CMS Configuration and Setup

**Referenced Files in This Document** - [package.json](file://package.json) - [tina/config.ts](file://tina/config.ts) - [src/admin/config.yml](file://src/admin/config.yml) - [src/admin/index.html](file://src/admin/index.html) - [cloudflare-pages.toml](file://cloudflare-pages.toml) - [netlify.toml](file://netlify.toml) - [wrangler.jsonc](file://wrangler.jsonc) - [worker.js](file://worker.js) - [.eleventy.js](file://.eleventy.js) - [README.md](file://README.md) - [src/content/knowledge/knowledge.11tydata.js](file://src/content/knowledge/knowledge.11tydata.js) - [src/_includes/layouts/knowledge.njk](file://src/_includes/layouts/knowledge.njk) - [src/alliance-knowledge.njk](file://src/alliance-knowledge.njk) - [src/staff-knowledge.njk](file://src/staff-knowledge.njk) - [src/staff-knowledge-graph.njk](file://src/staff-knowledge-graph.njk) - [src/content/knowledge/write-your-first-article.md](file://src/content/knowledge/write-your-first-article.md) - [src/content/knowledge/review-and-publish-workflow.md](file://src/content/knowledge/review-and-publish-workflow.md)

Update Summary

Changes Made

Added comprehensive knowledge base workflow documentation with status tracking (draft → review → published → archived)
Integrated audience segmentation system (staff, members, both) with portal-specific access controls
Enhanced content categorization with hierarchical taxonomy (category → subcategory → tags)
Added knowledge graph visualization for content relationship mapping
Updated TinaCMS schema to support advanced metadata fields and workflow automation
Implemented portal-specific knowledge base collections and filtering logic

Introduction

This document explains how to configure and operate the Sveltia CMS within the Ace Strategies Prime platform, with enhanced focus on knowledge management workflows, status tracking, audience segmentation, and content categorization. The platform now features a sophisticated knowledge base system with four-stage publishing workflows, audience-aware content delivery, and advanced content discovery through categorization and relationship mapping.

Project Structure

The CMS is integrated with Eleventy and deployed via Cloudflare Workers and Assets, featuring separate portals for staff and members with distinct knowledge base access. The key configuration areas include:

TinaCMS configuration with enhanced knowledge base schema
Sveltia CMS admin entrypoint
Eleventy build pipeline with portal-specific collections
Cloudflare Worker for authentication and API routes
Knowledge base visualization with D3.js graph
Audience segmentation and workflow automation

graph TB
subgraph "Build Pipeline"
ELE[".eleventy.js<br/>Build config and portal collections"]
PKG["package.json<br/>Scripts and dependencies"]
end
subgraph "CMS Config"
TCFG["tina/config.ts<br/>Enhanced knowledge base schema"]
YML["src/admin/config.yml<br/>Legacy YAML config"]
ADMIN["src/admin/index.html<br/>Sveltia CMS entry"]
end
subgraph "Portal Systems"
STAFF["Staff Portal<br/>/staff/ - All statuses"]
MEMBERS["Members Portal<br/>/alliance/members/ - Published/Review"]
GRAPH["Knowledge Graph<br/>D3.js visualization"]
end
subgraph "Deployment"
WRG["wrangler.jsonc<br/>Assets binding and secrets"]
WKR["worker.js<br/>Auth and API routes"]
CF["cloudflare-pages.toml<br/>Pages fallback"]
NL["netlify.toml<br/>Redirects and headers"]
end
PKG --> ELE
TCFG --> ELE
YML --> TCFG
ADMIN --> TCFG
ELE --> WRG
WRG --> WKR
CF --> WRG
NL --> WRG
STAFF --> ELE
MEMBERS --> ELE
GRAPH --> ELE

Diagram sources

[package.json:1-32](file://package.json#L1-L32)
[.eleventy.js:1-283](file://.eleventy.js#L1-L283)
[tina/config.ts:1-425](file://tina/config.ts#L1-L425)
[src/admin/config.yml:1-774](file://src/admin/config.yml#L1-L774)
[src/admin/index.html:1-12](file://src/admin/index.html#L1-L12)
[wrangler.jsonc:1-35](file://wrangler.jsonc#L1-L35)
[worker.js:1-321](file://worker.js#L1-L321)
[cloudflare-pages.toml:1-17](file://cloudflare-pages.toml#L1-L17)
[netlify.toml:1-26](file://netlify.toml#L1-L26)

Section sources

[package.json:1-32](file://package.json#L1-L32)
[.eleventy.js:1-283](file://.eleventy.js#L1-L283)
[tina/config.ts:1-425](file://tina/config.ts#L1-L425)
[src/admin/config.yml:1-774](file://src/admin/config.yml#L1-L774)
[src/admin/index.html:1-12](file://src/admin/index.html#L1-L12)
[wrangler.jsonc:1-35](file://wrangler.jsonc#L1-L35)
[worker.js:1-321](file://worker.js#L1-L321)
[cloudflare-pages.toml:1-17](file://cloudflare-pages.toml#L1-L17)
[netlify.toml:1-26](file://netlify.toml#L1-L26)

Core Components

Enhanced TinaCMS configuration with comprehensive knowledge base schema supporting status tracking, audience segmentation, and content categorization
Dual portal architecture with staff portal (unified access) and members portal (audience-aware)
Advanced workflow system with four-stage publishing pipeline (draft → review → published → archived)
Knowledge graph visualization using D3.js for content relationship mapping
Portal-specific collections with filtering logic for different access levels
Automated status management with build-time filtering and collection exclusion

Section sources

[tina/config.ts:95-201](file://tina/config.ts#L95-L201)
[src/content/knowledge/knowledge.11tydata.js:1-42](file://src/content/knowledge/knowledge.11tydata.js#L1-L42)
[src/_includes/layouts/knowledge.njk:1-157](file://src/_includes/layouts/knowledge.njk#L1-L157)
[src/alliance-knowledge.njk:1-274](file://src/alliance-knowledge.njk#L1-L274)
[src/staff-knowledge.njk:1-270](file://src/staff-knowledge.njk#L1-L270)
[src/staff-knowledge-graph.njk:1-245](file://src/staff-knowledge-graph.njk#L1-L245)

Architecture Overview

The CMS architecture now supports a sophisticated knowledge management system with separate portals, workflow automation, and content relationship visualization. The staff portal provides comprehensive access to all content statuses while the members portal delivers audience-appropriate content.

sequenceDiagram
participant Staff as "Staff Portal User"
participant Members as "Members Portal User"
participant CMS as "Sveltia CMS"
participant Worker as "Cloudflare Worker"
participant Graph as "Knowledge Graph"
participant Build as "Eleventy Build"
Staff->>CMS : "Access /staff/knowledge/"
CMS-->>Staff : "Show all statuses (draft, review, published, archived)"
Staff->>CMS : "Create/Edit Knowledge Article"
CMS->>Worker : "Commit changes to repository"
Worker-->>Build : "Trigger build"
Build-->>Graph : "Update knowledge graph data"
Graph-->>Staff : "Real-time graph updates"
Members->>CMS : "Access /alliance/members/knowledge/"
CMS-->>Members : "Show published/review articles (audience-aware)"
Members->>CMS : "Search/Filter by category/tags"
CMS-->>Members : "Filtered results with status badges"

Diagram sources

[src/staff-knowledge.njk:8-20](file://src/staff-knowledge.njk#L8-L20)
[src/content/knowledge/knowledge.11tydata.js:13-29](file://src/content/knowledge/knowledge.11tydata.js#L13-L29)
[src/_includes/layouts/knowledge.njk:52-58](file://src/_includes/layouts/knowledge.njk#L52-L58)
[src/staff-knowledge-graph.njk:52-66](file://src/staff-knowledge-graph.njk#L52-L66)

Detailed Component Analysis

Enhanced TinaCMS Configuration (tina/config.ts)

The knowledge base schema now includes comprehensive metadata fields for workflow management and audience targeting:

Status Tracking Fields:

status: Four-stage workflow (draft, review, published, archived)
Automatic default status set to 'draft' for new articles
Required status field with predefined options and labels

Content Classification:

category: Primary subject area (Government Relations, Strategic Communications, etc.)
subcategory: Secondary classification level
tags_list: Multiple keyword tags for fine-grained filtering
content_type: Article type classification (Briefing Note, How-To Guide, etc.)
difficulty: Skill level indicator (Beginner, Intermediate, Advanced, Expert)

Audience Segmentation:

audience: Content visibility control (both, staff, members)
Portal-specific visibility rules based on audience field
Staff-only articles hidden from member portal

Advanced Features:

related_articles: Bidirectional content linking
featured: Promotional content flag
table_of_contents: Auto-generated navigation
seo_description, noindex: SEO optimization controls

flowchart TD
Start(["Knowledge Base Schema"]) --> Status["Status Tracking<br/>draft → review → published → archived"]
Start --> Category["Content Categorization<br/>category → subcategory → tags"]
Start --> Audience["Audience Segmentation<br/>both → staff → members"]
Start --> Type["Content Types<br/>Briefing Note → How-To Guide → etc."]
Start --> Advanced["Advanced Features<br/>related_articles → SEO → Relationships"]
Status --> Build["Build-Time Filtering<br/>Production excludes drafts/archived"]
Category --> Search["Search & Discovery<br/>Category/tag filtering"]
Audience --> Portal["Portal Routing<br/>Staff vs Members"]
Type --> UX["User Experience<br/>Difficulty indicators"]
Advanced --> Graph["Graph Visualization<br/>Content relationships"]

Diagram sources

[tina/config.ts:99-200](file://tina/config.ts#L99-L200)
[src/content/knowledge/knowledge.11tydata.js:13-29](file://src/content/knowledge/knowledge.11tydata.js#L13-L29)
[src/_includes/layouts/knowledge.njk:52-58](file://src/_includes/layouts/knowledge.njk#L52-L58)

Section sources

[tina/config.ts:95-201](file://tina/config.ts#L95-L201)
[tina/config.ts:104-176](file://tina/config.ts#L104-L176)
[tina/config.ts:177-199](file://tina/config.ts#L177-L199)

Knowledge Base Template System

The knowledge base uses a sophisticated template system with portal-specific layouts and filtering:

Member Portal Template (knowledge.njk):

Audience-aware rendering with status badges
SEO optimization with structured data
Breadcrumb navigation with category awareness
Status-specific styling and messaging
Featured image handling and alt text support

Staff Portal Template (staff-knowledge.njk):

Comprehensive article listing with status filtering
Category-based grouping and sorting
Difficulty level indicators
Related article previews
Status badges with color coding

Graph Visualization (staff-knowledge-graph.njk):

D3.js force-directed graph of content relationships
Category-based color coding
Status-based opacity mapping
Interactive tooltips with article details
Real-time graph updates from knowledge data

Section sources

[src/_includes/layouts/knowledge.njk:1-157](file://src/_includes/layouts/knowledge.njk#L1-L157)
[src/alliance-knowledge.njk:1-274](file://src/alliance-knowledge.njk#L1-L274)
[src/staff-knowledge.njk:1-270](file://src/staff-knowledge.njk#L1-L270)
[src/staff-knowledge-graph.njk:1-245](file://src/staff-knowledge-graph.njk#L1-L245)

Knowledge Management Workflows

The platform implements a four-stage publishing workflow designed to ensure quality while maintaining efficiency:

Stage 1: Draft (✏️)

Author creates and develops content privately
Drafts are visible only in CMS and local development
Hidden from production site at build-time
Ideal for initial ideation and rough drafts

Stage 2: Review (👁️)

Colleagues review content for accuracy and quality
Reviewers provide feedback and approve publication
Maintains audit trail with reviewer attribution
Prepares content for public consumption

Stage 3: Published (✅)

Content becomes live on production site
Visible to appropriate audience (members or both)
Indexed by search engines unless flagged otherwise
Triggers automatic graph updates and notifications

Stage 4: Archived (📦)

Content preserved for historical reference
Removed from active index and search results
Can be restored by changing status back to published
Useful for deprecated but historically important content

stateDiagram-v2
draft : Draft (✏️)
review : Review (👁️)
published : Published (✅)
archived : Archived (📦)
[*] --> draft
draft --> review : Review requested
review --> published : Approved
review --> draft : Feedback requested
published --> archived : Content outdated
published --> draft : Major revision needed
archived --> draft : Restore for updates

Diagram sources

[src/content/knowledge/review-and-publish-workflow.md:40-46](file://src/content/knowledge/review-and-publish-workflow.md#L40-L46)
[src/content/knowledge/review-and-publish-workflow.md:143-187](file://src/content/knowledge/review-and-publish-workflow.md#L143-L187)

Section sources

[src/content/knowledge/review-and-publish-workflow.md:1-278](file://src/content/knowledge/review-and-publish-workflow.md#L1-L278)
[src/content/knowledge/write-your-first-article.md:1-245](file://src/content/knowledge/write-your-first-article.md#L1-L245)

Audience Segmentation System

The platform implements a three-tier audience segmentation system to control content visibility across portals:

Audience Values:

both: Visible to staff and members (default)
staff: Internal-only content, hidden from member portal
members: Member-only content, hidden from staff portal

Portal-Specific Behavior:

Staff Portal (/staff/): Shows all statuses (draft, review, published, archived) for staff and both audiences
Members Portal (/alliance/members/): Filters to published/review status with members and both audiences
Build-Time Filtering: Production builds exclude non-published content from collections while preserving individual page files

Implementation Details:

Audience field validation in CMS schema
Portal-specific collection filtering logic
Status-based visibility rules
SEO considerations with noindex field for hidden content

Section sources

[tina/config.ts:166-176](file://tina/config.ts#L166-L176)
[src/content/knowledge/knowledge.11tydata.js:13-29](file://src/content/knowledge/knowledge.11tydata.js#L13-L29)
[src/_includes/layouts/knowledge.njk:52-58](file://src/_includes/layouts/knowledge.njk#L52-L58)

Content Categorization Framework

The knowledge base employs a hierarchical categorization system for improved content organization and discovery:

Primary Taxonomy:

Category: Broad subject area (Government Relations, Strategic Communications, etc.)
Subcategory: Specific focus within category
Tags: Multiple keywords for fine-grained filtering

Content Type Classification:

Briefing Note: Concise executive summaries
Research Report: Comprehensive analytical content
How-To Guide: Step-by-step instructions
Policy Analysis: Regulatory and policy discussions
Case Study: Real-world examples and outcomes
Reference Material: Standard operating procedures
Template: Reusable content frameworks
Training Resource: Educational materials

Difficulty Levels:

Beginner: Basic concepts and introductions
Intermediate: Some prior knowledge required
Advanced: Specialized expertise needed
Expert: Highly specialized technical content

Implementation Features:

Automatic breadcrumb navigation based on category hierarchy
Dynamic filtering by category, type, and tags
Tag cloud for quick content discovery
Related article suggestions based on shared tags

Section sources

[tina/config.ts:124-165](file://tina/config.ts#L124-L165)
[src/alliance-knowledge.njk:96-113](file://src/alliance-knowledge.njk#L96-L113)
[src/staff-knowledge.njk:87-101](file://src/staff-knowledge.njk#L87-L101)

Knowledge Base Visualization

The platform includes advanced visualization tools for content relationship mapping and discovery:

Knowledge Graph Features:

Force-Directed Layout: D3.js-powered interactive graph
Category Color Coding: Unique colors for each content category
Status-Based Opacity: Visual indication of content lifecycle stage
Interactive Nodes: Click to open articles, hover for details
Real-time Updates: Graph refreshes with content changes

Graph Data Structure:

Nodes: Articles with title, URL, category, status, tags, content type
Edges: Connections based on related_article field relationships
Degree Calculation: Node size based on number of connections
Legend System: Category color legend and status key

Staff Portal Integration:

Dedicated /staff/knowledge/graph/ endpoint
Toggle between list view and graph view
Reset zoom functionality
Responsive design for different screen sizes

Section sources

[src/staff-knowledge-graph.njk:1-245](file://src/staff-knowledge-graph.njk#L1-L245)
[src/staff-knowledge.njk:33-40](file://src/staff-knowledge.njk#L33-L40)

Dependency Analysis

The enhanced CMS system introduces several new dependencies and integrations:

Core Dependencies:

TinaCMS CLI and runtime for admin generation and editing
Eleventy for static site generation with portal-specific collections
Cloudflare Worker and Assets for serving the site and handling auth/API routes
D3.js for knowledge graph visualization
Optional GitHub OAuth for legacy integrations

New Integrations:

Portal Collections: Separate staffKnowledge and knowledge collections
Build-Time Filtering: Status-based content exclusion logic
Graph Data Processing: JavaScript-based knowledge graph generation
Audience-Aware Rendering: Template-level audience validation

graph LR
TCFG["tina/config.ts<br/>Enhanced schema"] --> CLI["@tinacms/cli"]
TCFG --> RUNTIME["Sveltia Runtime"]
CLI --> ADMINBUNDLE["Admin Bundle"]
ELE["Eleventy<br/>Portal collections"] --> SITE["_site/"]
ADMINBUNDLE --> SITE
SITE --> ASSETS["Cloudflare Assets"]
ASSETS --> WORKER["worker.js<br/>Auth + APIs"]
WORKER --> GRAPH["D3.js Graph<br/>Knowledge relationships"]
WORKER --> AUTH["Member Auth + APIs"]

Diagram sources

[package.json:25-30](file://package.json#L25-L30)
[tina/config.ts:1-425](file://tina/config.ts#L1-L425)
[.eleventy.js:1-283](file://.eleventy.js#L1-L283)
[wrangler.jsonc:9-12](file://wrangler.jsonc#L9-L12)
[worker.js:301-320](file://worker.js#L301-L320)
[src/staff-knowledge-graph.njk:69](file://src/staff-knowledge-graph.njk#L69)

Section sources

[package.json:14-30](file://package.json#L14-L30)
[tina/config.ts:1-425](file://tina/config.ts#L1-L425)
[.eleventy.js:1-283](file://.eleventy.js#L1-L283)
[wrangler.jsonc:1-35](file://wrangler.jsonc#L1-L35)
[worker.js:1-321](file://worker.js#L1-L321)

Performance Considerations

Enhanced performance optimizations for the knowledge base system:

Knowledge Graph Optimization:

Efficient D3.js force simulation with collision detection
Lazy loading of graph data via build-time injection
Responsive SVG scaling for different viewport sizes
Optimized node degree calculation for dynamic sizing

Portal-Specific Performance:

Separate collections reduce query complexity
Build-time filtering minimizes runtime processing
Status-based exclusions reduce content processing overhead
Graph updates triggered only on data changes

Asset Management:

Keep mediaRoot aligned with publicFolder mapping for optimal asset resolution
Use Eleventy's production transforms and minification for HTML/CSS/JS
Cache-control headers for assets configured in deployment configs
Knowledge graph data cached in browser localStorage for subsequent visits

Troubleshooting Guide

Common configuration issues and resolutions for the enhanced knowledge base system:

Knowledge Base Workflow Issues:

Articles not appearing in member portal: Verify status is 'published' or 'review' and audience includes 'members' or 'both'
Draft articles visible in production: Check build-time filtering logic and NODE_ENV settings
Workflow status not updating: Ensure status field is properly formatted and saved in CMS
Archived articles still accessible: Verify status filtering and permalink generation logic

Audience Segmentation Problems:

Content visible to wrong audience: Check audience field values and portal-specific collection filtering
Staff portal missing content: Verify staffKnowledge collection includes all required fields
Graph visualization not loading: Ensure D3.js library is properly loaded and graph data is injected

Content Categorization Issues:

Incorrect category filtering: Verify category/subcategory/tag values match schema options
Search not finding articles: Check tag formatting and search indexing configuration
Related articles not connecting: Ensure related_article field contains valid article URLs

Knowledge Graph Problems:

Graph not rendering: Check D3.js library loading and SVG container availability
Missing connections: Verify related_article field contains valid article titles
Performance issues: Monitor node count and optimize graph data processing

Section sources

[README.md:497-521](file://README.md#L497-L521)
[README.md:523-588](file://README.md#L523-L588)
[tina/config.ts:3-20](file://tina/config.ts#L3-L20)
[wrangler.jsonc:17-34](file://wrangler.jsonc#L17-L34)
[netlify.toml:13-26](file://netlify.toml#L13-L26)
[src/content/knowledge/knowledge.11tydata.js:13-29](file://src/content/knowledge/knowledge.11tydata.js#L13-L29)

Conclusion

The enhanced Sveltia CMS integration in Ace Strategies Prime provides a comprehensive knowledge management platform with sophisticated workflow automation, audience segmentation, and content discovery capabilities. The dual portal architecture with separate staff and members access, combined with the four-stage publishing workflow and knowledge graph visualization, creates a powerful system for managing organizational knowledge while maintaining appropriate access controls and content quality standards.

Appendices

Step-by-Step Setup Instructions

Local Development

Install dependencies and run Eleventy in serve mode
Build the CMS admin bundle locally if needed
Access staff portal at /staff/ for full knowledge base access
Access members portal at /alliance/members/ for published content
Open the admin UI at the configured path for content management

Production Deployment

Build the site and admin bundle
Deploy via Wrangler to bind Assets and run the Worker
Configure secrets and KV namespaces for member authentication and APIs
Verify portal-specific collections are properly filtered
Test knowledge graph functionality and audience segmentation

Environment Variables and Secrets

Worker secrets include session keys, Resend API key, and Google Sheets credentials
Optional TinaCMS variables for local admin builds
Knowledge base requires proper NODE_ENV for build-time filtering

Section sources

[package.json:5-12](file://package.json#L5-L12)
[README.md:523-588](file://README.md#L523-L588)
[README.md:497-521](file://README.md#L497-L521)

Customization Examples

Extend Knowledge Base Schema

Add new category options in the knowledge base schema
Create custom content types for specialized article formats
Implement additional metadata fields for specific use cases
Extend audience segmentation for additional access levels

Customize Workflow Logic

Modify status transition rules in the workflow documentation
Add custom approval workflows for sensitive content
Implement additional review stages for complex content types
Create custom notification systems for workflow events

Enhance Content Discovery

Add custom search filters based on new metadata fields
Implement faceted search with additional category dimensions
Create custom content recommendation algorithms
Add sentiment analysis for content categorization

Section sources

[tina/config.ts:95-201](file://tina/config.ts#L95-L201)
[src/content/knowledge/review-and-publish-workflow.md:1-278](file://src/content/knowledge/review-and-publish-workflow.md#L1-L278)
[src/alliance-knowledge.njk:96-113](file://src/alliance-knowledge.njk#L96-L113)
[src/staff-knowledge-graph.njk:73-92](file://src/staff-knowledge-graph.njk#L73-L92)

CMS Configuration and Setup

Update Summary

Table of Contents

Introduction

Project Structure

Core Components

Architecture Overview

Detailed Component Analysis

Enhanced TinaCMS Configuration (tina/config.ts)

Knowledge Base Template System

Knowledge Management Workflows

Audience Segmentation System

Content Categorization Framework

Knowledge Base Visualization

Dependency Analysis

Performance Considerations

Troubleshooting Guide

Conclusion

Appendices

Step-by-Step Setup Instructions

Customization Examples