docs: basic pandoc setup #118
kentbull/crowd-funder-for-time-pwa:kb/add-usage-guide
into master
4 months ago
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# TimeSafari Docs |
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## Generating PDF from Markdown on OSx |
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This uses Pandoc and BasicTex (LaTeX) Installed through Homebrew. |
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### Set Up |
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```bash |
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# See https://daniel.feldroy.com/posts/setting-up-latex-on-mac-os-x |
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brew install pandoc |
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brew install basictex |
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pandoc keystore-migration.md -o keystore-migration.pdf |
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# Setting up LaTex packages |
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# First update tlmgr |
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sudo tlmgr update --self |
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# Then install LaTex packages |
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sudo tlmgr install titlesec |
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sudo tlmgr install framed |
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sudo tlmgr install threeparttable |
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sudo tlmgr install wrapfig |
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sudo tlmgr install multirow |
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sudo tlmgr install enumitem |
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sudo tlmgr install bbding |
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sudo tlmgr install titling # Required for the fancy headers used |
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sudo tlmgr install tabu |
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sudo tlmgr install mdframed |
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sudo tlmgr install tcolorbox |
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sudo tlmgr install textpos |
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sudo tlmgr install import |
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sudo tlmgr install varwidth |
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sudo tlmgr install needspace |
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sudo tlmgr install tocloft # Required for \tableofcontents generation |
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sudo tlmgr install ntheorem |
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sudo tlmgr install environ |
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sudo tlmgr install trimspaces |
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sudo tlmgr install lastpage # Enables Page X of Y |
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sudo tlmgr install collection-fontsrecommended # And set up fonts |
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sudo tlmgr install libertine # The main font the doc uses |
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``` |
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### Usage |
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Use the `pandoc` command to generate a PDF. |
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```bash |
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pandoc usage-guide.md -o usage-guide.pdf |
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``` |
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And you can open the PDF with the `open` command. |
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```bash |
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open usage-guide.pdf |
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``` |
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Or use this one-liner |
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```bash |
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pandoc usage-guide.md -o usage-guide.pdf && open usage-guide.pdf |
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``` |
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--- |
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geometry: margin=1in |
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header-includes: |
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- \usepackage{graphicx} |
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- \usepackage{titling} |
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- \usepackage{fancyhdr} |
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- \usepackage{lastpage} |
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- \pagestyle{fancy} |
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- \fancyhead[L]{Time Safari Usage Guide} |
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- \fancyhead[C]{Page \thepage\ of \pageref{LastPage}} |
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- \fancyhead[R]{} |
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- \fancyfoot[L]{} |
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- \fancyfoot[C]{} |
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- \fancyfoot[R]{\includegraphics[width=1cm]{images/timesafari-logo-binoculars.png}} |
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- \usepackage{tocloft} |
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- \usepackage{libertine} |
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- \renewcommand{\familydefault}{\sfdefault} |
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- \fancypagestyle{tocstyle}{ |
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\fancyhead[L]{Time Safari Usage Guide} |
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\fancyhead[C]{Page \thepage\ of \pageref{LastPage}} |
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\fancyhead[R]{} |
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\fancyfoot[L]{} |
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\fancyfoot[C]{} |
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\fancyfoot[R]{\includegraphics[width=1cm]{images/timesafari-logo-binoculars.png}}} |
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--- |
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\begin{titlepage} |
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\centering |
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\vspace*{\fill} |
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{\huge\textbf{TimeSafari Usage guide}} |
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\vspace{1cm} |
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{\Large Signing up users, adding contacts, and adding gifts.} |
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\vspace{1cm} |
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\includegraphics[width=0.5\textwidth]{images/timesafari-logo.png} |
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\vspace*{\fill} |
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\vspace{1cm} |
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{\Large Trent Larson, Kent Bull} |
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\vspace{0.5cm} |
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{\large 2024-06-25} |
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\end{titlepage} |
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\clearpage |
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\begin{center} |
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\includegraphics[width=2cm]{images/timesafari-logo-binoculars.png} |
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\end{center} |
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\tableofcontents |
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\clearpage |
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# Purpose of Document |
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Both end-users and development team members need to know how to use TimeSafari. |
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This document serves to show how to use every feature of the TimeSafari platform. |
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Sections of this document are geared specifically for software developers and quality assurance |
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team members. |
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Companion videos will also describe end-to-end workflows for the end-user. |
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# TimeSafari |
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## Overview |
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\pagebreak |
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# 1 - End Users |
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This section covers application usage for people who will use TimeSafari as intended. It is a |
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simplified guide illustrating how to gain value from using TimeSafari. |
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\pagebreak |
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# 2 - Software Developers |
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This section is tailored for software developers seeking to use the application during development, |
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quality assurance, and testing. |
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# Bootstrapping a local development environment |
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The first concern a software developer has when working on TimeSafari is to set up a local |
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development environment. This section will guide you through the process. |
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## Prerequisites |
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1. Have the following installed on your local machine: |
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- Node.js and NPM |
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- A web browser. For this guide, we will use Google Chrome. |
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- Git |
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- A code editor |
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2. Create an API key on Infura. This is necessary for the Endorser API to connect to the Ethereum |
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blockchain. |
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- You can create an account on Infura [here](https://infura.io/).\ |
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Click "CREATE NEW API KEY" and label the key. Then click "API Keys" in the top menu bar to |
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be taken back to the list of keys. |
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Click "VIEW STATS" on the key you want to use. |
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![](images/01_infura-api-keys.png){ width=550px } |
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- Go to the key detail page. Then click "MANAGE API KEY". |
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![](images/02-infura-key-detail.png){ width=550px } |
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- Click the copy and paste button next to the string of alphanumeric characters.\ |
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This is your API, also known as your project ID. |
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![](images/03-infura-api-key-id.png){width=550px } |
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- Save this for later during the Endorser API setup. This will go in your `INFURA_PROJECT_ID` |
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environment variable. |
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## Setup steps |
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### 1. Clone the following repositories from their respective Git hosts: |
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- [TimeSafari Frontend](https://gitea.anomalistdesign.com/trent_larson/crowd-funder-for-time-pwa)\ |
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This is a Progressive Web App (PWA) built with VueJS and TypeScript. |
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Note that the clone command here is different from the one you would use for GitHub. |
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```bash |
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git clone git clone \ |
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ssh://git@gitea.anomalistdesign.com:222/trent_larson/crowd-funder-for-time-pwa.git |
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``` |
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- [TimeSafari Backend - Endorser API](https://github.com/trentlarson/endorser-ch)\ |
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This is a NodeJS service providing the backend for TimeSafari. |
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```bash |
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git clone git@github.com:trentlarson/endorser-ch.git |
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``` |
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\pagebreak |
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### 2. Database creation |
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#### Alternative 1 - use test data |
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To generate a development database and perform user setup you can run a local test with instructions |
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below to generate sample data. Then copy the test database, rename it to `-dev` as below:\ |
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`cp ../endorser-ch-test-local.sqlite3 ../endorser-ch-dev.sqlite3` \ |
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and rerun `npm run dev` to give yourself user #0 and others from the ETHR_CRED_DATA in [the endorser.ch test util file](https://github.com/trentlarson/endorser-ch/blob/master/test/util.js#L90) |
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#### Alternative 2 - boostrap single seed user |
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In this method you will end up with two accounts in the database, one for the first boostrap user, |
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and the second as the primary user you will use during testing. The first user will invite the |
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second user to the app. |
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1. Install dependencies and environment variables.\ |
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In endorser-ch install dependencies and set up environment variables to allow starting it up in |
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development mode. |
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```bash |
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cd endorser-ch |
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npm clean install # or npm ci |
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cp .env.local .env |
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``` |
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Edit the .env file's INFURA_PROJECT_ID with the value you saved earlier in the |
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prerequisites.\ |
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Then create the SQLite database by running `npm run flyway migrate` with environment variables |
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set correctly to select the default SQLite development user as follows. |
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```bash |
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export NODE_ENV=dev |
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export DBUSER=sa |
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export DBPASS=sasa |
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npm run flyway migrate |
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``` |
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The first run of flyway migrate may take some time to complete because the entire Flyway |
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distribution must be downloaded prior to executing migrations. |
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Successful output looks similar to the following: |
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``` |
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Database: jdbc:sqlite:../endorser-ch-dev.sqlite3 (SQLite 3.41) |
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Schema history table "main"."flyway_schema_history" does not exist yet |
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Successfully validated 10 migrations (execution time 00:00.034s) |
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Creating Schema History table "main"."flyway_schema_history" ... |
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Current version of schema "main": << Empty Schema >> |
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Migrating schema "main" to version "1 - initial-anew" |
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Migrating schema "main" to version "2 - registration" |
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Migrating schema "main" to version "3 - plan project" |
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Migrating schema "main" to version "4 - offer gave" |
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Migrating schema "main" to version "5 - more confirmations" |
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Migrating schema "main" to version "6 - providers urls" |
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Migrating schema "main" to version "7 - hash nonce" |
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Migrating schema "main" to version "8 - project location" |
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Migrating schema "main" to version "9 - plan links" |
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Migrating schema "main" to version "10 - gift or trade" |
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Successfully applied 10 migrations to schema "main", now at version v10 (execution time 00:00.043s) |
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A Flyway report has been generated here: /Users/kbull/code/timesafari/endorser-ch/report.html |
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``` |
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\pagebreak |
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2. Generate the first user in TimeSafari PWA and bootstrap that user in Endorser's database.\ |
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As TimeSafari is an invite-only platform the first user must be manually bootstrapped since |
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no other users exist to be able to invite the first user. This first user must be added manually |
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to the SQLite database used by Endorser. In this setup you generate the first user from the PWA. |
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This user is automatically generated on first usage of the TimeSafari PWA. Bootstrapping that |
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user is required so that this first user can register other users. |
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- Change directories into `crowd-funder-for-time-pwa` |
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```bash |
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cd .. |
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cd crowd-funder-for-time-pwa |
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``` |
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- Ensure the `.env.development` file exists and has the following values: |
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```env |
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VITE_DEFAULT_ENDORSER_API_SERVER=http://127.0.0.1:3000 |
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``` |
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- Install dependencies and run in dev mode. For now don't worry about configuring the app. All we |
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need is to generate the first root user and this happens automatically on app startup. |
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```bash |
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npm clean install # or npm ci |
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npm run dev |
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``` |
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- Open the app in a browser and go to the developer tools. It is recommended to use a completely |
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separate browser profile so you do not clear out your existing user account. We will be |
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completely resetting the PWA app state prior to generating the first user. |
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In the Developer Tools go to the Application tab. |
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![](images/04-pwa-chrome-devtools.png){width=350px} |
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Click the "Clear site data" button and then refresh the page. |
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- Click the account button in the bottom right corner of the page. |
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![](images/05-pwa-account-button.png){width=150px} |
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- This will take you to the account page titled "Your Identity" on which you can see your DID, |
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a `did:ethr` DID in this case. |
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![](images/06-pwa-account-page.png){width=350px} |
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- Copy the DID by selecting it and copying it to the clipboard or by clicking the copy and paste |
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button as shown in the image. |
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![](images/07-pwa-did-copied.png){width=200px} |
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In our case this DID is:\ |
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`did:ethr:0xe4B783c74c8B0e229524e44d0cD898D272E02CD6` |
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- Add that DID to the following echoed SQL statement where it says `YOUR_DID` |
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```bash |
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echo "INSERT INTO registration (did, maxClaims, maxRegs, epoch) |
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VALUES ('YOUR_DID', 100, 10000, 1719348718092);" |
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| sqlite3 ./endorser-ch-dev.sqlite3 |
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``` |
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and run this command in the parent directory just above the `endorser-ch` directory. |
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It needs to be the parent directory of your `endorser-ch` repository because when |
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`endorser-ch` creates the SQLite database it depends on it creates it in the parent directory |
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of `endorser-ch`. |
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- You can verify with an SQL browser tool that your record has been added to the `registration` |
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table. |
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![](images/08-endorser-sqlite-row-added.png){width=350px} |
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3. Then start the Endorser service in development mode with the following commands. |
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```bash |
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cd ./endorser-ch |
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export NODE_ENV=dev |
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npm run dev |
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``` |
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This starts the Endorser service on port 3000. |
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4. Create the second user by opening up a separate browser profile or incognito session, opening the |
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TimeSafari PWA at `http://localhost:8080`. You will see the yellow banner stating "Someone must |
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register you before you can give or offer." |
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![](images/09-pwa-second-profile-first-open.png){width=350px} |
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- If you want to ensure you have a fresh user account then open the developer tools, clear the |
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Application data as before, and then refresh the page. This will generate a new user in the |
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browser's IndexedDB database. |
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5. Go to the second users' account page to copy the DID. |
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![](images/10-pwa-second-user-did.png){width=350px} |
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6. Copy the DID and put it in the text bar on the "Your Contacts" page for the first account |
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![](images/11-pwa-first-user-add-contact.png){width=350px} |
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7. Click the "+" plus icon to add the user. |
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![](images/12-pwa-first-user-contact-added.png){width=350px} |
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8. Then click the register button to register the second user. |
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![](images/13-pwa-first-user-register-second-user-btn.png){width=350px} |
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9. Click "YES" on the dialog that shows up. |
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![](images/14-pwa-first-user-register-yes.png){width=350px} |
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After this a notification will pop up indicating whether registration was successful or not. |
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10. You have finished the initial set up of users. |