipynb |
| 86 | + ``` |
| 87 | + |
| 88 | +- [ ] Click "Convert to PDF" button |
| 89 | +- [ ] Wait for conversion to complete |
| 90 | +- [ ] Verify PDF downloads automatically |
| 91 | +- [ ] Check PDF opens and displays correctly |
| 92 | + |
| 93 | +## Alternative Testing (Command Line) |
| 94 | + |
| 95 | +- [ ] Test API endpoint directly |
| 96 | + ```bash |
| 97 | + curl -X POST -F "file=@sample_notebook.ipynb" \ |
| 98 | + http://localhost:5000/api/convert -o test_output.pdf |
| 99 | + ``` |
| 100 | + |
| 101 | +- [ ] Verify PDF was created |
| 102 | + ```bash |
| 103 | + ls -lh test_output.pdf |
| 104 | + ``` |
| 105 | + |
| 106 | +## Verification |
| 107 | + |
| 108 | +- [ ] Web interface loads without errors ✅ |
| 109 | +- [ ] Drag-and-drop area is visible ✅ |
| 110 | +- [ ] File upload works ✅ |
| 111 | +- [ ] Conversion completes successfully ✅ |
| 112 | +- [ ] PDF downloads correctly ✅ |
| 113 | +- [ ] Converted PDF opens properly ✅ |
| 114 | + |
| 115 | +## Documentation Review |
| 116 | + |
| 117 | +- [ ] Read QUICK_START.md for quick reference |
| 118 | +- [ ] Review README.md for detailed information |
| 119 | +- [ ] Check SETUP.md for troubleshooting |
| 120 | + |
| 121 | +## Troubleshooting Checklist |
| 122 | + |
| 123 | +If something doesn't work: |
| 124 | + |
| 125 | +- [ ] Virtual environment is activated? |
| 126 | + ```bash |
| 127 | + source venv/bin/activate |
| 128 | + ``` |
| 129 | + |
| 130 | +- [ ] All dependencies installed? |
| 131 | + ```bash |
| 132 | + pip install -r requirements.txt |
| 133 | + ``` |
| 134 | + |
| 135 | +- [ ] Pandoc installed? |
| 136 | + ```bash |
| 137 | + which pandoc |
| 138 | + ``` |
| 139 | + |
| 140 | +- [ ] Port 5000 is available? |
| 141 | + ```bash |
| 142 | + lsof -i :5000 |
| 143 | + ``` |
| 144 | + |
| 145 | +- [ ] No syntax errors in code? |
| 146 | + ```bash |
| 147 | + python -m py_compile app.py |
| 148 | + ``` |
| 149 | + |
| 150 | +- [ ] Flask running properly? |
| 151 | + - Check console output for errors |
| 152 | + - Verify Flask version: `pip show Flask` |
| 153 | + |
| 154 | +## Common Issues & Solutions |
| 155 | + |
| 156 | +| Issue | Solution | |
| 157 | +|-------|----------| |
| 158 | +| `ModuleNotFoundError` | Run `pip install -r requirements.txt` | |
| 159 | +| `pandoc not found` | Run `sudo apt-get install pandoc` | |
| 160 | +| `Port 5000 in use` | Kill process: `lsof -ti :5000 \| xargs kill -9` | |
| 161 | +| `Permission denied setup.sh` | Run `chmod +x setup.sh` first | |
| 162 | +| Browser shows connection error | Ensure app.py is running | |
| 163 | + |
| 164 | +## First Upload Tips |
| 165 | + |
| 166 | +- [ ] Start with sample_notebook.ipynb |
| 167 | +- [ ] File should be max 50MB |
| 168 | +- [ ] Only .ipynb files are supported |
| 169 | +- [ ] Wait for progress bar to complete |
| 170 | +- [ ] PDF should download automatically |
| 171 | + |
| 172 | +## Deactivate When Done |
| 173 | + |
| 174 | +```bash |
| 175 | +deactivate |
| 176 | +``` |
| 177 | + |
| 178 | +## Next Steps After Verification |
| 179 | + |
| 180 | +- [ ] Customize the application (optional) |
| 181 | +- [ ] Commit to git if needed |
| 182 | +- [ ] Share with team/users |
| 183 | +- [ ] Monitor usage and performance |
| 184 | +- [ ] Plan future enhancements |
| 185 | + |
| 186 | +## Optional Customizations |
| 187 | + |
| 188 | +- [ ] Change the port number in app.py |
| 189 | +- [ ] Modify UI styling in templates/index.html |
| 190 | +- [ ] Update max file size in app.py |
| 191 | +- [ ] Add custom error messages |
| 192 | +- [ ] Create custom PDF styling |
| 193 | + |
| 194 | +## Maintenance |
| 195 | + |
| 196 | +- [ ] Keep dependencies updated |
| 197 | + ```bash |
| 198 | + pip install --upgrade -r requirements.txt |
| 199 | + ``` |
| 200 | + |
| 201 | +- [ ] Monitor for security updates |
| 202 | +- [ ] Clean up temp files periodically |
| 203 | +- [ ] Review error logs |
| 204 | + |
| 205 | +## Success! 🎉 |
| 206 | + |
| 207 | +Once all checkboxes are complete, your Jupyter Notebook to PDF Converter is: |
| 208 | + |
| 209 | +✅ Installed |
| 210 | +✅ Configured |
| 211 | +✅ Running |
| 212 | +✅ Tested |
| 213 | +✅ Ready for use! |
| 214 | + |
| 215 | +Enjoy converting notebooks to PDFs! 📓➜📄 |
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