Files
bookhoard/SCREENSHOT_AUTOMATION.md
john-okeefe 4d321528b2 docs: update comprehensive API documentation and project guides
This commit updates all documentation files throughout the project:

- Updated IMPLEMENTATION_PLAN.md with new implementation details
- Updated PROJECT_GUIDELINES.md with coding standards and practices
- Updated README.md with current project information
- Updated SCREENSHOT_AUTOMATION.md with new automation details
- Added TEST_DATA.md with test fixtures data
- Updated cover_image_serving_plan.md with static URL patterns

Documentation API updates:
- Updated API reference documentation for all endpoints including:
  - Authentication (login, logout, register, refresh_token)
  - Book matching (auto_link, bulk_link, link_book, search)
  - Collections (CRUD operations, shelf mappings, auto-assign rules)
  - Conflicts (bulk operations, resolve/dismiss)
  - Devices (registration, approval, shelf management)
  - Highlights (create, update, delete, get)
  - Kobo sync (bookmark, markup, initialization, sync)
  - KOReader sync (library, metadata, bookmarks, progress)
  - Libraries (CRUD, folders, media items, stats)
  - Media items (bulk operations, CRUD)
  - Notes (CRUD operations)
  - OPDS (acquisition, feeds, publication)
  - Progress (reading progress tracking)
  - Queue (device queue management)
  - Ratings (star ratings)
  - Scanner (watch mode, scan operations)
  - Sync protocols (Kobo, KOReader)
  - Users (profile, password, admin operations)
  - WebSocket protocols

- Updated user guides (admin, dashboard, settings, sync)
- Updated device setup guides (Kobo, KOReader)
- Updated developer guides (testing, contributing, operations)
- Updated scripts/README.md
2026-02-27 17:06:22 -05:00

853 lines
25 KiB
Markdown

# Screenshot Automation Plan for Bookhoard Documentation
> **Status**: Ready to implement when frontend is complete
> **Last Updated**: 2026-02-03
This document outlines the complete plan for automatically generating screenshots for Bookhoard documentation using Playwright.
## Overview
Playwright will be used to:
1. Navigate the running Bookhoard server
2. Perform key user/admin workflows
3. Capture screenshots at each step
4. Save to `docs/images/` organized by documentation section
5. Generate/update markdown files with proper image references
## Prerequisites (To Verify When Ready)
### Frontend Pages Complete
Verify these pages are fully functional before starting:
- [ ] `/` - Login page
- [ ] `/register` - Registration page
- [ ] `/dashboard` - Main dashboard with library browsing
- [ ] `/collections` - Collections management
- [ ] `/devices` - Device management and registration
- [ ] `/conflicts` - Sync conflict resolution
- [ ] `/progress` - Reading progress tracking
- [ ] `/analytics` - Usage analytics
- [ ] `/queue` - Sync queue monitoring
- [ ] `/admin` - Admin dashboard
- [ ] `/admin/profile` - Profile settings
- [ ] `/admin/library` - Library management
- [ ] `/api-explorer` - API testing interface
### Test Environment Ready
- [ ] Bookhoard server running on `http://localhost:8765`
- [ ] Test database seeded with sample data (books, collections, devices)
- [ ] Test admin account ready (username, password, role=admin)
- [ ] Test regular user account ready (username, password, role=user)
## Installation & Setup
```bash
# Install Playwright (run in project root)
npm init -y
npm install -D @playwright/test
npx playwright install chromium
```
Project structure after setup:
```
bookhoard/
├── docs/
│ ├── images/ # Screenshots will be stored here
│ │ ├── user/
│ │ ├── admin/
│ │ ├── devices/
│ │ └── sync/
│ └── *.md # Existing markdown files
├── screenshots/ # Playwright test files
│ ├── auth.spec.ts
│ ├── user-workflows.spec.ts
│ ├── admin-workflows.spec.ts
│ ├── device-workflows.spec.ts
│ ├── sync-workflows.spec.ts
│ └── config.ts
├── .env.screenshots # Environment configuration
└── ...
```
## Environment Setup
Create `.env.screenshots` in the project root:
```env
# Bookhoard Server
BASE_URL=http://localhost:8765
# Admin Account (for admin guide screenshots)
ADMIN_EMAIL=admin@example.com
ADMIN_USERNAME=admin
ADMIN_PASSWORD=SecureAdminPass123!
# Regular User Account (for user guide screenshots)
USER_EMAIL=user@example.com
USER_USERNAME=user
USER_PASSWORD=SecureUserPass456!
```
## Questions to Ask When Ready
Before running the screenshot automation, ask the user:
### 1. Server Access
**Q**: Where is the Bookhoard server running?
- [ ] `localhost:8765` (default)
- [ ] Custom port: `________`
- [ ] Remote URL: `________`
### 2. Test Credentials
**Q**: What credentials should Playwright use?
**Admin Account** (for admin guide screenshots):
- Username: `________`
- Password: `________`
**Regular User Account** (for user guide screenshots):
- Username: `________`
- Password: `________`
### 3. Screenshot Format
**Q**: What format for screenshots?
- [ ] **WebP** (recommended - modern, good compression)
- [ ] PNG (highest quality, larger files)
- [ ] JPEG (smaller files, compression artifacts)
### 4. Screenshot Dimensions
**Q**: What viewport sizes for screenshots?
- [ ] **Desktop**: 1920x1080 (full-width screenshots)
- [ ] **Tablet**: 768x1024 (responsive documentation)
- [ ] **Mobile**: 375x667 (mobile documentation)
- [ ] All three sizes (comprehensive coverage)
### 5. Theme
**Q**: What theme should screenshots use?
- [ ] **Default** (Tokyo Night theme as seen in templates)
- [ ] Light theme (if implemented)
- [ ] Multiple themes (document theme switching)
### 6. Language
**Q**: What language/region for the UI?
- [ ] **English** (default)
- [ ] Other: `________`
## Screenshot Plan by Documentation Section
### 1. User Guide Screenshots
**File**: `docs/user/user-guide.md`
**Screenshots Needed**:
| Screenshot Name | Description | Page/Action |
| ------------------------- | ---------------------------------- | --------------------------------------- |
| `login-page.webp` | Login form with filled credentials | `/` - Login page |
| `dashboard-overview.webp` | Main dashboard showing libraries | `/dashboard` |
| `library-grid.webp` | Media items grid view | `/dashboard` → Click library |
| `book-detail.webp` | Book detail view with metadata | `/dashboard` → Click book |
| `search-results.webp` | Search in action | `/dashboard` → Type in search |
| `filter-panel.webp` | Filter options expanded | `/dashboard` → Open filters |
| `collections-list.webp` | Collections grid view | `/collections` |
| `create-collection.webp` | New collection modal | `/collections` → Click "New Collection" |
| `reading-progress.webp` | Progress tracking view | `/progress` |
| `analytics-view.webp` | User analytics dashboard | `/analytics` |
**Estimated Screenshots**: ~10
### 2. Admin Guide Screenshots
**File**: `docs/user/admin-guide.md`
**Screenshots Needed**:
| Screenshot Name | Description | Page/Action |
| ------------------------ | ------------------------- | -------------------------------------- |
| `admin-dashboard.webp` | Admin overview panel | `/admin` |
| `user-management.webp` | User list with actions | `/admin` → Users section |
| `add-user.webp` | Add new user form | `/admin` → Click "Add User" |
| `library-settings.webp` | Library configuration | `/admin/library` |
| `add-library.webp` | Create new library form | `/admin/library` → Click "Add Library" |
| `analytics-admin.webp` | Admin analytics view | `/analytics` (admin view) |
| `sync-queue.webp` | Sync queue monitoring | `/queue` |
| `theme-settings.webp` | Theme selection interface | `/admin/profile` → Theme section |
| `user-profile-edit.webp` | Edit user profile | `/admin/profile` |
**Estimated Screenshots**: ~9
### 3. Device Setup Screenshots
**File**: `docs/user/devices/kobo-setup.md` and `koreader-setup.md`
**Screenshots Needed**:
| Screenshot Name | Description | Page/Action |
| --------------------------- | --------------------------------- | ----------------------------------- |
| `device-list.webp` | Device management page | `/devices` |
| `add-device-modal.webp` | Add new device modal | `/devices` → Click "Add New Device" |
| `device-form-kobo.webp` | Kobo device registration form | `/devices` → Select Kobo type |
| `device-form-koreader.webp` | KOReader device registration form | `/devices` → Select KOReader type |
| `device-qr-code.webp` | QR code for device approval | After device registration |
| `device-approved.webp` | Device approved confirmation | After approving device |
| `device-sync-settings.webp` | Sync configuration for device | `/devices` → Click device settings |
| `shelf-mapping.webp` | Collection to shelf mapping | `/devices` → Click shelf mapping |
| `sync-queue-item.webp` | Device sync in queue | `/queue` (device specific) |
**Estimated Screenshots**: ~9
### 4. Sync Guide Screenshots
**File**: `docs/user/sync-guide.md`
**Screenshots Needed**:
| Screenshot Name | Description | Page/Action |
| -------------------------- | ------------------------- | ------------------------------ |
| `sync-conflicts.webp` | Conflicts list view | `/conflicts` |
| `conflict-resolution.webp` | Resolve conflict dialog | `/conflicts` → Click resolve |
| `unlinked-books.webp` | Unlinked books list | `/unlinked-books` |
| `book-linking.webp` | Link book to metadata | `/unlinked-books` → Click link |
| `sync-success.webp` | Successful sync indicator | Any page after sync |
**Estimated Screenshots**: ~5
### 5. Settings Guide Screenshots
**File**: `docs/user/settings-guide.md`
**Screenshots Needed**:
| Screenshot Name | Description | Page/Action |
| ----------------------- | ------------------------ | --------------------------------- |
| `profile-overview.webp` | Profile settings page | `/admin/profile` |
| `update-username.webp` | Username change form | `/admin/profile` |
| `update-email.webp` | Email change form | `/admin/profile` |
| `change-password.webp` | Password change form | `/admin/profile` |
| `theme-selector.webp` | Theme selection dropdown | `/admin/profile` (if implemented) |
**Estimated Screenshots**: ~5
## Playwright Test Files
### `screenshots/config.ts` - Playwright Configuration
```typescript
import { defineConfig, devices } from "@playwright/test";
export default defineConfig({
testDir: "./",
fullyParallel: false,
retries: 1,
reporter: "list",
use: {
baseURL: process.env.BASE_URL || "http://localhost:8765",
trace: "on-first-retry",
screenshot: "only-on-failure",
},
projects: [
{
name: "chromium-desktop",
use: {
...devices["Desktop Chrome"],
viewport: { width: 1920, height: 1080 },
},
},
],
});
```
### `screenshots/auth.spec.ts` - Authentication Screenshots
```typescript
import { test, expect } from "@playwright/test";
test.describe("Authentication Screenshots", () => {
test("Login page", async ({ page }) => {
await page.goto("/");
await page.screenshot({
path: "docs/images/user/login-page.webp",
fullPage: true,
});
});
test("User login flow", async ({ page }) => {
await page.goto("/");
await page.fill('input[name="login"]', process.env.USER_USERNAME || "user");
await page.fill(
'input[name="password"]',
process.env.USER_PASSWORD || "password",
);
await page.screenshot({
path: "docs/images/user/login-form-filled.webp",
fullPage: true,
});
await page.click('button[type="submit"]');
await page.waitForURL("/dashboard", { timeout: 5000 });
await page.screenshot({
path: "docs/images/user/dashboard-after-login.webp",
fullPage: true,
});
});
test("Admin login flow", async ({ page }) => {
await page.goto("/");
await page.fill(
'input[name="login"]',
process.env.ADMIN_USERNAME || "admin",
);
await page.fill(
'input[name="password"]',
process.env.ADMIN_PASSWORD || "password",
);
await page.click('button[type="submit"]');
await page.waitForURL("/dashboard", { timeout: 5000 });
await page.goto("/admin");
await page.screenshot({
path: "docs/images/admin/admin-dashboard.webp",
fullPage: true,
});
});
test("Registration page", async ({ page }) => {
await page.goto("/register");
await page.screenshot({
path: "docs/images/user/registration-page.webp",
fullPage: true,
});
await page.fill('input[name="email"]', "newuser@example.com");
await page.fill('input[name="username"]', "newuser");
await page.fill('input[name="password"]', "SecurePass123!");
await page.screenshot({
path: "docs/images/user/registration-form-filled.webp",
fullPage: true,
});
});
});
```
### `screenshots/user-workflows.spec.ts` - User Guide Screenshots
```typescript
import { test, expect } from "@playwright/test";
test.describe("User Guide Screenshots", () => {
test.beforeEach(async ({ page }) => {
await page.goto("/");
await page.fill('input[name="login"]', process.env.USER_USERNAME || "user");
await page.fill(
'input[name="password"]',
process.env.USER_PASSWORD || "password",
);
await page.click('button[type="submit"]');
await page.waitForURL("/dashboard", { timeout: 5000 });
});
test("Dashboard overview", async ({ page }) => {
await page.goto("/dashboard");
await page.screenshot({
path: "docs/images/user/dashboard-overview.webp",
fullPage: true,
});
});
test("Library grid view", async ({ page }) => {
await page.goto("/dashboard");
await page.waitForSelector("#libraries-container", { timeout: 5000 });
const firstLibrary = page.locator("[data-library]").first();
if (await firstLibrary.isVisible()) {
await firstLibrary.click();
await page.waitForURL(/\/dashboard/, { timeout: 5000 });
await page.screenshot({
path: "docs/images/user/library-grid.webp",
fullPage: true,
});
}
});
test("Search functionality", async ({ page }) => {
await page.goto("/dashboard");
await page.waitForSelector("#search-input", { timeout: 5000 });
await page.fill("#search-input", "science");
await page.waitForTimeout(1000);
await page.screenshot({
path: "docs/images/user/search-results.webp",
fullPage: true,
});
});
test("Filter panel", async ({ page }) => {
await page.goto("/dashboard");
const filterPanel = page.locator(".filter-panel details");
if (await filterPanel.isVisible()) {
await filterPanel.click();
await page.waitForTimeout(500);
await page.screenshot({
path: "docs/images/user/filter-panel-open.webp",
fullPage: true,
});
}
});
test("Collections list", async ({ page }) => {
await page.goto("/collections");
await page.screenshot({
path: "docs/images/user/collections-list.webp",
fullPage: true,
});
});
test("Create collection modal", async ({ page }) => {
await page.goto("/collections");
await page.click(
'button:has-text("New Collection"), button:has-text("Create Your First Collection")',
);
await page.waitForSelector("#create-modal", {
state: "visible",
timeout: 5000,
});
await page.fill("#collection-name", "My Reading List");
await page.fill("#collection-description", "Books I want to read");
await page.screenshot({
path: "docs/images/user/create-collection-modal.webp",
fullPage: true,
});
});
test("Reading progress view", async ({ page }) => {
await page.goto("/progress");
await page.screenshot({
path: "docs/images/user/reading-progress.webp",
fullPage: true,
});
});
test("Analytics view", async ({ page }) => {
await page.goto("/analytics");
await page.screenshot({
path: "docs/images/user/analytics-view.webp",
fullPage: true,
});
});
});
```
### `screenshots/admin-workflows.spec.ts` - Admin Guide Screenshots
```typescript
import { test, expect } from "@playwright/test";
test.describe("Admin Guide Screenshots", () => {
test.beforeEach(async ({ page }) => {
await page.goto("/");
await page.fill(
'input[name="login"]',
process.env.ADMIN_USERNAME || "admin",
);
await page.fill(
'input[name="password"]',
process.env.ADMIN_PASSWORD || "password",
);
await page.click('button[type="submit"]');
await page.waitForURL("/dashboard", { timeout: 5000 });
});
test("Admin dashboard", async ({ page }) => {
await page.goto("/admin");
await page.screenshot({
path: "docs/images/admin/admin-dashboard.webp",
fullPage: true,
});
});
test("User management", async ({ page }) => {
await page.goto("/admin");
const userSection = page.locator('[data-section="users"], text="Users"');
if (await userSection.isVisible()) {
await page.screenshot({
path: "docs/images/admin/user-management.webp",
fullPage: true,
});
}
});
test("Library management", async ({ page }) => {
await page.goto("/admin/library");
await page.screenshot({
path: "docs/images/admin/library-management.webp",
fullPage: true,
});
});
test("Add library form", async ({ page }) => {
await page.goto("/admin/library");
const addLibraryBtn = page.locator(
'button:has-text("Add Library"), button:has-text("Create Library")',
);
if (await addLibraryBtn.isVisible()) {
await addLibraryBtn.click();
await page.waitForTimeout(500);
await page.screenshot({
path: "docs/images/admin/add-library-form.webp",
fullPage: true,
});
}
});
test("Profile settings", async ({ page }) => {
await page.goto("/admin/profile");
await page.screenshot({
path: "docs/images/admin/profile-settings.webp",
fullPage: true,
});
});
test("Theme selector", async ({ page }) => {
await page.goto("/admin/profile");
const themeSelect = page.locator(
'select[name="theme"], [data-theme-selector]',
);
if (await themeSelect.isVisible()) {
await themeSelect.click();
await page.waitForTimeout(500);
await page.screenshot({
path: "docs/images/admin/theme-selector.webp",
fullPage: true,
});
}
});
});
```
### `screenshots/device-workflows.spec.ts` - Device Setup Screenshots
```typescript
import { test, expect } from "@playwright/test";
test.describe("Device Setup Screenshots", () => {
test.beforeEach(async ({ page }) => {
await page.goto("/");
await page.fill('input[name="login"]', process.env.USER_USERNAME || "user");
await page.fill(
'input[name="password"]',
process.env.USER_PASSWORD || "password",
);
await page.click('button[type="submit"]');
await page.waitForURL("/dashboard", { timeout: 5000 });
});
test("Device list page", async ({ page }) => {
await page.goto("/devices");
await page.screenshot({
path: "docs/images/devices/device-list.webp",
fullPage: true,
});
});
test("Add device modal", async ({ page }) => {
await page.goto("/devices");
await page.click(
'button:has-text("Add New Device"), button:has-text("Add Your First Device")',
);
await page.waitForSelector('[data-modal="add-device"], #add-device-modal', {
state: "visible",
timeout: 5000,
});
await page.screenshot({
path: "docs/images/devices/add-device-modal.webp",
fullPage: true,
});
});
test("Kobo device form", async ({ page }) => {
await page.goto("/devices");
await page.click('button:has-text("Add New Device")');
await page.waitForSelector('[data-modal="add-device"]', {
state: "visible",
timeout: 5000,
});
const deviceTypeSelect = page.locator('select[name="device_type"]');
if (await deviceTypeSelect.isVisible()) {
await deviceTypeSelect.selectOption("kobo");
await page.waitForTimeout(500);
await page.screenshot({
path: "docs/images/devices/device-form-kobo.webp",
fullPage: true,
});
}
});
test("KOReader device form", async ({ page }) => {
await page.goto("/devices");
await page.click('button:has-text("Add New Device")');
await page.waitForSelector('[data-modal="add-device"]', {
state: "visible",
timeout: 5000,
});
const deviceTypeSelect = page.locator('select[name="device_type"]');
if (await deviceTypeSelect.isVisible()) {
await deviceTypeSelect.selectOption("koreader");
await page.waitForTimeout(500);
await page.screenshot({
path: "docs/images/devices/device-form-koreader.webp",
fullPage: true,
});
}
});
test("Sync queue", async ({ page }) => {
await page.goto("/queue");
await page.screenshot({
path: "docs/images/devices/sync-queue.webp",
fullPage: true,
});
});
});
```
### `screenshots/sync-workflows.spec.ts` - Sync Guide Screenshots
```typescript
import { test, expect } from "@playwright/test";
test.describe("Sync Guide Screenshots", () => {
test.beforeEach(async ({ page }) => {
await page.goto("/");
await page.fill('input[name="login"]', process.env.USER_USERNAME || "user");
await page.fill(
'input[name="password"]',
process.env.USER_PASSWORD || "password",
);
await page.click('button[type="submit"]');
await page.waitForURL("/dashboard", { timeout: 5000 });
});
test("Sync conflicts page", async ({ page }) => {
await page.goto("/conflicts");
await page.screenshot({
path: "docs/images/sync/sync-conflicts.webp",
fullPage: true,
});
});
test("Unlinked books page", async ({ page }) => {
await page.goto("/unlinked-books");
await page.screenshot({
path: "docs/images/sync/unlinked-books.webp",
fullPage: true,
});
});
});
```
## Running the Tests
### Run all tests
```bash
npx playwright test
```
### Run specific test file
```bash
npx playwright test auth.spec.ts
```
### Run in headed mode (see browser)
```bash
npx playwright test --headed
```
### Run with debug mode
```bash
npx playwright test --debug
```
## Markdown Update Strategy
### Option 1: Create New Markdown
Generate fresh markdown files with embedded screenshots.
### Option 2: Update Existing Markdown
Update existing markdown files by:
1. Finding section headers
2. Inserting screenshot references after relevant steps
3. Using alt text to describe what's shown
**Example Markdown Update**:
```markdown
### Step 1: Log In to Bookhoard
1. Open your browser and navigate to `http://localhost:8765`
2. Enter your username and password
3. Click the **Login** button
![Login page showing username and password fields](../images/user/login-page.webp)
```
## Workflow When Ready
### Step 1: Verify Frontend Complete
- Check all pages listed in "Prerequisites" are working
- Confirm no TODO placeholders in templates
### Step 2: Seed Test Data
```bash
# Add sample books, collections, devices
# Create test admin and user accounts
```
### Step 3: Set Up Playwright
```bash
npm install -D @playwright/test
npx playwright install chromium
```
### Step 4: Create Environment File
Create `.env.screenshots` with the test credentials
### Step 5: Run Screenshot Scripts
```bash
# Run all screenshot workflows
npx playwright test
# Or run specific suites
npx playwright test auth.spec.ts
npx playwright test user-workflows.spec.ts
```
### Step 6: Review and Adjust
- Manually review screenshots
- Retake any that need adjustment
- Update markdown files if needed
## Customizing for Your Implementation
When you're ready to run these, you may need to update:
1. **Selectors**: Update CSS selectors to match your actual HTML structure
2. **Routes**: Ensure all routes match your router configuration
3. **Wait conditions**: Adjust timeouts based on your app's performance
4. **Modal IDs**: Update modal selectors to match your implementation
## Tips for Better Screenshots
1. **Wait for animations**: Add `page.waitForTimeout(500)` after clicking to let animations complete
2. **Full page vs viewport**: Use `fullPage: true` for complete page screenshots
3. **Hide scrollbars**: Use `page.evaluate(() => document.body.style.overflow = 'hidden')` for cleaner screenshots
4. **Dark theme**: Most screenshots will use the default Tokyo Night theme
5. **Clean test data**: Use consistent test data for reproducible screenshots
## Estimated Time Investment
| Task | Time |
| ------------------------------ | ------------- |
| Install & configure Playwright | 15 min |
| Seed test database | 30 min |
| Write Playwright scripts | 2-3 hours |
| Run screenshot automation | 10 min |
| Review & retake screenshots | 30-60 min |
| Update markdown files | 30-60 min |
| **Total** | **4-6 hours** |
## Future Enhancements
- **Visual Regression Testing**: Use Playwright to detect UI changes
- **Multi-theme Screenshots**: Automatically capture all theme variations
- **Multi-language Screenshots**: Capture screenshots in different locales
- **Auto-update on Deploy**: Run screenshots as part of CI/CD on documentation updates
## References
- [Playwright Documentation](https://playwright.dev/)
- [Playwright Screenshots API](https://playwright.dev/docs/screenshots)
- [Bookhoard Frontend Templates](templates/)
- [Bookhoard API Documentation](docs/developer/api/)
---
**Created by**: GLM (OpenCode)
**Version**: 1.0
**Ready for Implementation**: When frontend development is complete