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Refactor README: move detailed docs to separate guides#74

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Vortiago merged 15 commits intomainfrom
claude/improve-readme-structure-vWbsO
Mar 4, 2026
Merged

Refactor README: move detailed docs to separate guides#74
Vortiago merged 15 commits intomainfrom
claude/improve-readme-structure-vWbsO

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@Vortiago Vortiago commented Mar 3, 2026

What does this PR do?

This PR reorganizes the README to improve readability and maintainability by extracting detailed documentation into separate guide files:

  • docs/client-setup.md: Client-specific installation instructions (Claude Desktop, Cursor, VS Code, Cline, Docker, pip)
  • docs/configuration.md: Detailed configuration options (read-only mode, disable-delete, dynamic tool list, per-request auth)
  • docs/development.md: Development setup, testing, E2E tests, MCP Inspector, and architecture notes
  • docs/troubleshooting.md: Common issues and solutions

The README is now streamlined with:

  • A concise "Quick Start" section with installation options
  • A brief Claude Desktop example (with link to full client setup guide)
  • Configuration table with links to detailed docs
  • Simplified access control summary table
  • Condensed development and troubleshooting sections with links to full guides

This makes the README more scannable while preserving all documentation through cross-references.

Checklist

  • I ran uv run pre-commit install and committed with hooks enabled
  • Tests pass locally (uv run pytest tests/ -v)

https://claude.ai/code/session_01D39J19eFevHGtkSianfKxh

claude added 15 commits March 3, 2026 22:15
Compress README from 575 to 185 lines. Move detailed reference
content to docs/ while keeping the README focused on quick start
and tool overview.

New files:
- docs/client-setup.md: platform-specific setup guides
- docs/access-control.md: read-only, disable-delete, dynamic
  tool list, per-request auth
- docs/development.md: dev setup, testing, MCP Inspector
- docs/troubleshooting.md: common issues and fixes

Fix OUTLINE_DYNAMIC_TOOL_LIST default documented as true/enabled
in 3 places — actual default is false (disabled).

https://claude.ai/code/session_01D39J19eFevHGtkSianfKxh
Better reflects the content — server configuration details
for permissions, tool filtering, and authentication.

https://claude.ai/code/session_01D39J19eFevHGtkSianfKxh
Frame uvx as the default example path, not a hard requirement.
Link to the existing pip section as an alternative.

https://claude.ai/code/session_01D39J19eFevHGtkSianfKxh
Include OUTLINE_API_URL with // Optional comment instead of
explaining it separately in prose.

https://claude.ai/code/session_01D39J19eFevHGtkSianfKxh
Show inline header snippet so users don't have to navigate
to configuration.md for the basic pattern.

https://claude.ai/code/session_01D39J19eFevHGtkSianfKxh
Combine into a single "Multi-User Setup (HTTP)" section in
configuration.md. Per-request auth explains the mechanism,
dynamic tool list builds on top as optional filtering.

https://claude.ai/code/session_01D39J19eFevHGtkSianfKxh
The parent "Multi-User Setup (HTTP)" section already provides
the context; the bullets were restating it.

https://claude.ai/code/session_01D39J19eFevHGtkSianfKxh
SSE is not specifically for web clients; drop the annotation
to keep the transport list consistent.

https://claude.ai/code/session_01D39J19eFevHGtkSianfKxh
Replace "per-request auth/authentication" with "per-user Outline API
keys" and "multi-tenant" with "multi-user" across all documentation.
This better describes the feature (each user brings their own Outline
API key) and leaves room for future MCP-level authentication.

https://claude.ai/code/session_01D39J19eFevHGtkSianfKxh
Comment out automatic triggers for claude.yml and claude-code-review.yml.
Keeps workflow_dispatch so they can still be triggered manually if needed.

https://claude.ai/code/session_01D39J19eFevHGtkSianfKxh
- Fix `uv sync --extra dev` → `uv sync --group dev` in README,
  CONTRIBUTING, and development docs. The project uses
  [dependency-groups] not [project.optional-dependencies], so
  --extra dev fails.
- Add missing OUTLINE_VERIFY_SSL to README config table (was only
  documented in CLAUDE.md and .env.example).
- Update .env.example: "per-request" → "per-user" for consistency
  with earlier terminology change.

https://claude.ai/code/session_01D39J19eFevHGtkSianfKxh
Mark as Yes* since stdio has no HTTP headers — the env var is the
only way to authenticate. SSE/streamable-http can use the
x-outline-api-key header per-user instead.

https://claude.ai/code/session_01D39J19eFevHGtkSianfKxh
Replace raw `pytest tests/ -v` with `uv run poe test-unit` to match
the rest of the docs and include coverage reporting.

https://claude.ai/code/session_01D39J19eFevHGtkSianfKxh
The enhancement roadmap is outdated — many items are completed or
no longer relevant. GitHub Issues is a better place to track future
work. Removing to avoid confusion.

https://claude.ai/code/session_01D39J19eFevHGtkSianfKxh
@Vortiago Vortiago merged commit e265f88 into main Mar 4, 2026
16 checks passed
@Vortiago Vortiago deleted the claude/improve-readme-structure-vWbsO branch March 4, 2026 12:45
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