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1 | 1 | .. _development: |
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2 | 2 | |
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3 | 3 | ============================== |
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4 | 4 | IPython development guidelines |
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5 | 5 | ============================== |
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6 | 6 | |
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7 | 7 | |
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8 | 8 | Overview |
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9 | 9 | ======== |
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10 | 10 | |
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11 | 11 | IPython is the next generation of IPython. It is named such for two reasons: |
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12 | 12 | |
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13 | 13 | - Eventually, IPython will become IPython version 1.0. |
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14 | 14 | - This new code base needs to be able to co-exist with the existing IPython until |
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15 | 15 | it is a full replacement for it. Thus we needed a different name. We couldn't |
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16 | 16 | use ``ipython`` (lowercase) as some files systems are case insensitive. |
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17 | 17 | |
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18 | 18 | There are two, no three, main goals of the IPython effort: |
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19 | 19 | |
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20 | 20 | 1. Clean up the existing codebase and write lots of tests. |
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21 | 21 | 2. Separate the core functionality of IPython from the terminal to enable IPython |
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22 | 22 | to be used from within a variety of GUI applications. |
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23 | 23 | 3. Implement a system for interactive parallel computing. |
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24 | 24 | |
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25 | 25 | While the third goal may seem a bit unrelated to the main focus of IPython, it |
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26 | 26 | turns out that the technologies required for this goal are nearly identical |
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27 | 27 | with those required for goal two. This is the main reason the interactive |
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28 | 28 | parallel computing capabilities are being put into IPython proper. Currently |
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29 | 29 | the third of these goals is furthest along. |
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30 | 30 | |
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31 | 31 | This document describes IPython from the perspective of developers. |
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32 | 32 | |
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33 | 33 | |
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34 | 34 | Project organization |
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35 | 35 | ==================== |
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36 | 36 | |
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37 | 37 | Subpackages |
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38 | 38 | ----------- |
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39 | 39 | |
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40 | 40 | IPython is organized into semi self-contained subpackages. Each of the |
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41 | 41 | subpackages will have its own: |
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42 | 42 | |
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43 | 43 | - **Dependencies**. One of the most important things to keep in mind in |
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44 | 44 | partitioning code amongst subpackages, is that they should be used to cleanly |
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45 | 45 | encapsulate dependencies. |
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46 | 46 | |
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47 | 47 | - **Tests**. Each subpackage shoud have its own ``tests`` subdirectory that |
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48 | 48 | contains all of the tests for that package. For information about writing |
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49 | 49 | tests for IPython, see the `Testing System`_ section of this document. |
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50 | 50 | |
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51 | 51 | - **Configuration**. Each subpackage should have its own ``config`` |
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52 | 52 | subdirectory that contains the configuration information for the components |
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53 | 53 | of the subpackage. For information about how the IPython configuration |
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54 | 54 | system works, see the `Configuration System`_ section of this document. |
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55 | 55 | |
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56 | 56 | - **Scripts**. Each subpackage should have its own ``scripts`` subdirectory |
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57 | 57 | that contains all of the command line scripts associated with the subpackage. |
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58 | 58 | |
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59 | 59 | Installation and dependencies |
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60 | 60 | ----------------------------- |
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61 | 61 | |
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62 | 62 | IPython will not use `setuptools`_ for installation. Instead, we will use |
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63 | 63 | standard ``setup.py`` scripts that use `distutils`_. While there are a number a |
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64 | 64 | extremely nice features that `setuptools`_ has (like namespace packages), the |
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65 | 65 | current implementation of `setuptools`_ has performance problems, particularly |
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66 | 66 | on shared file systems. In particular, when Python packages are installed on |
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67 | 67 | NSF file systems, import times become much too long (up towards 10 seconds). |
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68 | 68 | |
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69 | 69 | Because IPython is being used extensively in the context of high performance |
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70 | 70 | computing, where performance is critical but shared file systems are common, we |
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71 | 71 | feel these performance hits are not acceptable. Thus, until the performance |
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72 | 72 | problems associated with `setuptools`_ are addressed, we will stick with plain |
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73 | 73 | `distutils`_. We are hopeful that these problems will be addressed and that we |
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74 | 74 | will eventually begin using `setuptools`_. Because of this, we are trying to |
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75 | 75 | organize IPython in a way that will make the eventual transition to |
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76 | 76 | `setuptools`_ as painless as possible. |
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77 | 77 | |
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78 | 78 | Because we will be using `distutils`_, there will be no method for |
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79 | 79 | automatically installing dependencies. Instead, we are following the approach |
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80 | 80 | of `Matplotlib`_ which can be summarized as follows: |
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81 | 81 | |
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82 | 82 | - Distinguish between required and optional dependencies. However, the required |
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83 | 83 | dependencies for IPython should be only the Python standard library. |
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84 | 84 | |
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85 | 85 | - Upon installation check to see which optional dependencies are present and |
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86 | 86 | tell the user which parts of IPython need which optional dependencies. |
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87 | 87 | |
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88 | 88 | It is absolutely critical that each subpackage of IPython has a clearly |
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89 | 89 | specified set of dependencies and that dependencies are not carelessly |
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90 | 90 | inherited from other IPython subpackages. Furthermore, tests that have certain |
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91 | 91 | dependencies should not fail if those dependencies are not present. Instead |
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92 | 92 | they should be skipped and print a message. |
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93 | 93 | |
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94 | 94 | .. _setuptools: http://peak.telecommunity.com/DevCenter/setuptools |
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95 | 95 | .. _distutils: http://docs.python.org/lib/module-distutils.html |
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96 | 96 | .. _Matplotlib: http://matplotlib.sourceforge.net/ |
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97 | 97 | |
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98 | 98 | Specific subpackages |
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99 | 99 | -------------------- |
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100 | 100 | |
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101 | 101 | ``core`` |
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102 | 102 | This is the core functionality of IPython that is independent of the |
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103 | 103 | terminal, network and GUIs. Most of the code that is in the current |
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104 | 104 | IPython trunk will be refactored, cleaned up and moved here. |
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105 | 105 | |
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106 | 106 | ``kernel`` |
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107 | 107 | The enables the IPython core to be expose to a the network. This is |
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108 | 108 | also where all of the parallel computing capabilities are to be found. |
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109 | 109 | |
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110 | 110 | ``config`` |
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111 | 111 | The configuration package used by IPython. |
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112 | 112 | |
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113 | 113 | ``frontends`` |
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114 | 114 | The various frontends for IPython. A frontend is the end-user application |
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115 | 115 | that exposes the capabilities of IPython to the user. The most basic |
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116 | 116 | frontend will simply be a terminal based application that looks just like |
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117 | 117 | today 's IPython. Other frontends will likely be more powerful and based |
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118 | 118 | on GUI toolkits. |
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119 | 119 | |
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120 | 120 | ``notebook`` |
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121 | 121 | An application that allows users to work with IPython notebooks. |
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122 | 122 | |
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123 | 123 | ``tools`` |
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124 | 124 | This is where general utilities go. |
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125 | 125 | |
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126 | 126 | |
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127 | 127 | Version control |
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128 | 128 | =============== |
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129 | 129 | |
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130 | 130 | In the past, IPython development has been done using `Subversion`__. Recently, |
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131 | 131 | we made the transition to using `Bazaar`__ and `Launchpad`__. This makes it |
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132 | 132 | much easier for people to contribute code to IPython. Here is a sketch of how |
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133 | 133 | to use Bazaar for IPython development. First, you should install Bazaar. |
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134 | 134 | After you have done that, make sure that it is working by getting the latest |
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135 | 135 | main branch of IPython:: |
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136 | 136 | |
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137 | 137 | $ bzr branch lp:ipython |
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138 | 138 | |
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139 | 139 | Now you can create a new branch for you to do your work in:: |
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140 | 140 | |
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141 | 141 | $ bzr branch ipython ipython-mybranch |
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142 | 142 | |
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143 | 143 | The typical work cycle in this branch will be to make changes in |
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144 | 144 | ``ipython-mybranch`` and then commit those changes using the commit command:: |
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145 | 145 | |
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146 | 146 | $ ...do work in ipython-mybranch... |
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147 | 147 | $ bzr ci -m "the commit message goes here" |
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148 | 148 | |
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149 | 149 | Please note that since we now don't use an old-style linear ChangeLog (that |
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150 | 150 | tends to cause problems with distributed version control systems), you should |
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151 | 151 | ensure that your log messages are reasonably detailed. Use a docstring-like |
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152 | 152 | approach in the commit messages (including the second line being left |
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153 | 153 | *blank*):: |
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154 | 154 | |
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155 | 155 | Single line summary of changes being committed. |
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156 | 156 | |
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157 | 157 | - more details when warranted ... |
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158 | 158 | - including crediting outside contributors if they sent the |
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159 | 159 | code/bug/idea! |
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160 | 160 | |
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161 | 161 | If we couple this with a policy of making single commits for each reasonably |
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162 | 162 | atomic change, the bzr log should give an excellent view of the project, and |
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163 | 163 | the `--short` log option becomes a nice summary. |
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164 | 164 | |
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165 | 165 | While working with this branch, it is a good idea to merge in changes that have |
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166 | 166 | been made upstream in the parent branch. This can be done by doing:: |
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167 | 167 | |
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168 | 168 | $ bzr pull |
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169 | 169 | |
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170 | 170 | If this command shows that the branches have diverged, then you should do a |
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171 | 171 | merge instead:: |
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172 | 172 | |
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173 | 173 | $ bzr merge lp:ipython |
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174 | 174 | |
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175 | 175 | If you want others to be able to see your branch, you can create an account |
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176 | 176 | with launchpad and push the branch to your own workspace:: |
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177 | 177 | |
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178 | 178 | $ bzr push bzr+ssh://<me>@bazaar.launchpad.net/~<me>/+junk/ipython-mybranch |
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179 | 179 | |
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180 | 180 | Finally, once the work in your branch is done, you can merge your changes back |
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181 | 181 | into the `ipython` branch by using merge:: |
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182 | 182 | |
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183 | 183 | $ cd ipython |
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184 | 184 | $ merge ../ipython-mybranch |
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185 | 185 | [resolve any conflicts] |
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186 | 186 | $ bzr ci -m "Fixing that bug" |
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187 | 187 | $ bzr push |
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188 | 188 | |
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189 | 189 | But this will require you to have write permissions to the `ipython` branch. |
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190 | 190 | It you don't you can tell one of the IPython devs about your branch and they |
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191 | 191 | can do the merge for you. |
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192 | 192 | |
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193 | 193 | More information about Bazaar workflows can be found `here`__. |
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194 | 194 | |
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195 | 195 | .. __: http://subversion.tigris.org/ |
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196 | 196 | .. __: http://bazaar-vcs.org/ |
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197 | 197 | .. __: http://www.launchpad.net/ipython |
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198 | 198 | .. __: http://doc.bazaar-vcs.org/bzr.dev/en/user-guide/index.html |
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199 | 199 | |
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200 | 200 | Documentation |
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201 | 201 | ============= |
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202 | 202 | |
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203 | 203 | Standalone documentation |
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204 | 204 | ------------------------ |
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205 | 205 | |
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206 | 206 | All standalone documentation should be written in plain text (``.txt``) files |
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207 | 207 | using `reStructuredText`_ for markup and formatting. All such documentation |
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208 | 208 | should be placed in the top level directory ``docs`` of the IPython source |
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209 | 209 | tree. Or, when appropriate, a suitably named subdirectory should be used. The |
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210 | 210 | documentation in this location will serve as the main source for IPython |
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211 | 211 | documentation and all existing documentation should be converted to this |
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212 | 212 | format. |
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213 | 213 | |
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214 | 214 | In the future, the text files in the ``docs`` directory will be used to |
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215 | 215 | generate all forms of documentation for IPython. This include documentation on |
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216 | 216 | the IPython website as well as *pdf* documentation. |
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217 | 217 | |
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218 | 218 | .. _reStructuredText: http://docutils.sourceforge.net/rst.html |
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219 | 219 | |
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220 | 220 | Docstring format |
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221 | 221 | ---------------- |
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222 | 222 | |
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223 | 223 | Good docstrings are very important. All new code will use `Epydoc`_ for |
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224 | 224 | generating API docs, so we will follow the `Epydoc`_ conventions. More |
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225 | 225 | specifically, we will use `reStructuredText`_ for markup and formatting, since |
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226 | 226 | it is understood by a wide variety of tools. This means that if in the future |
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227 | 227 | we have any reason to change from `Epydoc`_ to something else, we'll have fewer |
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228 | 228 | transition pains. |
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229 | 229 | |
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230 | 230 | Details about using `reStructuredText`_ for docstrings can be found `here |
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231 | 231 | <http://epydoc.sourceforge.net/manual-othermarkup.html>`_. |
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232 | 232 | |
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233 | 233 | .. _Epydoc: http://epydoc.sourceforge.net/ |
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234 | 234 | |
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235 | 235 | Additional PEPs of interest regarding documentation of code: |
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236 | 236 | |
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237 | 237 | - `Docstring Conventions <http://www.python.org/peps/pep-0257.html>`_ |
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238 | 238 | - `Docstring Processing System Framework <http://www.python.org/peps/pep-0256.html>`_ |
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239 | 239 | - `Docutils Design Specification <http://www.python.org/peps/pep-0258.html>`_ |
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240 | 240 | |
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241 | 241 | |
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242 | 242 | Coding conventions |
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243 | 243 | ================== |
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244 | 244 | |
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245 | 245 | General |
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246 | 246 | ------- |
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247 | 247 | |
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248 | 248 | In general, we'll try to follow the standard Python style conventions as |
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249 | 249 | described here: |
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250 | 250 | |
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251 | 251 | - `Style Guide for Python Code <http://www.python.org/peps/pep-0008.html>`_ |
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252 | 252 | |
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253 | 253 | |
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254 | 254 | Other comments: |
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255 | 255 | |
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256 | 256 | - In a large file, top level classes and functions should be |
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257 | 257 | separated by 2-3 lines to make it easier to separate them visually. |
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258 | 258 | - Use 4 spaces for indentation. |
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259 | 259 | - Keep the ordering of methods the same in classes that have the same |
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260 | 260 | methods. This is particularly true for classes that implement |
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261 | 261 | similar interfaces and for interfaces that are similar. |
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262 | 262 | |
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263 | 263 | Naming conventions |
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264 | 264 | ------------------ |
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265 | 265 | |
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266 | 266 | In terms of naming conventions, we'll follow the guidelines from the `Style |
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267 | 267 | Guide for Python Code`_. |
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268 | 268 | |
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269 | 269 | For all new IPython code (and much existing code is being refactored), we'll use: |
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270 | 270 | |
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271 | 271 | - All ``lowercase`` module names. |
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272 | 272 | |
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273 | 273 | - ``CamelCase`` for class names. |
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274 | 274 | |
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275 | 275 | - ``lowercase_with_underscores`` for methods, functions, variables and |
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276 | 276 | attributes. |
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277 | 277 | |
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278 | 278 | This may be confusing as most of the existing IPython codebase uses a different |
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279 | 279 | convention (``lowerCamelCase`` for methods and attributes). Slowly, we will |
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280 | 280 | move IPython over to the new convention, providing shadow names for backward |
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281 | 281 | compatibility in public interfaces. |
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282 | 282 | |
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283 | 283 | There are, however, some important exceptions to these rules. In some cases, |
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284 | 284 | IPython code will interface with packages (Twisted, Wx, Qt) that use other |
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285 | 285 | conventions. At some level this makes it impossible to adhere to our own |
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286 | 286 | standards at all times. In particular, when subclassing classes that use other |
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287 | 287 | naming conventions, you must follow their naming conventions. To deal with |
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288 | 288 | cases like this, we propose the following policy: |
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289 | 289 | |
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290 | 290 | - If you are subclassing a class that uses different conventions, use its |
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291 | 291 | naming conventions throughout your subclass. Thus, if you are creating a |
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292 | 292 | Twisted Protocol class, used Twisted's |
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293 | 293 | ``namingSchemeForMethodsAndAttributes.`` |
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294 | 294 | |
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295 | 295 | - All IPython's official interfaces should use our conventions. In some cases |
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296 | 296 | this will mean that you need to provide shadow names (first implement |
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297 | 297 | ``fooBar`` and then ``foo_bar = fooBar``). We want to avoid this at all |
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298 | 298 | costs, but it will probably be necessary at times. But, please use this |
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299 | 299 | sparingly! |
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300 | 300 | |
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301 | 301 | Implementation-specific *private* methods will use |
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302 | 302 | ``_single_underscore_prefix``. Names with a leading double underscore will |
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303 | 303 | *only* be used in special cases, as they makes subclassing difficult (such |
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304 | 304 | names are not easily seen by child classes). |
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305 | 305 | |
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306 | 306 | Occasionally some run-in lowercase names are used, but mostly for very short |
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307 | 307 | names or where we are implementing methods very similar to existing ones in a |
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308 | 308 | base class (like ``runlines()`` where ``runsource()`` and ``runcode()`` had |
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309 | 309 | established precedent). |
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310 | 310 | |
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311 | 311 | The old IPython codebase has a big mix of classes and modules prefixed with an |
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312 | 312 | explicit ``IP``. In Python this is mostly unnecessary, redundant and frowned |
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313 | 313 | upon, as namespaces offer cleaner prefixing. The only case where this approach |
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314 | 314 | is justified is for classes which are expected to be imported into external |
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315 | 315 | namespaces and a very generic name (like Shell) is too likely to clash with |
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316 | 316 | something else. We'll need to revisit this issue as we clean up and refactor |
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317 | 317 | the code, but in general we should remove as many unnecessary ``IP``/``ip`` |
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318 | 318 | prefixes as possible. However, if a prefix seems absolutely necessary the more |
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319 | 319 | specific ``IPY`` or ``ipy`` are preferred. |
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320 | 320 | |
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321 | 321 | .. _devel_testing: |
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322 | 322 | |
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323 | 323 | Testing system |
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324 | 324 | ============== |
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325 | 325 | |
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326 | 326 | It is extremely important that all code contributed to IPython has tests. Tests |
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327 | 327 | should be written as unittests, doctests or as entities that the `Nose`_ |
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328 | 328 | testing package will find. Regardless of how the tests are written, we will use |
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329 | 329 | `Nose`_ for discovering and running the tests. `Nose`_ will be required to run |
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330 | 330 | the IPython test suite, but will not be required to simply use IPython. |
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331 | 331 | |
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332 | 332 | .. _Nose: http://code.google.com/p/python-nose/ |
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333 | 333 | |
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334 | 334 | Tests of `Twisted`__ using code should be written by subclassing the |
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335 | 335 | ``TestCase`` class that comes with ``twisted.trial.unittest``. When this is |
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336 | 336 | done, `Nose`_ will be able to run the tests and the twisted reactor will be |
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337 | 337 | handled correctly. |
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338 | 338 | |
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339 | 339 | .. __: http://www.twistedmatrix.com |
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340 | 340 | |
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341 | 341 | Each subpackage in IPython should have its own ``tests`` directory that |
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342 | 342 | contains all of the tests for that subpackage. This allows each subpackage to |
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343 | 343 | be self-contained. If a subpackage has any dependencies beyond the Python |
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344 | 344 | standard library, the tests for that subpackage should be skipped if the |
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345 | 345 | dependencies are not found. This is very important so users don't get tests |
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346 | 346 | failing simply because they don't have dependencies. |
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347 | 347 | |
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348 | 348 | We also need to look into use Noses ability to tag tests to allow a more |
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349 | 349 | modular approach of running tests. |
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350 | 350 | |
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351 | 351 | .. _devel_config: |
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352 | 352 | |
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353 | 353 | Configuration system |
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354 | 354 | ==================== |
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355 | 355 | |
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356 | 356 | IPython uses `.ini`_ files for configuration purposes. This represents a huge |
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357 | 357 | improvement over the configuration system used in IPython. IPython works with |
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358 | 358 | these files using the `ConfigObj`_ package, which IPython includes as |
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359 | 359 | ``ipython1/external/configobj.py``. |
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360 | 360 | |
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361 | 361 | Currently, we are using raw `ConfigObj`_ objects themselves. Each subpackage of |
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362 | 362 | IPython should contain a ``config`` subdirectory that contains all of the |
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363 | 363 | configuration information for the subpackage. To see how configuration |
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364 | 364 | information is defined (along with defaults) see at the examples in |
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365 | 365 | ``ipython1/kernel/config`` and ``ipython1/core/config``. Likewise, to see how |
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366 | 366 | the configuration information is used, see examples in |
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367 | 367 | ``ipython1/kernel/scripts/ipengine.py``. |
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368 | 368 | |
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369 | 369 | Eventually, we will add a new layer on top of the raw `ConfigObj`_ objects. We |
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370 | 370 | are calling this new layer, ``tconfig``, as it will use a `Traits`_-like |
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371 | 371 | validation model. We won't actually use `Traits`_, but will implement |
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372 | 372 | something similar in pure Python. But, even in this new system, we will still |
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373 | 373 | use `ConfigObj`_ and `.ini`_ files underneath the hood. Talk to Fernando if you |
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374 | 374 | are interested in working on this part of IPython. The current prototype of |
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375 | 375 | ``tconfig`` is located in the IPython sandbox. |
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376 | 376 | |
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377 | 377 | .. _.ini: http://docs.python.org/lib/module-ConfigParser.html |
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378 | 378 | .. _ConfigObj: http://www.voidspace.org.uk/python/configobj.html |
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379 | 379 | .. _Traits: http://code.enthought.com/traits/ |
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380 | 380 | |
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381 | 381 | |
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382 | 382 | Installation and testing scenarios |
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383 | 383 | ================================== |
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384 | 384 | |
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385 | 385 | This section outlines the various scenarios that we need to test before we |
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386 | 386 | release an IPython version. These scenarios represent different ways of |
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387 | 387 | installing IPython and its dependencies. |
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388 | 388 | |
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389 | 389 | Installation scenarios under Linux and OS X |
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390 | 390 | ------------------------------------------- |
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391 | 391 | |
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392 | 392 | 1. Install from tarball using ``python setup.py install``. |
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393 | 393 | a. With only readline+nose dependencies installed. |
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394 | 394 | b. With all dependencies installed (readline, zope.interface, Twisted, |
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395 | 395 | foolscap, Sphinx, nose, pyOpenSSL). |
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396 | 396 | |
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397 | 397 | 2. Install using easy_install. |
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398 | 398 | |
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399 | 399 | a. With only readline+nose dependencies installed. |
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400 | 400 | i. Default dependencies: ``easy_install ipython-0.9.beta3-py2.5.egg`` |
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401 | 401 | ii. Optional dependency sets: ``easy_install -f ipython-0.9.beta3-py2.5.egg IPython[kernel,doc,test,security]`` |
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402 | 402 | |
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403 | 403 | b. With all dependencies already installed. |
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404 | 404 | |
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405 | 405 | |
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406 | 406 | Installation scenarios under Win32 |
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407 | 407 | ---------------------------------- |
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408 | 408 | |
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409 | 409 | 1. Install everything from .exe installers |
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410 | 410 | 2. easy_install? |
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411 | 411 | |
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412 | 412 | |
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413 | 413 | Tests to run for these scenarios |
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414 | 414 | -------------------------------- |
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415 | 415 | |
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416 | 416 | 1. Run the full test suite. |
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417 | 417 | 2. Start a controller and engines and try a few things by hand. |
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418 | 418 | a. Using ipcluster. |
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419 | 419 | b. Using ipcontroller/ipengine by hand. |
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420 | 420 | |
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421 | 421 | 3. Run a few of the parallel examples. |
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422 | 422 | 4. Try the kernel with and without security with and without PyOpenSSL |
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423 | 423 | installed. |
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424 | 424 | 5. Beat on the IPython terminal a bunch. |
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425 | 425 | 6. Make sure that furl files are being put in proper locations. |
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426 | 426 | |
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427 | 427 | |
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428 | 428 | Release checklist |
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429 | 429 | ================= |
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430 | 430 | |
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431 | 431 | Most of the release process is automated by the :file:`release` script in the |
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432 | 432 | :file:`tools` directory. This is just a handy reminder for the release manager. |
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433 | 433 | |
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434 | 434 | #. Run the release script, which makes the tar.gz, eggs and Win32 .exe |
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435 | 435 | installer. It posts them to the site and registers the release with PyPI. |
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436 | 436 | |
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437 | 437 | #. Updating the website with announcements and links to the updated changes.txt |
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438 | 438 | in html form. Remember to put a short note both on the news page of the site |
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439 | 439 | and on launcphad. |
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440 | 440 | |
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441 | 441 | #. Drafting a short release announcement with i) highlights and ii) a link to |
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442 | 442 | the html changes.txt. |
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443 | 443 | |
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444 | 444 | #. Make sure that the released version of the docs is live on the site. |
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445 | 445 | |
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446 | 446 | #. Celebrate! |
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447 | ||
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448 | ||
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449 | Porting to 3.0 | |
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450 | ============== | |
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451 | There are no definite plans for porting of IPython to python 3. The major | |
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452 | issue is the dependency on twisted framework for the networking/threading | |
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453 | stuff. It is possible that it the traditional IPython interactive console | |
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454 | could be ported more easily since it has no such dependency. Here are a few | |
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455 | things that will need to be considered when doing such a port especially | |
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456 | if we want to have a codebase that works directly on both 2.x and 3.x. | |
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457 | ||
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458 | 1. The syntax for exceptions changed (PEP 3110). The old | |
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459 | `except exc, var` changed to `except exc as var`. At last | |
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460 | count there was 78 occurences of this usage in the codebase | |
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461 |
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