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Added README.md, and unified deployment to both Preview and Production CF environments. #49906

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Sep 30, 2024
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56 changes: 36 additions & 20 deletions .github/workflows/deployNewHelp.yml
Original file line number Diff line number Diff line change
@@ -1,15 +1,17 @@
name: Deploy New Help Site

on:
# Run on any push to main that has changes to the help directory
# TEST: Verify Cloudflare picks this up even if not run when merged to main
# push:
# branches:
# - main
# paths:
# - 'help/**'
# Run on any push to main that has changes to the help directory. This will cause this
# to deploy the latest code to newhelp.expensify.com
push:
branches:
- main
paths:
- 'help/**'

# Run on any pull request (except PRs against staging or production) that has changes to the help directory
# Run on any pull request (except PRs against staging or production) that has
# changes to the help directory. This will cause it to deploy this unmerged branch to
# a Cloudflare "preview" environment
pull_request:
types: [opened, synchronize]
branches-ignore: [staging, production]
Expand All @@ -27,10 +29,17 @@ concurrency:
jobs:
build:
env:
# Open source contributors do not have write access to the Expensify/App repo,
# so must submit PRs from forks. This variable detects if the PR is coming
# from a fork, and thus is from an outside contributor.
IS_PR_FROM_FORK: ${{ github.event_name == 'pull_request' && github.event.pull_request.head.repo.fork }}

# Set up a clean Ubuntu build environment
runs-on: ubuntu-latest

steps:
# We start by checking out the entire repo into a clean build environment within
# the Github Action
- name: Checkout code
uses: actions/checkout@v4

Expand All @@ -41,34 +50,41 @@ jobs:
bundler-cache: true
working-directory: ./help

# Manually run Jekyll, bypassing Github Pages
- name: Build Jekyll site
run: bundle exec jekyll build --source ./ --destination ./_site
working-directory: ./help # Ensure Jekyll is building the site in /help

# This will copy the contents of /help/_site to Cloudflare. The pages-action will
# evaluate the current branch to determine into which CF environment to deploy:
# - If you are on 'main', it will deploy to 'production' in Cloudflare
# - Otherwise it will deploy to a 'preview' environment made for this branch
- name: Deploy to Cloudflare Pages
uses: cloudflare/pages-action@v1
id: deploy
if: env.IS_PR_FROM_FORK != 'true'
id: cloudflarePagesAction
if: ${{ env.IS_PR_FROM_FORK != 'true' }}
with:
apiToken: ${{ secrets.CLOUDFLARE_PAGES_TOKEN }}
accountId: ${{ secrets.CLOUDFLARE_ACCOUNT_ID }}
projectName: newhelp
directory: ./help/_site # Deploy the built site

# After deploying to Cloudflare, share wherever it deployed to in the PR comment.
- name: Leave a comment on the PR
uses: actions-cool/[email protected]
if: ${{ env.IS_PR_FROM_FORK != 'true' }}
with:
token: ${{ github.token }}
body: ${{ format('Your New Help changes have been deployed to {0} :zap:️', steps.cloudflarePagesAction.outputs.alias) }}

# Use the Cloudflare CLI...
- name: Setup Cloudflare CLI
if: env.IS_PR_FROM_FORK != 'true'
if: ${{ env.IS_PR_FROM_FORK != 'true' }}
run: pip3 install cloudflare==2.19.0

# ... to purge the cache, such that all users will see the latest content.
- name: Purge Cloudflare cache
if: env.IS_PR_FROM_FORK != 'true'
if: ${{ env.IS_PR_FROM_FORK != 'true' }}
run: /home/runner/.local/bin/cli4 --verbose --delete hosts=["newhelp.expensify.com"] /zones/:9ee042e6cfc7fd45e74aa7d2f78d617b/purge_cache
env:
CF_API_KEY: ${{ secrets.CLOUDFLARE_TOKEN }}

- name: Leave a comment on the PR
uses: actions-cool/[email protected]
if: ${{ github.event_name == 'pull_request' && env.IS_PR_FROM_FORK != 'true' }}
with:
token: ${{ github.token }}
body: ${{ format('A preview of your New Help changes have been deployed to {0} :zap:️', steps.deploy.outputs.alias) }}

48 changes: 48 additions & 0 deletions help/README.md
Original file line number Diff line number Diff line change
@@ -0,0 +1,48 @@
# Welcome to New Help!
Here are some instructions on how to get started with New Help...

## How to contribute
Expensify is an open source app, with its public Github repo hosted at https://github.com/Expensify/App. The newhelp.expensify.com website is a part of that same open source project. You can contribute to this helpsite in one of two ways:

### The hard way: local dev environment
If you are a developer comfortable working on the command line, you can edit these files as follows:

1. Fork https://github.com/Expensify/App repo
* `...tbd...`
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Are you going to fill this before merging?

2. Install Homebrew: https://brew.sh/
3. Install `rbenv` using brew:
* `brew install rbenv`
4. Install ruby v3.3.4 using
* `rbenv install 3.3.4`
5. Set the your default ruby version using
* `rbenv global 3.3.4`
6. Install Jekyll and bundler gem
* `cd help`
* `gem install jekyll bundler`
7. Create a branch for your changes
8. Make your changes
9. Locally build and test your changes:
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I think you're missing a step before 9 to run bundle install which installs the gems from the Gemfile via bundler.

* `bundle exec jekyll build`
10. Push your changes

### The easy way: edit on Github
If you don't want to set up your own local dev environment, feel free to just edit the help materials directly from Github:

1. ... give instructions here ...
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Same question here, are you going to fill this?


## How to add a page
The current design of NewHelp.expensify.com is only to have a very small handful pages (one for each "product"), each of which is a markdown file stored in `/help` using the `product` template (defined in `/help/_layouts/product.html`). Accordingly, it's very unlikely you'll be adding a new page.

The goal is to use a system named Jekyll to do the heavy lifting of not just converting that Markdown into HTML, but also allowing for deep linking of the headers, auto-linking mentions of those titles elsewhere, and a ton more. So, just write a basic Markdown file, and it should handle the rest.

## How to preview the site online
Every PR pushed by an authorized Expensify employee or representative will automatically trigger a "build" of the site using a Github Action. This will [follow these steps](../.github/workflows/deployNewHelp.yml) to:
1. Start a new Ubuntu server
2. Check out the repo
3. Install Ruby and Jekyll
4. Build the entire site using Jekyll
5. Create a "preview" of the newly built site in Cloudflare
6. Record a link to that preview in the PR.

## How to deploy the site for real
Whenever a PR that touches the `/help` directory is merged, it will re-run the build just like before. However, it will detect that this build is being run from the `main` branch, and thus push the changes to the `production` Cloudflare environment -- meaning, it will replace the contents hosted at https://newhelp.expensify.com
3 changes: 3 additions & 0 deletions help/_config.yml
Original file line number Diff line number Diff line change
Expand Up @@ -5,3 +5,6 @@ url: https://newhelp.expensify.com
twitter_username: expensify
github_username: expensify

# Ignore what's only used for the Github repo
exclude:
- README.md
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