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Developing

This project makes use of Nox to manage running tests and other tasks. The tests can be divided into three categories: checks, unit tests and regression (integration) tests. noxfile.py defines "sessions" that configure these tasks. These are described in the next section. The unit and regression tests make use of pytest.

The repository includes a Poetry pyproject.toml file to help you set up a virtual environment with Nox and other development dependencies. From the repository checkout root directory execute:

poetry install

Note

Poetry version

You might encounter issues with Poetry if you are not using the same version (especially older versions) as the one used to create the poetry.lock file. The poetry version recorded near the top of .github/workflows/tests.yml will be your best bet for avoiding issues, but newer versions should work as well.

Poetry will create a virtual environment in .venv, which you can activate like this (on Linux/macOS):

source .venv/bin/activate

Now Nox is available for running the tests. Alternatively, you can run Nox through Poetry:

poetry run nox

Starting nox without any arguments will run the check, check_docs, unit and regression sessions. Refer to the next section for an overview of all sessions.

Note

Running the tests on Windows

Some tests rely on symlinked files checked into the repository. Git on Windows requires some additional configuration to be able to support these.

Nox Sessions

The following sessions execute unit tests and regression tests:

unit
Runs the unit tests.
regression
Runs integration/regression tests. Each of these tests render a tiny document (often a single page) focusing on a specific feature, which means they also execute quickly. Their PDF output is compared to a reference PDF that is known to be good. This requires Graphviz, ImageMagick and either MuPDF's mutool or poppler's pdftoppm to be available from the search path.

These sessions are parametrized in order to run the tests against both the source and wheel distributions, and against all supported Python versions. Executing e.g. nox --session unit will run all of these combinations. Run nox --list to display these. You can run a single session like this: nox --session "<session name>".

unit_sphinx, regression_docutils, regression_sphinx
These are variations on the unit and regression sessions that run the (relevant) tests against several versions of the principal rinohtype dependencies, docutils and Sphinx (respecting version constraints specified in pyproject.toml).

Note that for development purposes, it generally suffices to run the default set of sessions. Continuous integration will run all session to catch regressions.

The other environments run checks, build documentation and build "binary" distributions for Mac and Windows:

check
Performs basic checks; just poetry check at this point.
check_docs
Perform checks on the documentation source files using doc8 and sphinx-doctest. restview can be useful when fixing syntax errors in README.rst, CHANGES.rst, ...
build_docs
Build the rinohtype documentation using Sphinx, both in HTML and PDF formats.
macapp (not maintained, broken?)
Build a stand-alone macOS application bundle using briefcase. This task can only be run on macOS.
wininst (not maintained, broken?)
Build a stand-alone rinohtype installer for the Windows platform with the help of pynsist. This task also can be run on platforms other than Windows.

Customization settings for doc8 and pytest are stored in setup.cfg.

Testing against multiple Python interpreter versions

Nox facilitates running tests on multiple Python interpreter versions. You can combine the unit and regression sessions with a Python version number to execute it on a specific Python interpreter version. For example, to run the unit tests with CPython 3.8:

nox -e unit-3.8

While it is typically sufficient to test on a single Python version during development, it can be useful to run tests on a set of Python versions before pushing your commits. Of course, this requires these versions to be available on your machine. It is highly recommended you use pyenv (or pyenv-win) to install and manage these. For example, to install CPython 3.8.1, you can run:

pyenv install 3.8.1

and pyenv will download, build and install this version of CPython for you. pyenv will install the different Python versions in an isolated location (typically under ~/.penv), so they will not interfere with your system-default Python versions.

The file .python-version in the root of the repository specifies which Python versions pyenv should make available whenever we are inside the repository checkout directory. The file lists specific the versions of CPython rinohtype aims to support plus recent PyPy3 versions (ideally, we should closely track the latest releases). The pyenv_setup.py script can install these for you (skipping any that are already installed).

Continuous integration

GitHub Actions automatically executes the Nox sessions when new commits are pushed to the repository. The Nox sessions are run on Linux, macOS and Windows, and run the tests against an array of Python, docutils and Sphinx versions to make sure that we don't break any corner cases. See .github/workflows for details.

Making a release

This is a list of steps to follow when making a new release of rinohtype. Publishing the new release to PyPI and uploading the documentation to GitHub Pages is handled by the GitHub Actions workflow.

  1. Make sure your checkout is clean.

  2. Update dependencies:

    poetry show --outdated
    poetry update
    
  3. Run basic tests and checks locally:

    nox
    
  4. Push your commits to master on GitHub. Don't create a tag yet!

  5. Check whether all tests on GitHub Actions are green.

  6. Set the release date.

    • set __release_date__ in src/rinoh/__init__.py (YYYY-MM-DD)
    • add release date to this release's section in the CHANGELOG (see other sections for examples)
    • commit these changes as Release x.y.z
  7. Create a git tag: git tag v$(poetry version --short)

  8. Push the new tag: git push origin v$(poetry version --short)

  9. The GitHub workflow will run all Nox sessions and upload the new version to PyPI if all checks were successful.

  10. Create a new release on GitHub. Include the relevant section of the changelog. Use previous releases as a template.

    • Tag version: the release's tag vx.y.z

    • Release title: Release x.y.z (date)

    • Add a link to the release on PyPI:

      Install from [PyPI](https://pypi.org/project/rinohtype/x.y.z/)
      
    • Copy the release notes from the change log

  11. Bump version number and reset the release date to "in development".

    • poetry version patch # or 'minor'
    • add new section at the top of the changelog
    • set __release_date__ in src/rinoh/__init__.py to 'in development'