Guides: write a procedure in ShopDB, not beside it
The knowledgebase plugin is a link registry - a description, a URL and some keywords pointing at a document held somewhere else. That leaves the documents themselves as HTML files on a share: no search, no history, no way to know whether the copy pinned to a noticeboard is current, and no way for a technician to tick off where they are. A guide is stored as an ordered list of typed blocks rather than a blob of HTML, because three of the four things this feature exists for depend on it. A tickable step needs a stable id to be remembered; dark mode needs semantic markup rather than pasted colours; and print needs to know where a step begins so it does not split one across a page. Free HTML gives none of that and lets pasted styling fight the theme. Inline text is a restricted Markdown subset - bold, italic, inline code, links, line breaks - escaped BEFORE formatting, so nothing an author pasted can reach the DOM as markup. No fonts, sizes or colours: emphasis is semantic and the theme decides how it looks. That is what makes a guide written next year match one written today, and dark mode work without an author thinking about it. DRAFTS AND VERSIONS. The guide row is the working copy; every save that changes something writes an immutable revision; and a separate pointer says which revision READERS get. Without that pointer, editing a live procedure changes it under a technician who is halfway through following it. Publishing promotes an existing revision rather than snapshotting, so a publish with unsaved edits cannot ship a version nobody reviewed. Restoring writes a new revision with old content, so the record of what people were told in between survives. Saves dedup on a content hash covering title, summary, tags and blocks, so an autosave that changed nothing writes no version - otherwise the history fills with identical entries and hides the three edits that mattered. Progress lives in the browser, not the database: shopfloor PCs share a login, so per-user ticks would show one technician's progress to the next person on that bay, which reads as "already done". Keyed by guide and version, because step 4 of version 3 is not step 4 of version 2. Five permissions, and the split between edit and publish is the point: a technician can write a procedure up while somebody else decides it is fit for the floor. create-without-edit works too - an author may edit their own guide until it is published, after which other people are following it.
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plugins/guides/plugin.py
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89
plugins/guides/plugin.py
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"""Guides plugin.
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Step-by-step procedures written and read inside ShopDB: images, working
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checklists, dark mode and printable output, with drafts and revision history.
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Distinct from the knowledgebase plugin, which is a LINK REGISTRY - a
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description, a URL and keywords pointing at a document held somewhere else.
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This holds the document. They share a tag vocabulary on purpose, so one search
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can cover both.
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"""
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import json
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import logging
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from pathlib import Path
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from typing import List, Dict, Optional, Type
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from flask import Flask, Blueprint
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from shopdb.plugins.base import BasePlugin, PluginMeta
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from .models import Guide, GuideRevision, GuideImage
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from .api import guides_bp
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logger = logging.getLogger(__name__)
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class GuidesPlugin(BasePlugin):
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def __init__(self):
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self._manifest = self._load_manifest()
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def _load_manifest(self) -> Dict:
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manifest_path = Path(__file__).parent / 'manifest.json'
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if manifest_path.exists():
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with open(manifest_path, 'r') as fh:
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return json.load(fh)
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return {}
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@property
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def meta(self) -> PluginMeta:
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return PluginMeta(
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name=self._manifest.get('name', 'guides'),
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version=self._manifest.get('version', '1.0.0'),
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description=self._manifest.get('description', 'Step-by-step guides'),
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author=self._manifest.get('author', 'ShopDB Team'),
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dependencies=self._manifest.get('dependencies', []),
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core_version=self._manifest.get('core_version', '>=0.1.0,<1.0.0'),
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api_prefix=self._manifest.get('api_prefix', '/api/guides'),
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)
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def get_blueprint(self) -> Optional[Blueprint]:
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return guides_bp
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def get_models(self) -> List[Type]:
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return [Guide, GuideRevision, GuideImage]
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def get_permissions(self) -> List:
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"""Five permissions, and the split between the last two is the point.
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publish is separate from edit so a technician can write up a procedure
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while somebody else decides it is fit for the floor. Without that split,
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anyone who can fix a typo can also put an unreviewed procedure in front
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of an operator.
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create without edit is a working combination on purpose: an author may
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edit their OWN guide while it is unpublished, and needs guides.edit once
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other people are following it (see _mayedit in the API).
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"""
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return [
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('guides.view', 'View guides', 'guides'),
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('guides.create', 'Create guides and edit your own drafts', 'guides'),
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('guides.edit', 'Edit any guide, including published ones', 'guides'),
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('guides.publish', 'Publish or withdraw a guide', 'guides'),
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('guides.delete', 'Delete guides', 'guides'),
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]
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def get_navigation_items(self) -> List[Dict]:
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return [
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{
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'name': 'Guides',
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'icon': 'book-open',
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'route': '/guides',
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'position': 36,
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'section': 'information',
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},
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]
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def init_app(self, app: Flask, db_instance) -> None:
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logger.info('Guides plugin initialized (v%s)', self.meta.version)
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