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Reorganize documentation and expand setup/configuration guidance - #49

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thebuilder merged 9 commits into
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claude/improve-documentation-h80quw
Aug 6, 2026
Merged

Reorganize documentation and expand setup/configuration guidance#49
thebuilder merged 9 commits into
mainfrom
claude/improve-documentation-h80quw

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Summary

This PR significantly reorganizes and expands the README and documentation to provide clearer setup instructions, detailed configuration guidance, and better-structured reference material. The changes move documentation from a single reference link to comprehensive inline guides while maintaining the external documentation site as a deeper resource.

Key Changes

  • README restructuring: Moved the documentation link from the top and replaced it with expanded inline setup instructions, including step-by-step connection setup and permission configuration
  • New CONTRIBUTING.md: Added comprehensive contributor guide covering repository layout, prerequisites, local development workflow (building the client, running the sample site, running tests), and submission process
  • Configuration documentation: Added detailed "Configure a credential" section with provider-specific setup instructions for both Vercel and Plausible, including environment variable examples and per-connection credential override guidance
  • Configuration reference: Added new "Configuration" section documenting all tunables (Enabled, DefaultRangeDays, CacheDuration, Connections, EnableMockConnections) with a reference table and explanation of configuration precedence
  • New "Understanding your reports" guide: Added comprehensive apps/docs/docs/guides/reports.mdx documenting dashboard controls, metrics, breakdowns, events, feature flags, filtering, and drill-down capabilities
  • Documentation reorganization: Restructured the README's documentation section to link to specific guides (Quickstart, Understanding your reports, Document analytics, Configuration reference, Troubleshooting) rather than a generic documentation link
  • Troubleshooting improvements: Reorganized troubleshooting guide to separate general connection issues from provider-specific issues (Vercel and Plausible sections)
  • Updated guides metadata: Added the new "reports" guide to the guides navigation order

Notable Details

  • Configuration guidance emphasizes security best practices (environment variables, user secrets, hosting platform secret stores) and the importance of restarting application instances
  • The new reports guide includes visual references to screenshots and explains provider capability differences (e.g., Vercel feature flags vs. Plausible UTM support)
  • Contributing guide provides clear development workflow with separate commands for client building, sample site execution, and test running
  • All changes maintain consistency with the existing documentation structure and tone

https://claude.ai/code/session_018Djq2PSepUad9EnobYK3TM

claude added 6 commits August 5, 2026 21:34
README: document the repository layout and a full local-development
workflow (prerequisites, building the backoffice client, running the
sample site with mock connections, tests, and the docs site), and note
that a plain sample build does not rebuild the client. Also surface the
key documentation pages up front.

Docs site: add a "Understanding your reports" guide describing the
dashboard controls, metrics and comparison, breakdowns, events,
feature flags, filtering/drill-downs, and document-scoped reports, and
link it from the overview and guides navigation.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_018Djq2PSepUad9EnobYK3TM
Extract the repository layout, local-development setup, and contributing
workflow from the README into a dedicated CONTRIBUTING.md, which GitHub
surfaces automatically in the contribution UI. The README keeps the
consumer-facing install and provider content (it is also the NuGet
package readme) and links to CONTRIBUTING.md.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_018Djq2PSepUad9EnobYK3TM
Bring the provider credential key names, configuration precedence, the
package settings table, and a configuration-only connection example
into the README so it stands on its own, while keeping a short set of
links to the documentation site for the fuller detail.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_018Djq2PSepUad9EnobYK3TM
…uide

Replace em and en dashes with colons, periods, or parentheses so the
documentation uses plain ASCII punctuation.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_018Djq2PSepUad9EnobYK3TM
Slim the package-settings table to the real tunables (the provider
credential keys are already covered under "Configure a credential"),
replace the configuration-only JSON bootstrap with a pointer to the
docs, and add two clarifications developers ask for: the site must
already collect analytics, and non-admin editors need the Analytics
section granted to their user group.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_018Djq2PSepUad9EnobYK3TM
Restructure the troubleshooting connection section into an "any
connection" table plus Vercel and Plausible subsections, and point the
provider reference pages at those anchors instead of repeating the
error interpretations. Link the reports guide from the quickstart's
next steps, correct the report list on the overview (no "routes" card),
remove a redundant permissions line in the document analytics guide,
and drop a stray em dash from the quickstart.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_018Djq2PSepUad9EnobYK3TM
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Point the Vercel and Plausible entries in the providers table at the
documentation site's provider pages, which in turn link out to the
upstream provider docs.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_018Djq2PSepUad9EnobYK3TM
The "Settings screen is the normal way to manage connections" line
repeats what the lifecycle section already conveys, so the page now
opens directly with configuration precedence.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_018Djq2PSepUad9EnobYK3TM
@thebuilder
thebuilder merged commit f3753de into main Aug 6, 2026
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@thebuilder
thebuilder deleted the claude/improve-documentation-h80quw branch August 6, 2026 10:19
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2 participants