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dotfiles/docs/SETUP_GUIDE.md
2025-12-21 23:44:28 -05:00

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# Setup Guide
Complete guide for installing, configuring, and maintaining your Arch/CachyOS dotfiles.
## Table of Contents
- [Prerequisites](#prerequisites)
- [Installation Methods](#installation-methods)
- [Post-Install Setup](#post-install-setup)
- [Configuration](#configuration)
- [Features Guide](#features-guide)
- [Customization](#customization)
- [Multi-Machine Setup](#multi-machine-setup)
- [Troubleshooting](#troubleshooting)
- [Uninstalling](#uninstalling)
---
## Prerequisites
**Required:**
- Arch Linux or CachyOS
- Git
- Curl
- Pacman (built-in)
**Optional (for full features):**
- `fzf` - For command palette and fuzzy finding
- `age` or `gpg` - For secrets vault
- `lastpass-cli` - For password manager integration
- `nvim` - For Neovim support (Vim is sufficient)
---
## Installation Methods
### Method 1: Interactive Wizard (Recommended)
The wizard provides a beautiful TUI to customize your installation:
```bash
git clone https://github.com/adlee-was-taken/dotfiles.git ~/.dotfiles
cd ~/.dotfiles
./install.sh --wizard
```
The wizard will guide you through:
1. Identity setup (name, email, GitHub)
2. Git configuration
3. Feature selection
4. Theme choice
5. Advanced options
### Method 2: One-liner
Quick install with defaults:
```bash
git clone https://github.com/adlee-was-taken/dotfiles.git ~/.dotfiles && cd ~/.dotfiles && ./install.sh
```
### Method 3: Standard Install
Clone and run with prompts:
```bash
git clone https://github.com/adlee-was-taken/dotfiles.git ~/.dotfiles
cd ~/.dotfiles
./install.sh
```
### Install Options
```bash
./install.sh # Interactive install
./install.sh --wizard # TUI wizard
./install.sh --skip-deps # Skip dependency installation
./install.sh --deps-only # Only install dependencies, then exit
./install.sh --uninstall # Remove symlinks
./install.sh --uninstall --purge # Remove everything
./install.sh --help # Show all options
```
---
## Post-Install Setup
### 1. Verify Installation
```bash
dotfiles-doctor.sh
```
This checks:
- All symlinks are valid
- Zsh plugins installed
- Git configured
- Theme loaded
- Optional tools present
Fix issues automatically:
```bash
dotfiles-doctor.sh --fix
```
### 2. Restart Shell
```bash
exec zsh
# or just close and reopen your terminal
```
### 3. Configure LastPass (Optional)
```bash
pw list
# First run will prompt you to login
# Enter your LastPass email and master password
```
### 4. Set Up Secrets Vault (Optional)
```bash
vault init
vault set GITHUB_TOKEN "your-token-here"
vault list
```
### 5. Configure Directory Bookmarks (Optional)
```bash
bookmark projects ~/projects
bookmark work ~/work
bookmark list
```
---
## Configuration
### Main Configuration File
All settings are in `~/.dotfiles/dotfiles.conf`:
```bash
# ============================================================================
# Identity
# ============================================================================
USER_FULLNAME="Your Name"
USER_EMAIL="you@example.com"
USER_GITHUB="yourusername"
# ============================================================================
# Git Configuration
# ============================================================================
GIT_USER_NAME="" # Falls back to USER_FULLNAME
GIT_USER_EMAIL="" # Falls back to USER_EMAIL
GIT_DEFAULT_BRANCH="main"
# ============================================================================
# Feature Toggles
# ============================================================================
# Values: "true", "false", or "ask"
INSTALL_DEPS="auto" # Auto-skip if already installed
INSTALL_ZSH_PLUGINS="true" # zsh-autosuggestions, syntax-highlighting
INSTALL_FZF="ask"
INSTALL_BAT="ask"
INSTALL_EZA="ask"
INSTALL_NEOVIM="ask"
SET_ZSH_DEFAULT="ask"
# ============================================================================
# Advanced Features
# ============================================================================
ENABLE_SMART_SUGGESTIONS="true" # Typo correction
ENABLE_COMMAND_PALETTE="true" # Ctrl+Space launcher
ENABLE_SHELL_ANALYTICS="false" # Command stats
ENABLE_VAULT="true" # Encrypted secrets
DOTFILES_AUTO_SYNC_CHECK="true" # Check for updates on shell start
```
### Applying Configuration Changes
After editing `dotfiles.conf`:
```bash
./install.sh --skip-deps
# or just
source ~/.zshrc
```
---
## Features Guide
### Command Palette
**Trigger:** `Ctrl+Space` or `Ctrl+P`
The command palette searches:
- ⚡ Aliases
- λ Functions
- ↺ Recent commands
- 📁 Bookmarked directories
- ⚙ Dotfiles scripts
- ★ Quick actions
- ⎇ Git commands (context-aware)
- ◉ Docker commands
**Keybindings in palette:**
| Key | Action |
|-----|--------|
| `Enter` | Execute command |
| `Ctrl+E` | Edit command first |
| `Ctrl+Y` | Copy to clipboard |
| `Ctrl+R` | Refresh entries |
| `Esc` | Cancel |
**Bookmarks:**
```bash
bookmark <name> [path] # Save bookmark (default: current dir)
bookmark list # List all bookmarks
bookmark delete <name> # Remove bookmark
jump <name> # Go to bookmark
j # Fuzzy select bookmark
```
### Smart Suggestions
Automatically corrects 100+ common typos:
```bash
gti → git
dokcer → docker
sl → ls
pytohn → python
```
Suggests aliases for frequently typed commands:
```bash
💡 You've typed 'git status' 50 times
You already have an alias: gs
```
**Commands:**
```bash
fuck # Re-run last command with typo fixed
```
### Shell Analytics
```bash
dotfiles-stats.sh # Full dashboard
dotfiles-stats.sh --top 20 # Top 20 commands
dotfiles-stats.sh --suggest # Alias recommendations
dotfiles-stats.sh --heatmap # Activity by hour
dotfiles-stats.sh --dirs # Most visited directories
dotfiles-stats.sh --git # Git command breakdown
dotfiles-stats.sh --export # Export as JSON
# Aliases
dfstats # Full dashboard
stats # Full dashboard
tophist # Top commands
suggest # Alias suggestions
```
### Secrets Vault
Encrypted storage using `age` or `gpg`:
```bash
dotfiles-vault.sh set KEY "value" # Store (or prompt for value)
dotfiles-vault.sh get KEY # Retrieve
dotfiles-vault.sh list # Show all keys
dotfiles-vault.sh delete KEY # Remove
dotfiles-vault.sh shell # Print as export statements
dotfiles-vault.sh export backup.enc # Backup encrypted vault
dotfiles-vault.sh import backup.enc # Restore vault
dotfiles-vault.sh status # Show vault info
# Aliases
vault set KEY "value"
vault get KEY
vault list
vls # vault list
vget KEY # vault get
vset KEY # vault set
```
**Auto-loading:** Secrets are automatically loaded into your environment on shell start.
### LastPass Integration
Unified interface for LastPass CLI:
```bash
pw list # List all items
pw get <item> # Get password
pw get <item> username # Get specific field
pw otp <item> # Get TOTP/2FA code
pw copy <item> # Copy password to clipboard
pw search <query> # Search items
pw lock # Logout/lock session
pwf # Fuzzy search items, copy password (requires fzf)
pwof # Fuzzy search items, copy OTP (requires fzf)
```
**Install LastPass CLI:**
```bash
# Via AUR with paru (recommended)
paru -S lastpass-cli
# Or with yay
yay -S lastpass-cli
```
### Dotfiles Sync
```bash
dotfiles-sync.sh # Interactive sync
dotfiles-sync.sh --status # Show sync status
dotfiles-sync.sh --push # Push local changes
dotfiles-sync.sh --pull # Pull remote changes
dotfiles-sync.sh --diff # Show local changes
dotfiles-sync.sh --watch 300 # Auto-sync every 5 minutes
dotfiles-sync.sh --log # Show sync history
# Aliases
dfs # Interactive sync
dfsync # Interactive sync
dfpush # Push changes
dfpull # Pull changes
dfstatus # Show status
```
**Auto-check:** On shell start, you'll be notified of available updates.
### Dynamic MOTD
System information displayed on shell startup:
```
┌──────────────────────────────────────────────────────────────┐
│ ✦ user@hostname Mon Dec 15 14:30│
├──────────────────────────────────────────────────────────────┤
│ ▲ up:4d 7h ◆ load:0.45 ◇ mem:8.2/32G ⊡ 234G free │
└──────────────────────────────────────────────────────────────┘
```
Shows: uptime, load average, memory, disk space
**Configuration:**
```bash
ENABLE_MOTD="true" # Enable MOTD
MOTD_STYLE="compact" # compact (box), mini (single line), or off
```
**Manual commands:**
```bash
show_motd # Show compact MOTD
show_motd_mini # Show single-line MOTD
motd # Alias for show_motd
```
### Snapper Integration
Btrfs snapshot management for Arch/CachyOS with limine bootloader:
```bash
snap-create "Description" # Create snapshot with validation
snap-list [n] # Show last n snapshots (default: 10)
snap-show <num> # Details for specific snapshot
snap-delete <num> # Delete snapshot + update limine
snap-check-limine # Verify boot menu sync
snap-sync # Manually trigger sync
snap-info # Detailed breakdown by type
snap-validate-service # Check service health
```
**Install limine-snapper-sync:**
```bash
paru -S limine-snapper-sync
sudo systemctl enable limine-snapper-sync.service
```
See [SNAPPER.md](docs/SNAPPER.md) for comprehensive guide.
### Tmux Workspace Manager
```bash
tw <name> # Quick attach or create workspace
tw-create <name> [template] # Create from template
tw-list # List all workspaces
tw-delete <name> # Delete workspace
tw-save <name> # Save current layout as template
tw-sync # Toggle pane synchronization
twf # Fuzzy search workspaces
tw-templates # List available templates
```
**Available Templates:**
- `dev` - 3 panes: vim (50%), terminal (25%), logs (25%)
- `ops` - 4-pane monitoring grid
- `ssh-multi` - 4 panes for multi-server management
- `debug` - 2 panes: main (70%), helper (30%)
- `full` - Single full-screen pane
- `review` - Side-by-side comparison panes
See [SSH_TMUX_INTEGRATION.md](docs/SSH_TMUX_INTEGRATION.md) for advanced workflows.
### SSH Session Manager
```bash
ssh-save <name> <connection> [port] [key] [options] [description]
ssh-connect <name> # Connect with auto-tmux
ssh-list # List all profiles
sshf # Fuzzy search and connect
ssh-delete <name> # Delete profile
ssh-reconnect # Quick reconnect
ssh-sync-dotfiles <name> # Deploy dotfiles to remote
```
---
## Customization
### Adding Aliases
Edit `~/.dotfiles/zsh/.zshrc`:
```bash
# Custom aliases
alias projects='cd ~/projects'
alias k='kubectl'
alias tf='terraform'
```
### Machine-Specific Config
Create `~/.zshrc.local` (not tracked by git):
```bash
# Work machine
export WORK_EMAIL="me@company.com"
# Local paths
export PATH="$HOME/work-tools/bin:$PATH"
```
### Custom Espanso Snippets
Edit `~/.dotfiles/espanso/match/personal.yml`:
```yaml
matches:
- trigger: "..myemail"
replace: "your.email@example.com"
- trigger: "..sig"
replace: |
Best regards,
Your Name
```
### Theme Customization
Edit `~/.dotfiles/zsh/themes/adlee.zsh-theme`:
```zsh
# Change colors
typeset -g COLOR_GREEN='%{$FG[118]%}'
typeset -g COLOR_BLUE='%{$FG[069]%}'
# Change timer threshold (seconds)
typeset -g TIMER_THRESHOLD=10
```
---
## Multi-Machine Setup
### Initial Setup on New Machine
```bash
# Clone your dotfiles
git clone https://github.com/YOUR_USER/dotfiles.git ~/.dotfiles
cd ~/.dotfiles
./install.sh
```
### Syncing Changes
**On Machine A (make changes):**
```bash
cd ~/.dotfiles
# Edit files...
dotfiles-sync.sh --push "Added new aliases"
```
**On Machine B (get changes):**
```bash
dotfiles-sync.sh --pull
source ~/.zshrc
```
### Automatic Sync
Enable watch mode (runs in background):
```bash
dotfiles-sync.sh --watch 300 # Check every 5 minutes
```
Or add to crontab:
```bash
*/30 * * * * ~/.dotfiles/bin/dotfiles-sync.sh --auto
```
---
## Troubleshooting
### Run the Doctor First
```bash
dotfiles-doctor.sh --fix
```
### Common Issues
| Issue | Solution |
|-------|----------|
| Theme not loading | Check `ZSH_THEME="adlee"` in .zshrc, run `source ~/.zshrc` |
| Zsh plugins missing | Run `./install.sh` (auto-installs plugins) |
| Command palette not working | Install fzf: `paru -S fzf` |
| Vault errors | Install age: `paru -S age` or gpg: `paru -S gnupg` |
| LastPass not working | Install: `paru -S lastpass-cli` |
| Snapper integration broken | Enable service: `sudo systemctl enable limine-snapper-sync.service` |
| Symlinks broken | Run `./install.sh --skip-deps` to recreate |
### Manual Fixes
**Reinstall zsh plugins:**
```bash
rm -rf ~/.oh-my-zsh/custom/plugins/zsh-autosuggestions
rm -rf ~/.oh-my-zsh/custom/plugins/zsh-syntax-highlighting
./install.sh --skip-deps
```
**Reset git config:**
```bash
rm ~/.gitconfig
./install.sh --skip-deps
```
**Fix permissions:**
```bash
chmod +x ~/.dotfiles/install.sh
chmod +x ~/.dotfiles/bin/*
```
### Getting Help
```bash
# Any script
<script> --help
# Examples
./install.sh --help
vault --help
dotfiles-sync.sh --help
dotfiles-stats.sh --help
```
---
## Uninstalling
### Quick Uninstall
```bash
./install.sh --uninstall
```
This will:
1. Remove all symlinks
2. Find and offer to restore backups
3. Keep ~/.dotfiles directory
### Complete Removal
```bash
./install.sh --uninstall --purge
```
This also removes the `~/.dotfiles` directory.
### Manual Uninstall
```bash
# Remove symlinks
rm ~/.zshrc ~/.gitconfig ~/.vimrc ~/.tmux.conf ~/.config/nvim
rm ~/.oh-my-zsh/themes/adlee.zsh-theme
rm ~/.local/bin/dotfiles-*.sh
# Restore backups (if any)
ls ~/.dotfiles_backup_*
# Remove dotfiles
rm -rf ~/.dotfiles
# Change shell back to bash
chsh -s /bin/bash
```
---
## Security Notes
- `.gitignore` excludes sensitive files (`.env`, `secrets/`, `*.local`, `vault/`)
- Vault uses strong encryption (age/gpg)
- Never commit API keys or tokens
- Personal espanso snippets may contain sensitive info
- Review `git/.gitconfig` before pushing (contains email)
---
## System Requirements Recap
| Component | Requirement |
|-----------|-------------|
| OS | Arch Linux or CachyOS |
| Shell | Zsh (auto-installed) |
| Package Manager | Pacman (built-in) |
| Editor | Vim (required) |
| Editor | Neovim (optional) |
| Password Manager | LastPass CLI (optional) |
| Encryption | age or gpg (optional, for vault) |
---
For more detailed guides, see:
- [SSH_TMUX_INTEGRATION.md](docs/SSH_TMUX_INTEGRATION.md) - SSH and Tmux integration
- [SNAPPER.md](docs/SNAPPER.md) - Btrfs snapshot management
- [ESPANSO.md](docs/ESPANSO.md) - Text expansion snippets