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CONTRIBUTING.md

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How To Contribute

We welcome contributions to OpenHTF! Provided you've satisfied our legal requirements, contributing is as easy as submitting a pull request with your changes in order to kick off the review process. But first, please read through the rest of this doc to help ensure a smooth code review.

Legal Requirements

In order to become a contributor, you first need to sign the appropriate Contributor License Agreement (if you happen to be a Google employee, you're already covered).

Code Reviews

All contributions to OpenHTF, including those made by official maintainers, must go through code review. Code reviews ensure that the codebase stays as easily maintainable as possible, and that contributions fully align with the stated goals of OpenHTF.

Process Overview

Our code review process generally follows a predictable flow:

  1. Fork the OpenHTF repository on github.
  2. Make commits to your fork.
  3. Run unit tests and lint and ensure they still pass.
  4. Submit a pull request (PR) to merge your fork into the official repo.
  5. OpenHTF maintainers will review the PR and make comments.
  6. Discuss and make more commits to your fork to address reviewer feedback.
  7. Update the PR discussion on github with "PTAL" ("Please Take A Look") to indicate readiness for another look from the reviewers.
  8. Repeat steps 4-6 until your PR receives an "LGTM" ("Looks Good To Me") from at least two official maintainers.
  9. One of the maintainers will merge the PR into the main repo.

Code Standards

For a smooth code review, it helps to make sure your code adheres to standards, conventions, and design goals for OpenHTF. A best-effort attempt to understand and meet these standards before requesting code review can go a long way towards making the review process as fast and painless as possible.

Follow Style Guidelines

OpenHTF's Python code follows the Google Python Style Guide. We provide a pylintrc file at the top level of our repo that you can use with pylint to lint your Python code.

OpenHTF's built-in web frontend, written in TypeScript and using Angular2, follows the Angular2 Style Guide. We recommend using codelyzer to lint your frontend code.

Provide Documentation

OpenHTF code is fairly well-documented through the liberal use of docstrings and comments in the actual code. If your code is doing something that isn't immediately intuitive, consider adding clarifying comments.

In addition to inline documentation, adding example scripts to the examples/ directory is a great way to express the intended usage of OpenHTF features.

Limit Complexity

Code that is complex requires programmers to hold many things in their heads simultaneously in order to make modifications and fixes. Thus code complexity can increase the risk of bugs as well as the time and effort needed to fix them. In hardware testing (more so than in many more computationally intensive or latency-sensitive applications) maximizing reliability and stability are often far more important than minimizing code execution time. Therefore OpenHTF prioritizes leveraging composable components with clean, well-defined interfaces wherever possible, even at the occasional cost of computational intensity. Check out this great talk for a deeper look at code complexity.

Consider OpenHTF's Goals

OpenHTF is designed to abstract away as much boilerplate as possible from hardware test setup and execution, so test engineers can focus primarily on test logic. It aspires to do so in a lightweight and minimalistic fashion. OpenHTF should remain general enough to be useful in a variety of hardware testing scenarios, from the lab bench to the manufacturing floor.

Try to keep these goals in mind when authoring your contributions.

Stick to Existing Structure

The package/module structure of OpenHTF is designed to reflect its core duties. If you're adding a new module or feature, put some thought into where it best fits in based on what it does.

  .-----------------.
  |     openhtf     |
  |-----------------|
  | Python package. |
  '-----------------'
          |
          |    .---------------------------------.
          |    |              conf               |
          |--->|---------------------------------|
          |    | Reads and stores configuration. |
          |    '---------------------------------'
          |
          |    .-------------------------.
          |    |           exe           |
          |--->|-------------------------|
          |    | Manages test execution. |
          |    '-------------------------'
          |
          |    .----------------------------------------.
          |    |                   io                   |
          |--->|----------------------------------------|
          |    | Manages UI, logging, and test records. |
          |    '----------------------------------------'
          |
          |    .---------------------------------------------------.
          |    |                       plugs                       |
          |--->|---------------------------------------------------|
          |    | Extensions for interfacing with various hardware. |
          |    '---------------------------------------------------'
          |
          |    .-----------------------------------.
          |    |               util                |
          '--->|-----------------------------------|
               | Utility functions and misc tools. |
               '-----------------------------------'

Setting Up Your Dev Environment

The OpenHTF codebase is set up to use pip/virtualenv to manage dependencies.

Pip is the Python package manager, while virtualenv is a tool to isolate Python environments. You'll need both in order to work with the OpenHTF codebase.

Pip installs dependencies from PyPI (the Python package index), but it can also install local packages in development mode (using the -e flag). This causes pip to install the dependency using symlinks from the filesystem so changes made to those files are instantly reflected.

Neither virtualenv nor OpenHTF's Python dependencies are included in the repository. The following steps set up a new virtualenv environment and install OpenHTF's dependencies into it using pip.

Linux (Debian/Ubuntu)

These install instructions assume Bash as the shell environment. If you're using a shell that's very different from Bash you may need to modify some steps accordingly.

# Clone into the repo.
git clone git@github.com:google/openhtf.git

# Install system-level third-party dependencies.
sudo apt-get install python-pip swig libssl-dev python-dev libffi-dev \ 
protobuf-compiler

# Make sure pip is up-to-date.
sudo pip install --upgrade pip

# Install virtualenv via pip.
sudo pip install virtualenv

# Change to the openhtf directory.
cd openhtf

# Create a new virtualenv.
virtualenv venv

# Activate the new virtualenv.
. venv/bin/activate

# Install openhtf into the virtualenv in dev mode.
python setup.py develop

Web Frontend Development

OpenHTF ships with a built-in web gui found in the openhtf.io.frontend module.

We don't expect everyone to go through the steps of building the frontend from source, so we provide a prebuilt version of the frontend in the openhtf/io/frontend/prebuilt directory. If you don't plan to contribute to the built-in frontend, you can feel free to stop reading here; OpenHTF will automatically use the the prebuilt version of the frontend we include.

If you do plan to contribute to the frontend, read on.

The frontend consists of a server written in Python and an Angular2 client written in Typescript.

The client's dependencies are managed with npm.

Setting your dev environment up to enable work on the frontend requires some extra steps:

Linux (Debian/Ubuntu)

# Change to the frontend directory.
cd openhtf/io/frontend/src

# Install the frontend's build dependencies.
npm install

Once your dev environment is set up for frontend work, you'll be able to build the frontend with:

npm run build

But for convenience, you'll probably want to start a build process that will watch the source for changes and re-build the frontend automatically as needed. We've set up node to do that:

npm start

Now you've got the frontend building, but you still need to serve it. The frontend server is started as a runnable module. In a terminal where your Python virtual environment (set up above) is active, start the server with:

python -m openhtf.io.frontend

If you want the server to automatically restart when changes are detected, use the --dev flag.

Once you're happy with your changes, don't forget to update the prebuilt version; we've included a script to help:

npm run update_prebuilt

That last step is easy to forget, so try to make it a habit whenever you're prepping a PR that includes frontend work.