Skip to content

docs: restructure usage-guides into grouped sections#117

Merged
yabirgb merged 7 commits intorotki:mainfrom
kelsos:feature/usage-guide-restructure
Apr 10, 2026
Merged

docs: restructure usage-guides into grouped sections#117
yabirgb merged 7 commits intorotki:mainfrom
kelsos:feature/usage-guide-restructure

Conversation

@kelsos
Copy link
Copy Markdown
Member

@kelsos kelsos commented Apr 10, 2026

Summary

Large restructure of usage-guides/ into grouped subdirectories that mirror the app navigation, plus new content and theme polish.

Phase 1 — Structural (no content changes)

  • 22 files moved/renamed into 8 subdirectories: portfolio/, history/, tax-accounting/, data-management/, integrations/, settings/, utilities/, advanced/
  • 3 files split into 9 focused pages (accounts-and-balances.md → 2, api-keys.md → 2, customization.md → 5)
  • 3 tiny utility pages merged into utilities/index.md
  • Local Vite plugin .vitepress/plugins/redirects.ts generates redirect HTML files at build time (with <meta refresh>, canonical link, and JS anchor-aware routing for split pages) — replaces manual stub files
  • Sidebar reorganized with grouped collapsible sections
  • Landing page improved with a new NavCards component; disclaimer moved to bottom
  • Added description frontmatter to 49 content pages for richer llms.txt index
  • ~76 internal cross-references updated
  • Normalized stale .html# link format across 7 files

Phase 2 — New content & gap fixes

  • New Dashboard page (portfolio/dashboard.md) with 2 webp screenshots, cross-checked against the Vue source
  • Quick Start Guide (quick-start.md) — 7-step walkthrough from install to first PnL report, reusing existing screenshots
  • Cross-checked all existing docs against the frontend source; added missing content:
    • Lido CSM staking section
    • Crypto.com (experimental), Coinbase Prime exchanges; removed dead Coinbase Pro
    • 6 external services: Blockscout, Helius, CryptoCompare, Beaconchain, OpenSea, Alchemy
    • Solana Event and Solana Swap Event types; updated EVM chain list
    • Missing settings across accounting, general, interface, account, and blockchain pages
    • Missing Mappings section in asset management
    • OKX region selector documentation
    • Replaced hardcoded airdrops list with dynamic note linking to rotki/data

Theme polish

  • Refined colors (brighter indigo in dark mode), Inter + JetBrains Mono fonts
  • Rounded corners on code blocks, tables, custom blocks
  • Subtle hover effects on images and links
  • Cleaner link styling, no underline by default

Follow-up (separate PRs to rotki/rotki)

  • Update external-links.ts in the frontend to point to new doc URLs
  • Update the auto-generation script targeting event-types.md to use the new tax-accounting/event-types path
  • Once both merge, the redirect stubs can eventually be removed

Test plan

  • pnpm build passes with 0 dead links
  • pnpm lint clean
  • Redirect HTML files generated for all old paths (verified historical-events.html, api-keys.html, etc.)
  • Anchor-aware redirects route correctly based on window.location.hash
  • 0 redirect stubs leak into llms-full.txt output
  • Cross-referenced with frontend source for accuracy
  • Manual check of all sidebar links on deploy preview
  • Verify all app-linked URLs (from external-links.ts) redirect correctly

kelsos added 6 commits April 10, 2026 11:33
Reorganize the flat usage-guides directory into 8 grouped subdirectories
mirroring the app navigation: portfolio, history, tax-accounting,
data-management, integrations, settings, utilities, and advanced.

- Move/rename 22 files into subdirectories
- Split accounts-and-balances.md, api-keys.md, customization.md into
  9 focused pages
- Merge tiny utility pages (search, notes, background-tasks) into one
- Add local Vite redirects plugin to generate redirect HTML at build
  time for all old URLs (with anchor-aware routing for split pages)
- Update sidebar with grouped collapsible sections
- Rename "Introduction" to "Getting Started"
- Group Staking and Statistics under "Tracking"
- Improve landing page with NavCards component and move disclaimer below
- Add description frontmatter to all 49 content pages for llms.txt
- Update ~76 internal cross-references across the docs tree
- Fix dead links in premium/devices.md
- Exclude redirect paths from vitepress-plugin-llms output
Refresh the default VitePress theme with modern styling: refined dark
mode colors, Inter/JetBrains Mono fonts, polished code blocks, rounded
corners on containers and tables, subtle hover effects on images, and
cleaner link styling. Add NavCards component for the landing page
navigation grid. Remove backdrop blur on nav to avoid rendering issues.
Add comprehensive dashboard documentation with screenshots covering
total balance, net value graph, balance summary, assets table,
liquidity pools, liabilities, and NFT balances.

Fix documentation gaps found by cross-checking with frontend source:
- Add Lido CSM staking section
- Add Crypto.com, Coinbase Prime exchanges; remove dead Coinbase Pro
- Add 6 missing external services (Blockscout, Helius, etc.)
- Add Solana Event and Solana Swap Event types
- Add missing settings across all settings pages
- Add missing mappings section to asset management
- Update airdrops to reference rotki/data repo dynamically
- Add OKX region selector documentation
Add a step-by-step Quick Start Guide walking new users through install,
account creation, adding blockchain/exchange accounts, optimizing with
RPC nodes and indexer API keys, viewing the dashboard, reviewing history,
and generating a PnL report. Reuses 6 existing screenshots.
Drop .html extensions from internal anchor links across faq, premium,
contribution-guides, requirement-and-installation, and usage-guides
settings/advanced pages for consistency with the restructured docs.
Wire up the vitepress-plugin-llms CopyOrDownloadAsMarkdownButtons
component so each page shows a dropdown with Copy page, View as
Markdown, Open in ChatGPT/Claude, and a Download button.
@kelsos kelsos force-pushed the feature/usage-guide-restructure branch from 3aca2ec to 1cabb2a Compare April 10, 2026 09:33
The rotki Premium activation section was off-topic in Exchange API Keys
(which is about connecting centralized exchanges). Remove it and route
the old /usage-guides/api-keys#rotki-premium anchor to /premium/api-keys
via the redirect plugin.
Copy link
Copy Markdown
Member

@yabirgb yabirgb left a comment

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

lgtm

@yabirgb yabirgb merged commit 95dc7ed into rotki:main Apr 10, 2026
5 checks passed
@kelsos kelsos deleted the feature/usage-guide-restructure branch April 10, 2026 10:33
kelsos added a commit to kelsos/rotki that referenced this pull request Apr 10, 2026
The docs restructure (rotki/docs#117) moved event-types.md under
the new tax-accounting/ subdirectory. Update the sync check workflow
to point at the new location.
kelsos added a commit to kelsos/rotki that referenced this pull request Apr 10, 2026
The rotki/docs usage-guides pages were moved into grouped subdirectories
(rotki/docs#117). Update the in-app deep links so users land directly
on the new pages instead of bouncing through redirect stubs. Also drop
a stale .html extension from the language contribution link.
kelsos added a commit to rotki/rotki that referenced this pull request Apr 10, 2026
The docs restructure (rotki/docs#117) moved event-types.md under
the new tax-accounting/ subdirectory. Update the sync check workflow
to point at the new location.
kelsos added a commit to rotki/rotki that referenced this pull request Apr 10, 2026
The rotki/docs usage-guides pages were moved into grouped subdirectories
(rotki/docs#117). Update the in-app deep links so users land directly
on the new pages instead of bouncing through redirect stubs. Also drop
a stale .html extension from the language contribution link.
Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment

Labels

None yet

Projects

None yet

Development

Successfully merging this pull request may close these issues.

2 participants