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✨ Getting Started

Overview

This guide provides detailed instructions on how to get started with Etendo Copilot, an API that allows interaction with a bot capable of selecting the appropriate tools to respond to user queries. It includes the necessary requirements, instructions for adding dependencies, environment variable configurations, and steps to run Copilot on an Etendo Classic project. Additionally, it covers optional configurations to customize Copilot's behavior and provides links to detailed installation guides for required software.

Requirements

  1. Install Etendo Classic. For this, follow the Etendo Installation Guide.
  2. This project depends on the following tools:

Info

The Docker Management module, included as a dependency allows for the distribution of the infrastructure within Etendo modules, which include Docker containers for each service.

Installation

Etendo Copilot is distributed within the Copilot Extensions bundle, which in addition to including the Copilot Core functionality and infrastructure, includes default assistants and tools that can be used directly or compose their use in new wizards.

Info

To be able to include this functionality, the Copilot Extensions Bundle must be installed. To do that, follow the instructions from the marketplace: Copilot Extensions Bundle. For more information about the available versions, core compatibility and new features, visit Copilot Extensions - Release notes.

Running Etendo Copilot

The simplest configuration we are going to follow as an example is to mount Copilot Dockerized and Tomcat running as a local service. Other configurations are detailed in the section, Advanced Configurations.

  1. In gradle.properties file is necessary to add some environment variables as a mandatory requirement

    gradle.properties
    OPENAI_API_KEY= ****
    ETENDO_HOST=https://<Etendo URL>/<Context Path>
    ETENDO_HOST_DOCKER=http://host.docker.internal:<Tomcat Port>/<Context Path>
    COPILOT_HOST=<Copilot URL>
    COPILOT_PORT=<Copilot Port>
    
    docker_com.etendoerp.copilot=true
    
    Environment Variable Default Info
    OPENAI_API_KEY *********************** Required You can use an OPEN AI API Key of your own, or you can contact the Etendo support team to obtain one.
    ETENDO_HOST Required The URL of the Etendo system, this is where copilot will send the requests to communicate with the Etendo system. E.g: https://demo.etendo.cloud/etendo or http://localhost:8080/etendo
    ETENDO_HOST_DOCKER Required The URL of the Etendo system, this is where copilot will send the requests to communicate with the Etendo system. This variable is used when the copilot is running in a docker container and the Etendo Instance is not accessible from a domain.
    COPILOT_HOST localhost Required The copilot host can be defined by the user. By default use localhost
    COPILOT_PORT 5005 Required The copilot port can be defined by the user. By default use 5005
    docker_com.etendoerp.copilot true Required Configuration variable for the Etendo Copilot container to be launched.

    Info

    The ETENDO_HOST_DOCKER variable is used when the copilot is running in a docker container and the Etendo Instance is not accessible from a domain. This is important because the copilot needs to communicate with the Etendo system to perform the necessary actions. For example, if Copilot is running into a docker container and the Etendo Instance is running locally, the ETENDO_HOST variable should be http://localhost:8080/etendo and the ETENDO_HOST_DOCKER variable should be http://host.docker.internal:8080/etendo. Its recommended to access to the Docker Container shell and check the network configuration to get the correct IP address.

  2. Once the Copilot Extensions Bundle dependency was added and the variables configurated, in the terminal execute the following command to apply the changes:

    Terminal
    ./gradlew setup
    

    Then, the copilot container needs to be created:

    Terminal
    ./gradlew resources.up
    

    And then recomplile the environment:

    Terminal
    ./gradlew update.database compile.complete smartbuild --info
    
  3. To start the copilot Docker image, execute:

    Terminal
    ./gradlew resources.up
    

    To stop the Copilot container you can run:

    Terminal
    ./gradlew resources.stop
    

    Everytime a new tool is added or the enviorement variables change, it's necessary to delete and create the Copilot container again. Execute the following command to delete the container:

    Terminal
    ./gradlew resources.down
    

    Warning

    Be aware that resources.stop and resources.down will also affect other services configured in the etendo container

  4. Try Copilot in your Etendo instance. To configure an assistant to use Etendo Copilot, follow the Copilot Setup and Usage guide.

Advanced Configurations

The com.etendoerp.tomcat module enables the Dockerization of Tomcat within Etendo Classic. This module modifies Gradle tasks to automatically deploy the WAR file into the container when executing the smartbuild task. Follow the Dockerized Tomcat Service documentation to learn how to configure it.

When using both services in docker, the enviorement variables should look like this:

gradle.properties
OPENAI_API_KEY= ****
ETENDO_HOST=http://tomcat:<Docker Tomcat Port>/<Context Path>
ETENDO_HOST_DOCKER=http://host.docker.internal:<Docker Tomcat Port>/<Context Path>
COPILOT_HOST=copilot
COPILOT_PORT=<Docker Copilot Port>

docker_com.etendoerp.copilot=true
docker_com.etendoerp.tomcat=true
docker_com.etendoerp.tomcat_port=<Docker Tomcat Port>

Requirements:

We recommend usign PyCharm to run copilot locally. Download and install here PyCharm Community Edition

  1. Open PyCharm, search for the copilot module and open it.

  2. Open the Run.py file, then add a new interpreter.

  3. Add a new configuration file and select Python

  4. Select the interpreter created before, in the script field select the run.py file and .env field select the gradle.properties

  5. Once done, open the PyCharm terminal and execute the following commands:

    terminal
    source venv/bin/activate
    poetry install
    

  6. Execute Run.py from PyCharm

Developer Environment Variables

In addition, there are other optional variables to configure certain aspects of the copilot. If not specified, default values are used.

Environment Variable Options Default Info
CONFIGURED_TOOLS_FILENAME JSON File name tools_config.json Optional The name of the file that contains the configuration of the enabled tools.
DEPENDENCIES_TOOLS_FILENAME TOML File name tools_deps.toml Optional The name of the file that contains the configuration of the dependencies of the tools.
COPILOT_PULL_IMAGE Boolean true Optional If true, the copilot docker image will be pulled from docker hub. If false, gradle will try to use the local image with the tag specified in COPILOT_IMAGE_TAG, but if it does not exist, it will be pulled from docker hub.
COPILOT_IMAGE_TAG String master Optional The tag of the copilot docker image that will be used.
COPILOT_DEBUG Boolean false Optional If true, copilot will log additional messages in the console.
COPILOT_PORT_DEBUG String 5100 Optional The copilot debug port can be defined by the user.