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TW-1722: Integrate offline Workflow Editor into the docs#4

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matenadasdi wants to merge 4 commits intomainfrom
tw-1722-offline-workflow-editor
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TW-1722: Integrate offline Workflow Editor into the docs#4
matenadasdi wants to merge 4 commits intomainfrom
tw-1722-offline-workflow-editor

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@matenadasdi matenadasdi commented May 7, 2026

Closes TW-1722.

Summary

The offline Workflow Editor was buried on a single Bitrise CLI page titled "Installing and upgrading…". Users either stumbled across it or didn't know it existed, even though it offers most of the Workflow Editor functions without needing a Bitrise login or an internet connection.

This PR integrates it into the documentation more effectively, with thorough hyperlinking from the most relevant Workflow / Steps / bitrise.yml pages.

What changed

The offline Workflow Editor page itself

docs/bitrise-ci/bitrise-cli/installing-and-upgrading-the-offline-workflow-editor.mdx

  • Reframed the page from a procedural "Installing and upgrading…" into the canonical reference for the feature. New title and sidebar_label: "Offline Workflow Editor" — much more discoverable in the sidebar.
  • Slug unchanged (/bitrise-ci/bitrise-cli/installing-and-upgrading-the-offline-workflow-editor), so live URLs keep working.
  • Added four new sections built around what users actually need to know:
    • What you can do with it — concrete capabilities (Steps, Workflows, Step bundles, triggers, Pipelines, YAML view)
    • When to use it — use cases (instant iteration, local-first editing, air-gapped environments, pairing with local CLI builds)
    • Best practices — running from project root, refreshing the StepLib, committing changes, when to switch to YAML view, verifying with a local build
    • Related topics — linked navigation to the natural neighbor pages

Bitrise CLI section overview

docs/bitrise-ci/bitrise-cli/index.md

  • Replaced the empty "Bitrise CLI" stub with a real introduction. Lists the five things you can do with the CLI (run local builds, edit with the offline Workflow Editor, init a project, develop Steps, manage Secrets locally) and points to each subpage.

Cross-link admonitions

Added :::tip admonitions on the most-trafficked Workflow / Steps pages so readers learn about the offline editor in context, where they're already looking:

  • workflows-overview.mdx — promoted the existing inline mention to a visible tip
  • creating-a-workflow.mdx — tip below the existing YAML note
  • adding-steps-to-a-workflow.mdx — tip pointing out the same Step browser is available offline
  • steps-overview.mdx — added the offline editor to the "where to find Steps" list
  • src/partials/editing-the-bitriseyml-file-locally.mdx — appended a tip to the partial. Because this partial is included on the "Editing an app's bitrise.yml file" page, the new tip surfaces the offline editor exactly where users decide whether to edit YAML locally.

Follow-up

The ticket also asks for an updated screenshot of the offline Workflow Editor. The current screenshot lives at static/img/_paligo/uuid-29b363bc-ce14-f6a3-f310-62543138452e.png. Since I can't run the offline Workflow Editor to capture a current frame, that needs a follow-up commit by someone with the CLI installed. The new capture should overwrite the same UUID file so existing references continue to work.

Test plan

  • npm install && npx docusaurus build — completes with 444/444 URL coverage
  • Navigate to /en/bitrise-ci/bitrise-cli/installing-and-upgrading-the-offline-workflow-editor.html — sidebar label reads "Offline Workflow Editor"; the new sections render in order
  • Navigate to /en/bitrise-ci.html → expand Bitrise CLI in the sidebar — the entry now reads "Offline Workflow Editor"
  • Navigate to /en/bitrise-ci/workflows-and-pipelines/workflows.html and /en/bitrise-ci/workflows-and-pipelines/steps.html:::tip admonitions are present and linked
  • Confirm /en/bitrise-ci/configure-builds/configuration-yaml/editing-an-app-s-bitrise-yml-file.html shows the new tip from the modified partial
  • Replace screenshot (follow-up)

🤖 Generated with Claude Code

matenadasdi and others added 4 commits May 6, 2026 18:01
Replaces the custom Paligo CMS + Webpack pipeline with a Docusaurus 3 + MDX site
backed by an XML→Markdown migration script. Preserves every existing live URL
(444/444 coverage), the integrations layer (OneTrust, GTM, Intercom, Search
Widget), and the Bitrise visual identity.

Key components

- migration/convert.py — Paligo XML export → Markdown/MDX. Walks the structure
  tree, pulls content from canonical resources via UUID origin lookup,
  renders DocBook to Markdown (admonitions, tables, procedures, code blocks,
  cross-references). Detects topichead nodes (non-clickable categories) and
  linktype="import" subtrees (skipped — content is reused via xi:include).
- migration/build_url_map.py — extracts live page titles from the Paligo HTML
  output to drive slug assignment.
- migration/apply_slugs_v2.py — section-aware slug matcher; only applies a
  slug when the matched URL lives in the same top-level section, preventing
  cross-section misroutes for common titles like "Getting started".

Docusaurus features wired up

- Tabs / TabItem from XML <para role="tabs"> + <procedure role="tab-content">
  patterns, emitted as MDX components.
- Glossary as an HTML <dl> with anchor IDs; inline glossterms become
  <GlossTerm baseform="..."> components that show a hover tooltip and click
  through to the glossary anchor.
- Reusable content fragments via MDX partials. Every xi:include target gets
  one file at src/partials/<readable-slug>.mdx (e.g. opening-the-workflow-
  editor.mdx). Section-context references render the partial as a JSX
  component; list-context references use a placeholder line that the
  Docusaurus markdown.preprocessor expands inline before MDX parsing — keeps
  step numbering continuous while preserving a single source of truth.
- Topichead components in the Paligo structure render as toggle-only sidebar
  categories (link: null) so they expand children without navigating, matching
  the live site behavior.
- Sidebar labels driven by migration/live_nav_labels.json extracted from the
  Paligo HTML toc, so navigation matches the published site (e.g. "Insights
  for the Build Cache" instead of just "Insights").
- Sidebar wiring: every category with an index.md gets link.type=doc; topichead
  categories get link: null.
- Image references rewritten to /img/_paligo/uuid-<hex>.<ext> using the Paligo
  HTML export as the canonical image store (665 files), since the XML's src/
  remap attributes often pointed to legacy filenames that don't exist on disk.
- Portal landing page (src/pages/index.tsx) rebuilt as a React component with
  six product cards, Bitrise brand styling, and the search input wired for the
  Google Search Widget.

Build pipeline

- docusaurus.config.ts handles markdown.preprocessor for: list-context partial
  expansion, JSX-tag escaping for placeholder text like <Git provider> or
  <connected-app-id>, and the kebab-case {placeholder} pattern that MDX would
  otherwise read as a JSX expression.
- format: 'detect' so .mdx files are parsed as MDX and .md files stay plain.
- Site builds clean (zero broken-link errors) at 444/444 URL coverage.

Removes nothing — the old paligo.js / webpack.config.js / middleware.js stay
in tree until cutover is approved.
Step-by-step instructions covering Node.js install, repo clone, npm install,
dev server, production build, and troubleshooting — written for someone with
no prior Docusaurus or Node.js knowledge.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Single source of truth for anyone editing the docs — humans or LLMs. Ports
the Bitrise Style Guide (voice, capitalization, terminology, lists, titles,
punctuation) from Confluence into actionable rules with side-by-side examples.

Adds the codebase-specific mechanics that arent on Confluence: frontmatter,
.md vs .mdx, partial imports and the build-time list-context expansion,
GlossTerm usage, image conventions, redirect rules, and the JSX-escape
pitfalls the migration surfaced.

Claude Code reads CLAUDE.md automatically every session, so well-written
guidance here becomes both a human reference and an LLM context primer.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
The offline Workflow Editor was buried on a single Bitrise CLI page titled
"Installing and upgrading...". Users either stumbled across it or didnt know
it existed, even though it offers most of the Workflow Editor functions
without needing a Bitrise login or an internet connection.

Changes:

- Reframe the page as "Offline Workflow Editor" (sidebar label + title) and
  add value-prop sections: "What you can do with it", "When to use it",
  "Best practices", and "Related topics". Slug stays the same so live URLs
  keep working.
- Replace the empty "Bitrise CLI" section index with a real overview that
  highlights the offline Workflow Editor as one of the CLIs key uses.
- Promote the existing inline mention on Workflows overview into a more
  visible :::tip admonition so readers see it on the landing page of the
  Workflows section.
- Add :::tip admonitions on Creating a Workflow, Adding Steps to a Workflow,
  and the Steps overview, each pointing to the offline Workflow Editor with
  a one-liner about when itll help.
- Append a :::tip to the "Editing the bitrise.yml file locally" partial,
  which surfaces the offline editor on the "Editing an apps bitrise.yml"
  page (its primary use case: editing the YAML locally).

Follow-up (not in this PR):
- Update the screenshot at static/img/_paligo/uuid-29b363bc-... with a
  fresh capture from a current build of the offline Workflow Editor.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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