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.. _contributing_new_code: | ||
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How to contribute new code | ||
========================== | ||
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The basics | ||
~~~~~~~~~~ | ||
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Contributors to pvlib-python use GitHub's pull requests to add/modify | ||
its source code. The GitHub pull request process can be intimidating for | ||
new users, but you'll find that it becomes straightforward once you use | ||
it a few times. Please let us know if you get stuck at any point in the | ||
process. Here's an outline of the process: | ||
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#. Create a GitHub issue and get initial feedback from users and | ||
maintainers. If the issue is a bug report, please include the | ||
code needed to reproduce the problem. | ||
#. Obtain the latest version of pvlib-python: Fork the pvlib-python | ||
project to your GitHub account, ``git clone`` your fork to your computer. | ||
#. Make some or all of your changes/additions and ``git commit`` them to | ||
your local repository. | ||
#. Share your changes with us via a pull request: ``git push`` your | ||
local changes to your GitHub fork, then go to GitHub make a pull | ||
request. | ||
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The Pandas project maintains an excellent `contributing page | ||
<http://pandas.pydata.org/pandas-docs/stable/contributing.html>`_ that goes | ||
into detail on each of these steps. Also see GitHub's `Set Up Git | ||
<https://help.github.com/articles/set-up-git/>`_ and `Using Pull | ||
Requests <https://help.github.com/articles/using-pull-requests/>`_. | ||
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You must include documentation and unit tests for any new or improved | ||
code. We can provide help and advice on this after you start the pull | ||
request. See the :ref:`documentation` and :ref:`testing` sections for more | ||
information on these aspects. | ||
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.. _pull-requests: | ||
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Pull requests (PRs) | ||
~~~~~~~~~~~~~~~~~~~ | ||
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.. _pull-request-scope: | ||
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Scope | ||
----- | ||
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This section can be summed up as "less is more". | ||
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A pull request can quickly become unmanageable if too many lines are | ||
added or changed. "Too many" is hard to define, but as a rule of thumb, | ||
we encourage contributions that contain less than 50 lines of primary code. | ||
50 lines of primary code will typically need at least 250 lines | ||
of documentation and testing. This is about the limit of what the | ||
maintainers can review on a regular basis. | ||
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A pull request can also quickly become unmanageable if it proposes | ||
changes to the API in order to implement another feature. Consider | ||
clearly and concisely documenting all proposed API changes before | ||
implementing any code. Modifying | ||
`api.rst <https://github.com/pvlib/pvlib-python/tree/main/docs/sphinx/source/reference>`_ | ||
and/or the latest `whatsnew file <https://github.com/pvlib/pvlib-python/tree/main/docs/sphinx/source/whatsnew>`_ | ||
can help formalize this process. | ||
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Questions about related issues frequently come up in the process of | ||
addressing implementing code for a pull request. Please try to avoid | ||
expanding the scope of your pull request (this also applies to | ||
reviewers!). We'd rather see small, well-documented additions to the | ||
project's technical debt than see a pull request languish because its | ||
scope expanded beyond what the reviewer community is capable of | ||
processing. | ||
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Of course, sometimes it is necessary to make a large pull request. We | ||
only ask that you take a few minutes to consider how to break it into | ||
smaller chunks before proceeding. | ||
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pvlib-python contains :ref:`3 "layers" of code <modeling-paradigms>`: | ||
functions, PVSystem/Location, and ModelChain. We recommend that | ||
contributors focus their work on only one or two of those layers in a | ||
single pull request. New models are *not* required to be available to | ||
the higher-level API! | ||
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When should I submit a pull request? | ||
------------------------------------ | ||
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The short answer: anytime. | ||
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The long answer: it depends. If in doubt, go ahead and submit. You do | ||
not need to make all of your changes before creating a pull request. | ||
Your pull requests will automatically be updated when you commit new | ||
changes and push them to GitHub. | ||
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There are pros and cons to submitting incomplete pull-requests. On the | ||
plus side, it gives everybody an easy way to comment on the code and can | ||
make the process more efficient. On the minus side, it's easy for an | ||
incomplete pull request to grow into a multi-month saga that leaves | ||
everyone unhappy. If you submit an incomplete pull request, please be | ||
very clear about what you would like feedback on and what we should | ||
ignore. Alternatives to incomplete pull requests include creating a | ||
`gist <https://gist.github.com>`_ or experimental branch and linking to | ||
it in the corresponding issue. | ||
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The best way to ensure that a pull request will be reviewed and merged in | ||
a timely manner is to: | ||
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#. Start by creating an issue. The issue should be well-defined and | ||
actionable. | ||
#. Ask the `maintainers <https://github.com/orgs/pvlib/people>`_ to tag | ||
the issue with the appropriate milestone. | ||
#. Make a limited-scope pull request. It can be a lot of work to check all of | ||
the boxes in `pull request guidelines | ||
<https://github.com/pvlib/pvlib-python/blob/main/.github/PULL_REQUEST_TEMPLATE.md>`_, | ||
especially for pull requests with a lot of new primary code. | ||
See :ref:`pull-request-scope`. | ||
#. Tag pvlib community members or ``@pvlib`` when the pull | ||
request is ready for review. (see :ref:`pull-request-reviews`) | ||
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.. _pull-request-reviews: | ||
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Pull request reviews | ||
-------------------- | ||
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The pvlib community and maintainers will review your pull request in a | ||
timely fashion. Please "ping" ``@pvlib`` if it seems that | ||
your pull request has been forgotten at any point in the pull request | ||
process. | ||
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Keep in mind that the PV modeling community is diverse and each pvlib | ||
community member brings a different perspective when reviewing code. | ||
Some reviewers bring years of expertise in the sub-field that your code | ||
contributes to and will focus on the details of the algorithm. Other | ||
reviewers will be more focused on integrating your code with the rest of | ||
pvlib, ensuring that it is feasible to maintain, that it meets the | ||
:ref:`code style <code-style>` guidelines, and that it is | ||
:ref:`comprehensively tested <testing>`. Limiting the scope of the pull | ||
request makes it much more likely that all of these reviews can be | ||
conducted and any issues can be resolved in a timely fashion. | ||
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Sometimes it's hard for reviewers to be immediately available, so the | ||
right amount of patience is to be expected. That said, interested | ||
reviewers should do their best to not wait until the last minute to put | ||
in their two cents. | ||
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.. _virtual-environments: | ||
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Virtual environments | ||
~~~~~~~~~~~~~~~~~~~~ | ||
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We strongly recommend using virtual environments for development. | ||
Virtual environments make it easier to switch between different | ||
versions of software. This `scientific-python.org guide | ||
<https://learn.scientific-python.org/development/tutorials/dev-environment/>`_ | ||
is a good reference for virtual environments. The pvlib-python `installation | ||
user guide <https://pvlib-python.readthedocs.io/en/stable/user_guide/ | ||
installation.html#set-up-a-virtual-environment>`_ also provides instructions on | ||
setting up a virtual environment. If this is your first pull request, don't | ||
worry about using a virtual environment. |
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============ | ||
Contributing | ||
============ | ||
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.. toctree:: | ||
:maxdepth: 2 | ||
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introduction_to_contributing | ||
how_to_contribute_new_code | ||
style_guide | ||
testing |
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.. _introduction-to-contributing: | ||
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Introduction to contributing | ||
============================ | ||
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Encouraging more people to help develop pvlib-python is essential to our | ||
success. Therefore, we want to make it easy and rewarding for you to | ||
contribute. | ||
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There is a lot of material in this section, aimed at a variety of | ||
contributors from novice to expert. Don't worry if you don't (yet) | ||
understand parts of it. | ||
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.. _easy-ways-to-contribute: | ||
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Easy ways to contribute | ||
~~~~~~~~~~~~~~~~~~~~~~~ | ||
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Here are a few ideas for how you can contribute, even if you are new to | ||
pvlib-python, git, or Python: | ||
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* Ask and answer `pvlib questions on StackOverflow <http://stackoverflow.com/questions/tagged/pvlib>`_ | ||
and participate in discussions in the `pvlib-python google group <https://groups.google.com/forum/#!forum/pvlib-python>`_. | ||
* Make `GitHub issues <https://github.com/pvlib/pvlib-python/issues>`_ | ||
and contribute to the conversations about how to resolve them. | ||
* Read issues and pull requests that other people created and | ||
contribute to the conversation about how to resolve them. | ||
Look for issues tagged with | ||
`good first issue <https://github.com/pvlib/pvlib-python/labels/good%20first%20issue>`_, | ||
`easy <https://github.com/pvlib/pvlib-python/labels/easy>`_, | ||
or `help wanted <https://github.com/pvlib/pvlib-python/labels/help%20wanted>`_. | ||
* Improve the documentation and the unit tests. | ||
* Improve the Example Gallery or add new examples that | ||
demonstrate how to use pvlib-python in your area of expertise. | ||
* Tell your friends and colleagues about pvlib-python. | ||
* Add your project to our | ||
`Projects and publications that use pvlib-python wiki | ||
<https://github.com/pvlib/pvlib-python/wiki/Projects-and-publications- | ||
that-use-pvlib-python>`_. | ||
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This documentation | ||
~~~~~~~~~~~~~~~~~~ | ||
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If this documentation is unclear, help us improve it! Consider looking | ||
at the `pandas | ||
documentation <http://pandas.pydata.org/pandas-docs/stable/ | ||
contributing.html>`_ for inspiration. | ||
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Code of Conduct | ||
~~~~~~~~~~~~~~~ | ||
All contributors are expected to adhere to the `Contributor Code of Conduct | ||
<https://github.com/pvlib/pvlib-python/blob/main/CODE_OF_CONDUCT.md#contributor-covenant-code-of-conduct>`_. |
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.. _documentation-and-style-guide: | ||
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Documentation and style guide | ||
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. I feel like just "style guide" would be a simpler title but then "building the documentation" doesn't really fit in as well. Suggestions? Is this fine as it is? There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. Writing code and documentation |
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============================= | ||
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.. _code-style: | ||
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Code style | ||
~~~~~~~~~~ | ||
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pvlib python generally follows the `PEP 8 -- Style Guide for Python Code | ||
<https://www.python.org/dev/peps/pep-0008/>`_. Maximum line length for code | ||
is 79 characters. | ||
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pvlib python uses a mix of full and abbreviated variable names. See | ||
:ref:`variables_style_rules`. We could be better about consistency. | ||
Prefer full names for new contributions. This is especially important | ||
for the API. Abbreviations can be used within a function to improve the | ||
readability of formulae. | ||
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Set your editor to strip extra whitespace from line endings. This | ||
prevents the git commit history from becoming cluttered with whitespace | ||
changes. | ||
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Please see :ref:`Documentation` for information specific to documentation | ||
style. | ||
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Remove any ``logging`` calls and ``print`` statements that you added | ||
during development. ``warning`` is ok. | ||
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We typically use GitHub's | ||
"`squash and merge <https://help.github.com/articles/about-pull-request-merges/#squash-and-merge-your-pull-request-commits>`_" | ||
feature to merge your pull request into pvlib. GitHub will condense the | ||
commit history of your branch into a single commit when merging into | ||
pvlib-python/main (the commit history on your branch remains | ||
unchanged). Therefore, you are free to make commits that are as big or | ||
small as you'd like while developing your pull request. | ||
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.. _documentation: | ||
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Documentation | ||
~~~~~~~~~~~~~ | ||
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.. _documentation-style: | ||
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Documentation style | ||
------------------- | ||
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Documentation must be written in | ||
`numpydoc format <https://numpydoc.readthedocs.io/>`_ format which is rendered | ||
using the `Sphinx Napoleon extension | ||
<https://www.sphinx-doc.org/en/master/usage/extensions/napoleon.html>`_. | ||
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The numpydoc format includes a specification for the allowable input | ||
types. Python's `duck typing <https://en.wikipedia.org/wiki/Duck_typing>`_ | ||
allows for multiple input types to work for many parameters. pvlib uses | ||
the following generic descriptors as short-hand to indicate which | ||
specific types may be used: | ||
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* dict-like : dict, OrderedDict, pd.Series | ||
* numeric : scalar, np.array, pd.Series. Typically int or float dtype. | ||
* array-like : np.array, pd.Series. Typically int or float dtype. | ||
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Parameters that specify a specific type require that specific input type. | ||
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Read the Docs will automatically build the documentation for each pull | ||
request. Please confirm the documentation renders correctly by following | ||
the ``docs/readthedocs.org:pvlib-python`` link within the checks | ||
status box at the bottom of the pull request. | ||
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.. _building-the-documentation: | ||
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Building the documentation | ||
-------------------------- | ||
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Building the documentation locally is useful for testing out changes to the | ||
documentation's source code without having to repeatedly update a PR and have | ||
Read the Docs build it for you. Building the docs locally requires installing | ||
pvlib python as an editable library (see :ref:`installation` for instructions). | ||
First, install the ``doc`` dependencies specified in the | ||
``EXTRAS_REQUIRE`` section of | ||
`setup.py <https://github.com/pvlib/pvlib-python/blob/main/setup.py>`_. | ||
An easy way to do this is with:: | ||
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pip install pvlib[doc] # on Mac: pip install "pvlib[doc]" | ||
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Note: Anaconda users may have trouble using the above command to update an | ||
older version of docutils. If that happens, you can update it with ``conda`` | ||
(e.g. ``conda install docutils=0.15.2``) and run the above command again. | ||
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Once the ``doc`` dependencies are installed, navigate to ``/docs/sphinx`` and | ||
execute:: | ||
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make html | ||
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Be sure to skim through the output of this command because Sphinx might emit | ||
helpful warnings about problems with the documentation source code. | ||
If the build succeeds, it will make a new directory ``docs/sphinx/build`` | ||
with the documentation's homepage located at ``build/html/index.html``. | ||
This file can be opened with a web browser to view the local version | ||
like any other website. Other output formats are available; run ``make help`` | ||
for more information. | ||
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Note that Windows users need not have the ``make`` utility installed as pvlib | ||
includes a ``make.bat`` batch file that emulates its interface. | ||
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.. _example-gallery: | ||
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Example Gallery | ||
--------------- | ||
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The example gallery uses `sphinx-gallery <https://sphinx-gallery.github.io/>`_ | ||
and is generated from script files in the | ||
`docs/examples <https://github.com/pvlib/pvlib-python/tree/main/docs/examples>`_ | ||
directory. sphinx-gallery will execute example files that start with | ||
``plot_`` and capture the output. | ||
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Here is a starter template for new examples: | ||
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.. code-block:: python | ||
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""" | ||
Page Title | ||
========== | ||
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A sentence describing the example. | ||
""" | ||
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# %% | ||
# Explanatory text about the example, what it does, why it does it, etc. | ||
# Text in the comment block before the first line of code `import pvlib` | ||
# will be printed to the example's webpage. | ||
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import pvlib | ||
import matplotlib.pyplot as plt | ||
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plt.scatter([1, 2, 3], [4, 5, 6]) | ||
plt.show() | ||
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For more details, see the sphinx-gallery | ||
`docs <https://sphinx-gallery.github.io/stable/syntax.html#embedding-rst>`_. |
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What about moving the introduction to this place and guide which place is the best for the user? Expecting other people to weight in, I don't dislike how it is now either. In the big wall of the review I share how I would re-distribute the documentation.