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CONTRIBUTING.md
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CONTRIBUTING.md
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# Contributing
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<!--
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$ pip install md-toc
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$ md_toc -i gitlab CONTRIBUTING.md.template
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-->
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[](TOC)
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- [Contributing](#contributing)
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- [Introduction](#introduction)
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- [Setup](#setup)
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- [Setup SSH keys](#setup-ssh-keys)
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- [Setup Virtual Environments](#setup-virtual-environments)
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- [Project Types](#project-types)
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- [Project Layout](#project-layout)
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- [Dependency Management](#dependency-management)
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- [These are not used on production, or staging, only](#these-are-not-used-on-production-or-staging-only)
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- [on development machines and the CI environment.](#on-development-machines-and-the-ci-environment)
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- [These are the requirements produced for specific builds. They can be](#these-are-the-requirements-produced-for-specific-builds-they-can-be)
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- [used to debug version compatatbility issues . They are generated](#used-to-debug-version-compatatbility-issues-they-are-generated)
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- [using pip freeze](#using-pip-freeze)
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- [Vendoring](#vendoring)
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- [Development](#development)
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- [Linting](#linting)
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- [Type Checking](#type-checking)
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- [Documentation](#documentation)
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- [Setup to run docker](#setup-to-run-docker)
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- [PyCharm](#pycharm)
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- [Sublime Text](#sublime-text)
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- [Best Practices](#best-practices)
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[](TOC)
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## Introduction
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Friction for new contributors should be as low as possible. Ideally a
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new contributor, starting any unix[^1] system can go through these
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steps and not encounter any errors:
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1. `git clone <project_url>`
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2. `cd <project>`
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3. `make install`
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4. `# get some coffee`
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5. `make lint`
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6. `make test`
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7. `make serve`
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If you as a new contributor encounter any errors, then please create
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an issue report and you will already have made a great contribution!
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## Setup
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The development workflow described here is documented based on a Unix
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environment. Hopefully this will reduce discrepancies between
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development and production systems.
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### Setup SSH keys
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Projects which depend on private repositories require ssh to
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connect to remote servers. If this is the case, you should make
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sure that your ssh keys are available in `${HOME}/.ssh`, or you
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will have to do `ssh-keygen` and install the generated public
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key to host system. If this is not done, `pip install` will fail
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to install these dependencies from your private repositiories with
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an error like this
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```shell
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Downloading/unpacking git+git://...git
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Cloning Git repository git://
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Permission denied (publickey).
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fatal: The remote end hung up unexpectedly
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----------------------------------------
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Command /usr/local/bin/git clone ... failed with error code 128
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```
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### Setup Virtual Environments
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The first setup can take a while, since it will install miniconda and
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download lots of dependencies for the first time. If you would like to
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know more about conda, there is a good article written by Gergely
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Szerovay: https://medium.freecodecamp.org/85f155f4353c
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```shell
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dev@host:~
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$ git clone git@../group/project.git
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Cloning Git repository git@../group/project.git to project
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...
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$ cd project
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dev@host:~/project
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$ make install
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Solving environment:
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...
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```
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This will do quite a few things.
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1. Install miniconda3, if it isn't already installed. It checks
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the path `$HOME/miniconda3` for an existing installation
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2. Creates python virtual environments for all supported python
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versions of this project.
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3. Installs application and development dependencies to the
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environments.
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4. Installs vendored dependencies into `vendor/`
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If installation was successful, you should be able to at least
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run the linter (assuming previous developers have a bare minimum
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of diligence).
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```console
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$ make lint
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flake8 .. ok
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mypy .... ok
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doc ..... ok
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```
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If this is the first time conda has been installed on your
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system, you'll probably want to enable the `conda` command:
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```
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$ echo ". ${HOME}/miniconda3/etc/profile.d/conda.sh" >> ~/.bashrc
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$ conda --version
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conda 4.5.11
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```
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You can also activate the default virtual environment as follows.
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```shell
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(myproject_py36) dev@host:~/myproject
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$ conda env activate myproject_py36
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/home/dev/miniconda3/envs/myproject_py36/bin/python
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$ ipython
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Python 3.6.6 | packaged by conda-forge | (default, Jul 26 2018, 09:53:17)
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t Type 'copyright', 'credits' or 'license' for more information
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IPython 6.5.0 -- An enhanced Interactive Python. Type '?' for help.
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In [1]:
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```
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Note however, that this invocation does not have the correct
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`PYTHONPATH` set up to import modules of the project. You can
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review the definition for ``make ipy`` to see how to set up
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`PYTHONPATH` correctly.
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```shell
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$ make ipy
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Python 3.6.6 |Anaconda, Inc.| (default, Jun 28 2018, 17:14:51)
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Type 'copyright', 'credits' or 'license' for more information
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IPython 6.5.0 -- An enhanced Interactive Python. Type '?' for help.
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In [1]: import myproject
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In [2]: myproject.__file__
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Out[2]: '/mnt/c/Users/ManuelBarkhau/myproject/src/myproject/__init__.py'
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```
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## Project Types
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These guidelines written for different kinds of projects, each of
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which is ideally: small, focosued and reusable. These projects can be:
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1. Services: Projects which are deployed and run continuously.
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2. Libraries: Projects which are not deployed by themselves but
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installed and used by others.
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3. CLI Tools: Projects which are installed and mainly used by
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developers and admins.
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The choices made here are intended to make it easy to start new
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projects by reducing the burdon of project setup to a minimum.
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## Project Layout
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src/ # source code of project
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vendor/ # vendored dependencies
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stubs/ # mypy .pyi stub files
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test/ # pytest test files (files begin with test_)
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scripts/ # miscalenious scripts used deployment and ops
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requirements/ # dependency metadata files
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docs/ # documentation source files
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data/ # fixtures for unit tests and db initialization
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setup.py # main python package metadata
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setup.cfg # misc python tooling configuration
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README.md # project overview and status
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CONTRIBUTING.md # guide for developers
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CHANGELOG.md # for public libraries
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LICENSE # for public libraries (MIT preferred)
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makefile # main project and environment management file
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### Dependency Management
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Dependencies are managed using a set of requirements/\*.txt files. You
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only need to know about this if you want to add or change a dependency.
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```shell
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requirements/conda.txt # installed via conda from main or conda-forge
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requirements/pypi.txt # installed via pip from pypi to virutal environments
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requirements/vendor.txt # installed via pip from pypi to vendor/
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# These are not used on production, or staging, only
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# on development machines and the CI environment.
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requirements/development.txt # useful packgages for development/debugging
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requirements/integration.txt # used for linting/testing/packaging
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# These are the requirements produced for specific builds. They can be
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# used to debug version compatatbility issues . They are generated
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# using pip freeze
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requirements/build-0123.freeze
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```
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When adding a new dependency please consider:
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- Only specify direct dependencies of the project, not transitive
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dependencies of other projects. These are installed via their
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dependency declarations.
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- The default specifier for a package should be only its name without
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a version specifier. With this as the default, the project remains
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up to date in terms of security fixes and other library
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improvements.
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- Some packages consider some of their dependancies to be optional, in
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which case you will have to specify their transitive dependencies
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- Only specify/pin/freeze a specific (older) version if there are
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known issues, or your project requires features from an unstable
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(alpha/beta) version of the package. Each pinned version should
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document why it was pinned, so that it can later be determined if
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the issue has been resolved in the meantime.
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One argument against this approach is the issue of rogue package
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maintainers. A package maintainer might release a new version which
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you automatically install using `make update`, and this new code opens
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a back door or proceeds to send data from your production system to a
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random server on the internet.
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The only prodection pypi or conda-forge have against this is to remove
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packages that are reported to them. If you are paranoid, you could
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start pinning dependencies to older versions, for which you feel
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comfortable that any issues would have been noticed. This is only a
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half measure however, since the issues may not be noticed even after
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months.
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Ultimately, if data breaches are a concern you should talk to your
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network admin about firewall rules and if data loss is a concern you
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should review your backup policy.
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Further Reading:
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https://hackernoon.com/building-a-botnet-on-pypi-be1ad280b8d6
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https://python-security.readthedocs.io/packages.html
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Dependencies are installed in this order:
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- ``conda.txt``
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- ``pypi.txt``
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- ``vendor.txt``
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- ``development.txt``
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- ``integration.txt``
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Please review the documentation header at the beginning of each file
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to determine which file is appropriate for the dependency you want to
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add.
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Choose a file:
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- ``conda.txt`` is appropriate for non python packages and packages
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which would require compilation if they were downloaded from pypi.
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- ``pypi.txt`` is for dependencies on python packages, be they from
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pypi or git repositories.
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- ``vendor.txt`` is appropriate for pure python libaries which are
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written using mypy. This allows the mypy type checker to work with
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types defined in other packages
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After adding a new dependency, you can run ``make update``
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```shell
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(myproject_py36) dev@host:~/myproject
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$ make update
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Solving environment: done
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Downloading and Extracting Packages
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requests-2.19.1 | 94 KB conda-forge
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...
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```
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### Vendoring
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Vendored dependencies are usually committed to git, but if you
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trust the package maintainer and the installation via vendor.txt,
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then it's not required.
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There are a few reasons to vendor a dependency:
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1. You want the source to be easilly accessible in your development
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tools. For example mypy can access the types of vendored projects.
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2. You don't trust the maintainer of a dependency, and want to review
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any updates using git diff.
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3. There is no maintainer or downloadable package, so your only option
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is to download it into a local directory. For example you may want to
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use some of the modules from https://github.com/TheAlgorithms/Python
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If you do vendor a dependency, avoid local modifications, instead
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contribute to the upstream project when possible.
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## Development
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TODO: document development tasks like lint, type checking in a
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platform independent way, ideally they work with PyCharm. Until
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then, these are platform agnostic commands that have to be
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entered manually.
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### Linting
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```shell
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flake8 src/
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sjfmt --py36 src/
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```
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### Type Checking
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TODO: This is left open, until the mypy setup is complete
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```shell
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mypy src/
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pytest test/
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```
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### Documentation
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Documentation is written in Github Flavoured Markdown. Typora is
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decent cross platform editor.
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TODO: `make doc`
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### Setup to run docker
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TODO:
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### PyCharm
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TODO: Expand how to set editor, possibly by sharing editor config files?
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Recoomended plugins:
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https://plugins.jetbrains.com/plugin/10563-black-pycharm
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https://plugins.jetbrains.com/plugin/7642-save-actions
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### Sublime Text
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https://github.com/jgirardet/sublack
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## Best Practices
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While not all practices linked here are followed (they are
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contradictory to each other in places), reading them will give you a
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good overview of how different people think about structuring their
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code in order to minimize common pitfalls.
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Please read, view at your leasure:
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- https://www.python.org/dev/peps/pep-0008/
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- https://github.com/amontalenti/elements-of-python-style
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- https://github.com/google/styleguide/blob/gh-pages/pyguide.md
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- https://www.youtube.com/watch?v=o9pEzgHorH0
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- https://www.youtube.com/watch?v=OSGv2VnC0go
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- https://www.youtube.com/watch?v=wf-BqAjZb8M
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Keep in mind, that all of this is about the form of your code, and
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catching common pitfalls or gotchas. None of this releives you of the
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burdon of thinking about your code. The reason to use linters and type
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checking is not to make the code correct, but to help you make your
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code correct.
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For now I won't go into the effort of writing yet another style guide.
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Instead, if your code passes `make lint`, then it's acceptable. Every
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time you encounter a linting error, consider it as an opportinity to
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learn a best practice.
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[^1]: Linux, MacOS and [WSL](https://docs.microsoft.com/en-us/windows/wsl/install-win10)
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