.mdx
postsfeature/new-hello-world-post
.apps/labs/public/posts/<post-slug>/
. The feature image is used for
sharing on social media and in the blog index. The hero image is the big
banner above the blog post..md|.mdx
file inside the app/labs/posts
directory (careful:
this is not the same directory as the images). Make sure to
read the Structure of the blog post section in
this file to ensure that the post is properly structured.main
branch. Make sure to add the type: content π
and labs π
labels to the PR.TIP: Look for the Vercel preview URL posted by a bot to the pull request so you can check that the blog post looks okay before publishing to the world wide web.
main
branch.main
branch, your blog post should appear within a few
minutes on labs.quansight.org.Prerequisites:
Copy and paste the following commands:
git clone git@github.com:Quansight/Quansight-website.git
cd Quansight-website
npm install
cp apps/labs/.env.example apps/labs/.env
npm run start:labs
To run the website locally on your machine, you must first clone this git repo,
cd
into the repo, then run npm install
.
This repo contains two projects (websites): Consulting and Labs. (We are not
currently using the Consulting project.) You must create a .env
file for each
project that you want to develop locally. For example, for Quansight Labs, you
will need to create apps/labs/.env
. You can do this by copying the example
environment file:
cp apps/labs/.env.example apps/labs/.env
Note: You should not modify the example environment file.
Run npm run start:labs
to start a corresponding dev server. Navigate to
http://localhost:4200/ or use localhost
in the Storyblok preview panel. On
the local host, the app will automatically reload if you change any of the
source files, whereas in the Storyblok panel you need to refresh the page
manually.
Important: whenever the website's dependencies change or are updated, the lock
file package-lock.json
will be updated. Whenever package-lock.json
is
updated, you should re-run npm install
(on CI, npm ci
), so that your local
environment's dependencies will match the production environment.
Here is some basic info to help orient you to this repo.
./apps/labs/
holds code for Quansight Labs: https://labs.quansight.org./apps/consulting/
holds code for the previous Quansight Consulting website.
It is now just an archive../libs
holds code shared by both websites../apps/labs/posts
main
main
.develop
branch.main
is used for production (i.e., the live website).develop
as staging.main
triggers a deployment of both websites via Vercel.There used to be a deployment schedule but now the website is deployed whenever a new blog post is approved and merged to the main branch. All other changes are deployed as needed.
Note Before reading this section, familiarize yourself with Vercel environments.
There are primarily two types of website changes, each with its process:
Note that Labs blog posts are a bit of an exception. Categorically they are content changes, but the content lives in the Git repo -- so technically they are code changes, and they follow the process for code changes.
This section will cover the process for each type of change.
Content in Storyblok moves through several stages: drafting -> reviewing -> ready to publish -> published -> deployed. It's confusing, but "published" in our Storyblok configuration does not mean that the content has gone live on the corresponding public website. However, you should never publish any content in Storyblok if it is not ready for public presentation. In our configuration, publishing content in Storyblok is a signal to the rest of the team that says: this content is ready at any time to appear on the public website. If it's not ready, don't hit the publish button.
The Storyblok process is covered in more detail in the GitHub repo's wiki. A simplified version is presented here.
The process for creating, updating, or deleting content in Storyblok is the same. There are three major stages, each with distinct steps.
#website-vercel-bot-log
if you are not already
subscribed.main
branch on
GitHub.main
branch.main
, wait for the production build to finish
deploying (check our internal Slack channel,
#website-vercel-bot-log, for notifications), then check
your changes against the live site. You may need to clear your browser's
cache before you can see your changes.Code changes move through three stages, each of which corresponds to a branch in
git: a feature branch (PR), then the develop
branch, then main
. When your
code gets merged to the main
branch, Vercel deploys it to the public website.
Note You should never merge your code into the
develop
branch unless it's ready for deployment (via merge tomain
). Putting your code into thedevelop
branch is a signal to the rest of your team that says: this code is ready to run on the public website.
These are the concrete steps to follow to move your code from branch to branch:
Open a pull request against the develop
branch. This will kick off preview
deployments in Vercel. Vercel will add a comment to your pull request with
links to the preview URL.
Check preview URL.
Once your pull request has been reviewed and approved, commit it to the
develop
branch.
When you want your code change to go live, cut a release branch from
develop
, then open a pull request to merge the release branch into main
.
From the command line:
git checkout develop
git pull
git checkout -b release-YYYYMMDD
git push -u origin release-YYYYMMDD
Be sure to use main
as the base branch of your release PR and not develop
.
Review preview URL that Vercel will add to your Pull Request.
If all looks good and your Pull Request has gotten approval, then merge it
into main
. This will kick off a production deployment on Vercel. Check the
live public websites once the deployment is finished. (Vercel will send a
notification to the #website-vercel-bot-log slack channel.)
You may need to clear your browser's cache before you can see your changes.
Delete the release branch if GitHub did not automatically delete it when you merged your Pull Request.
There is a semantic trap in the word "preview." Storyblok, Next.js, and Vercel all use the word preview, and it means different things to each of them.
Storyblok has two kinds of API keys: a preview key and a public key. With the
Storyblok preview key, you can pass either version=draft
or
version=published
to the Storyblok content API, where version=draft
shows the Saved version of content from Storyblok and version=published
shows the Published version from Storyblok. (Side note: Storyblok has
multiple APIs, but the main API we are concerned with is the content API). In contrast, the public
key only allows access to published
content.
Next.js supports a preview mode. The framework provides a method to set a cookie
on the client. When this cookie is set, Next.js renders pages dynamically
instead of statically and passes a boolean to the runtime. This allows the site
to switch its behavior at runtime -- for example, passing version=draft
to the
Storyblok API when Next.js preview mode is activated versus version=published
when it
is not.
Finally, Vercel has preview URLs and a preview environment. Preview URLs point to builds (or deployments) that were performed in a preview environment.
It would be nice if all of these different uses of preview mapped cleanly to
each other, but they do not. For example, you may be on a Vercel preview URL,
but you may or may not be in Next.js preview mode. The Vercel preview
environment uses the Storyblok preview key, but if it's not in Next.js preview
mode, it passes version=published
to the Storyblok API and you will see
only Published content from Storyblok.
Everything has been configured so that you shouldn't have to think about this too much, but just in case you find yourself confused, hopefully, this section will help clear things up.
Making changes to the website relies on the ability of several services to interact with each other. This section is for developers and covers each service one by one and how it integrates with some other services.
The Vercel app is installed on GitHub. The app kicks off deployments on Vercel
whenever someone opens a pull request or pushes a commit to the repo. All of
these deployments are preview
deployments
(meaning they use the preview environment in Vercel and associated environment
variables), except for commits to the main
branch. Commits to the main
branch are specially recognized by Vercel as a signal to deploy the live
website.
Each website has its own "space" and configuration in Storyblok.
Each website has a unique pair of API keys: preview and public. The preview API key allows API access to both published and draft content. The public key only allows access to published content. The Vercel production environment is configured with the value of the public API key so that it cannot accidentally access the draft content. The Vercel preview environment (as well as the local development environment) uses the preview API key so that the website team can preview draft content.
Each website's publish function in Storyblok is connected to a webhook on
Vercel. When this Vercel webhook is called, it does a preview deployment based
on the current commit of the develop
branch on GitHub.
The Storyblok preview iframe is configured to show content previews against the
Vercel URL that points to the latest build off the develop
branch. This was
done to help ensure that if there are any possible issues or conflicts between
code changes and content changes, they will be caught early on. The Storyblok
editor automatically passes cache-busting query string parameters (as in
?_storyblok=<timestamp>
) to the preview URL, so it should be okay to use a
constant URL base, such as
quansight-consulting-git-develop-quansight.vercel.app
, rather than the always
changing SHA-based Vercel preview URLs
(quansight-consulting-<SHA>-quansight.vercel.app
).
There is a fair amount of code in the codebase that integrates with Storyblok. For example, there is a bridge that syncs the site with changes coming from the Storyblok editor.
Some middleware checks if the HTTP referrer is https://app.storyblok.com/. In that case, the code assumes that the end user is coming to the site from within the Storyblok iframe. So it puts the user in Next.js preview mode. When the user is in preview mode, the website shows a yellow overlay at the top of the page, letting the user know that they are seeing draft content on the site.
The Labs website corresponds to the quansight-labs
project in Vercel.
The Vercel project has settings that allow it to integrate with Storyblok, Next.js, and GitHub. The Vercel project has three separate environments: development, preview, and production. The development and preview environments contain the preview key to Storyblok. The production environment contains the public key to Storyblok, which only allows access to the published version of the content, not the draft version.
The Vercel project is also configured with a webhook that Storyblok uses to
kick off a preview deployment of the develop
branch whenever new content is published
in Storyblok.
There is a Vercel app for Slack. It is set up to send deployment notifications
to the #website-vercel-bot-log
channel.
The code in this repo is built on top of the Next.js framework. Next.js has a feature called preview mode. When preview mode is turned on (via a cookie), the Next.js framework dynamically renders each page; otherwise, it serves a static, pre-rendered page (except when doing local development, and then it always dynamically renders each page).
The code in this repo takes advantage of the Next.js preview mode to integrate
better with Storyblok and Vercel. When the code detects preview mode, it defaults to passing
{"version": "draft"}
to the Storyblok API to preview content that has
been saved but not yet published -- in other words, draft
content.
There is also code that detects when the request comes from a Storyblok iframe. In this case, the code forces the browser to automatically enter into Next.js preview mode.
To help the end user distinguish which view of the site they are seeing, the codebase defines a visual overlay at the top of each page. When the site is in preview mode, the overlay turns yellow and displays a message telling the user that they can see draft content. When the site is not in preview mode, the overlay turns gray and tells the user that they can see published content. The overlay provides a clickable link to switch in and out of Next.js preview mode. This switch is turned off when the user is viewing the page via the Storyblok UI because when they are working within Storyblok, they should always see the site in Next.js preview mode so that they can see changes that are being worked on. The overlay does not show at all if the site was built in a production environment.
The codebase takes advantage of Vercel environment variables at build time. For example, the preview mode overlay links to the git branch that the site was built from (when that environment variable is available at build time).
Throughout the develop-deploy process, there are several ways to view the website. The following table summarizes the important ways in which those views differ from each other.
Name | How to access | GitHub branch | Vercel env | Storyblok API key | Next.js preview? | Storyblok version param | Display top overlay? | Top overlay color | Button to enter/exit preview? |
---|---|---|---|---|---|---|---|---|---|
Production | .com/.org URL | main |
production | public | off | published |
No | n/a | n/a |
Storyblok (yellow overlay) | via Storyblok UI | develop |
preview | preview | on | draft |
Yes | yellow | No |
Vercel URL (gray overlay) | via link to Vercel URL | any non-main |
preview | preview | off | published |
Yes | gray | Yes |
Vercel URL (yellow overlay) | via enter-preview | any non-main |
preview | preview | on | draft |
Yes | yellow | Yes |
Let's take the row labeled "Vercel URL (gray overlay)." This view is accessed by
clicking on a Vercel SHA-style URL, which looks like
https://labs-{SHA}-quansight.vercel.app
. Typically, this URL is found
either on a GitHub pull request or in #website-vercel-bot-log
in Slack. The site served by that URL can be
built from any branch or commit on GitHub except main
, which is reserved for
production. It is built with the "preview" Vercel environment. It does not start
in Next.js preview mode (though the end user can switch to it). The preview
Vercel environment contains the preview Storyblok API key. The site passes
version=published
to the Storyblok API. It displays a gray overlay at the top
of each page, and that gray overlay contains a way for the end user to switch to and out of the Next.js preview mode.
Note that within Storyblok, there is no button to switch out of preview mode. This was done by design because the whole point of the Storyblok UI is to be able to preview content that hasn't been published yet.
Each website should have only one project in Vercel. Having more than one
project results in several preview URLs being posted to each pull request on
GitHub, which makes it hard for reviewers to know which preview URL they should
review. With only one project per website, you get one preview URL (per website)
posted to the pull request. If it's not clear from the pull request title or
code which website the PR affects, the author should clarify in the PR
description. Ideally, the PR author should add one or both of the (Labs
,
Consulting
) GitHub labels, as appropriate, to mark the site(s) that the changes
are meant to affect.
Code in the main
branch should only be used by the production Vercel
environment, and it should show only published content from Storyblok. While it may be tempting
to want to see draft content against the main
branch code, it creates the
potential for confusion, and it is better not to allow it.
For example, if someone takes a screenshot of a
webpage, and in the screenshot, you can see in the browser address bar that the
URL is on the live production site (such as quansight.com), then there is no doubt
that you're seeing content that was published in
Storyblok at the time the main
branch was deployed to production. The other
reason for this discipline is that it's better to limit reviewers and content
editors to previewing draft content against the develop
branch to help catch
any potential code/content conflicts before merging to main
.
When viewing the site in local development or at a Vercel preview URL, there should be an overlay that explains that you are looking at a preview of the site. This helps reduce confusion when screenshots are shared. This overlay should not be present on a production build of the site.
The preview/development environment overlay should allow the user to toggle between seeing published versus draft/saved Storyblok content. The overlay should change colors to indicate which of the two content preview modes the user is in (that is, whether they are seeing draft or published content from Storyblok).
The above should hold except when the user is using the Storyblok web
interface; then the website should always be in "draft" mode, showing saved (but
not published) content. And as mentioned previously, it should show this content
against the latest code from the develop
branch (not the main
branch).
Related: The content team shouldn't have to think about which URL to use with
the Storyblok editor. It should be only one default URL, and this URL should
show draft content against the latest code in develop
.
Hitting the publish button in Storyblok should not push that content to the public-facing site; rather, it should queue up the content for the next production deployment. This prevents bypassing any GitHub workflows that have been set up for quality control.
Content that is marked as "published" in Storyblok should be ready to be pushed
to production at any time. Likewise, code that is merged into the develop
branch on GitHub should also be ready to be pushed to main
at any time.
Respecting this discipline should allow anyone to deploy a new version of the
site to production at any time.
All production deploys should happen via commits or merges to the main
branch.
Vercel is opinionated about this. We should follow the conventions and opinions
of the systems we integrate. If there is a content change that needs to bypass
code changes in the develop
branch, a pull request can be made to
update a log file. That single commit can then be merged into the main
branch
to kick off a deployment. This is a hotfix for content. A hotfix for code can be
done similarly.
/apps/consulting/components
(Consulting components), /apps/labs/components
(Labs
components), or /libs/shared/ui-components/src
(shared components).
The name of the Storyblok component should be the same as the name of the React
component.types imports
in the /libs/shared/ui-components/src/index.ts
file to make it available in the
apps./apps/.../types/storyblok
folder./apps/.../types/storyblok/rawBlok.ts
file
and add them to the collective TRawBlock
type./apps/.../components/BlokProvider/mappers
folder./apps/.../components/BlockProvider/utils/getPropsByType.ts
file and add the
case to the switch statement./apps/.../components/BlockProvider/componentsMap.ts
file and add it to the
componentsMap
variable./apps/.../components/BlockProvider/types.ts
file, add the component name to the
ComponentType
enum
and add the props types to the TBlokComponentPropsMap
type.You can fetch data from Storyblok directly using queries. To add the query:
.graphql
file to the /apps/.../api/queries
folder.npm run codegen:quansight
or npm run codegen:labs
command, depending on
which site are you adding the query to./apps/.../api/utils
folder using the
function, type, and hook created by the code gen script.All the Quansight Labs blog posts are located inside apps/labs/post
,
and therefore, any new posts must be added to this same folder.
Note For now, all posts should be contributed using a branch-and-merge strategy within the website repo itself, instead of a fork-and-merge strategy. This may change in the future.
Every post is a .md
or .mdx
file. The
posts
directory also contains a categories.json
file containing the posts categories.
The categories.json
file is also used for displaying category filters on the
/blog
page so after adding a new category, it will also be visible on that
page.
For more details about .mdx
please see:
Every post is structured with two main sections: meta
and content
.
The content
section is the body of the post added in Markdown format.
The meta
section is a YAML
like structure and should be wrapped with ---
signs. The meta section contains post-related information like:
title
(required) - Title of the blog post. Used also as the title of the page inside
<title></title>
tagdescription
(required) - Description of the blog post. Used inside <meta name="description" />
tagpublished
(required) - Publishing date of the blog post. Used also for sorting posts by
date (the format should be Month d, yyyy
for example January 1, 2023
)authors
(required) - Array of unique author slugs (from Storyblok). Usually
the blog post will have only one author and the value of this field will look
like [tania-allard]
, but when the same blog post has multiple authors it
will look like [tania-allard, ralf-gommers]
. Based on this property, the
blog post page will display proper info about the author(s) (and their
avatars). The author(s) must be present in Storyblok in order for the post to
build without error.category
(required) - Array of categories for example [Machine Learning]
. All
categories should be the same as in the previously mentioned
categories.json
file.
Important note: categories are case-sensitive.featuredImage
(required) - Object with two required properties: src
and alt
.
src
property is a path to the featured image. The image is displayed both
(a) in the posts gallery on the/blog
page and (b) in rich social media
preview cards (on Twitter, Slack, LinkedIn, etc.). The image should be added
to the apps/labs/public/posts/<post-slug>
directory and the src
property
should be /posts/<post-slug>/<image-filename-with-extension>
. For example,
if the filename of your blog post is hello-world.md
and the filename of
your featured image is featured-image.png
, then you save the image at
apps/labs/public/posts/hello-world/featured-image.png
, and src
would be
/posts/hello-world/featured-image.png
. This image should (a) be in PNG or
JPEG format and (b) have close to a 2:1 aspect ratio and a minimum height of
627 pixels. If you're unsure about how your image will appear in social
media preview cards, you can open a PR for your blog post, get the preview
build URL to your post, then paste the preview URL in a draft social media
post to see how the card will look on that social media platform.[^1]
[^1]: Note that Twitter post previews can be flaky and
LinkedIn has a useful post-inspector tool.alt
property is alternative text for the image for use by blind and
low vision readers.hero
(required) - the object for the Hero section of the post. This can have
two different structures:
imageSrc
and imageAlt
. The
imageSrc
property is a path to the hero image, which is displayed on the
blog post page between the nav bar and the blog heading title. The
imageAlt
property is alternative text for the image. The image should be
added to the apps/labs/public/posts/<post-name>
directory, for example,
apps/labs/public/posts/hello-world-post
.imageMobile
,imageTablet
, and imageDesktop
. Each of these properties
also contain imageSrc
and imageAlt
properties./posts/
(not apps/labs/public/posts/).For a blog post with the file name, hello-world-post.mdx
:
title: 'This is hello world post!'
authors: [anirrudh-krishnan]
published: October 14, 2022
description: 'Lorem ipsum dolor sit amet'
category: [Machine Learning]
featuredImage:
src: /posts/hello-world-post/featured.png
alt: 'Excellent alt-text describing the featured image'
hero:
imageSrc: /posts/hello-world-post/hero.jpeg
imageAlt: 'Excellent alt-text describing the hero image'
apps/labs/posts/categories.json
file.develop
branch..mdx
postsapps/labs/services/blogAllowedComponents.ts
fileblogAllowedComponents
object.There are two options to add images to the Hero component in Storyblok, for non-blog pages of both the Consulting and Labs sites.
General
tab of the Hero component -
this image will be used for all screen sizes.By default, the images in the Hero component adjust their size to fill the full
width of the container box (objectFit: cover
). You can customize this behavior
by choosing a different objectFit
property.
Contain
: the image is scaled to maintain its aspect ratio while fitting within the
element's content box (height).Cover
: the image is sized to maintain its aspect ratio while filling the element's
entire content box (width).