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| 1 | +--- |
| 2 | +icon: lucide/git-branch |
| 3 | +tags: |
| 4 | + - Extensions |
| 5 | + - Authoring |
| 6 | +status: new |
| 7 | +--- |
| 8 | + |
| 9 | +# Directives |
| 10 | + |
| 11 | +Directives let you build focused variants of a documentation site from one set |
| 12 | +of Markdown sources. Use them to select block content, insert values, and |
| 13 | +reuse whole source files for products, editions, deployment models, or other |
| 14 | +named variants. |
| 15 | + |
| 16 | +!!! info "Preview in Zensical Spark" |
| 17 | + |
| 18 | + The Directives extension is currently available only in [Zensical Spark]. |
| 19 | + We will add more functionality based on feedback from Spark members. |
| 20 | + You can explore our example project within Zensical Studio (see below). |
| 21 | + |
| 22 | +## See it in Zensical Studio |
| 23 | + |
| 24 | +[Zensical Studio] provides syntax highlighting and variant-aware Markdown |
| 25 | +previews for directives (click to enlarge): |
| 26 | + |
| 27 | + |
| 29 | + |
| 30 | +You can explore our example project [deployment-guide example] directly in |
| 31 | +Zensical Studio. You do not need to install the Directives extension - or even |
| 32 | +Zensical itself. |
| 33 | + |
| 34 | +Switch between the `cloud` and `self-hosted` variants to see the exact content |
| 35 | +that each build produces. Follow links to explore how the project makes use of |
| 36 | +conditional directives and `@use` to reuse content and adapt it to ensure that |
| 37 | +each variant contains the appropriate content. |
| 38 | + |
| 39 | +## Installation |
| 40 | + |
| 41 | +Download the wheel provided within Zensical Spark, then install it into the |
| 42 | +Python environment that you use to build your site: |
| 43 | + |
| 44 | +``` sh |
| 45 | +pip install path/to/zensical_directives-0.1.0-py3-none-any.whl |
| 46 | +``` |
| 47 | + |
| 48 | +## Configuration |
| 49 | + |
| 50 | +Enable the extension in `zensical.toml`: |
| 51 | + |
| 52 | +``` toml |
| 53 | +[project.markdown_extensions] |
| 54 | +zensical.directives = {} |
| 55 | +``` |
| 56 | + |
| 57 | +Create `catalog.toml` in the project root. It declares the values that source |
| 58 | +files may use and the named variants that select them: |
| 59 | + |
| 60 | +``` toml |
| 61 | +default_variant = "cloud" |
| 62 | + |
| 63 | +[variables.deployment] |
| 64 | +values = ["cloud", "self-hosted"] |
| 65 | + |
| 66 | +[variables.authentication] |
| 67 | +values = ["single-sign-on", "local"] |
| 68 | + |
| 69 | +[variants.cloud] |
| 70 | +deployment = "cloud" |
| 71 | +authentication = "single-sign-on" |
| 72 | + |
| 73 | +[variants.self-hosted] |
| 74 | +deployment = "self-hosted" |
| 75 | +authentication = "local" |
| 76 | +``` |
| 77 | + |
| 78 | +### The catalog |
| 79 | + |
| 80 | +`catalog.toml` gives directives a shared vocabulary and defines the build |
| 81 | +contexts that your documentation supports. It has three top-level parts: |
| 82 | + |
| 83 | +| Part | Purpose | |
| 84 | +| ----------------- | ----------------------------------------------------------- | |
| 85 | +| `default_variant` | Names the variant used when no environment override is set. | |
| 86 | +| `variables` | Declares the values that source files may test or insert. | |
| 87 | +| `variants` | Names each build context and assigns its variable values. | |
| 88 | + |
| 89 | +Each variable declares one string or a list of allowed strings. Every named |
| 90 | +variant must assign one allowed string value to every declared variable. |
| 91 | + |
| 92 | +Variable names must start with an ASCII letter and may then use ASCII letters, |
| 93 | +digits, and underscores. Names beginning with an underscore are reserved for |
| 94 | +built-in values; `_variant` is the built-in name for the selected variant. The |
| 95 | +condition keywords `and`, `or`, and `not` are also reserved as variable names. |
| 96 | + |
| 97 | +## Usage |
| 98 | + |
| 99 | +### Quick start |
| 100 | + |
| 101 | +Use the catalog values in your Markdown source: |
| 102 | + |
| 103 | +``` markdown |
| 104 | +# Deploy Acme Platform |
| 105 | + |
| 106 | +@if deployment = cloud |
| 107 | + |
| 108 | + ## Set up the cloud deployment |
| 109 | + |
| 110 | + Create an Acme Platform workspace. The service is managed for you. |
| 111 | + |
| 112 | +@elif deployment = self-hosted |
| 113 | + |
| 114 | + ## Set up the self-hosted deployment |
| 115 | + |
| 116 | + Provision a Linux host and install the server package. |
| 117 | + |
| 118 | +@use shared/deployment-overview.md |
| 119 | + |
| 120 | +This guide covers the **@var{deployment}** deployment. |
| 121 | +``` |
| 122 | + |
| 123 | +Create the included source at `content/shared/deployment-overview.md`: |
| 124 | + |
| 125 | +``` markdown |
| 126 | +Read the deployment overview before configuring the service. |
| 127 | +``` |
| 128 | + |
| 129 | +Build the catalog's default variant as usual: |
| 130 | + |
| 131 | +``` sh |
| 132 | +zensical build |
| 133 | +``` |
| 134 | + |
| 135 | +Set `ZENSICAL_VARIANT` to build or preview another named variant: |
| 136 | + |
| 137 | +``` sh |
| 138 | +ZENSICAL_VARIANT=self-hosted zensical serve |
| 139 | +``` |
| 140 | + |
| 141 | +`ZENSICAL_VARIANT` overrides `default_variant` when both are set. |
| 142 | + |
| 143 | +### Conditional content |
| 144 | + |
| 145 | +Use `@if`, `@elif`, and `@else` to select block content. A branch body starts |
| 146 | +four columns beyond its directive and may contain ordinary Markdown or nested |
| 147 | +directives: |
| 148 | + |
| 149 | +``` markdown |
| 150 | +@if authentication = single-sign-on |
| 151 | + |
| 152 | + Configure the SAML or OpenID Connect connection. |
| 153 | + |
| 154 | +@else |
| 155 | + |
| 156 | + Create the first administrator account locally. |
| 157 | +``` |
| 158 | + |
| 159 | +Conditions compare a catalog variable, or `_variant`, with a value. Combine |
| 160 | +comparisons with `and`, `or`, and `not`, and use parentheses when needed. |
| 161 | +Unquoted values may contain ASCII letters, digits, underscores, and hyphens. |
| 162 | +You may quote a value, and must do so when it contains whitespace, punctuation |
| 163 | +other than hyphens, or non-ASCII characters: |
| 164 | + |
| 165 | +``` markdown |
| 166 | +@if deployment = self-hosted and authentication = "single-sign-on" |
| 167 | + |
| 168 | + Configure the identity provider before inviting users. |
| 169 | +``` |
| 170 | + |
| 171 | +### Insert a value |
| 172 | + |
| 173 | +Use `@var{name}` in ordinary Markdown text to insert a selected catalog value. |
| 174 | +The built-in `_variant` value is the selected variant's name: |
| 175 | + |
| 176 | +``` markdown |
| 177 | +This guide covers the @var{deployment} deployment for the @var{_variant} variant. |
| 178 | +``` |
| 179 | + |
| 180 | +### Reuse a source file |
| 181 | + |
| 182 | +Use `@use` on its own line to include a whole source file: |
| 183 | + |
| 184 | +``` markdown |
| 185 | +@use shared/security-notice.md |
| 186 | +``` |
| 187 | + |
| 188 | +The path is relative to `content_dir`, which defaults to `content` in the |
| 189 | +project root. Quote a path that contains whitespace: |
| 190 | + |
| 191 | +``` markdown |
| 192 | +@use "shared/security notice.md" |
| 193 | +``` |
| 194 | + |
| 195 | +Included files use the same selected variant, may contain directives and nested |
| 196 | +`@use` directives, and must remain inside `content_dir`. |
| 197 | + |
| 198 | +Unlike a textual snippet, an included file retains its own source location. |
| 199 | +Relative links and images resolve from that file, then Zensical adapts their |
| 200 | +destinations for the page where the content appears. This also works through |
| 201 | +nested `@use` directives. |
| 202 | + |
| 203 | +### Use alongside snippets and macros |
| 204 | + |
| 205 | +Use directives when reuse and variation are part of the documentation model: |
| 206 | +the catalog defines the allowed values and variants, and each build contains |
| 207 | +only the selected content. Snippets remain useful for fixed source text, while |
| 208 | +macros suit generated text or template logic. |
| 209 | + |
| 210 | +Snippets and macros run on the original page before directives are parsed. |
| 211 | +Included source files are not passed through those textual extensions again. |
| 212 | + |
| 213 | +## Troubleshooting |
| 214 | + |
| 215 | +Like other Markdown extensions, directives do not stop a build when Zensical |
| 216 | +cannot resolve a catalog or directive problem. It emits a warning and leaves |
| 217 | +the unresolved directive visible in the output instead. We will add validation |
| 218 | +to Zensical Studio first, so authors can find and fix these issues while |
| 219 | +writing. |
| 220 | + |
| 221 | +[deployment-guide example]: ../assets/deployment-guide.zip |
| 222 | +[Zensical Spark]: https://zensical.org/spark/ |
| 223 | +[Zensical Studio]: https://zensical.org/studio/ |
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