adjust and expand installation documentation in README

README.md

@@ -12,70 +12,87 @@ It is tailored to the needs of The Westervelt Company and is not intended for ge
 This template is built using [Copier](https://copier.readthedocs.io) and includes the following features:
 
 - [Django](https://www.djangoproject.com/)
-    - [`django-allauth`](https://github.com/pennersr/django-allauth) for user authentication
-    - [`django-click`](https://github.com/GaretJax/django-click) for nicer management commands
-    - [`django-email-relay`](https://github.com/westerveltco/django-email-relay) for sending emails via a central database queue
-    - [`django-filter`](https://github.com/carltongibson/django-filter) for filtering querysets
-    - [`django-health-check`](https://github.com/revsys/django-health-check) for application, database, storage, and other health checks
-    - [`django-q2`](https://github.com/django-q/django-q) for a task queue, using the built-in database broker
-        - [`croniter`](https://github.com/kiorky/croniter) for cron tasks
-    - [`django-simple-history`](https://github.com/jazzband/django-simple-history) for tracking historical changes to models
-    - [`django-storages`](https://github.com/jschneier/django-storages) for file storage using S3
-    - [`django-template-partials`](https://github.com/carltongibson/django-template-partials) for easy template partials
-    - [`environs`](https://github.com/sloria/environs) for configuration via environment variables
-    - [`heroicons`](https://github.com/adamchainz/heroicons) for easy access to [Heroicons](https://heroicons.com/) in Django templates
-    - [`httpx`](https://github.com/encode/httpx) for making HTTP requests
-    - [`neapolitan`](https://github.com/carltongibson/neapolitan) for quick and easy CRUD views
-    - [`sentry-sdk`](https://sentry.io) for error tracking
-    - [`whitenoise`](https://github.com/evansd/whitenoise) for serving static files from Django
-    - Also includes the following packages to make development easier:
-    - [`django-browser-reload`](https://github.com/adamchainz/django-browser-reload) for getting that HMR feeling in Django
-    - [`django-debug-toolbar`](https://github.com/jazzband/django-debug-toolbar), 'nuff said
-    - [`django-extensions`](https://github.com/django-extensions/django-extensions) for various management commands, but let's be honest -- it's mainly for `shell_plus`
-    - [`coverage`](https://github.com/nedbat/coveragepy) and [`django-coverage-plugin`](https://github.com/nedbat/django_coverage_plugin) for test coverage
-    - [`ipython`](https://github.com/ipython/ipython) for a better shell
-    - [`model_bakery`](https://github.com/model-bakers/model_bakery) for easy model creation in tests
-    - [`mypy`](https://github.com/python/mypy) and [`django-stubs`](https://github.com/typeddjango/django-stubs) for static type checking
-    - [`pytest`](https://github.com/pytest-dev/pytest) for testing
-        - [`pytest-django`](https://github.com/pytest-dev/pytest-django) for Django pytest helpers
-        - [`pytest-is-running`](https://github.com/adamchainz/pytest-is-running), what it says on the tin
-        - [`pytest-randomly`](https://github.com/pytest-dev/pytest-randomly) and [`pytest-reverse`](https://github.com/adamchainz/pytest-reverse) for keeping tests honest
-        - [`pytest-xdist`](https://github.com/pytest-dev/pytest-xdist) for parallel testing, because ain't nobody got time for a slow test suite
+  - [`django-allauth`](https://github.com/pennersr/django-allauth) for user authentication
+  - [`django-click`](https://github.com/GaretJax/django-click) for nicer management commands
+  - [`django-email-relay`](https://github.com/westerveltco/django-email-relay) for sending emails via a central database queue
+  - [`django-filter`](https://github.com/carltongibson/django-filter) for filtering querysets
+  - [`django-health-check`](https://github.com/revsys/django-health-check) for application, database, storage, and other health checks
+  - [`django-q2`](https://github.com/django-q/django-q) for a task queue, using the built-in database broker
+    - [`croniter`](https://github.com/kiorky/croniter) for cron tasks
+  - [`django-simple-history`](https://github.com/jazzband/django-simple-history) for tracking historical changes to models
+  - [`django-storages`](https://github.com/jschneier/django-storages) for file storage using S3
+  - [`django-template-partials`](https://github.com/carltongibson/django-template-partials) for easy template partials
+  - [`environs`](https://github.com/sloria/environs) for configuration via environment variables
+  - [`heroicons`](https://github.com/adamchainz/heroicons) for easy access to [Heroicons](https://heroicons.com/) in Django templates
+  - [`httpx`](https://github.com/encode/httpx) for making HTTP requests
+  - [`neapolitan`](https://github.com/carltongibson/neapolitan) for quick and easy CRUD views
+  - [`sentry-sdk`](https://sentry.io) for error tracking
+  - [`whitenoise`](https://github.com/evansd/whitenoise) for serving static files from Django
+  - Also includes the following packages to make development easier:
+  - [`django-browser-reload`](https://github.com/adamchainz/django-browser-reload) for getting that HMR feeling in Django
+  - [`django-debug-toolbar`](https://github.com/jazzband/django-debug-toolbar), 'nuff said
+  - [`django-extensions`](https://github.com/django-extensions/django-extensions) for various management commands, but let's be honest -- it's mainly for `shell_plus`
+  - [`coverage`](https://github.com/nedbat/coveragepy) and [`django-coverage-plugin`](https://github.com/nedbat/django_coverage_plugin) for test coverage
+  - [`ipython`](https://github.com/ipython/ipython) for a better shell
+  - [`model_bakery`](https://github.com/model-bakers/model_bakery) for easy model creation in tests
+  - [`mypy`](https://github.com/python/mypy) and [`django-stubs`](https://github.com/typeddjango/django-stubs) for static type checking
+  - [`pytest`](https://github.com/pytest-dev/pytest) for testing
+    - [`pytest-django`](https://github.com/pytest-dev/pytest-django) for Django pytest helpers
+    - [`pytest-is-running`](https://github.com/adamchainz/pytest-is-running), what it says on the tin
+    - [`pytest-randomly`](https://github.com/pytest-dev/pytest-randomly) and [`pytest-reverse`](https://github.com/adamchainz/pytest-reverse) for keeping tests honest
+    - [`pytest-xdist`](https://github.com/pytest-dev/pytest-xdist) for parallel testing, because ain't nobody got time for a slow test suite
 - [HTMX](https://htmx.org/) with [`django-htmx`](https://github.com/adamchainz/django-htmx)
 - [Alpine.js](https://alpinejs.dev/)
 - [Tailwind CSS](https://tailwindcss.com/) with [`django-tailwind-cli`](https://github.com/oliverandrich/django-tailwind-cli)
 - (optional) [Vite](https://vitejs.dev/) with [`django-vite`](https://github.com/MrBin99/django-vite)
 - Dependency management with [`pip-tools`](https://github.com/jazzband/pip-tools)
-    - [Dependabot](https://dependabot.com/) for automatic dependency updates
+  - [Dependabot](https://dependabot.com/) for automatic dependency updates
 - Documentation built with [`Sphinx`](https://github.com/sphinx-doc/sphinx), [`MyST-Parser`](https://github.com/executablebooks/MyST-Parser), and the [`furo`](https://github.com/pradyunsg/furo) theme
 - Automatic linting and formatting via [`pre-commit`](https://github.com/pre-commit/pre-commit)
-    - [`blacken-docs`](https://github.com/adamchainz/blacken-docs) because `ruff` doesn't
-    - [`django-upgrade`](https://github.com/adamchainz/django-upgrade) for keeping Django up to date automatically
-    - [`djlint`](https://github.com/rtts/djlint) for linting and formatting Django templates
-    - [`ruff`](https://github.com/astral-sh/ruff) for blazingly fast formatting and linting
-    - [`prettier`](https://github.com/prettier/prettier) for formatting CSS, JavaScript, TypeScript, and YAML
-    - [`rustywind`](https://github.com/avencera/rustywind) for sorting Tailwind CSS classes automatically
-    - [`validate-pyproject`](https://github.com/abravalheri/validate-pyproject) for ensuring that `pyproject.toml` is valid
-    - `pretty-format-toml` via [`language-formatters-pre-commit-hooks`](https://github.com/macisamuele/language-formatters-pre-commit-hooks) for TOML formatting
+  - [`blacken-docs`](https://github.com/adamchainz/blacken-docs) because `ruff` doesn't
+  - [`django-upgrade`](https://github.com/adamchainz/django-upgrade) for keeping Django up to date automatically
+  - [`djlint`](https://github.com/rtts/djlint) for linting and formatting Django templates
+  - [`ruff`](https://github.com/astral-sh/ruff) for blazingly fast formatting and linting
+  - [`prettier`](https://github.com/prettier/prettier) for formatting CSS, JavaScript, TypeScript, and YAML
+  - [`rustywind`](https://github.com/avencera/rustywind) for sorting Tailwind CSS classes automatically
+  - [`validate-pyproject`](https://github.com/abravalheri/validate-pyproject) for ensuring that `pyproject.toml` is valid
+  - `pretty-format-toml` via [`language-formatters-pre-commit-hooks`](https://github.com/macisamuele/language-formatters-pre-commit-hooks) for TOML formatting
 - [Docker](https://www.docker.com/) for local development and deployment
-    - A multi-stage `Dockerfile` to targeting different use cases (application/tailwind/vite/worker in development, full image in production)
-        - Tailscale included for easy access to private nodes on Tailnet
-    - A `docker-compose.yml` file for local development, with a `docker-compose.prod.yml` to simulate production
+  - A multi-stage `Dockerfile` to targeting different use cases (application/tailwind/vite/worker in development, full image in production)
+    - Tailscale included for easy access to private nodes on Tailnet
+  - A `docker-compose.yml` file for local development, with a `docker-compose.prod.yml` to simulate production
 - [`just`](https://github.com/casey/just) for running common development tasks
 - Deployment to [Fly.io](https://fly.io) with a `fly.toml` file, with [`django-flyio`](https://github.com/joshuadavidthomas/django-flyio) giving some niceties specific to Fly
 - CI/CD with [GitHub Actions](https://github.com/features/actions)
-    - Testing
-    - Type checking
-    - Django deployment checks
-    - Deploying to Fly.io
-        - [`bumpver`](https://github.com/mbarkhau/bumpver) for version bumping
-        - [1Password](https://1password.com) and the [`1password/load-secrets-action`](https://github.com/1password/load-secrets-action) to manage secrets
+  - Testing
+  - Type checking
+  - Django deployment checks
+  - Deploying to Fly.io
+    - [`bumpver`](https://github.com/mbarkhau/bumpver) for version bumping
+    - [1Password](https://1password.com) and the [`1password/load-secrets-action`](https://github.com/1password/load-secrets-action) to manage secrets
+
+## Requirements
+
+- [Copier](https://copier.readthedocs.io)
+- [Copier Template Extensions](https://github.com/copier-org/copier-templates-extensions)
+
+## Installation
+
+You will need to install the required packages before being able to generate a project using this template. They are automatically included in the development dependencies of the generated project, so this is a one-time by-hand installation.
+
+You can use a tool like `pipx` or `uv tool install` for this:
+
+```bash
+pipx install copier copier-templates-extensions
+# or for you bleeding-edge folks
+uv tool install copier copier-templates-extensions
+```
 
 ## Usage
 
 ### Generating a new package
 
-To use this template, you will need to install [Copier](https://copier.readthedocs.io) and then run the following command:
+To use this template, ensure the required packages are installed then run the following command:
 
 ```bash
 copier copy --trust gh:westerveltco/django-twc-project <destination>
@@ -124,7 +141,6 @@ Make sure the package you're updating is set up properly (run `just bootstrap` o
 
 6. Merge the pull request once CI passes.
 
-
 ## Examples
 
 Examples are provided in the [`examples`](examples) directory.