dev_guide.org

Development Guide

Getting Set Up

Obtaining the source code

For the source code:

git clone https://github.com/ADicksonLab/geomm
cd geomm

Tooling

To make things easier for developers we provide a set automation scripts implemented in invoke (similar to a makefile if you are familiar with that).

So you will want to install invoke somehow to use this tooling. So make sure you are in a suitable python environment (i.e. not the systems python) and install the tools in the tools.requirements.txt file.

pip install -r tools.requirements.txt

Virtual Environments

This is for managing environments which are just for the purpose of developing this project, and not necessarily just for running it (as a user). See Managing Dependencies for details on managing dependencies of the installable project.

We also require a few shell environmental variables which are exported in the env.bash file. Go ahead and source this before doing anything else:

source env.bash

To create an env called geomm.dev just run the env target from invoke:

inv env

Then follow the activation instructions that are printed as different projects might use different backends.

If you ever have problems with an environment just rerun this to get a clean one. A practice we encourage to do frequently so that developers don’t diverge in their envs with local modifications. So while you can make your env, try to use this one unless you have problems.

We maintain a number of preconfigured environments in the envs directory which are used for different purposes. Calling inv env -n dev is the same as inv dev since it is the default, but any other environment can be created by passing the matching name. For instance there is an environment that mimics the user’s installation environment so that we can test experiences upon install, to make sure we haven’t accidentally depended on something in the dev env. For instance:

inv env -n base

If you want to make another environment it is straightforward to copy the examples in the envs dir.

Maintenance Tasks

Managing Dependencies

Reminder that there are two separate goals of managing dependencies and where they are managed:

Python Libraries

These dependencies are managed in setup.py and in PyPI or other indices.

Python Applications/Deployments

These are dependencies managed in requirements.in~/~requirements.txt and used for developer environments and deployment environments.

So for the library aspect we use abstract requirements. These should essentially be the same as requirements.in.

For the deployment side of things we use requirements.txt. Don’t manually edit this. We use pip-tools to “compile” dependencies for this.

To initially pin an environment or when you add requirements run this target:

inv deps-pin

To update it (should be accompanied by a reason why):

inv deps-pin-update

Documentation and Website

Editing and Building Docs

To compile and build the docs just run:

inv docs-build

Which will output them to a temporary build directory ‘_build/html’.

You can clean this build with:

inv clean-docs

To view how the docs would look as a website you can point your browser at the _build/html folder or run a python http web server with this target:

inv docs-serve

Testing

Code Quality Metrics

Just run the end target:

inv quality

This will write files to metrics.

Releases

Choosing a version number

Primordial Epoch

In the pre-covenant releases (think “1.0” release) we just release based on the date. So just make the date string and add any release candidate, dev, or postrelease additions.

Covenental Epoch

After the primordial epoch we have a more semantic meaning behind version numbers.

Following PEP 440 epochs these should all be prefixed by ‘1!’ for the second epoch.

Otherwise versions should be “canonical” strings following the guidelines in PEP 440.

That means we support roughly:

• semver-ish major, minor, and patch parts
• release candidates
• dev
• post release “patches”

However, we don’t prescribe explicit semantics to any of the parts as this is highly variable depending on the needs of a project and the forums by which it is published (e.g. PyPI, Github, etc.).

Writing and/or Generating the Changelog and Announcement

Changing the version number

You can check the current version number with this command:

inv version-which

Increase the version number we currently do it by hand (although an automatic way would be nice and bumpversion wasn’t working for us). So go in and manually edit them. For reference see PEP 440 for valid ones.

The target locations for changing versions are in the following files:

• [ ] setup.py
• [ ] src/geomm/__init__.py
• [ ] sphinx/config.py
• [ ] .zenodo.json
• [ ] conda/conda-forge/meta.yaml

Making the release official

To make a release do some changes and make sure they are fully tested and functional and commit them in version control. At this point you will also want to do any rebasing or cleaning up the actual commits if this wasn’t already done in the feature branch.

If this is a ‘dev’ release and you just want to run a version control tag triggered CI pipeline go ahead and change the version numbers and commit. Then tag the ‘dev’ release.

If you intend to make a non-dev release you will first want to test it out a little bit with a release-candidate prerelease.

So do all the following bookeeping steps in a single but separate git commit from the actual changes to the code:

• [ ] write the changelog
• [ ] write the announcement (optional)
• [ ] change the version numbers
• [ ] build to test it out inv build

However, when you change the version number put a ‘rc0’ at the end of the new intended (semantic) number.

Once you have built it and nothing is wrong go ahead and publish it to the test indexes (if available):

inv publish-test

Then go ahead and commit the changes after that works. The message should follow a fixed form like

1.0.0rc0 release preparation

Then you can tag the release in the git commit history:

inv release

Publishing the results will vary but you can start with publishing the package to PyPI and the VCS hosts with the real publish target:

inv publish

After this you may publish to any of the following: github, gitlab, and/or zenodo.org (which provides a persistent DOI and stores the project).

For Zenodo and Github just make a release for an existing release tag using the github web interface. If Zenodo is linked to your github repo it will automatically recognize it and create the DOI for it.

Initializing this repository

These are tasks that should only be done once at the inception of the project but are described for posterity and completeness.

Version Control

First we need to initialize the version control system (git):

inv vcs-init

If you want to go ahead and add the remote repositories for this project. We don’t manage this explicitly since git is treated mostly as first class for these kinds of tasks and is better left to special purpose tools which are well integrated and developed.

Compiling Dependencies

Then add any extra dependencies you want to the development environment requirements.in file and then compile and pin them:

inv deps-pin

Creating Environments

Then just create the virtual environment. For portability we use the builin venv package, but this is customizable.

inv env

Then you can activate it with the instructions printed to the screen.