threshold/website/README.md

# Boundary Documentation Website

This subdirectory contains the entire source for the [Boundary Website](https://boundaryproject.io/). This is a [NextJS](https://nextjs.org/) project, which builds a static site from these source files.

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## Table of Contents

- [Boundary Documentation Website](#boundary-documentation-website)
  - [Table of Contents](#table-of-contents)
  - [Contributions Welcome!](#contributions-welcome)
  - [Running the Site Locally](#running-the-site-locally)
  - [Editing Markdown Content](#editing-markdown-content)
    - [Creating New Pages](#creating-new-pages)
    - [Markdown Enhancements](#markdown-enhancements)
    - [Custom Components](#custom-components)
      - [Tabs](#tabs)
      - [Enterprise Alert](#enterprise-alert)
      - [Other Components](#other-components)
    - [Syntax Highlighting](#syntax-highlighting)
  - [Editing Navigation Sidebars](#editing-navigation-sidebars)
    - [Index-less Categories](#index-less-categories)
    - [Custom or External Links](#custom-or-external-links)
  - [Editing/Enabling the Alert Banner](#editingenabling-the-alert-banner)
  - [Changing the Release Version](#changing-the-release-version)
    - [Displaying a Prerelease](#displaying-a-prerelease)
  - [Redirects](#redirects)
  - [Browser Support](#browser-support)
  - [Deployment](#deployment)

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## Contributions Welcome!

If you find a typo or you feel like you can improve the HTML, CSS, or JavaScript, we welcome contributions. Feel free to open issues or pull requests like any normal GitHub project, and we'll merge it in 🚀

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## Running the Site Locally

The website can be run locally through [node.js](https://nodejs.org). It works with any supported version. Node.js [can be installed quickly and easily via universal binary](https://nodejs.org).

The first time you are running the site, you will need to run the command `npm install` to install dependencies. Any time after this, `npm start` can be used to run the site locally. It can be seen at `http://localhost:3000`. As you change content, the website will automatically reload to show the latest content.

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## Editing Markdown Content

Documentation content is written in [Markdown](https://www.markdownguide.org/cheat-sheet/) and you'll find all files listed under the `/content` directory.

To create a new page with Markdown, create a file ending in `.mdx` in a `content/<subdirectory>`. The path in the content directory will be the URL route. For example, `content/docs/hello.mdx` will be served from the `/docs/hello` URL.

This file can be standard Markdown and also supports [YAML frontmatter](https://middlemanapp.com/basics/frontmatter/). YAML frontmatter is optional, there are defaults for all keys.

```yaml
---
title: 'My Title'
description: "A thorough, yet succinct description of the page's contents"
---

```

The significant keys in the YAML frontmatter are:

- `title` `(string)` - This is the title of the page that will be set in the HTML title.
- `description` `(string)` - This is a description of the page that will be set in the HTML description.

> ⚠️ If there is a need for a `/api/*` url on this website, the url will be changed to `/api-docs/*`, as the `api` folder is reserved by next.js.

### Creating New Pages

There is currently a small bug with new page creation - if you create a new page and link it up via subnav data while the server is running, it will report an error saying the page was not found. This can be resolved by restarting the server.

### Markdown Enhancements

There are several custom markdown plugins that are available by default that enhance [standard markdown](https://commonmark.org/) to fit our use cases. This set of plugins introduces a couple instances of custom syntax, and a couple specific pitfalls that are not present by default with markdown, detailed below:

- If you see the symbols `~>`, `->`, `=>`, or `!>`, these represent [custom alerts](https://github.com/hashicorp/remark-plugins/tree/master/plugins/paragraph-custom-alerts#paragraph-custom-alerts). These render as colored boxes to draw the user's attention to some type of aside.
- If you see `@include '/some/path.mdx'`, this is a [markdown include](https://github.com/hashicorp/remark-plugins/tree/master/plugins/include-markdown#include-markdown-plugin). It's worth noting as well that all includes resolve from `website/content/partials` by default, and that changes to partials will not live-reload the website.
- If you see `# Headline ((#slug))`, this is an example of an [anchor link alias](https://github.com/hashicorp/remark-plugins/tree/je.anchor-link-adjustments/plugins/anchor-links#anchor-link-aliases). It adds an extra permalink to a headline for compatibility and is removed from the output.
- Due to [automatically generated permalinks](https://github.com/hashicorp/remark-plugins/tree/je.anchor-link-adjustments/plugins/anchor-links#anchor-links), any text changes to _headlines_ or _list items that begin with inline code_ can and will break existing permalinks. Be very cautious when changing either of these two text items.

  Headlines are fairly self-explanitory, but here's an example of how list items that begin with inline code look.

  ```markdown
  - this is a normal list item
  - `this` is a list item that begins with inline code
  ```

  Its worth noting that _only the inline code at the beginning of the list item_ will cause problems if changed. So if you changed the above markup to...

  ```markdown
  - lsdhfhksdjf
  - `this` jsdhfkdsjhkdsfjh
  ```

  ...while it perhaps would not be an improved user experience, no links would break because of it. The best approach is to **avoid changing headlines and inline code at the start of a list item**. If you must change one of these items, make sure to tag someone from the digital marketing development team on your pull request, they will help to ensure as much compatibility as possible.

### Custom Components

A number of custom [mdx components](https://mdxjs.com/) are available for use within any `.mdx` file. Each one is documented below:

#### Tabs

The `Tabs` component creates tabbed content of any type, but is often used for code examples given in different languages. Here's an example of how it looks from the Vagrant documentation website:

![Tabs Component](https://p176.p0.n0.cdn.getcloudapp.com/items/WnubALZ4/Screen%20Recording%202020-06-11%20at%2006.03%20PM.gif?v=1de81ea720a8cc8ade83ca64fb0b9edd)

It can be used as such within a markdown file:

````mdx
Normal **markdown** content.

<Tabs>
<Tab heading="CLI command">
            <!-- Intentionally skipped line.. -->
```shell-session
$ command ...
```
            <!-- Intentionally skipped line.. -->
</Tab>
<Tab heading="API call using cURL">

```shell-session
$ curl ...
```

</Tab>
</Tabs>


Contined normal markdown content
````

The intentionally skipped line is a limitation of the mdx parser which is being actively worked on. All tabs must have a heading, and there is no limit to the number of tabs, though it is recommended to go for a maximum of three or four.

#### Enterprise Alert

This component provides a standard way to call out functionality as being present only in the enterprise version of the software. It can be presented in two contexts, inline or standalone. Here's an example of standalone usage from the Consul docs website:

![Enterprise Alert Component - Standalone](https://p176.p0.n0.cdn.getcloudapp.com/items/WnubALp8/Screen%20Shot%202020-06-11%20at%206.06.03%20PM.png?v=d1505b90bdcbde6ed664831a885ea5fb)

The standalone component can be used as such in markdown files:

```mdx
# Page Headline

<EnterpriseAlert />

Continued markdown content...
```

It can also receive custom text contents if you need to change the messaging but wish to retain the style. This will replace the text `This feature is available in all versions of Consul Enterprise.` with whatever you add. For example:

```mdx
# Page Headline

<EnterpriseAlert>
  My custom text here, and <a href="#">a link</a>!
</EnterpriseAlert>

Continued markdown content...
```

It's important to note that once you are adding custom content, it must be html and can not be markdown, as demonstrated above with the link.

Now let's look at inline usage, here's an example:

![Enterprise Alert Component - Inline](https://p176.p0.n0.cdn.getcloudapp.com/items/L1upYLEJ/Screen%20Shot%202020-06-11%20at%206.07.50%20PM.png?v=013ba439263de8292befbc851d31dd78)

And here's how it could be used in your markdown document:

```mdx
### Some Enterprise Feature <EnterpriseAlert inline />

Continued markdown content...
```

It's also worth noting that this component will automatically adjust to the correct product colors depending on the context.

#### Other Components

Other custom components can be made available on a per-site basis, the above are the standards. If you have questions about custom components that are not documented here, or have a request for a new custom component, please reach out to @hashicorp/digital-marketing.

### Syntax Highlighting

When using fenced code blocks, the recommendation is to tag the code block with a language so that it can be syntax highlighted. For example:

````
```
// BAD: Code block with no language tag
```

```javascript
// GOOD: Code block with a language tag
```
````

Check out the [supported languages list](https://prismjs.com/#supported-languages) for the syntax highlighter we use if you want to double check the language name.

It is also worth noting specifically that if you are using a code block that is an example of a terminal command, the correct language tag is `shell-session`. For example:

🚫**BAD**: Using `shell`, `sh`, `bash`, or `plaintext` to represent a terminal command

````
```shell
$ terraform apply
```
````

✅**GOOD**: Using `shell-session` to represent a terminal command

````
```shell-session
$ terraform apply
```
````

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## Editing Navigation Sidebars

The structure of the sidebars are controlled by files in the [`/data` directory](data). For example, [this file](data/docs-navigation.js) controls the **docs** sidebar. Within the `data` folder, any file with `-navigation` after it controls the navigation for the given section.

The sidebar uses a simple recursive data structure to represent _files_ and _directories_. A file is represented by a string, and a directory is represented by an object. The sidebar is meant to reflect the structure of the docs within the filesystem while also allowing custom ordering. Let's look at an example. First, here's our example folder structure:

```text
.
├── docs
│   └── directory
│       ├── index.mdx
│       ├── file.mdx
│       ├── another-file.mdx
│       └── nested-directory
│           ├── index.mdx
│           └── nested-file.mdx
```

Here's how this folder structure could be represented as a sidebar navigation, in this example it would be the file `website/data/docs-navigation.js`:

```js
export default {
  category: 'directory',
  content: [
    'file',
    'another-file',
    {
      category: 'nested-directory',
      content: ['nested-file'],
    },
  ],
}
```

- `category` values will be **directory names** within the `content/<section>` directory
- `content` values will be **file names** within their appropriately nested directory

A couple more important notes:

- Within this data structure, ordering does not matter, but hierarchy does. So while you could put `file` and `another-file` in any order, or even leave one or both of them out, you could not decide to un-nest the `nested-directory` object without also un-nesting it in the filesystem.
- The `sidebar_title` frontmatter property on each `mdx` page is responsible for displaying the human-readable page name in the navigation.
- _By default_, every directory/category must have an `index.mdx` file. This file will be automatically added to the navigation as "Overview", and its `sidebar_title` property will set the human-readable name of the entire category.

Below we will discuss a couple of more unusual but still helpful patterns.

### Index-less Categories

Sometimes you may want to include a category but not have a need for an index page for the category. This can be accomplished, but a human-readable category name needs to be set manually, since the category name is normally pulled from the `sidebar_title` property of the index page. Here's an example of how an index-less category might look:

```text
.
├── docs
│   └── indexless-category
│       └── file.mdx
```

```js
// website/data/docs-navigation.js
export default {
  category: 'indexless-category',
  name: 'Indexless Category',
  content: ['file'],
}
```

The addition of the `name` property to a category object is all it takes to be able to skip the index file.

### Custom or External Links

Sometimes you may have a need to include a link that is not directly to a file within the docs hierarchy. This can also be supported using a different pattern. For example:

```js
export default {
  category: 'directory',
  content: [
    'file',
    'another-file',
    { title: 'Tao of HashiCorp', href: 'https://www.hashicorp.com/tao-of-hashicorp' }
    }
  ]
}
```

If the link provided in the `href` property is external, it will display a small icon indicating this. If it's internal, it will appear the same way as any other direct file link.

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## Editing/Enabling the Alert Banner

The data and visibility of the alert banner are controlled by the `alert-banner.js` file in the [`/data` directory](data). The following data can be edited in this file:

- `ALERT_BANNER_ACTIVE`: Determines if the banner is visible (when set to `true`) or not (when set to `false`).
- `tag`: Copy for the bordered text on the left side of the alert.
- `text`: Copy for the center text of the alert.
- `url`: Where the alert links to when clicked.

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## Changing the Release Version

To change the version displayed for download on the website, head over to `data/version.js` and change the number there. It's important to note that the version number must match a version that has been released and is live on `releases.hashicorp.com` -- if it does not, the website will be unable to fetch links to the binaries and will not compile. So this version number should be changed _only after a release_.

### Displaying a Prerelease

If there is a prerelease of any type that should be displayed on the downloads page, this can be done by editing `pages/downloads/index.jsx`. By default, the download component might look something like this:

```jsx
<ProductDownloader
  product="<Product>"
  version={VERSION}
  downloads={downloadData}
  community="/resources"
/>
```

To add a prerelease, an extra `prerelease` property can be added to the component as such:

```jsx
<ProductDownloader
  product="<Product>"
  version={VERSION}
  downloads={downloadData}
  community="/resources"
  prerelease={{
    type: 'release candidate', // the type of prerelease: beta, release candidate, etc.
    name: 'v1.0.0', // the name displayed in text on the website
    version: '1.0.0-rc1', // the actual version tag that was pushed to releases.hashicorp.com
  }}
/>
```

This configuration would display something like the following text on the website, emphasis added to the configurable parameters:

```
A {{ release candidate }} for <Product> {{ v1.0.0 }} is available! The release can be <a href='https://releases.hashicorp.com/<product>/{{ 1.0.0-rc1 }}'>downloaded here</a>.
```

You may customize the parameters in any way you'd like. To remove a prerelease from the website, simply delete the `prerelease` paremeter from the above component.

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## Redirects

This website structures URLs based on the filesystem layout. This means that if a file is moved, removed, or a folder is re-organized, links will break. If a path change is necessary, it can be mitigated using redirects. It's important to note that redirects should only be used to cover for external links -- if you are moving a path which internal links point to, the internal links should also be adjusted to point to the correct page, rather than relying on a redirect.

To add a redirect, head over to the `redirects.js` file - the format is fairly simple - there's a `source` and a `destination` - fill them both in, indicate that it's a permanent redirect or not using the `permanent` key, and that's it. Let's look at an example:

```
{
  source: '/foo',
  destination: '/bar',
  permanent: true
}
```

This redirect rule will send all incoming links to `/foo` to `/bar`. For more details on the redirects file format, [check out the docs on vercel](https://vercel.com/docs/configuration#project/redirects). All redirects will work both locally and in production exactly the same way, so feel free to test and verify your redirects locally. In the past testing redirects has required a preview deployment -- this is no longer the case. Please note however that if you add a redirect while the local server is running, you will need to restart it in order to see the effects of the redirect.

There is still one caveat though: redirects do not apply to client-side navigation. By default, all links in the navigation and docs sidebar will navigate purely on the client side, which makes navigation through the docs significantly faster, especially for those with low-end devices and/or weak internet connections. In the future, we plan to convert all internal links within docs pages to behave this way as well. This means that if there is a link on this website to a given piece of content that has changed locations in some way, we need to also _directly change existing links to the content_. This way, if a user clicks a link that navigates on the client side, or if they hit the url directly and the page renders from the server side, either one will work perfectly.

Let's look at an example. Say you have a page called `/docs/foo` which needs to be moved to `/docs/nested/foo`. Additionally, this is a page that has been around for a while and we know there are links into `/docs/foo.html` left over from our previous website structure. First, we move the page, then adjust the docs sidenav, in `data/docs-navigation.js`. Find the category the page is in, and move it into the appropriate subcategory. Next, we add to `_redirects` as such. The `.html` version is covered automatically.

```js
{ source: '/foo', destination: '/nested/foo', permanent: true }
```

Next, we run a global search for internal links to `/foo`, and make sure to adjust them to be `/nested/foo` - this is to ensure that client-side navigation still works correctly. _Adding a redirect alone is not enough_.

One more example - let's say that content is being moved to an external website. A common example is guides moving to `learn.hashicorp.com`. In this case, we take all the same steps, except that we need to make a different type of change to the `docs-navigation` file. If previously the structure looked like:

```js
{
  category: 'docs',
  content: [
    'foo'
  ]
}
```

If we no longer want the link to be in the side nav, we can simply remove it. If we do still want the link in the side nav, but pointing to an external destnation, we need to slightly change the structure as such:

```js
{
  category: 'docs',
  content: [
    { title: 'Foo Title', href: 'https://learn.hashicorp.com/<product>/foo' }
  ]
}
```

As the majority of items in the side nav are internal links, the structure makes it as easy as possible to represent these links. This alternate syntax is the most concise manner than an external link can be represented. External links can be used anywhere within the docs sidenav.

It's also worth noting that it is possible to do glob-based redirects, for example matching `/docs/*`, and you may see this pattern in the redirects file. This type of redirect is much higher risk and the behavior is a bit more nuanced, so if you need to add a glob redirect, please reach out to the website maintainers and ask about it first.

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## Browser Support

We support the following browsers targeting roughly the versions specified.

| ![Chrome](https://raw.githubusercontent.com/alrra/browser-logos/master/src/chrome/chrome_24x24.png) | ![Firefox](https://raw.githubusercontent.com/alrra/browser-logos/master/src/firefox/firefox_24x24.png) | ![Opera](https://raw.githubusercontent.com/alrra/browser-logos/master/src/opera/opera_24x24.png) | ![Safari](https://raw.githubusercontent.com/alrra/browser-logos/master/src/safari/safari_24x24.png) | ![Internet Explorer](https://raw.githubusercontent.com/alrra/browser-logos/master/src/edge/edge_24x24.png) |
| --------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------ | ------------------------------------------------------------------------------------------------ | --------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------- |
| **Latest**                                                                                          | **Latest**                                                                                             | **Latest**                                                                                       | **Latest**                                                                                          | **11+**                                                                                                    |

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## Deployment

This website is hosted on Vercel and configured to automatically deploy anytime you push code to the `stable-website` branch. Any time a pull request is submitted that changes files within the `website` folder, a deployment preview will appear in the github checks which can be used to validate the way docs changes will look live. Deployments from `stable-website` will look and behave the same way as deployment previews.

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