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265 changes: 264 additions & 1 deletion doc/source/tutorial_guide/00_intro.rst
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Balder Intro Example
********************

In this example, we will explore the key aspects of the Balder system. We start by writing a full test from scratch,
then continue by adding tests that were already written for us through installation. Finally, we demonstrate Balder's
flexibility by porting our previously developed web tests to use a command-line interface and a Unix filesystem.

Instead of inventing a fictional example, we will test a real application. For this purpose, we will use
`Nextcloud <nextcloud.com>`_.

What is Nextcloud?
==================

Nextcloud is an open-source software platform designed for self-hosted file storage and collaboration. It allows users
to set up their own cloud server, similar to commercial services like Dropbox or Google Drive, but with a strong
emphasis on user control and data privacy. Individuals or organizations can manage files, share them securely, and
decide who has access - without relying on external companies. (We will use installable tests for that in
`Part 2: Install Tests for NextCloud Web <Part 2: Install Tests for NextCloud Web>`_ and
`Part 3: Reuse Web Tests for NextCloud CLI <Part 3: Reuse Web Tests for NextCloud CLI>`_.)

The platform offers many more tools than just syncing files across devices. For example, it supports editing documents
in real time, managing calendars and contacts, and handling video calls. However, in this tutorial, we will limit our
testing to the file syncing module.

Preparations
============

Our tests will begin by testing the Nextcloud web interface. To do this, we will create a local instance of Nextcloud
using Docker.

What is Docker?
---------------

Docker is an open-source platform that simplifies the process of building, shipping, and running applications. It does
this by using lightweight, isolated environments called containers. These containers package your software along with
all its dependencies in a standardized way. This approach is similar to virtual machines but much more efficient and
portable, as it doesn't require a full operating system for each instance.

Fortunately, Nextcloud offers a `ready-to-use docker container <https://github.com/nextcloud/docker>`_ that we can
easily set up for our tests.

Install Docker
--------------

If you haven't installed docker yet, please have a look at the official documentation.

To set up Docker on your system, you'll need to install the Docker Engine, which is the core component for running
containers. Additionally, make sure to include `Docker Compose <https://docs.docker.com/compose/>`_, a tool that helps
you define and manage multi-container applications using simple configuration files. This setup is straightforward, but
it varies slightly depending on your operating system. We'll focus on Unix-based systems (like Linux) and Windows here,
with links to the
`official Docker documentation for step-by-step guidance <https://docs.docker.com/get-started/get-docker/>`_.

**Linux User:**

For Linux users, installing the Docker Engine is usually sufficient, as Docker
Compose is now integrated as a plugin in recent versions. Start by following the official installation guide for your
specific Linux distro, which covers adding the Docker repository, installing the engine, and verifying it works. You can
find the detailed steps at the official Docker Engine installation page: https://docs.docker.com/engine/install/.

.. note::
Additionally, ensure that you install the Docker Compose plugin (often available as the package
``docker-compose-plugin``). If it's not already installed, you may need to do so manually. For detailed
instructions and any additional commands, check the official Docker Compose documentation at
https://docs.docker.com/compose/install/.

**Mac Users**

For Mac users, setting up Docker is simple using Docker Desktop, which includes the Docker Engine for running
containers and Docker Compose for managing multi-container setups. Download and install Docker Desktop from the
official site, then follow the guided installation process, which handles everything including permissions and
integration with macOS. The official guide provides detailed steps, including system requirements like macOS version
and hardware: https://docs.docker.com/desktop/install/mac-install/.

**Windows User**

If you're on Windows, you'll need to use the **Windows Subsystem for Linux (WSL)** as the backend, since we are using
a Linux container for Nextcloud. First, enable WSL through your Windows settings or PowerShell, then install Docker
Desktop, which bundles the engine, Compose, and other tools.

The official guide walks you through this process clearly, including WSL setup.

Visit the Docker Desktop for Windows installation page at https://docs.docker.com/desktop/install/windows-install/ for
the full instructions.

Once installed, you can test everything by running a simple container from the command line.

Create a Docker Compose File
----------------------------

To make our lives easier, we will set up a Docker Compose file. These files simplify managing containers, especially
since we are going to extend this setup later in the tutorial.

Let's get started. First, create a new project directory. Then, copy the following content into a file named
``docker-compose.yml`` within that directory:

.. code-block:: yaml

services:
nextcloud:
# project https://github.com/nextcloud/docker
image: nextcloud:stable
environment:
- SQLITE_DATABASE=nextcloudsqlite
- NEXTCLOUD_TRUSTED_DOMAINS=nextcloud
- NEXTCLOUD_ADMIN_USER=admin
- NEXTCLOUD_ADMIN_PASSWORD=Admin12345
ports:
- 127.0.0.1:8000:80

We have made some definitions here. We want to use the local SQLite database, which is sufficient for our testing demo.
We also want an admin user with the username ``admin`` and password ``Admin12345``. Additionally, we want to bind the
container's port 80 to our localhost port 8000. This is necessary so that we can access the web page from our host
machine.

You can start your Compose environment by calling:

.. code-block:: shell

$ docker compose up -d

This command will start the containers defined in the Docker Compose file. You should see output similar to the
following:

.. code-block:: none

[+] Running 2/2
✔ Network project_default Created
✔ Container project-nextcloud-1 Started

.. note::
This tutorial is coming soon! It will be released on 25th of October.
Don't forget to shut down your container when you are finished, otherwise the container will continue running. You
can do this with

.. code-block:: shell

$ docker compose down

Verify NextCloud is running
---------------------------

As soon as we start the containers with docker compose, the nextcloud application should start. You can verify that
by opening a website with http://localhost:8000.

You should be able to see the login screen:

Once you start the containers using Docker Compose, the Nextcloud application should be up and running. To verify this,
open your web browser and go to http://localhost:8000.

You should see the login screen:

.. image:: /_static/nextcloud_login_screen.png

Set Up Selenium
---------------

We want to test the web app using Selenium as the GUI control engine. To do this, make sure you have a working
WebDriver that Selenium can use to control the browser.

If you prefer to use your local browser, check the official documentation for instructions on setting up your system.

Alternatively, you can use Selenium Grid, which runs in its own Docker container. This lets you test in an isolated
environment. If you want to go this route, add the following service to your ``docker-compose.yml`` file:

.. code-block:: yaml

services:
nextcloud:
...
firefox:
image: selenium/standalone-firefox:4.35
shm_size: 2gb
ports:
- "127.0.0.1:4444:4444"

This configuration allows you to establish a remote connection with Selenium. You can access the web frontend at
http://localhost:4444/, which lets you view active sessions and connect to them.

Restart your Docker Compose environment to start this container too:

.. code-block::

$ docker compose down && docker compose up -d

When you open a web browser and navigate to http://localhost:4444, you should see the Selenium Grid interface. Once a
Selenium session becomes active, you can use this interface to connect to the container and observe what the test is
doing.

Set up Python
=============

Now that we have prepared the environment, the final step is to set up Python and install all the dependencies needed
to run tests with Balder. To do this, let's create a virtual environment.

Set up virtual environment
--------------------------

Virtual environments allow you to separate your system's installed packages from your project's dependencies. This way,
you can install project-specific packages only at the project level, without affecting your system packages. For more
information about virtual environments, check out
`the official venv documentation <https://docs.python.org/3/library/venv.html>`_.

You can create a new virtual environment simply by running the built-in command. Navigate to the root directory of
your new project (where you stored the docker-compose.yml file) and execute the following command:

.. code-block::

>>> python3 -m venv .venv

This command will create the virtual environment.

After creating the virtual environment, you need to activate it. The activation command depends on your operating
system:

.. list-table:: Activate VirtualEnv
:widths: 25 25 50
:header-rows: 1

* - OS
- Shell
- Command
* - POSIX
- bash/zsh
- $ source venv/bin/activate
* - POSIX
- fish
- $ source venv/bin/activate.fish
* - POSIX
- csh/tcsh
- $ source venv/bin/activate.csh
* - POSIX
- PowerShell Core
- $ source venv/bin/Activate.ps1
* - POSIX
- csh/tcsh
- $ source venv/bin/activate.csh
* - POSIX
- PowerShell Core
- $ venv/bin/Activate.ps1
* - WINDOWS
- cmd.exe
- C:\> venv\Scripts\activate.bat
* - WINDOWS
- PowerShell
- PS C:\> venv\Scripts\Activate.ps1

.. note::
You must activate the virtual environment (using the appropriate command from above) in every new terminal
session before you can use it.

Install requirements
--------------------

Before we begin, make sure to install Balder in your new virtual environment:

.. code-block::

$ pip install baldertest

Since we are using Selenium for browser automation in this tutorial, you should also install the ``balderhub-selenium``
package. This package provides features you can directly use later on. Run the following command too:

.. code-block::

$ pip install balderhub-selenium

Now that we are all set up, we can begin the hands-on part of the tutorial. In this first section, we will focus on
testing the login mechanism of Nextcloud. Let's dive right in with
`Part 1: Develop a Login Test from Scratch <Part 1: Develop a Login Test from Scratch>`_.
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