tldraw/apps/vscode/README.md
David Sheldrick f15a8797f0
Independent instance state persistence (#1493)
This PR 

- Removes UserDocumentRecordType
  - moving isSnapMode to user preferences
  - moving isGridMode and isPenMode to InstanceRecordType
  - deleting the other properties which are no longer needed.
 
- Creates a separate pipeline for persisting instance state.
  
Previously the instance state records were stored alongside the document
state records, and in order to load the state for a particular instance
(in our case, a particular tab) you needed to pass the 'instanceId'
prop. This prop ended up totally pervading the public API and people ran
into all kinds of issues with it, e.g. using the same instance id in
multiple editor instances.

There was also an issue whereby it was hard for us to clean up old
instance state so the idb table ended up bloating over time.
  
This PR makes it so that rather than passing an instanceId, you load the
instance state yourself while creating the store. It provides tools to
make that easy.

- Undoes the assumption that we might have more than one instance's
state in the store.

- Like `document`, `instance` now has a singleton id
`instance:instance`.
- Page state ids and camera ids are no longer random, but rather derive
from the page they belong to. This is like having a foreign primary key
in SQL databases. It's something i'd love to support fully as part of
the RecordType/Store api.

Tests to do

- [x] Test Migrations
- [x] Test Store.listen filtering
- [x] Make type sets in Store public and readonly
- [x] Test RecordType.createId
- [x] Test Instance state snapshot loading/exporting
- [x] Manual test File I/O
- [x] Manual test Vscode extension with multiple tabs
- [x] Audit usages of store.query
- [x] Audit usages of changed types: InstanceRecordType, 'instance',
InstancePageStateRecordType, 'instance_page_state', 'user_document',
'camera', CameraRecordType, InstancePresenceRecordType,
'instance_presence'
- [x] Test user preferences
- [x] Manual test isSnapMode and isGridMode and isPenMode
- [ ] Test indexedDb functions
- [x] Add instanceId stuff back


### Change Type

- [x] `major` — Breaking Change


### Test Plan

1. Add a step-by-step description of how to test your PR here.
2.

- [ ] Unit Tests
- [ ] Webdriver tests

### Release Notes

- Add a brief release note for your PR here.
2023-06-05 14:11:07 +00:00

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Markdown

# @tldraw/vscode
This folder contains the source for the tldraw VS Code extension.
## Developing
## 1. Install dependencies
- Run `yarn` from the root folder
## 2. Start the editor
In the root folder:
- Run `yarn dev-vscode`.
This will start the development server for the `apps/vscode/editor` project and open the `apps/vscode/extension` folder in a new VS Code window.
In the `apps/vscode/extension` window, open the terminal and:
- Install dependencies (`yarn`)
- Start the VS Code debugger (`Menu > Run > Start Debugging` or by pressing `F5`). This will open another VS Code window with the extension running.
Open a `.tldr` file from the file explorer or create a new `.tldr` file from the command palette.
## 3. Debugging
You can use standard debugging techniques like `console.log`, which will be displayed in the VS Code window with the extension running. It will display logs both from the Extension and the Editor. VS Code editor with the Extension folder will show more detailed logs from the Extension project. You can also use a debugger.
The code is hot-reloaded, so the developer experience is quite nice.
## Publishing
Update the `CHANGELOG.md` with the new version number and the changes.
To publish:
- Install `vsce` globally
- Run `vsce login tldraw-org` and sign in. For this to work you need to create a [personal access token](https://code.visualstudio.com/api/working-with-extensions/publishing-extension#get-a-personal-access-token) and you also need to be added to the `tldraw-org` organization on the [Visual Studio Marketplace](https://marketplace.visualstudio.com/manage).
In the `apps/vscode/extension` folder:
- Run `yarn package`
- Run `yarn publish`
## Project overview
The Visual Studio Code extension is made of two projects:
### 1. Extension project
Extension project is under `apps/vscode/extension` and contains the code needed to run a VS Code Extension - it implements the required VS Code interfaces so that VS Code can call our extension and start running it.
It registers the command for generating a new `.tldr` file, custom editor for `.tldr` files, and it communicates with the WebViews that run `@tldraw/editor` (more on this later on).
VS Code Extension API offers two ways for adding [new editors](https://code.visualstudio.com/api/extension-guides/custom-editors): `CustomEditor` and `CustomTextEditor`. We are using [`CustomEditor`](https://code.visualstudio.com/api/extension-guides/custom-editors#custom-editor), even though it means we have to do a bit more work and maintain the contents of the document ourselves. This allows us to better support features like `undo`, `redo`, and `revert`, since we are in complete control of the contents of the document.
The custom editor logic lives in `TldrawDocument`, where we handle all the required custom editor operations like reading the file from disk, saving the file, backups, reverting, etc. When a `.tldr` file is opened a new instance of a `TldrawDocument` is created and this instance then serves as the underlying document model for displaying in the VS Code editors for editing this file. You can open the same file in multiple editors, but even then only a single instance of `TldrawDocument` is created per file.
When a users opens a file a new WebView is created by the `TldrawWebviewManager` and the file's contents are sent do it. WebViews then show our editor project, which is described below.
### 2. Editor project
Editor project is under `apps/vscode/editor`. When a file is opened a new instance of a WebView is created and we show `@tldraw/editor` this WebView.
The implementation is pretty straight forward, but there are some limitations of running `tldraw` inside a WebView, like `window.open` and `window.prompt` not being available, as well as some issues with embeds. We are using `useLocalSyncClient` to sync between different editor instances for cases when the same file is opened in multiple editors.
When users interact with tldraw we listen for changes and when changes happen we serialize the document contents and send them over to `TldrawDocument`. This makes VS Code aware of the changes and allows users to use built in features like `save`, `save as`, `undo`, `redo`, and `revert`.
### Overview of the communication between VS Code, Extension, and the Editor
VS Code actives our extension when needed - when a user opens the first `.tldr` file or when a user runs our registered command. Then, VS Code calls into `TldrawEditorProvider` to open the custom editor, which in turn creates a `TldrawDocument` instance. We read the file contents from disk and send them to the WebView, which then shows the Editor. When the user interacts with the editor we send the changes back to the Extension, which then updates the `TldrawDocument` instance. Since the instance is always kept up to date we can correctly handle user actions like `save`, `save as`, `undo`, `redo`, and `revert`.
![VS Code Extension](VS-Code-Extension-1.png)
#### References
- [VS Code Marketplace Manager](https://marketplace.visualstudio.com/manage/)
- [Web Extensions Guide](https://code.visualstudio.com/api/extension-guides/web-extensions)
- [Test Your Web Extension](https://code.visualstudio.com/api/extension-guides/web-extensions#test-your-web-extension)
- [Web Extension Testing](https://code.visualstudio.com/api/extension-guides/web-extensions#web-extension-tests)
- An example custom editor that does work as a Web Extension
- https://marketplace.visualstudio.com/items?itemName=hediet.vscode-drawio
- https://github.com/hediet/vscode-drawio
- [VS Code Extension API/Landing Page](https://code.visualstudio.com/api)
- [Getting Started](https://code.visualstudio.com/api/get-started/your-first-extension)
- [Custom Editor API](https://code.visualstudio.com/api/extension-guides/custom-editors)
- [github.com/microsoft/vscode-extension-samples](https://github.com/microsoft/vscode-extension-samples)
- [Extensions Guide -> Webviews](https://code.visualstudio.com/api/extension-guides/webview)
- [Publishing Extensions](https://code.visualstudio.com/api/working-with-extensions/publishing-extension)