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docs: 📝 add callout block about post-creation setup
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@@ -4,30 +4,31 @@ title: "Guide"
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## Using
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This template uses [Copier](https://copier.readthedocs.io/) to create a folder
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with relevant files for a rostools-structured workshop. We use
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[uv](https://docs.astral.sh/uv) to run the commands, so you'll need to install
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that first. After that, creating a new workshop project folder can be done with:
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This template uses [Copier](https://copier.readthedocs.io/) to create a
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folder with relevant files for a rostools-structured workshop. We use
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[uv](https://docs.astral.sh/uv) to run the commands, so you'll need to
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install that first. After that, creating a new workshop project folder
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can be done with:
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```bash
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``` bash
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uvx copier copy gh:{{< meta gh.org >}}/{{< meta gh.repo >}} WORKSHOP-NAME
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```
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Where `WORKSHOP-NAME` is the name of the folder you want to create. This will
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copy the template files into that folder, and you can then edit them as needed.
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When you use it, it will ask you a series of questions to correctly set up the
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workshop folder.
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Where `WORKSHOP-NAME` is the name of the folder you want to create. This
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will copy the template files into that folder, and you can then edit
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them as needed. When you use it, it will ask you a series of questions
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to correctly set up the workshop folder.
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This guide provides an overview of how to use this template for creating
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a new workshop repository. It includes instructions for using the template and
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post-creation tasks.
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a new workshop repository. It includes instructions for using the
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template and post-creation tasks.
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## Installing
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In order to use this template, you need to install a few programs:
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- [Python](https://www.python.org/): Required by the template tool itself
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(copier).
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- [Python](https://www.python.org/): Required by the template tool
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itself (copier).
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- [Git](https://git-scm.com/): For version control and setting up Git
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to track the newly created data package.
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- [copier](https://copier.readthedocs.io/en/stable/#quick-start): The
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## Creating a new workshop repository
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You can use this template to create a new workshop repository with a standard
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set of files and folders, as well as all the features and configurations
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to make it easier to build and develop your workshop more smoothly and
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effectively. First, open a Terminal and move into the directory where
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you want to create the new workshop repository. Then run the following command:
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You can use this template to create a new workshop repository with a
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standard set of files and folders, as well as all the features and
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configurations to make it easier to build and develop your workshop more
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smoothly and effectively. First, open a Terminal and move into the
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directory where you want to create the new workshop repository. Then run
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the following command:
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``` bash
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# Copy into the current directory, which is the "."
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## Applying the template to an existing workshop repository
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If you want to use this template on an existing workshop repository, you can
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use the `copy` command of `copier` just like above to apply the template
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to the existing workshop repository. This will add all the template's files and
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configurations to the existing workshop repository.
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If you want to use this template on an existing workshop repository, you
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can use the `copy` command of `copier` just like above to apply the
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template to the existing workshop repository. This will add all the
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template's files and configurations to the existing workshop repository.
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``` bash
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uvx copier copy --trust gh:{{< meta gh.org >}}/{{< meta gh.repo >}} .
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```
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It will go through a series of prompts, as in the case of creating a new
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workshop repository, including asking if you want to overwrite existing files.
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workshop repository, including asking if you want to overwrite existing
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files.
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::: callout-note
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To use the `copy` command, the workshop repository needs to be tracked by Git
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and in a clean state (no changes).
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To use the `copy` command, the workshop repository needs to be tracked
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by Git and in a clean state (no changes).
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:::
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## Applying the latest template changes
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There are two ways to update an existing workshop repository with the latest
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changes from the template: `update` and `recopy`.
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There are two ways to update an existing workshop repository with the
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latest changes from the template: `update` and `recopy`.
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Use `update` to apply template updates to your project without
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overwriting local changes. `update` will compare the version of the
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template you used when you first copied the template with the current
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version of the template, and then apply the changes that are different.
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This also means it won't overwrite any changes you made to files in your
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current workshop repository, for example, if you deleted a file that was in the
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template, it won't be copied back.
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current workshop repository, for example, if you deleted a file that was
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in the template, it won't be copied back.
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Use `recopy` if you want to reapply the template from scratch, which
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will overwrite any changes you made to the files that were copied from
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the template. This is useful if you want to reset the workshop repository to
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the state of the template. For example, if you deleted a file but want
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it back from the template or are simply curious to see if there are any
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new changes that you might want to use.
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the template. This is useful if you want to reset the workshop
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repository to the state of the template. For example, if you deleted a
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file but want it back from the template or are simply curious to see if
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there are any new changes that you might want to use.
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In both cases, the commands are very similar and also use many of the
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same options as the `copy` command. If you want to use the same answers
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uvx copier recopy --trust --defaults
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```
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As with the `copy` command, the workshop repository needs to be tracked by Git
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and must be in a clean state (no changes) for the `update` and `recopy`
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commands to work.
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As with the `copy` command, the workshop repository needs to be tracked
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by Git and must be in a clean state (no changes) for the `update` and
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`recopy` commands to work.
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## Post-creation setup
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These steps are mainly for us in rostools to set up the
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repository with the settings we use, but you can follow them if you want
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to set up your workshop in a similar way. They are also included in
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a message after you've copied the template.
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::: callout-important
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These setup steps are for rostools workshops and are included here so
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that we don't forget what to do when making a workshop from this
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template. They don't really make sense for others to follow and are
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maybe a bit vague in how to do them. Try at your own risk! :zany:
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:::
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These steps are mainly for us in rostools to set up the repository with
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the settings we use, but you can follow them if you want to set up your
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workshop in a similar way. They are also included in a message after
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you've copied the template.
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After copying the template, while in the directory of the new workshop
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repository, run the following:
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```
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This sets up the pre-commit hooks to run standard checks on your
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repository whenever you commit files to the history.
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Next, install [`spaid`](https://github.com/seedcase-project/spaid) and
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use the following commands to run the next setup steps:
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repository whenever you commit files to the history. Next, install
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[`spaid`](https://github.com/seedcase-project/spaid) and use the
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following commands to run the next setup steps:
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``` bash
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spaid_gh_create_repo_from_local -h
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purposes and easier administration when managing multiple repositories.
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The [security
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section](https://guidebook.seedcase-project.org/operations/security#using-github-apps-to-generate-tokens)
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in the Seedcase Project's [Guidebook](https://guidebook.seedcase-project.org/) provides
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in the Seedcase Project's
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[Guidebook](https://guidebook.seedcase-project.org/) provides
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instructions on how to set up GitHub Apps, secrets, and variables.
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Ideally the secrets and variables should be set up in the organization
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settings. The specific workflows in this template that require this
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GitHub App, along with the `ADD_TO_BOARD_TOKEN` secret and the
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`ADD_TO_BOARD_APP_ID` variable of the GitHub Apps' ID.
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Since the workshop websites are hosted on [Netlify](https://www.netlify.com/),
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you will also need to connect the GitHub repository to Netlify as well as adding
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a `NETLIFY_AUTH_TOKEN` secret to the GitHub repository (or ideally at the
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organization level).
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Since the workshop websites are hosted on
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[Netlify](https://www.netlify.com/), you will also need to connect the
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GitHub repository to Netlify as well as adding a `NETLIFY_AUTH_TOKEN`
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secret to the GitHub repository (or ideally at the organization level).

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