docs: update contribution guidelines

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Travis Abendshien
2024-11-19 17:54:44 -08:00
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# Contributing to TagStudio
_Last Updated: September 8th, 2024_
_Last Updated: November 19th, 2024_
Thank you so much for showing interest in contributing to TagStudio! Here are a set of instructions and guidelines for contributing code or documentation to the project. This document will change over time, so make sure that your contributions still line up with the requirements here before submitting a pull request.
> [!CAUTION]
> **As of Pull Request [#332](https://github.com/TagStudioDev/TagStudio/pull/332) (SQLite Migration) the `main` branch will be an open test bed to get full JSON to SQL parity operational.** Existing TagStudio libraries are not yet compatible with this change, however they will **NOT be corrupted or deleted** if opened with these versions. Once parity is reached and a stable conversion tool in place, this notice will be removed.
> **As of Pull Request [#332](https://github.com/TagStudioDev/TagStudio/pull/332) (SQLite Migration) the `main` branch will marked as experimental before full JSON to SQL parity is operational.** Existing TagStudio libraries are not yet compatible with this change, however they will **NOT be corrupted or deleted** if opened with these versions. Once parity is reached and a stable conversion tool in place, this notice will be removed. UPDATE: As of November 19th, 2024, full parity is rapidly approaching.
>
> For the most recent stable feature release branch, see the [`Alpha-v9.4`](https://github.com/TagStudioDev/TagStudio/tree/Alpha-v9.4) branch. These v9.4 specific features are currently being backported to the SQL-ized `main` branch. (Feel free to help!)
## Getting Started
- Check the [Feature Roadmap](https://github.com/TagStudioDev/TagStudio/blob/main/docs/updates/roadmap.md) page, [FAQ](/README.md/#faq), as well as the open [Issues](https://github.com/TagStudioDev/TagStudio/issues) and [Pull Requests](https://github.com/TagStudioDev/TagStudio/pulls).
- If you'd like to add a feature that isn't on the feature roadmap or doesn't have an open issue, **PLEASE create a feature request** issue for it discussing your intentions so any feedback or important information can be given by the team first.
- We don't want you wasting time developing a feature or making a change that can't/won't be added for any reason ranging from pre-existing refactors to design philosophy differences.
- If you wish to discuss TagStudio further, feel free to join the [Discord server](https://discord.com/invite/hRNnVKhF2G)
- Check the [Feature Roadmap](/docs/updates/roadmap.md) page to see what priority features there are, the [FAQ](/README.md/#faq), as well as the open [Issues](https://github.com/TagStudioDev/TagStudio/issues) and [Pull Requests](https://github.com/TagStudioDev/TagStudio/pulls).
- If you'd like to add a feature that isn't on the feature roadmap or doesn't have an open issue, **PLEASE create a feature request** issue for it discussing your intentions so any feedback or important information can be given by the team first.
- We don't want you wasting time developing a feature or making a change that can't/won't be added for any reason ranging from pre-existing refactors to design philosophy differences.
- If you wish to discuss TagStudio further, feel free to join the [Discord Server](https://discord.com/invite/hRNnVKhF2G)
### Contribution Checklist
- I've read the [Feature Roadmap](https://github.com/TagStudioDev/TagStudio/blob/main/docs/updates/roadmap.md) page
- I've read the [FAQ](/README.md/#faq), including the "[Features I Likely Won't Add/Pull](/README.md/#features-i-likely-wont-addpull)" section
- I've checked the open [Issues](https://github.com/TagStudioDev/TagStudio/issues) and [Pull Requests](https://github.com/TagStudioDev/TagStudio/pulls)
- **I've created a new issue for my feature _before_ starting work on it**, or have at least notified others in the relevant existing issue(s) of my intention to work on it
- I've set up my development environment including Ruff and Mypy
- I've read the [Code Guidelines](#code-guidelines) and/or [Documentation Guidelines](#documentation-guidelines)
- **_I mean it, I've found or created a new issue for my feature!_**
- I've read the [Feature Roadmap](/docs/updates/roadmap.md) page
- I've read the [FAQ](/README.md/#faq), including the "[Features I Likely Won't Add/Pull](/README.md/#features-i-likely-wont-addpull)" section
- I've checked the open [Issues](https://github.com/TagStudioDev/TagStudio/issues) and [Pull Requests](https://github.com/TagStudioDev/TagStudio/pulls)
- **I've created a new issue for my feature/fix _before_ starting work on it**, or have at least notified others in the relevant existing issue(s) of my intention to work on it
- I've set up my development environment including Ruff, Mypy, and PyTest
- I've read the [Code Guidelines](#code-guidelines) and/or [Documentation Guidelines](#documentation-guidelines)
- **_I mean it, I've found or created an issue for my feature/fix!_**
> [!NOTE]
> If the fix is small and self-explanatory (i.e. a typo), then it doesn't require an issue to be opened first. Issue tracking is supposed to make our lives easier, not harder. Please use your best judgement to minimize the amount of work involved for everyone involved.
## Creating a Development Environment
### Prerequisites
- [Python](https://www.python.org/downloads/) 3.12
- [Ruff](https://github.com/astral-sh/ruff) (Included in `requirements-dev.txt`)
- [Mypy](https://github.com/python/mypy) (Included in `requirements-dev.txt`)
- [PyTest](https://docs.pytest.org) (Included in `requirements-dev.txt`)
- [Python](https://www.python.org/downloads/) 3.12
- [Ruff](https://github.com/astral-sh/ruff) (Included in `requirements-dev.txt`)
- [Mypy](https://github.com/python/mypy) (Included in `requirements-dev.txt`)
- [PyTest](https://docs.pytest.org) (Included in `requirements-dev.txt`)
### Creating a Python Virtual Environment
@@ -49,35 +52,36 @@ If you wish to launch the source version of TagStudio outside of your IDE:
`python3 -m venv .venv`
2. Activate your environment:
- Windows w/Powershell: `.venv\Scripts\Activate.ps1`
- Windows w/Command Prompt: `.venv\Scripts\activate.bat`
- Linux/macOS: `source .venv/bin/activate`
- Windows w/Powershell: `.venv\Scripts\Activate.ps1`
- Windows w/Command Prompt: `.venv\Scripts\activate.bat`
- Linux/macOS: `source .venv/bin/activate`
3. Install the required packages:
- `pip install -r requirements.txt`
- If developing (includes Ruff and Mypy): `pip install -r requirements-dev.txt`
- `pip install -r requirements.txt`
- If developing (includes Ruff and Mypy): `pip install -r requirements-dev.txt`
_Learn more about setting up a virtual environment [here](https://docs.python.org/3/tutorial/venv.html)._
### Manually Launching (Outside of an IDE)
- **Windows** (start_win.bat)
- **Windows** (start_win.bat)
- To launch TagStudio, launch the `start_win.bat` file. You can modify this .bat file or create a shortcut and add one or more additional arguments if desired.
- To launch TagStudio, launch the `start_win.bat` file. You can modify this .bat file or create a shortcut and add one or more additional arguments if desired.
- **Linux/macOS** (TagStudio.sh)
- **Linux/macOS** (TagStudio.sh)
- Run the "TagStudio.sh" script and the program should launch! (Make sure that the script is marked as executable if on Linux). Note that launching from the script from outside of a terminal will not launch a terminal window with any debug or crash information. If you wish to see this information, just launch the shell script directly from your terminal with `./TagStudio.sh`.
- Run the "TagStudio.sh" script and the program should launch! (Make sure that the script is marked as executable if on Linux). Note that launching from the script from outside of a terminal will not launch a terminal window with any debug or crash information. If you wish to see this information, just launch the shell script directly from your terminal with `./TagStudio.sh`.
- **NixOS** (Nix Flake)
> [!WARNING]
> Support for NixOS is still a work in progress.
- Use the provided [Flake](https://nixos.wiki/wiki/Flakes) to create and enter a working environment by running `nix develop`. Then, run the program via `python3 tagstudio/tag_studio.py` from the root directory.
- **NixOS** (Nix Flake)
- Use the provided [Flake](https://nixos.wiki/wiki/Flakes) to create and enter a working environment by running `nix develop`. Then, run the program via `python3 tagstudio/tag_studio.py` from the root directory.
- **Any** (No Scripts)
> [!WARNING]
> Support for NixOS is still a work in progress.
- Alternatively, with the virtual environment loaded, run the python file at `tagstudio\tag_studio.py` from your terminal. If you're in the project's root directory, simply run `python3 tagstudio/tag_studio.py`.
- **Any** (No Scripts)
- Alternatively, with the virtual environment loaded, run the python file at `tagstudio\tag_studio.py` from your terminal. If you're in the project's root directory, simply run `python3 tagstudio/tag_studio.py`.
## Workflow Checks
@@ -93,9 +97,10 @@ A Python linter and code formatter. Ruff uses the `pyproject.toml` as its config
#### Running Locally
Inside the root repository directory:
- Lint code with `ruff check`
- Some linting suggestions can be automatically formatted with `ruff check --fix`
- Format code with `ruff format`
- Lint code with `ruff check`
- Some linting suggestions can be automatically formatted with `ruff check --fix`
- Format code with `ruff format`
Ruff should automatically discover the configuration options inside the [pyproject.toml](https://github.com/TagStudioDev/TagStudio/blob/main/pyproject.toml) file. For more information, see the [ruff configuration discovery docs](https://docs.astral.sh/ruff/configuration/#config-file-discovery).
@@ -107,72 +112,79 @@ Mypy is a static type checker for Python. It sure has a lot to say sometimes, bu
#### Running Locally
- **First time only:** Move into the `/tagstudio` directory with `cd tagstudio` and run the following:
- `mkdir -p .mypy_cache`
- `mypy --install-types --non-interactive`
- Check code by moving into the `/tagstudio` directory with `cd tagstudio` _(if you aren't already inside)_ and running `mypy --config-file ../pyproject.toml .`. _(Don't forget the `.` at the end!)_
> [!CAUTION]
> There's a known issue between PySide v6.6.3 and Mypy where Mypy will detect issues with the `.pyi` files inside of PySide and prematurely stop checking files. This issue is not present in PySide v6.6.2, which _should_ be compatible with everything else if you wish to try using that version in the meantime.
- **First time only:** Move into the `/tagstudio` directory with `cd tagstudio` and run the following:
- `mkdir -p .mypy_cache`
- `mypy --install-types --non-interactive`
- Check code by moving into the `/tagstudio` directory with `cd tagstudio` _(if you aren't already inside)_ and running `mypy --config-file ../pyproject.toml .`. _(Don't forget the `.` at the end!)_
Mypy is also available as a VS Code [extension](https://marketplace.visualstudio.com/items?itemName=matangover.mypy), PyCharm [plugin](https://plugins.jetbrains.com/plugin/11086-mypy), and [more](https://plugins.jetbrains.com/plugin/11086-mypy).
### PyTest
- Run all tests by moving into the `/tagstudio` directory with `cd tagstudio` and running `pytest tests/`.
- Run all tests by moving into the `/tagstudio` directory with `cd tagstudio` and running `pytest tests/`.
## Code Guidelines
### Style
## Code Style
Most of the style guidelines can be checked, fixed, and enforced via Ruff. Older code may not be adhering to all of these guidelines, in which case _"do as I say, not as I do"..._
- Do your best to write clear, concise, and modular code.
- Try to keep a maximum column with of no more than **100** characters.
- Code comments should be used to help describe sections of code that don't speak for themselves.
- Use [Google style](https://google.github.io/styleguide/pyguide.html#s3.8-comments-and-docstrings) docstrings for any classes and functions you add.
- If you're modifying an existing function that does _not_ have docstrings, you don't _have_ to add docstrings to it... but it would be pretty cool if you did ;)
- Imports should be ordered alphabetically (in newly created python files).
- When writing text for window titles, form titles, or dropdown options, use "[Title Case](https://apastyle.apa.org/style-grammar-guidelines/capitalization/title-case)" capitalization. Your IDE may have a command to format this for you automatically, although some may incorrectly capitalize short prepositions. In a pinch you can use a website such as [capitalizemytitle.com](https://capitalizemytitle.com/) to check.
- If it wasn't mentioned above, then stick to [**PEP-8**](https://peps.python.org/pep-0008/)!
> [!WARNING]
> Column width limits, docstring formatting, and import sorting aren't currently checked in the Ruff workflow but likely will be in the near future.
- Do your best to write clear, concise, and modular code.
- Keep a maximum column with of no more than **100** characters.
- Code comments should be used to help describe sections of code that can't speak for themselves.
- Use [Google style](https://google.github.io/styleguide/pyguide.html#s3.8-comments-and-docstrings) docstrings for any classes and functions you add.
- If you're modifying an existing function that does _not_ have docstrings, you don't _have_ to add docstrings to it... but it would be pretty cool if you did ;)
- Imports should be ordered alphabetically.
- Lists of values should be ordered using their [natural sort order](https://en.wikipedia.org/wiki/Natural_sort_order).
- Some files have their methods ordered alphabetically as well (i.e. [`thumb_renderer`](https://github.com/TagStudioDev/TagStudio/blob/main/tagstudio/src/qt/widgets/thumb_renderer.py)). If you're working in a file and notice this, please try and keep to the pattern.
- When writing text for window titles or form titles, use "[Title Case](https://apastyle.apa.org/style-grammar-guidelines/capitalization/title-case)" capitalization. Your IDE may have a command to format this for you automatically, although some may incorrectly capitalize short prepositions. In a pinch you can use a website such as [capitalizemytitle.com](https://capitalizemytitle.com/) to check.
- If it wasn't mentioned above, then stick to [**PEP-8**](https://peps.python.org/pep-0008/)!
### Implementations
### Modules & Implementations
- Avoid direct calls to `os`
- Use `Pathlib` library instead of `os.path`
- Use `sys.platform` instead of `os.name`
- Don't prepend local imports with `tagstudio`, stick to `src`
- Use `logging` instead of `print` statements
- Avoid nested `f-string`s
- Avoid direct calls to `os`
- Use `Pathlib` library instead of `os.path`
- Use `platform.system()` instead of `os.name` and `sys.platform`
- Don't prepend local imports with `tagstudio`, stick to `src`
- Use the `logger` system instead of `print` statements
- Avoid nested f-strings
- Use HTML-like tags inside Qt widgets over stylesheets where possible.
#### Runtime
### Commit and Pull Request Style
- Code must function on supported versions of Windows, macOS, and Linux:
- Windows: 10, 11
- macOS: 12.0+
- Linux: TBD
- Avoid use of unnecessary logging statements in final submitted code.
- Code should not cause unreasonable slowdowns to the program outside of a progress-indicated task.
> [!CAUTION]
> Please do not close and re-open pull requests. This makes it **much** more difficult to re-pull during reviews. If you would like to signal that your pull request is not ready, please mark is as a draft instead.
#### Git/GitHub Specifics
- Use [Conventional Commits](https://www.conventionalcommits.org/en/v1.0.0) as a guideline for commit messages. This allows us to easily generate changelogs for releases.
- See some [examples](https://www.conventionalcommits.org/en/v1.0.0/#examples) of what this looks like in practice.
- Use clear and concise commit messages. If your commit does too much, either consider breaking it up into smaller commits or providing extra detail in the commit description.
- Pull requests should have an adequate title and description which clearly outline your intentions and changes/additions. Feel free to provide screenshots, GIFs, or videos, especially for UI changes.
- Pull requests should ideally be limited to **a single** feature or fix.
- [Conventional Commits](https://www.conventionalcommits.org/en/v1.0.0) is used as a guideline for commit messages. This allows us to easily generate changelogs for releases.
- See some [examples](https://www.conventionalcommits.org/en/v1.0.0/#examples) of what this looks like in practice.
- Use clear and concise commit messages. If your commit does too much, either consider breaking it up into smaller commits or providing extra detail in the commit description.
- Pull Requests should have an adequate title and description which clearly outline your intentions and changes/additions. Feel free to provide screenshots, GIFs, or videos, especially for UI changes.
> [!TIP]
> If you're unsure where to stop the scope of your PR, ask yourself: _"If I broke this up, could any parts of it still be used by the project in the meantime?"_
### Runtime Requirements
- Final code must function on supported versions of Windows, macOS, and Linux:
- Windows: 10, 11
- macOS: 12.0+
- Linux: _Varies_
- Final code must **_NOT:_**
- Contain superfluous or unnecessary logging statements.
- Cause unreasonable slowdowns to the program outside of a progress-indicated task.
- Cause undesirable visual glitches or artifacts on screen.
## Documentation Guidelines
Documentation contributions include anything inside of the `doc/` folder, as well as the `README.md` and `CONTRIBUTING.md` files.
Documentation contributions include anything inside of the `docs/` folder, as well as the `README.md` and `CONTRIBUTING.md` files. Documentation inside the `docs/` folder is built and hosted on our static documentation site, [docs.tagstud.io](https://docs.tagstud.io/).
- Use "[snake_case](https://developer.mozilla.org/en-US/docs/Glossary/Snake_case)" for file and folder names
- Follow the folder structure pattern
- Don't add images or other media with excessively large file sizes
- Provide alt text for all embedded media
- Use "[Title Case](https://apastyle.apa.org/style-grammar-guidelines/capitalization/title-case)" for title capitalization
- Use "[snake_case](https://developer.mozilla.org/en-US/docs/Glossary/Snake_case)" for file and folder names
- Follow the folder structure pattern
- Don't add images or other media with excessively large file sizes
- Provide alt text for all embedded media
- Use "[Title Case](https://apastyle.apa.org/style-grammar-guidelines/capitalization/title-case)" for title capitalization
## Translation Guidelines
_TBA_
Translations are performed on the TagStudio [Weblate project](https://hosted.weblate.org/projects/tagstudio/).
_Translation guidelines coming soon._