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CONTRIBUTING.rst

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Contributing

Contributions are welcome, and they are greatly appreciated! Every little bit helps, and credit will always be given.

The following sections detail a variety of ways to contribute, as well as how to get started.

Note

Please take a look at the types of Contributions that we welcome, along with the guidelines.

Get Started!

Ready to contribute? Here's how to setup pyjanitor for local development.

Development Containers with VSCode

As of 29 May 2020, development containers are supported! For me, this is the preferred way to get you started up and running, as I have experience with it. Here, you are provided with a pre-built and clean runtime and build environment. You don't have to wrestle with conda wait times if you don't want to!

To get started:

  1. Fork the repository.
  2. Ensure you have Docker running on your local machine.
  3. Ensure you have VSCode running on your local machine.

4. In Visual Studio Code, click on the quick actions Status Bar item in the lower left corner. 5. Then select "Remote Containers: Open Repository In Container". 6. Enter in the URL of your fork of pyjanitor.

VSCode will pull down the prebuilt Docker container, git clone the repository for you inside an isolated Docker volume, and mount the repository directory inside your Docker container.

Follow best practices to submit a pull request by making a feature branch. Now, hack away, and submit in your pull request!

You shouln't be able to access the cloned repo on your local hard drive. If you do want local access, then clone the repo locally first before selecting "Remote Containers: Open Folder In Container".

If you find something is broken because a utility is missing in the container, submit a PR with the appropriate build command inserted in the Dockerfile. Care has been taken to document what each step does, so please read the in-line documentation in the Dockerfile carefully.

Manual Setup

  1. Fork the pyjanitor repo on GitHub: https://github.com/ericmjl/pyjanitor.
  2. Clone your fork locally:

    $ git clone git@github.com:your_name_here/pyjanitor.git
  3. Install your local copy into a conda environment. Assuming you have conda installed, this is how you set up your fork for local development:

    $ cd pyjanitor/
    $ make install

This also installs your new conda environment as a Jupyter-accessible kernel. To run correctly inside the environment, make sure you select the correct kernel from the top right corner of JupyterLab!

Note

For PyCharm users, here are some instructions to get your Conda environment set up.

  1. (Optional) Install the pre-commit hooks.

As of 29 October 2019, pre-commit hooks are available to run code formatting checks automagically before git commits happen. If you did not have these installed before, run the following commands:

# Update your environment to install pre-commit
$ conda env update -f environment-dev.yml
# Install pre-commit hooks
$ pre-commit install-hooks
  1. You should also be able to build the docs locally. To do this, from the main pyjanitor directory:

    $ make docs

The command above allows you to view the documentation locally in your browser. Sphinx (a python documentation generator) builds and renders the html for you, and you can find the html files by navigating to pyjanitor/docs/_build, and then you can find the correct html file. To see the main pyjanitor page, open the index.html file.

Note

If you get any errors related to Importing modules when running make docs, first activate the development environment:

$ source activate pyjanitor-dev

or by typing:

$ conda activate pyjanitor-dev

Sphinx uses rst files (restructured text) as its markdown language. To edit documentation, go to the rst file that corresponds to the html file you would like to edit. Make the changes directly in the rst file with the correct markup. Save the file, and rebuild the html pages using the same commands as above to see what your changes look like in html.

  1. Submit an issue to the pyjanitor GitHub issue tracker describing your planned changes: https://github.com/ericmjl/pyjanitor/issues

This helps us keep track of who is working on what.

  1. Create a branch for local development:

New features added to pyjanitor should be done in a new branch you have based off of the latest version of the dev branch. The protocol for pyjanitor branches for new development is that the master branch mirrors the current version of pyjanitor on PyPI, whereas the dev branch is for additional features for an eventual new official version of the package which might be deemed slightly less stable. Once more confident in the reliability/suitability for introducing a batch of changes into the official version, the dev branch is then merged into master and the PyPI package is subsequently updated.

To base a branch directly off of dev instead of master, create a new one as follows:

$ git checkout -b name-of-your-bugfix-or-feature dev

Now you can make your changes locally.

  1. When you're done making changes, check that your changes are properly formatted and that all tests still pass:

    $ make check

If any of the checks fail, you can apply the checks individually (to save time):

  • Automated code formatting: make style
  • Code styling problems check: make lint
  • Code unit testing: make test

Styling problems must be resolved before the pull request can be accepted.

make test runs all of pyjanitor's unit tests to probe for whether changes to the source code have potentially introduced bugs. These tests must also pass before the pull request is accepted.

All of these commands are available when you create the development environment.

When you run the test locally, the tests in chemistry.py, biology.py, spark.py are automatically skipped if you don't have the optional dependencies (e.g. rdkit) installed.

  1. Commit your changes and push your branch to GitHub:

    $ git add .
    $ git commit -m "Your detailed description of your changes."
    $ git push origin name-of-your-bugfix-or-feature
  2. Submit a pull request through the GitHub website. When you are picking out which branch to merge into, be sure to select dev (not master).

Code Compatibility

pyjanitor supports Python 3.6+, so all contributed code must maintain this compatibility.

Tip

To run a subset of tests:

$ py.test tests.test_functions

Pull Request Guidelines

Before you submit a pull request, check that it meets these guidelines:

  1. The pull request should include tests.
  2. If the pull request adds functionality, the docs should be updated. Put your new functionality into a function with a docstring, and add the feature to the list in README.rst.