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episode about documentation
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sphinx.def
sphinx.sif
*.swp
*.sif
32 changes: 5 additions & 27 deletions content/dependencies.md
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Expand Up @@ -191,36 +191,14 @@ For your own projects:
1. Start by writing an `environment.yml` of `requirements.txt` file. They look like this:
:::::{tabs}
::::{tab} environment.yml
```yaml
name: course
channels:
- conda-forge
dependencies:
- python <= 3.12
- jupyterlab
- altair-all
- vega_datasets
- pandas
- numpy
- pytest
- scalene
- ruff
- icecream
```
:::{literalinclude} ../software/environment.yml
:language: yaml
:::
::::

::::{tab} requirements.txt
```
jupyterlab
altair
vega_datasets
pandas
numpy
pytest
scalene
ruff
icecream
```
:::{literalinclude} ../software/requirements.txt
:::
::::
:::::

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# Where to start with documentation

:::{objectives}
- Discuss what makes good documentation.
- Improve the README of your project or our example project.
- Explore Sphinx which is a popular tool to build documentation websites.
- Learn how to leverage GitHub Actions and GitHub Pages to build and deploy documentation.
:::


## Why? &#128151;&#9993;&#65039; to your future self

- You will probably use your code in the future and may forget details.
- You may want others to use your code or contribute
(almost impossible without documentation).


## In-code documentation

Not very useful (more commentary than comment):
```python
# now we check if temperature is below -50
if temperature < -50:
print("ERROR: temperature is too low")
```

More useful (explaining **why**):
```python
# we regard temperatures below -50 degrees as measurement errors
if temperature < -50:
print("ERROR: temperature is too low")
```

Keeping zombie code "just in case" (rather use version control):
```python
# do not run this code!
# if temperature > 0:
# print("It is warm")
```

Emulating version control:
```python
# John Doe: threshold changed from 0 to 15 on August 5, 2013
if temperature > 15:
print("It is warm")
```


## Many languages allow "docstrings"

Example (Python):
```python
def kelvin_to_celsius(temp_k: float) -> float:
"""
Converts temperature in Kelvin to Celsius.
Parameters
----------
temp_k : float
temperature in Kelvin
Returns
-------
temp_c : float
temperature in Celsius
"""
assert temp_k >= 0.0, "ERROR: negative T_K"

temp_c = temp_k - 273.15

return temp_c
```

:::{keypoints}
- Documentation which is only in the source code is not enough.
- Often a README is enough.
- Documentation needs to be kept
**in the same Git repository** as the code since we want it to evolve with
the code.
:::


## Often a README is enough - checklist

- **Purpose**
- Requirements
- Installation instructions
- **Copy-paste-able example to get started**
- Tutorials covering key functionality
- Reference documentation (e.g. API) covering all functionality
- Authors and **recommended citation**
- License
- Contribution guide

See also the
[JOSS review checklist](https://joss.readthedocs.io/en/latest/review_checklist.html).


## Diátaxis

Diátaxis is a systematic approach to technical documentation authoring.

- Overview: <https://diataxis.fr/>
- How to use Diátaxis **as a guide** to work: <https://diataxis.fr/how-to-use-diataxis/>


## What if you need more than a README?

- Write documentation in
[Markdown (.md)](https://en.wikipedia.org/wiki/Markdown)
or
[reStructuredText (.rst)](https://en.wikipedia.org/wiki/ReStructuredText)
or
[R Markdown (.Rmd)](https://rmarkdown.rstudio.com/)

- In the **same repository** as the code -> version control and **reproducibility**

- Use one of many tools to build HTML out of md/rst/Rmd:
[Sphinx](https://sphinx-doc.org),
[MkDocs](https://www.mkdocs.org/),
[Zola](https://www.getzola.org/), [Jekyll](https://jekyllrb.com/),
[Hugo](https://gohugo.io/), RStudio, [knitr](https://yihui.org/knitr/),
[bookdown](https://bookdown.org/),
[blogdown](https://bookdown.org/yihui/blogdown/), ...

- Deploy the generated HTML to [GitHub Pages](https://pages.github.com/) or
[GitLab Pages](https://docs.gitlab.com/ee/user/project/pages/)


## Setting up a Sphinx documentation

:::{prereq} Preparation
In this episode we will use the following 5 packages which we installed
previously as part of the {doc}`installation`:
```
myst-parser
sphinx
sphinx-rtd-theme
sphinx-autoapi
sphinx-autobuild
```
:::

There are at least two ways to get started with Sphinx:
1. Use `sphinx-quickstart` to create a new Sphinx project.
1. **This is what we will do instead**: Create three files (`doc/conf.py`, `doc/index.md`, and `doc/about.md`)
as starting point and improve from there.

::::{exercise} Exercise: Set up a Sphinx documentation
1. Create the following three files in your project:
```
your-project/
├── doc/
│ ├── conf.py
│ ├── index.md
│ └── about.md
└── ...
```

This is `conf.py`:
```python
project = "your-project"
copyright = "2025, Authors"
author = "Authors"
release = "0.1"

exclude_patterns = ["_build", "Thumbs.db", ".DS_Store"]

extensions = [
"myst_parser", # in order to use markdown
]

myst_enable_extensions = [
"colon_fence", # ::: can be used instead of ``` for better rendering
]

html_theme = "sphinx_rtd_theme"
```

This is `index.md` (feel free to change the example text):
```markdown
# Our code documentation

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor
incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis
nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.
Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu
fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in
culpa qui officia deserunt mollit anim id est laborum.

:::{toctree}
:maxdepth: 2
:caption: Some caption

about.md
:::
```

This is `about.md` (feel free to adjust):
```markdown
# About this code

Work in progress ...
```

1. Run `sphinx-build` to build the HTML documentation:
```console
$ sphinx-build doc _build

... lots of output ...
The HTML pages are in _build.
```

1. Try to open `_build/index.html` in your browser.

1. Experiment with adding more content, images, equations, code blocks, ...
- [typography](https://myst-parser.readthedocs.io/en/latest/syntax/typography.html)
- [images](https://myst-parser.readthedocs.io/en/latest/syntax/images_and_figures.html)
- [math and equations](https://myst-parser.readthedocs.io/en/latest/syntax/math.html)
- [code blocks](https://myst-parser.readthedocs.io/en/latest/syntax/code_and_apis.html)
::::

There is a lot more you can do:
- This is useful if you want to check the integrity of all internal and external links:
```console
$ sphinx-build doc -W -b linkcheck _build
```
- [sphinx-autobuild](https://pypi.org/project/sphinx-autobuild/)
provides a local web server that will automatically refresh your view
every time you save a file - which makes writing with live-preview much easier.


## How to auto-generate API documentation in Python

Add three tiny modifications (highlighted) to `doc/conf.py` to auto-generate API documentation
(this requires the `sphinx-autoapi` package):
```{code-block} python
---
emphasize-lines: 10, 14, 17
---
project = "your-project"
copyright = "2025, Authors"
author = "Authors"
release = "0.1"
exclude_patterns = ["_build", "Thumbs.db", ".DS_Store"]
extensions = [
"myst_parser", # in order to use markdown
"autoapi.extension", # in order to use markdown
]
# search this directory for Python files
autoapi_dirs = [".."]
# ignore this file when generating API documentation
autoapi_ignore = ["*/conf.py"]
myst_enable_extensions = [
"colon_fence", # ::: can be used instead of ``` for better rendering
]
html_theme = "sphinx_rtd_theme"
```

Then rebuild the documentation (or push the changes and let GitHub rebuild it)
and you should see a new section "API Reference".


## Possibilities to host Sphinx documentation

- Build with [GitHub Actions](https://github.com/features/actions) and deploy to [GitHub Pages](https://pages.github.com/).
- Build with [GitLab CI/CD](https://docs.gitlab.com/ee/ci/) and deploy to [GitLab Pages](https://docs.gitlab.com/ee/user/project/pages/).
- Build with [Read the Docs](https://about.readthedocs.com/) and host there.


## Confused about reStructuredText vs. Markdown vs. MyST?

- At the beginning there was reStructuredText and Sphinx was built for reStructuredText.
- Independently, Markdown was invented and evolved into a couple of flavors.
- Markdown became more and more popular but was limited compared to reStructuredText.
- Later, [MyST](https://myst-parser.readthedocs.io/en/latest/syntax/typography.html)
was invented to be able to write
something that looks like Markdown but in addition can do everything that
reStructuredText can do with extra directives.


## Where to read more

- [CodeRefinery documentation lesson](https://coderefinery.github.io/documentation/)
- [Sphinx documentation](https://www.sphinx-doc.org/)
- [Sphinx + ReadTheDocs guide](https://sphinx-rtd-tutorial.readthedocs.io/en/latest/index.html)
- For more Markdown functionality, see the [Markdown guide](https://www.markdownguide.org/basic-syntax/).
- For Sphinx additions, see [Sphinx Markup Constructs](https://www.sphinx-doc.org/en/master/markup/index.html).
- [An opinionated guide on documentation in Python](https://docs.python-guide.org/writing/documentation/)
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Expand Up @@ -47,7 +47,7 @@ running Python scripts from the command line.
- 09:00 - 09:45
- Version control
- {doc}`dependencies`
- Where to start with documentation
- {doc}`documentation`
- 09:45 - 10:20
- {doc}`profiling`
- 10:30 - 11:00
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CLI.md
testing.md
dependencies.md
documentation.md
profiling.md
good-practices.md
:::
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