docs: add comprehensive setup and rebranding guides #8154
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Add complete documentation suite for project setup, rebranding, and deployment: - SETUP_GUIDE.md: Comprehensive local development setup for all platforms - REBRANDING_GUIDE.md: Complete guide for customization and white-labeling - QUICK_START_WINDOWS.md: Fast-start guide for Windows users - PROJECT_OVERVIEW.md: Detailed architecture and feature analysis - README_DOCUMENTATION.md: Navigation guide for all documentation - setup-windows.ps1: PowerShell setup script for Windows - setup-windows.bat: Batch file launcher for Windows setup Documentation includes: - Step-by-step installation instructions - Troubleshooting guides - Architecture overview - Feature assessment and recommendations - Deployment strategies - Cost analysis - Customization roadmap
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WalkthroughThis PR introduces comprehensive documentation and Windows development environment setup automation for the Plane project. It adds five new documentation files covering project overview, setup guides, rebranding guidance, and Windows quick-start instructions, along with two new Windows setup scripts (batch and PowerShell) to automate environment initialization and prerequisite validation. Changes
Sequence Diagram(s)sequenceDiagram
participant User
participant Batch as setup-windows.bat
participant PS as setup-windows.ps1
participant System
User->>Batch: Execute setup-windows.bat
Batch->>PS: Invoke PowerShell script
PS->>System: Validate Node.js version
PS->>System: Validate Docker installation
PS->>System: Check Docker daemon
alt Prerequisites Valid
PS->>PS: Generate Django SECRET_KEY
PS->>System: Copy .env files to services
PS->>System: Enable pnpm via Corepack
PS->>System: Install Node.js dependencies
PS->>User: Display summary & next steps
else Prerequisites Missing
PS->>User: Display error message
PS->>Batch: Exit with code 1
end
Estimated code review effort🎯 2 (Simple) | ⏱️ ~10 minutes
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Pre-merge checks and finishing touches✅ Passed checks (3 passed)
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| 1. Open Docker Desktop | ||
| 2. Go to: Settings → Resources → Advanced | ||
| 3. Increase Memory to **8 GB** (or more) | ||
| 4. Click **"Apply & Restart"** |
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Bug: Insufficient Docker memory allocation guidance
The troubleshooting section recommends allocating 8 GB to Docker to resolve out-of-memory errors, but the prerequisites state a 12 GB RAM minimum for the system. Allocating 8 GB to Docker on a 12 GB system leaves insufficient memory for the host OS and frontend processes, potentially not resolving the memory issues. The recommendation should be proportional to available system resources or provide a more nuanced allocation strategy.
| **Solutions**: | ||
| - Increase Docker Desktop memory allocation (Settings → Resources → Memory) | ||
| - Set to at least 8 GB (12 GB recommended) | ||
| - Close unnecessary applications |
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Bug: Insufficient Docker memory allocation guidance
The troubleshooting section recommends allocating at least 8 GB to Docker to resolve out-of-memory errors, but the prerequisites state a 12 GB RAM minimum for the system. Allocating 8 GB to Docker on a 12 GB system leaves insufficient memory for the host OS and frontend processes, potentially not resolving the memory issues. The recommendation should be proportional to available system resources or provide a more nuanced allocation strategy.
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Pull Request Overview
This PR adds a comprehensive documentation suite to help users set up, understand, and customize the Plane project management platform. It includes platform-specific setup scripts for Windows alongside existing Linux/macOS scripts, and five detailed markdown guides covering everything from quick starts to deployment strategies.
Key changes:
- Windows-specific automated setup via PowerShell and batch scripts
- Comprehensive multi-platform setup guide with troubleshooting
- Detailed rebranding and customization guide for white-labeling
- Complete project architecture and cost analysis documentation
- Central navigation guide to help users find relevant documentation
Reviewed Changes
Copilot reviewed 7 out of 7 changed files in this pull request and generated 1 comment.
Show a summary per file
| File | Description |
|---|---|
| setup-windows.ps1 | PowerShell script automating Windows development environment setup |
| setup-windows.bat | Batch file launcher for PowerShell script with error handling |
| SETUP_GUIDE.md | Comprehensive setup guide for all platforms with architecture overview |
| REBRANDING_GUIDE.md | Complete customization guide including feature assessment and deployment |
| README_DOCUMENTATION.md | Central navigation hub for all project documentation |
| QUICK_START_WINDOWS.md | Fast-track Windows setup guide targeting 30-minute setup |
| PROJECT_OVERVIEW.md | Technical analysis including costs, scalability, and recommendations |
💡 Add Copilot custom instructions for smarter, more guided reviews. Learn how to get started.
| # Enable pnpm | ||
| Write-Host "Enabling pnpm..." -ForegroundColor Yellow | ||
| try { | ||
| corepack enable |
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The corepack enable command should specify 'pnpm' as an argument for clarity and to match the pattern used in setup.sh (line 81: corepack enable pnpm). While both forms work, explicitly specifying the package manager is more explicit and consistent with the existing bash script.
| corepack enable | |
| corepack enable pnpm |
![coderabbitai[bot]](https://avatars.githubusercontent.com/in/347564?s=60&v=4){kind=small}
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Actionable comments posted: 1
🧹 Nitpick comments (9)
README_DOCUMENTATION.md (1)
181-199: Fix Windows setup command in Quick Reference and consider markdownlint cleanupsIn the “Key Commands” block, Windows is shown as:
# Setup ./setup-windows.ps1 # Windows ./setup.sh # Linux/macOSFor a PowerShell script this is misleading; the correct invocation is
.\setup-windows.ps1(orsetup-windows.bat). I suggest splitting by platform and using the right fence language:-```bash -# Setup -./setup-windows.ps1 # Windows -./setup.sh # Linux/macOS -``` +```bash +# Setup (Linux/macOS) +./setup.sh +``` + +```powershell +# Setup (Windows - PowerShell) +.\setup-windows.ps1 +```Optionally, also mention
setup-windows.batif that’s the primary entrypoint for non‑PowerShell users.Separately, markdownlint is flagging MD034 and MD036 here and later (bare URLs and
**Happy building! 🚀**used like a heading). If you want a clean lint run, consider:
- Converting bare URLs (e.g., in the “Application URLs” and “Additional Resources” tables) to
[label](url)links.- Changing the emphasized closing line to a proper heading, e.g.
### 🎉 Happy building! 🚀.PROJECT_OVERVIEW.md (1)
205-217: Align Gantt view status with SETUP_GUIDE and tighten markdownlint/versionsHere you correctly mark Gantt as “❌ Not implemented”, but in
SETUP_GUIDE.md’s “Views” description it’s listed as if it were an available layout (“Multiple layouts (List, Kanban, Calendar, Gantt)”). That’s likely to confuse readers.
- Either mark Gantt as “planned/not implemented yet” in both places, or remove it from the setup guide’s feature list so both docs tell the same story.
While you’re touching this file, a couple of quick cleanups:
The big directory tree/code blocks (e.g., under “Directory Overview”) are triggering MD040. You can fix this by adding an explicit language like
text:-
+text
plane/
├── apps/
...- Bare URLs in “Support Resources” and elsewhere are triggering MD034; converting them to `[label](url)` will make markdownlint happy. - The technology stack table hardcodes specific versions (React, Django, PostgreSQL, etc.). It’s worth double‑checking those against `package.json`/`requirements*.txt` so the overview doesn’t drift from reality. </blockquote></details> <details> <summary>SETUP_GUIDE.md (1)</summary><blockquote> `7-18`: **Address ToC fragment/heading mismatch and markdownlint warnings** markdownlint is flagging MD051 on the Table of Contents links (Lines 9‑18) because fragments like `#project-overview` don’t match how it derives IDs from headings such as `## 🎯 Project Overview`. To avoid broken in‑page links (and clear the warning): - Either adjust headings to avoid leading emoji (e.g., `## Project Overview`), or - Keep the emoji but change the ToC to whatever slug markdownlint generates, or - Add explicit HTML anchors and use those in the ToC. Given consistency across the doc, the simplest is usually “drop emoji from the heading text or move them to the end, then keep the current fragments.” You also have several fenced code blocks without a language (MD040), e.g.: - The `.env` file list under “Verify Environment Files”. - The monorepo and service ASCII diagrams. You can fix those with minimal semantic change: ```diff -``` +```text .env # Root environment (Docker services) apps/web/.env # Web app environment ...and similarly for the architecture diagrams:
-``` +```text plane/ ├── apps/ ...Finally, markdownlint is flagging MD034 in the “Application URLs”, “Additional Resources”, and “Getting Help” sections due to bare URLs. If you care about a clean lint, consider wrapping them as
[label](url); otherwise they’re functionally fine as-is.Also applies to: 187-195, 528-581, 651-658
setup-windows.ps1 (1)
8-10: Anchor script to its directory and consider enforcing the documented Node versionTwo practical robustness tweaks for this setup script:
- Run relative to the script directory (repo root)
The script assumes it’s run from the repository root (
.\apps\...,.env.example, etc.). When launched viasetup-windows.bator directly from other working directories, that assumption may break.You can make it location‑independent by anchoring to
$PSScriptRootat the top:-# Set error action preference -$ErrorActionPreference = "Stop" +# Ensure we run relative to the script directory (repo root) +Set-Location -Path $PSScriptRoot + +# Set error action preference +$ErrorActionPreference = "Stop"
- Align Node.js version check with the documented requirement
Docs call out Node.js
>= 22.18.0, but this script only prints a warning when the version is lower. If you want the tooling to enforce what the docs promise, consider turning that into a hard failure:- if ($versionMatch) { - $major = [int]$matches[1] - $minor = [int]$matches[2] - - if ($major -lt 22 -or ($major -eq 22 -and $minor -lt 18)) { - Write-Host "⚠ Warning: Node.js version should be >= 22.18.0. Current: $nodeVersion" -ForegroundColor Yellow - Write-Host " Download from: https://nodejs.org/" -ForegroundColor Yellow - } - } + if ($versionMatch) { + $major = [int]$matches[1] + $minor = [int]$matches[2] + + if ($major -lt 22 -or ($major -eq 22 -and $minor -lt 18)) { + Write-Host "✗ Node.js version must be >= 22.18.0. Current: $nodeVersion" -ForegroundColor Red + Write-Host " Download from: https://nodejs.org/" -ForegroundColor Yellow + exit 1 + } + }If you intentionally want to allow older Node for now, you can skip the second change and just keep the warning.
Also applies to: 57-72, 106-126
setup-windows.bat (1)
6-7: Ensure batch launcher runs from repo root for reliable relative pathsRight now the batch file invokes:
setlocal enabledelayedexpansion ... powershell -ExecutionPolicy Bypass -File "%~dp0setup-windows.ps1"If someone runs this from a different working directory, the PowerShell script will still be found (via
%~dp0), but its relative paths (.\apps\...,.env.example, etc.) depend on the current directory, not necessarily the repo root.You can make this more robust by explicitly switching to the script’s directory before calling PowerShell:
-setlocal enabledelayedexpansion +setlocal enabledelayedexpansion + +REM Ensure we run from the script directory (repo root) +cd /d "%~dp0"This pairs well with setting
Set-Location -Path $PSScriptRootinsidesetup-windows.ps1.Also applies to: 14-28
REBRANDING_GUIDE.md (4)
7-16: Fix Table of Contents link fragments.The Table of Contents links (lines 9-15) reference section anchors that don't match the actual heading IDs. Markdown link fragments are case-sensitive and must match the heading text exactly.
Fix the link fragments to match the actual heading IDs:
1. [Rebranding Overview](#rebranding-overview) -2. [Visual Identity Changes](#visual-identity-changes) -3. [Feature Assessment](#feature-assessment) -4. [Recommended Customizations](#recommended-customizations) -5. [Feature Enhancement Ideas](#feature-enhancement-ideas) -6. [Technical Considerations](#technical-considerations) -7. [Deployment Strategy](#deployment-strategy) +2. [Visual Identity Changes](#visual-identity) +3. [Feature Assessment](#feature-assessment) +4. [Recommended Customizations](#customizations) +5. [Feature Enhancement Ideas](#feature-enhancement) +6. [Technical Considerations](#technical-considerations) +7. [Deployment Strategy](#deployment)Note: Update the link fragments to match the actual section headings in the document (check existing heading IDs).
50-100: Specify language identifiers for fenced code blocks.Multiple code blocks throughout the document lack language specifications, which affects syntax highlighting and rendering quality. Static analysis flags several instances: lines 56, 90, 156, 403, 546, 588, 660, 774.
Add language identifiers to all fenced code blocks. For example:
-``` +```bash 📁 Logo Files: apps/web/public/favicon/ # Favicon files -``` +```And for TypeScript:
-``` +```typescript 📁 Tailwind Configuration: packages/tailwind-config/index.ts # Global colors -``` +```Similarly, update code blocks at lines 90 (typescript), 156 (directory), 403 (bash), 546 (bash), 588 (bash), 660 (yaml/ASCII), and 774 (bash/ASCII).
923-935: Wrap bare URLs in markdown link syntax.Lines 926-931 contain bare URLs that should be wrapped in proper markdown link formatting for better rendering and accessibility.
Wrap bare URLs in markdown link syntax:
### Technology Stack Resources -- **React Router**: https://reactrouter.com/ -- **Django REST Framework**: https://www.django-rest-framework.org/ -- **Tailwind CSS**: https://tailwindcss.com/ -- **MobX**: https://mobx.js.org/ -- **TipTap**: https://tiptap.dev/ -- **Docker**: https://docs.docker.com/ +- **React Router**: [https://reactrouter.com/](https://reactrouter.com/) +- **Django REST Framework**: [https://www.django-rest-framework.org/](https://www.django-rest-framework.org/) +- **Tailwind CSS**: [https://tailwindcss.com/](https://tailwindcss.com/) +- **MobX**: [https://mobx.js.org/](https://mobx.js.org/) +- **TipTap**: [https://tiptap.dev/](https://tiptap.dev/) +- **Docker**: [https://docs.docker.com/](https://docs.docker.com/)
980-990: Avoid using emphasis text as a heading.Line 984 uses emphasis ("Good luck with your rebranding! 🚀") where a proper markdown heading would be more semantically correct and consistent with document structure.
Replace emphasis with a markdown heading:
-**Good luck with your rebranding! 🚀** +## 🎉 Good luck with your rebranding!
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📒 Files selected for processing (7)
PROJECT_OVERVIEW.md(1 hunks)QUICK_START_WINDOWS.md(1 hunks)README_DOCUMENTATION.md(1 hunks)REBRANDING_GUIDE.md(1 hunks)SETUP_GUIDE.md(1 hunks)setup-windows.bat(1 hunks)setup-windows.ps1(1 hunks)
🧰 Additional context used
🪛 markdownlint-cli2 (0.18.1)
README_DOCUMENTATION.md
176-176: Bare URL used
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REBRANDING_GUIDE.md
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SETUP_GUIDE.md
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PROJECT_OVERVIEW.md
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🔇 Additional comments (4)
REBRANDING_GUIDE.md (1)
1-100: Content quality is solid—structure is comprehensive and well-organized.The rebranding guide provides excellent coverage of visual identity, feature assessment, technical considerations, and deployment strategies. The step-by-step checklists, timeline estimates, and concrete file paths make it actionable. Well done on the depth of technical guidance.
QUICK_START_WINDOWS.md (3)
201-208: No issues found with [email protected] version specification.[email protected] is a valid, signed release. The version pinned in QUICK_START_WINDOWS.md (line 204) aligns with the current latest version being 10.22.0, making 10.21.0 reasonably current and stable. The version is explicitly specified in package.json's packageManager field, so the documentation correctly reflects the project's intent.
1-50: I need to verify the specific versions referenced in the guide are valid and available.All referenced files and version dependencies are valid.
Node.js v22.18.0 is an official LTS release, and pnpm v10.21.0 is a valid release. The script verification confirmed that all external file references exist in the repository:
- docker-compose-local.yml ✓
- setup-windows.ps1 and setup-windows.bat ✓
- SETUP_GUIDE.md, REBRANDING_GUIDE.md, PROJECT_OVERVIEW.md ✓
The latest pnpm version is 10.22.0, a minor update from 10.21.0. The guide uses stable versions that are appropriate for a Windows quick-start setup.
22-29: No changes required—documentation is correct.Node.js v22 is currently in Maintenance LTS status (transitioned October 28, 2025) and will receive support until April 30, 2027. The documentation specifies v22.18.0, which aligns with the project's explicit requirement in package.json (
"node": ">=22.18.0"). The version is actively maintained and compatible with the project setup as currently configured.Likely an incorrect or invalid review comment.
| ### Linux (Ubuntu/Debian) Setup | ||
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||
| ```bash | ||
| # Install Node.js 22 | ||
| curl -fsSL https://deb.nodesource.com/setup_22.x | sudo -E bash - | ||
| sudo apt-get install -y nodejs | ||
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||
| # Install Docker | ||
| sudo apt-get update | ||
| sudo apt-get install -y docker.io docker-compose | ||
| sudo systemctl start docker | ||
| sudo systemctl enable docker | ||
| sudo usermod -aG docker $USER | ||
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||
| # Enable pnpm | ||
| corepack enable | ||
| corepack prepare [email protected] --activate | ||
| ``` |
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🧩 Analysis chain
Fix Linux Docker install vs docker compose usage and clarify Gantt availability
Two small but concrete correctness issues here:
- Linux Docker install vs
docker composecommands
You currently install:
sudo apt-get install -y docker.io docker-composebut all later commands use the plugin syntax docker compose .... On many Ubuntu/Debian systems, the docker-compose package only provides the legacy docker-compose binary, not the docker compose subcommand, so users will hit “unknown command: compose”.
Consider aligning install + commands, e.g.:
-sudo apt-get install -y docker.io docker-compose
+sudo apt-get install -y docker.io docker-compose-pluginand keep using docker compose ... everywhere, or explicitly document docker-compose usage if that’s what you want.
- Gantt view status vs PROJECT_OVERVIEW
In the “Views” feature (Key Features section) you advertise:
- Multiple layouts (List, Kanban, Calendar, Gantt)but PROJECT_OVERVIEW.md’s UI Features table marks Gantt as “❌ Not implemented”. To avoid confusion, it would be clearer to call this out explicitly here:
- - Multiple layouts (List, Kanban, Calendar, Gantt)
+ - Multiple layouts (List, Kanban, Calendar); Gantt view planned / not yet implementedand keep the same wording in PROJECT_OVERVIEW.md.
Also, the various pnpm commands (check:lint, fix:format, etc.) assume matching scripts exist in the root package.json; worth a quick sanity check so the guide doesn’t reference non‑existent tasks.
Also applies to: 369-379, 619-623
I'll verify the concerns raised in this review comment by examining the relevant files and checking for the actual issues.
---
🏁 Script executed:
```shell
#!/bin/bash
# Check SETUP_GUIDE.md content at specified line ranges
echo "=== SETUP_GUIDE.md lines 130-147 ==="
sed -n '130,147p' SETUP_GUIDE.md
echo -e "\n=== SETUP_GUIDE.md lines 369-379 ==="
sed -n '369,379p' SETUP_GUIDE.md
echo -e "\n=== SETUP_GUIDE.md lines 619-623 ==="
sed -n '619,623p' SETUP_GUIDE.md
Length of output: 856
🏁 Script executed:
#!/bin/bash
# Check PROJECT_OVERVIEW.md for Gantt view status
echo "=== PROJECT_OVERVIEW.md - Searching for Gantt and UI Features ==="
grep -n -i "gantt\|ui features" PROJECT_OVERVIEW.md | head -20Length of output: 139
🏁 Script executed:
#!/bin/bash
# Check package.json for pnpm scripts
echo "=== package.json root scripts ==="
jq '.scripts' package.json 2>/dev/null || cat package.json | head -50Length of output: 420
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#!/bin/bash
# Search for docker-related commands in SETUP_GUIDE.md
echo "=== Docker installation commands in SETUP_GUIDE.md ==="
grep -n "docker" SETUP_GUIDE.md | head -20Length of output: 1027
Let me check the macOS section and verify if there are similar docker issues elsewhere:
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🏁 Script executed:
```shell
#!/bin/bash
# Check macOS section around line 120-122
echo "=== SETUP_GUIDE.md lines 115-130 (macOS section) ==="
sed -n '115,130p' SETUP_GUIDE.md
# Search for all docker installation commands
echo -e "\n=== All lines with docker install patterns ==="
grep -n "apt-get install.*docker\|brew install.*docker" SETUP_GUIDE.md
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#!/bin/bash
# Check context around lines 369-379 to understand what section it's in
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#!/bin/bash
# Check if there are docker compose commands used elsewhere in the guide
echo "=== All references to 'docker compose' in guide ==="
grep -n "docker compose" SETUP_GUIDE.mdLength of output: 946
Fix Docker installation commands to use plugin variant and clarify Gantt availability
Two concrete issues confirmed:
-
Docker install mismatch across macOS and Linux
- Line 122 (macOS):
brew install colima docker docker-compose - Line 139 (Linux):
sudo apt-get install -y docker.io docker-compose - All subsequent commands use
docker compose(plugin syntax)—on many systems, the legacydocker-composepackage won't provide this subcommand - Recommend updating both to use the plugin variant:
-brew install colima docker docker-compose +brew install colima docker docker-compose-plugin
-sudo apt-get install -y docker.io docker-compose +sudo apt-get install -y docker.io docker-compose-plugin
- Line 122 (macOS):
-
Gantt view advertised but not yet implemented
- Line 619-623: advertises "Multiple layouts (List, Kanban, Calendar, Gantt)"
- PROJECT_OVERVIEW.md line 213: marks Gantt as "❌ Not implemented"
- Update to clarify status:
-- Multiple layouts (List, Kanban, Calendar, Gantt) +- Multiple layouts (List, Kanban, Calendar); Gantt view planned / not yet implemented
Verified: pnpm scripts (check:lint, fix:format, etc.) all exist in package.json, so no action needed there.
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Carefully review the code before committing. Ensure that it accurately replaces the highlighted code, contains no missing lines, and has no issues with indentation. Thoroughly test & benchmark the code to ensure it meets the requirements.
| ### Linux (Ubuntu/Debian) Setup | |
| ```bash | |
| # Install Node.js 22 | |
| curl -fsSL https://deb.nodesource.com/setup_22.x | sudo -E bash - | |
| sudo apt-get install -y nodejs | |
| # Install Docker | |
| sudo apt-get update | |
| sudo apt-get install -y docker.io docker-compose | |
| sudo systemctl start docker | |
| sudo systemctl enable docker | |
| sudo usermod -aG docker $USER | |
| # Enable pnpm | |
| corepack enable | |
| corepack prepare [email protected] --activate | |
| ``` | |
| ### Linux (Ubuntu/Debian) Setup | |
🤖 Prompt for AI Agents
In SETUP_GUIDE.md around lines 130–147, replace the legacy docker-compose
install instructions with the docker Compose plugin variant so the docs and
subsequent use of the "docker compose" subcommand are consistent (install the
Compose plugin/package appropriate for the OS and ensure the plugin is enabled);
in the macOS section (line ~122) and the Linux section (lines 130–147) make the
same plugin-update change so both platforms provide the `docker compose`
subcommand. Also update the project feature text referenced at SETUP_GUIDE.md
lines 619–623 and PROJECT_OVERVIEW.md line 213 to remove or clearly mark "Gantt"
as not yet implemented (e.g., "Gantt — not implemented / planned") so the docs
don’t advertise an unavailable view.
3 participants
Add complete documentation suite for project setup, rebranding, and deployment:
Documentation includes:
Description
Type of Change
Screenshots and Media (if applicable)
Test Scenarios
References
Note
Adds a full documentation suite and Windows setup scripts covering local setup, rebranding, architecture, deployment, and troubleshooting.
SETUP_GUIDE.mdwith cross-platform local dev setup, troubleshooting, workflows, and architecture overview.QUICK_START_WINDOWS.mdfor 30‑min Windows setup with common issue fixes.REBRANDING_GUIDE.mddetailing branding changes, feature assessment/removal, customization, and deployment strategy.PROJECT_OVERVIEW.mdwith high-level architecture, tech stack, features, scalability, security, and cost analysis.README_DOCUMENTATION.mdas a navigation hub with quick references and checklists.setup-windows.ps1to verify prerequisites, create.envfiles, generate DjangoSECRET_KEY, enablepnpm, and install deps.setup-windows.batlauncher to run the PowerShell setup script.Written by Cursor Bugbot for commit 14645dd. This will update automatically on new commits. Configure here.
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