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Notes to Improve Clarity and Detail in Developer Setup Documentation#408

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Notes to Improve Clarity and Detail in Developer Setup Documentation#408
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@coderNini coderNini commented May 2, 2026

Any feedback or instructions on how I should proceed from here would be much appreciated. Thanks!

General Info

- Clarified instructions and added recommendations for troubleshooting common errors in the documentation. All of this can be found in the newly created file, Developer-Documentation-Draft.md.

- NOTE: I wasn't sure if this draft should be an actual new/improved setup documentation, or if I was supposed to make edits to the existing documentation, so I created these notes and put together all of my feedback here for now, just to be safe.

- ALSO wasn't sure if there was some other Developer Documentation that I should have been looking at (maybe the API Documentation?), so please let me know if that is the case and I'll take a look!

Changes

  • New file created for Developer Documentation Notes (notes only on setup so far). This is a draft in the making, as requested by Professor Yan.

Testing

Explain how you tested your changes. If testing is not necessary, explain why.

  • No code is involved in this PR.

Documentation

Does this PR require documentation. If so, explain where it can be found.

  • This PR is about documentation changes.

Checklist

- Again, any comments/notes on what my next steps should be would be super helpful, as well as clarification on the notes that I left above. Thank you!!

Clarified instructions and added recommendations for troubleshooting common errors in the documentation.

NOTE: I also wasn't sure if this draft should be an actual new/improved setup documentation, or if I was supposed to make edits to the existing documentation, so I created these notes and put together all of my feedback here for now, just to be safe.

ALSO wasn't sure if there was some other Developer Documentation that I should have been looking at (maybe the API Documentation?), so please let me know if that is the case and I'll take a look!

Any feedback or instructions on how I should proceed from here would be much appreciated. Thanks!
@coderNini coderNini requested a review from yanlisa May 2, 2026 08:43
@coderNini coderNini self-assigned this May 2, 2026
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coderNini commented Jun 4, 2026

** Notes (below) from the MD file moved to this comment section ; MD file deleted**

Draft: Developer Documentation Notes / Feedback / Potential Edits

General Notes & Feedback for Developer Setup Documentation

  • Should add images to supplement detailed step-by-step walkthrough
  • Need to fix some confusing spelling / grammatical errors
  • Maybe add a(n) FAQ section?
  • Consider including error fixes for issues that developers might run into during the setup process

Specific Developer Setup Documentation Potential Edits

ENVIRONMENT VARIABLES SECTION:

  • Line "Copy .env.sample to .env" should be changed to "Copy .env.example to .env" (and maybe we should include the specific command to do so?)
  • Maybe provide a link to the Sandbox Admin account login page
  • Directions for creating a new API key should be much more specific (which scopes should be selected? how should the user name the key? which "Redirect URI" field should be filled out? what about the other fields? what are they / what do they mean and should the user pay them any mind?) and should definitely include images for extra clarification regarding what to click, what fields to type in, and transitioning from page to page (very unclear at the moment)
  • The page transition from point iv. to point v. needs to be more clear
  • Need clearer instructions regarding setting up the ENV variables in the .env file (any specifications / preferences on organization and exactness should be clarified)
  • Instead of "In the root directory of Flextensions app," maybe just say "In the flextensions directory" since that is the root directory (from my understanding)

RAILS DATABASE SECTION:

  • rails db:setup command doesn't work (at least not for me), so alternative option of bundle exec rails db:setup should be specified
    • And in this case, bundle install command should also be recommended prior to bundle exec
  • I ran into a lot of errors in this section, regarding versioning with both ruby and bundle, as well as some file path errors(?) (specifically when trying to run both bundle install and bundle exec rails db:setup.
    • I had to receive help from AI to fix these so that I could run the server - took hours, so my recommendation is to anticipate other users having these same issues and incorporate a "Common Errors" section, or simply addressing the potential errors within this subsection. I can provide some documentation of my errors and the overall solutions that worked for me if needed.
  • I also had to make sure that PostgreSQL was running before I could set up the DB with bundle exec rails db:setup. This was unclear and should be specified.

HYPERSHIELD SECTION:

  • The rake hypershield:refresh:dry_run command didn't work for me. The rake was aborted and I wasn't sure what to do so I left it at that. An alternative command and more details should be provided here.

HEROKU SECTION:

  • This section is very unclear as I'm unsure if I'm supposed to have a Heroku account dedicated to flextensions and/or if there's a specific class account that I should have specifically for flextensions dev
  • I didn't complete the section because it's unclear where exactly to begin
  • The following should be clarified for other developers:
    • Is there a specific Heroku group or class account that we need to join?
    • Is this Heroku setup supposed to be completed within a personal Heroku account? If so, what is the setup process from the very beginning? (should include images to account for users who are unfamiliar with Heroku)
    • The instructions simply begin with setting the ENV variables within Heroku. How did we get here?

NOTES SECTION:

  • More details regarding the recommendation the order in which users should develop might be helpful
    • Including but not limited to: Why should they develop in that order? What do the risks actually entail? How should they actually begin developing in each environment? What does it mean to "develop in these environments" (i.e. how do they switch from environment to environment, and how can they check which environment they are currently developing in?)?

Deleted file and moved notes to Draft PR comment section
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