environment-setup

name	environment-setup
description	Complete setup for uv, GDAL 3.10.3, PostGIS, and all project dependencies. Use when setting up development environment, installing GDAL, or configuring PostGIS backend.
allowed-tools	["Bash"]

Environment Setup

Complete setup for uv, GDAL 3.10.3, PostGIS, and all project dependencies.

Quick Start (Recommended)

For most users, use Conda + uv for a fully isolated environment:

# 1. Clone repository
git clone https://github.com/studentdotai/Nautical-Graph-Toolkit.git
cd Nautical-Graph-Toolkit

# 2. Create Conda environment with GDAL
mamba env update -f environment.yml
conda activate nautical

# 3. Install uv (fast Python package manager)
pip install uv

# 4. Install Python dependencies
uv pip compile requirements.in -o requirements.txt  # Optional: skip to use tested snapshot
uv pip install --no-deps -r requirements.txt

# 5. Install Nautical Graph Toolkit in editable mode
uv pip install -e .

# 6. Verify installation
python -c "from osgeo import gdal; print(f'✓ GDAL {gdal.__version__}')"
pytest tests/core/ -v

Expected output: ✓ GDAL 3.10.3

Purpose

Provide a reliable, reproducible procedure for setting up a complete development environment for the Nautical Graph Toolkit from scratch. This guide focuses on fully isolated environments (Conda or Docker) to avoid system dependency conflicts and ensure cross-platform compatibility.

Prerequisites

• Conda/Mamba or Docker installed
• Git installed
• Terminal/command line access
• 8+ GB free disk space (5GB for Conda environment, 3GB for data/output)
• (Optional) PostgreSQL 16+ for PostGIS backend (or use Docker PostGIS)

Why Isolated Environments?

• No system conflicts: GDAL and GEOS binaries bundled in Conda/Docker
• Reproducible: Same environment across different machines
• Cross-platform: Works on Linux, macOS, Windows
• Clean cleanup: Delete environment/container to remove all traces

Installation Methods

Method 1: Conda + uv (Recommended)

Fully isolated Conda environment with GDAL binaries and uv for fast Python package installation.

Step 1: Clone Repository

git clone https://github.com/studentdotai/Nautical-Graph-Toolkit.git
cd Nautical-Graph-Toolkit

Step 2: Create Conda Environment

# Create environment from environment.yml
mamba env update -f environment.yml

# Activate environment
conda activate nautical

The environment.yml includes:

• Python 3.11
• GDAL 3.10.3 (with all GEOS/PROJ dependencies)
• Other binary dependencies

Step 3: Install uv and Python Dependencies

We use uv for fast, deterministic dependency resolution (preserves GDAL from Conda):

# Install uv (fast Python package manager)
pip install uv

# Compile requirements from requirements.in (optional: skip to use tested snapshot)
uv pip compile requirements.in -o requirements.txt

# Install without dependency resolution
# (--no-deps preserves Conda's binary packages and prevents conflicts)
uv pip install --no-deps -r requirements.txt

# Install Nautical Graph Toolkit in editable mode
uv pip install -e .

Why uv? It's 10-100x faster than pip and prevents accidental GDAL reinstalls that break bindings.

If uv is not available, use pip as fallback:

pip install -r requirements.txt
pip install -e .

Step 4: Verify Installation

# Check key dependencies
python -c "
from osgeo import gdal
import geopandas as gpd
import pandas as pd
print(f'✓ GDAL: {gdal.__version__}')
print(f'✓ GeoPandas: {gpd.__version__}')
print(f'✓ Pandas: {pd.__version__}')
"

# Run unit tests
pytest tests/core/ -v

Method 2: Docker (Alternative)

Fully containerized environment with all dependencies.

Option A: Using Dockerfile (Recommended)

Important: Always pin base image versions for reproducibility:

# Pin specific miniconda version for reproducibility
FROM continuumio/miniconda3:24.1.2-1

# Install system dependencies
RUN apt-get update && apt-get install -y \
    git \
    && rm -rf /var/lib/apt/lists/*

# Create Conda environment with pinned GDAL
COPY environment.yml .
RUN mamba env update -n base -f environment.yml

# Install Python dependencies
COPY requirements.in requirements.txt .
RUN pip install --no-deps -r requirements.txt

WORKDIR /app
COPY . .

CMD ["pytest", "tests/core/", "-v"]

Pinning the base image version ensures your Docker image builds the same way next month.

Build and run:

docker build -t nautical-toolkit .
docker run -it nautical-toolkit

Option B: Docker Compose (with PostGIS)

version: '3.8'
services:
  app:
    build: .
    volumes:
      - .:/app
    depends_on:
      - postgis
    environment:
      - POSTGRES_HOST=postgis
      - POSTGRES_PORT=5432
      - POSTGRES_USER=maritime_user
      - POSTGRES_PASSWORD=secure_pass
      - POSTGRES_DB=maritime_db

  postgis:
    image: postgis/postgis:16-3.4
    environment:
      - POSTGRES_DB=maritime_db
      - POSTGRES_USER=maritime_user
      - POSTGRES_PASSWORD=secure_pass
    ports:
      - "5432:5432"

Run:

docker-compose up -d
docker-compose exec app pytest tests/core/ -v

Optional PostGIS Setup

Only needed for PostGIS backend. See .claude/skills/postgis-setup/ for detailed configuration.

Using System PostgreSQL

# Create database
createdb maritime_db

# Enable PostGIS
psql maritime_db -c "CREATE EXTENSION IF NOT EXISTS postgis;"

# Create .env file
cat > .env <<EOF
POSTGRES_HOST=localhost
POSTGRES_PORT=5432
POSTGRES_USER=your_user
POSTGRES_PASSWORD=your_password
POSTGRES_DB=maritime_db
EOF

chmod 600 .env

# Verify
psql "host=localhost dbname=maritime_db" -c "SELECT PostGIS_Version();"

Using Docker PostGIS

docker run -d \
    --name postgis \
    -e POSTGRES_DB=maritime_db \
    -e POSTGRES_USER=maritime_user \
    -e POSTGRES_PASSWORD=secure_pass \
    -p 5432:5432 \
    postgis/postgis:16-3.4

# Verify
docker exec postgis psql -U maritime_user -d maritime_db -c "SELECT PostGIS_Version();"

Platform-Specific Notes

Linux

# Install Miniforge (lightweight Conda)
wget https://github.com/conda-forge/miniforge/releases/latest/download/Miniforge3-Linux-x86_64.sh
bash Miniforge3-Linux-x86_64.sh

# Then follow Method 1 above

macOS (Intel x86_64)

# Install Miniforge using Homebrew Cask
brew install --cask miniforge

# Then follow Method 1 above

macOS (Apple Silicon M1/M2/M3)

⚠️ Apple Silicon requires special handling. GDAL must compile from source:

# 1. Install native Miniforge for ARM64
# Download from: https://github.com/conda-forge/miniforge/releases
# Look for: Miniforge3-MacOSX-arm64.sh

curl -L https://github.com/conda-forge/miniforge/releases/latest/download/Miniforge3-MacOSX-arm64.sh -o Miniforge3-MacOSX-arm64.sh
bash Miniforge3-MacOSX-arm64.sh

# 2. Restart terminal or initialize shell
conda init zsh  # or bash

# 3. Follow Method 1 above

Note: GDAL compilation on Apple Silicon may take 5-10 minutes. This is normal.

If you get OSError: dlopen(/path/to/libgdal.dylib):

# Force reinstall GDAL
conda install -c conda-forge gdal=3.10.3 --force-reinstall

Windows

# Download Miniforge installer
# https://github.com/conda-forge/miniforge/releases

# Open Anaconda Prompt and follow Method 1

Common Issues

Issue: Conda Command Not Found

Symptom: conda: command not found or mamba: command not found

Solution:

# Install Miniforge
# Linux: https://github.com/conda-forge/miniforge/releases
# macOS: brew install --cask miniforge
# Windows: Download installer from GitHub

# Initialize shell
conda init bash  # or zsh, fish, etc.
source ~/.bashrc  # Restart shell or source config

Issue: GDAL Version Mismatch

Symptom: GDAL 3.9.x instead of 3.10.3

Solution:

# Pin specific version in environment.yml
# or force reinstall
conda install -c conda-forge gdal=3.10.3 --force-reinstall

Issue: SQLite RTREE Support Missing

Symptom: "no such module: rtree" error during GeoPackage operations

Cause: Conda's sqlite package is not installed or environment not activated.

Solution:

# Verify sqlite is installed from Conda
mamba list | grep sqlite

# Reinstall environment if needed
mamba env update -f environment.yml --prune
mamba activate nautical

Issue: PostgreSQL Connection Refused (Docker)

Symptom: psycopg2.OperationalError: could not connect to server

Solution:

# Check container is running
docker ps | grep postgis

# Check logs
docker logs postgis

# Verify connection
docker exec postgis psql -U maritime_user -d maritime_db -c "SELECT 1;"

Issue: Permission Denied on .env

Symptom: .env file permissions too open

Solution:

chmod 600 .env

Issue: uv Command Not Found

Symptom: uv: command not found

Solution:

# Install uv in Conda environment
conda activate nautical
pip install uv

# Or use pip instead
pip install -r requirements.txt

Verification Checklist

Run these commands to verify your installation:

# [ ] Python version
python --version  # Should be 3.11+

# [ ] GDAL version
python -c "from osgeo import gdal; print(gdal.__version__)"  # Should be 3.10.3

# [ ] Key imports
python -c "
from osgeo import gdal
import geopandas as gpd
import pandas as pd
import networkx as nx
print('✓ All imports successful')
"

# [ ] Unit tests pass
pytest tests/core/ -v

# [ ] (Optional) PostGIS connection
psql "host=localhost dbname=maritime_db" -c "SELECT PostGIS_Version();"

Environment Variables

Create a .env file in the project root for PostGIS configuration:

# PostGIS Connection (required for PostGIS backend)
POSTGRES_HOST=localhost
POSTGRES_PORT=5432
POSTGRES_USER=your_user
POSTGRES_PASSWORD=your_password
POSTGRES_DB=maritime_db

# Optional: GDAL cache size (in bytes)
GDAL_CACHE_MAX=536870912  # 512 MB

Load environment variables in Python:

from dotenv import load_dotenv
load_dotenv()

Reactivating Environment

After closing your terminal or starting a new terminal session:

conda activate nautical

This reactivates the environment for your current terminal session. You only need to set up the environment once; activation is fast (< 1 second).

Updating Existing Environment

If you already have the environment and need to update dependencies:

conda activate nautical

# Update Conda packages (GDAL, system libraries)
mamba env update -f environment.yml --prune

# Recompile Python requirements (optional: skip to use tested snapshot)
uv pip compile requirements.in -o requirements.txt

# Install or upgrade Python dependencies
uv pip install --no-deps -r requirements.txt --upgrade

# Reinstall package in editable mode
uv pip install -e .

The --prune flag removes packages that are no longer in environment.yml, keeping your environment clean.

Environment Variables & Credentials

Important: Protect Your .env File

Create a .env file in your project root for sensitive credentials:

# Create .env
cat > .env <<EOF
POSTGRES_HOST=localhost
POSTGRES_PORT=5432
POSTGRES_USER=your_user
POSTGRES_PASSWORD=your_password
POSTGRES_DB=maritime_db
EOF

# Restrict access (owner read/write only)
chmod 600 .env

⚠️ NEVER commit .env to version control! Add to .gitignore:

echo ".env" >> .gitignore
git add .gitignore
git commit -m "Add .env to gitignore"

Your .env file contains database credentials and must be kept private.

GDAL_CACHE_MAX Explained

Set GDAL_CACHE_MAX to control memory usage:

# In your .env or shell
export GDAL_CACHE_MAX=536870912  # 512 MB (default: 5% of RAM)

When to increase:

• Processing large GeoPackage files (>1GB)
• Running multiple parallel workflows
• Systems with 16GB+ RAM available

When to decrease:

• Limited RAM systems
• Running in Docker containers
• Avoid memory-related crashes

Cleaning Up

Remove Conda Environment

conda deactivate
conda env remove -n nautical

Remove Docker Containers

# Stop and remove containers
docker-compose down  # If using docker-compose
docker rm -f postgis nautical-toolkit  # If running manually

# Remove images
docker rmi nautical-toolkit postgis/postgis:16-3.4

Related Skills

• postgis-setup: PostGIS Database Setup (detailed PostGIS configuration)
• gdal-s57-setup: GDAL S-57 Driver Configuration
• integration-tests: Integration Tests (requires complete environment)
• backend-optimization: PostGIS vs GeoPackage performance guidance

Cross-References

• Project Overview: /dev/rules/CLAUDE.md
• Development Workflow: /dev/rules/WORKFLOW.md
• Code Standards: /dev/rules/CODE_STANDARDS.md