email_alerts/LOCAL_TESTING.md

Local Testing Guide

This guide helps you test the Email Alerts Application locally.

🚀 Quick Start

Option 1: Use the automated script

./run_local.sh

Option 2: Manual setup

# Activate virtual environment
source venv/bin/activate

# Install dependencies
pip install -r requirements.txt

# Start the server
python run_server.py

🌐 Access the Application

Once the server is running, you can access:

• Dashboard: http://localhost:5237/
• Settings: http://localhost:5237/settings

🧪 Testing the Connection

Step 1: Configure Credentials

1. Go to http://localhost:5237/settings
2. Enter the Zoho credentials:
   • Email: projects@manaknightdigital.com
   • Password: 4o%!sbk$(3!>@#567!!
3. Click "Save Settings"

Step 2: Test Connection

1. Click "Test Connection" button
2. You should see: "Connection successful! Found X emails in the last 7 days."

🔧 Troubleshooting

If you get "days_back" error:

• The server is running old code
• Restart the server: Ctrl+C then run ./run_local.sh again

If you get "ModuleNotFoundError":

• Make sure you're using the virtual environment: source venv/bin/activate

If port 5237 is in use:

• The script will automatically kill existing processes
• Or manually: pkill -f "python.*run_server.py"

📋 Test Checklist

• Server starts without errors
• Web interface loads at http://localhost:5237/
• Settings page loads at http://localhost:5237/settings
• Can enter Zoho credentials
• "Test Connection" works without "days_back" error
• Connection shows "successful" message

🎯 Expected Results

✅ Success: "Connection successful! Found X emails in the last 7 days." ❌ Old Error: "Connection failed: ZohoClient.fetch_emails() got an unexpected keyword argument 'days_back'"

🛑 Stopping the Server

Press Ctrl+C in the terminal where the server is running.

📁 Files for Testing

• run_local.sh - Automated local startup script
• test_local_connection.py - Connection test script
• zoho_client.py - Fixed with days_back parameter
• config.json - Clean configuration (no hardcoded credentials)