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DEVELOPMENT

Development workflow for frontend and backend development

Most users will only need the first 2 steps: Installation and Setting Up Servers.

Installation

Install Python and Node.js (we use Node v20).

Install ASReview in editable mode

pip install -e ".[dev]"

Navigate into asreview/webapp and install NPM packages (with clean-install)

cd asreview/webapp
npm ci

Setting up servers

The best development workflow for the ASReview frontend and backend makes use of 3 simultanously running servers:

  1. A Python server with the the Flask app.
  2. A Python server for a task manager that manages running models after records are labeled.
  3. A Node server for the frontend.

Open a command line interface (e.g. Terminal or CMD.exe) and navigate to asreview/webapp. Start the Flask app with

cd asreview/webapp
flask run --debug

Next, open a second command line interface and run:

asreview task-manager

This starts the task manager (by default on localhost, port 5101). Use the --verbose flag to view logging messages.

Next, open a third command line interface and navigate to asreview/webapp. Start the local front end application running on a Node server.

cd asreview/webapp
npm start

The webbrowser opens at localhost:3000. Every time you edit one of the webapp related Python or Javascript files, the application will automatically refresh in the browser.

Visual Studio Code task

Users of Visual Studio Code can set up servers easily by configuring a task. The GitHub gist contains a task startASReviewDevServer that starts up the development servers.

Authentication

When using or developing the authenticated version of ASReview, extra steps are needed to configure the application.

Create an authentication config file as instructed in [Authentication] (#Authentication). Set the environment variable FLASK_CONFIGFILE to the local config file. Start the application again (If Flask app it still running, terminate first)

cd asreview/webapp
FLASK_CONFIGFILE=my_config.toml flask run --debug

The server will read the file and start the authenticated version.

Advanced

Port and CORS configuration

In development, when working on the front end, the front- and backend are strictly separated. It is assumed the Flask app runs on port 5000 and the React front end on port 3000. Deviating from these ports will lead to connection or CORS (Cross-Origin Resource Sharing) issues.

As for CORS issues: it is necessary to precisely define the "allowed origins" in the backend. These origins must reflect the URL(s) used by the front end to call the backend. If correctly configured, they are added to the headers of the backend response, so they can be verified by your browser. If the list with origin-URLs doesn't provide a URL that corresponds with the URL used in the original request of the front end, your request is going to fail.

Node server running on port other than 3000

Set ALLOWED_ORIGINS to the url and port of the Node server. E.g., the server runs on http://localhost:3010:

FLASK_ALLOWED_ORIGINS=http://localhost:3010 flask run --debug

You can also add ALLOWED_ORIGINS to your config file or set the environment variable FLASK_ALLOWED_ORIGINS.

Flask app running on port other than 5000

Set REACT_APP_API_URL to the url and port of the Flask API server. E.g., the server runs on http://localhost:5010:

REACT_APP_API_URL=http://localhost:5010 npm start

Alternative is to add this REACT_APP_API_URL to the .env.development file in the /asreview/webapp folder. Override this config file with a local version (e.g. /asreview/webapp/.env.development.local). More information https://create-react-app.dev/docs/adding-custom-environment-variables/#adding-development-environment-variables-in-env.

Testing

Git Submodules

The tests of ASReview make use of extra datasets available via submodules. To clone the full repository with submodules in one line, add --recursive flag:

git clone --recursive git://github.com/asreview/asreview.git

Formatting and linting

Use ruff to lint the Python code and ruff format to format the code. Install the linters and formatters with:

pip install asreview[dev]

Run the following commands to lint and format:

ruff check .
ruff format .

For the React application, Prettier is used to format the files. Install prettier by following the instructions at https://prettier.io/docs/en/install.html.

Run the formatter with

npx prettier --write .

There is also a pre-commit available to handle linting and formatting.

pre-commit install

Documentation

Sphinx docs

Documentation for the ASReview project is available on https://asreview.readthedocs.io/en/latest/. The source files are available in the docs folder of this repository. The project makes use of Sphinx to convert the source files and docstrings into HTML or PDF files.

Install the dependencies for rendering the documentation with

pip install .[docs]

Navigate into the docs folder and render the documentation (the HTML version) with

make html

Open the file docs/build/html/index.html in your web browser.

Broken links

Navigate into the docs folder and check for broken links with:

make linkcheck

Extra information: https://www.writethedocs.org/guide/tools/testing/#link-testing

Screenshots

Screenshots are an important part of the ASReview documentation. When contributing screenshots, follow the guidelines below.

  1. Open Developers Tools in your browser (e.g. Chrome or Firefox).
  2. Set device dimensions to 1280x800.
  3. Capture screenshot with internal screenshot tool (preferred, see example).
  4. [OPTIONAL] Crop relevant part. Keep ratio if possible.
  5. Resize image to 1280x800 maximum and 960x600 minimum.
  6. [OPTIONAL] Use a red box to highlight relevant components.