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Development

Environment setup

We use poetry for dependency management and build tooling. You can either install poetry globally or within a virtual environment in order to isolate poetry itself. We recommend the latter. First, create a new conda environment from the dev.yml environment file:

conda env create -n ramanalysis-dev -f envs/dev.yml
conda activate ramanalysis-dev

Next, install dependencies, including the development, documentation, and build dependencies:

poetry install --no-root --with dev,docs,build

If you have installed poetry globally, activate the poetry virtual environment:

poetry shell

Poetry detects and respects existing virtual environments, so if you are using poetry within a conda environment, this step is not needed.

Finally, install the package itself in editable mode:

pip install -e .

Formatting and linting

If you have installed poetry globally, make sure to run poetry shell before running the commands below.

To format the code, use the following command:

make format

To run the lint checks and type checking, use the following command:

make lint

Pre-commit hooks

We use pre-commit to run formatting and lint checks before each commit. To install the pre-commit hooks, use the following command:

pre-commit install

To run the pre-commit checks manually, use the following command:

make pre-commit

Testing

We use pytest for testing. The tests are found in the ramanalysis/tests/ subpackage. To run the tests, use the following command:

make test

Managing dependencies

We use poetry to manage dependencies. To add a new dependency, use the following command:

poetry add some-package

To add a new development dependency, use the following command:

poetry add -G dev some-dev-package

To update a dependency, use the following command:

poetry update some-package

Whenever you add or update a dependency, poetry will automatically update both pyproject.toml and the poetry.lock file. Make sure to commit the changes to these files to the repo.

Documentation

We use Sphinx for documentation with the furo theme. We also use some Sphinx extensions (described below) to make the process of writing documentation easier.

To build the docs, first install pandoc. On macOS, this can be done using brew:

brew install pandoc

Then, build the docs using the following command:

make docs

Note: the pandoc dependency is only required by the nbsphinx extension. If this extension is removed, there is no need to install pandoc.

sphinx-autoapi

This extension generates API docs automatically from the docstrings in the source code. To do so, it requires that docstrings adhere to the Google or Numpy style. This style is described in the Google Python Style Guide.

napolean

Rather than writing our docstrings in RST, we use this extension to convert Google and NumPy-style docstrings to RST at build time.

myst-parser

RST is complicated to write. This extension lets us write our docs in Markdown and then converts them to RST at build time.

nbsphinx

It is often convenient to write examples as Jupyter notebooks. This extension executes Jupyter notebooks and renders the results in the docs at build time. It requires pandoc, which can be installed using brew install pandoc.

Removing unused Sphinx extensions

To remove an unused extension, delete the corresponding line from the extensions list in docs/conf.py and delete the extension from the [tool.poetry.group.docs.dependencies] section in pyproject.toml.

Publishing the package on PyPI

Publishing the package on PyPI requires that you have API tokens for the test and production PyPI servers. You can find these tokens in your PyPI account settings. Create a .env file by coping .env.copy and add your tokens to this file.

We use git tags to define package versions. When you're ready to release a new version of the package, first create a new git tag. The name of the tag should correspond to the new version number, prepended with a "v". In the example below, the new version number is 0.1.0, so the git tag is v0.1.0. We use semantic versioning of the form MAJOR.MINOR.PATCH. See semver.org for more information.

git tag -a v0.1.0 -m "Release version 0.1.0"
git push origin v0.1.0

Before creating the tag, make sure that your local git repository is on main, is up-to-date, and does not contain uncommitted changes!

If you need to delete a tag you've created, use the following command:

git tag -d <tagname>

If you already pushed the deleted tag to GitHub, you will also need to delete the tag from the remote repository:

git push origin :refs/tags/<tagname>

Once you've created the correct new tag, build the package:

make build

You should see an output that looks like this:

Building ramanalysis (0.1.0)
  - Building sdist
  - Built ramanalysis-0.1.0.tar.gz
  - Building wheel

The build artifacts are written to the dist/ directory.

Make sure that the version number in the output from make build matches the one from the git tag that you just created!

If it does not, first double-check that you created the git tag correctly. If the tag looks correct, there are two specific scenarios to check for:

  • If the version number is 0.0.0, this indicates that Poetry cannot infer the correct version number. Check that you are in the correct conda environment and that you have installed the dev dependencies using poetry install --no-root --with=dev.

  • If there is additional metadata attached to the version number (e.g. 0.1.0.dev1+eb17e9c.dirty), this means that your local repo is on a commit without a tag and/or that there are uncommitted changes in your local repo. Make sure that you are on the correct commit and commit or stash any uncommitted changes, then try the build command again.

Next, check that you can publish the package to the PyPI test server:

make build-and-test-publish

The build-and-test-publish command calls poetry build to build the package and then poetry publish to upload the build artifacts to the test server.

Check that you can install the new version of the package from the test server:

pip install --index-url https://test.pypi.org/simple/ ramanalysis==0.1.0

If everything looks good, build and publish the package to the prod PyPI server:

make build-and-publish

Finally, check that you can install the new version of the package from the prod PyPI server:

pip install ramanalysis==0.1.0