freealberta/influence/instruct.md

110 lines
6.5 KiB
Markdown

# Instructions
Welcome to BNKops Influence, a tool for creating political change by targeting influential individuals within a community. This application is designed to help campaigns identify and engage with key figures who can sway public opinion and mobilize support.
## Environment Setup
We want to deploy using a docker container. We use the new docker compose format. We use a `.env` file for environment variables. The developer likes to down, build, and up the container for testing / new features.
Wej are using NocoDB as a no-code database solution. You will need to set up a NocoDB instance and create the necessary tables for your application. Refer to the `build-nocodb.sh` file for the schema setup.
## Project Overview
- **Purpose:** Create influence campaigns by identifying and engaging with key community figures over email, text, or phone.
- **Backend:** Node.js/Express, with NocoDB as the database (REST API).
- **Frontend:** Vanilla JS, Leaflet.js for mapping, modular code in `/public/js`.
- **Admin Panel:** Accessible via `/admin.html` for managing start location, walk sheet, cuts, and settings.
## Key Principles
- **Separation of Concerns:** Keep logic for API, UI, and data management in their respective files/modules.
- **Security:** Never expose sensitive credentials. All API calls to NocoDB go through the backend.
- **Scalability:** Write code that is easy to extend (e.g., adding new location fields, new admin features).
- **User Experience:** Prioritize clear feedback, error handling, and mobile responsiveness.
- **Documentation:** Keep code well-documented and maintain the `Instructions.md`, `README.md` and `files-explainer.md` files.
- **Modularity:** Use modular JavaScript to keep code organized and reusable; try to avoid large monolithic scripts keeping functionality separated by feature with files no longer than 500 lines.
## Directory Structure
- `app/` - Node.js backend (Express server, routes, controllers, services, utils)
- `app/public/` - Frontend static files (HTML, CSS, JS)
- `app/public/js/` - Modular JavaScript for map, UI, auth, etc.
- `app/controllers/` - Express controllers for business logic
- `app/routes/` - Express routers for API endpoints
- `app/services/` - Backend services (NocoDB, geocoding, QR code)
- `app/utils/` - Shared backend utilities
## Development Rules
- **No inline event handlers.** Always use `addEventListener` in JS files.
- **Update documentation.** Always update `README.md` and `files-explainer.md` when adding features or files.
- **Consistent style.** Follow the existing code style and naming conventions.
- **Error handling.** Always provide user feedback for errors (both backend and frontend).
- **Environment variables.** Use `.env` for secrets/config, never hardcode sensitive data.
- **Testing.** Test new features locally and ensure they do not break existing functionality.
- **Pagination** Use pagination for API endpoints returning large datasets to avoid performance issues. For example, getAll should be getAllPaginated
## NocoDB Development Best Practices
### Field Naming and Access
- **Use Column Titles, Not Column Names:** NocoDB expects column titles (e.g., "Campaign Slug") in API calls, not column names (e.g., "slug")
- **Consistent Mapping:** Always map between your application's field names and NocoDB's column titles in the service layer
- **Where Clauses:** Use column titles in where conditions: `(Campaign Slug,eq,value)` not `(slug,eq,value)`
### System Fields
- **Avoid System Field Conflicts:** Never create user-defined fields with names like `created_at`, `updated_at` as they conflict with NocoDB system fields
- **Use System Fields:** Leverage NocoDB's automatic system fields (`CreatedAt`, `UpdatedAt`, `CreatedBy`, etc.) instead of creating your own
- **Sorting:** Sort by system field titles: `-CreatedAt` not `-created_at`
### Select Field Configuration
- **Use colOptions:** For SingleSelect and MultiSelect fields, always use `colOptions` with an `options` array
- **Never use dtxp:** The `dtxp` parameter is deprecated and causes corrupted select options
- **Example Structure:**
```json
{
"uidt": "SingleSelect",
"colOptions": {
"options": [
{"title": "draft", "color": "#d0f1fd"},
{"title": "active", "color": "#c2f5e8"}
]
}
}
```
### Table Management
- **Clean Recreation:** When fixing table schema issues, delete and recreate tables rather than trying to modify corrupted structures
- **Environment Cleanup:** Remove duplicate table IDs from `.env` files to avoid using old/deleted tables
- **Restart After Changes:** Always restart the application after table recreation to pick up new table IDs
### API Endpoints
- **Use Correct API Versions:**
- Data operations: `/db/data/v1/{projectId}/{tableId}`
- Meta operations: `/db/meta/tables/{tableId}`
- **Field Validation:** Test field access directly via NocoDB API before implementing in application logic
- **Error Handling:** NocoDB returns specific error codes like `FIELD_NOT_FOUND`, `TABLE_NOT_FOUND` - handle these appropriately
### Debugging Tips
- **Direct API Testing:** Use curl to test NocoDB API directly before implementing in application
- **Check Table Metadata:** Use `/db/meta/tables/{tableId}` to inspect actual column names and titles
- **Verify System Fields:** Check which fields are marked as `"system": true` to avoid conflicts
- **Log API Responses:** Always log NocoDB API responses during development to understand the exact data structure returned
## How to Add a Feature
**First look through the existing codebase to understand where similar logic is implemented.**
You can find a full listing of the files in the `files-explainer.md` file.
When adding a new feature, follow these steps:
1. **Plan:** Decide where your logic belongs (backend controller, frontend JS, etc).
2. **Backend:** Add/modify controllers, services, and routes as needed. Use NocoDB API via the service layer.
3. **Frontend:** Add/modify JS modules in `/public/js`. Update HTML/CSS as needed.
4. **Document:** Update `README.md` and `files-explainer.md`.
5. **Test:** Manually test your feature in both desktop and mobile views.
6. **Pull Request:** Submit your changes for review.
## Visuals
We want a clean modern look. We use Leaflet.js for mapping. We use vanilla JS for the frontend. We want a responsive design that works well on both desktop and mobile. We want clear feedback for user actions (loading spinners, success/error messages). We want error handling to provide appropriate feedback when errors occur (both backend and frontend).