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#1665 #1757 #1795

Abstract

matplotlib has a great deal of inconsistency between docstrings. This not only makes the docs harder to read, but it is harder on contributors, because they don't know which specifications to follow. There should be a clear docstring convention that is followed consistently.

The organization of the API documentation is difficult to follow. Some pages, such as pyplot and axes, are enormous and hard to browse. There should instead be short summary tables that link to detailed documentation. In addition, some of the docstrings themselves are quite long and contain redundant information.

Building the documentation takes a long time and uses a make.py script rather than a Makefile.

Detailed description

There are number of new tools and conventions available since matplotlib started using Sphinx that make life easier. The following is a list of proposed changes to docstrings, most of which involve these new features.

Numpy docstring format

Numpy docstring format: This format divides the docstring into clear sections, each having different parsing rules that make the docstring easy to read both as raw text and as HTML. We could consider alternatives, or invent our own, but this is a strong choice, as it's well used and understood in the Numpy/Scipy community.

Cross references

Most of the docstrings in matplotlib use explicit "roles" when linking to other items, for example: :func:`myfunction`. As of Sphinx 0.4, there is a "default_role" that can be set to "obj", which will polymorphically link to a Python object of any type. This allows one to write `myfunction` instead. This makes docstrings much easier to read and edit as raw text. Additionally, Sphinx allows for setting a current module, so links like `~matplotlib.axes.Axes.set_xlim` could be written as `~axes.Axes.set_xlim`.

Overriding signatures

Many methods in matplotlib use the *args and **kwargs syntax to dynamically handle the keyword arguments that are accepted by the function, or to delegate on to another function. This, however, is often not useful as a signature in the documentation. For this reason, many matplotlib methods include something like:

def annotate(self, *args, **kwargs):
    """
    Create an annotation: a piece of text referring to a data
    point.

    Call signature::

      annotate(s, xy, xytext=None, xycoords='data',
               textcoords='data', arrowprops=None, **kwargs)
    """

This can't be parsed by Sphinx, and is rather verbose in raw text. As of Sphinx 1.1, if the autodoc_docstring_signature config value is set to True, Sphinx will extract a replacement signature from the first line of the docstring, allowing this:

def annotate(self, *args, **kwargs):
    """
    annotate(s, xy, xytext=None, xycoords='data',
               textcoords='data', arrowprops=None, **kwargs)

    Create an annotation: a piece of text referring to a data
    point.
    """

The explicit signature will replace the actual Python one in the generated documentation.

Linking rather than duplicating

Many of the docstrings include long lists of accepted keywords by interpolating things into the docstring at load time. This makes the docstrings very long. Also, since these tables are the same across many docstrings, it inserts a lot of redundant information in the docs -- particularly a problem in the printed version.

These tables should be moved to docstrings on functions whose only purpose is for help. The docstrings that refer to these tables should link to them, rather than including them verbatim.

autosummary extension

The Sphinx autosummary extension should be used to generate summary tables, that link to separate pages of documentation. Some classes that have many methods (e.g. Axes.axes) should be documented with one method per page, whereas smaller classes should have all of their methods together.

Examples linking to relevant documentation

The examples, while helpful at illustrating how to use a feature, do not link back to the relevant docstrings. This could be addressed by adding module-level docstrings to the examples, and then including that docstring in the parsed content on the example page. These docstrings could easily include references to any other part of the documentation.

Documentation using help() vs a browser

Using Sphinx markup in the source allows for good-looking docs in your browser, but the markup also makes the raw text returned using help() look terrible. One of the aims of improving the docstrings should be to make both methods of accessing the docs look good.

Implementation

  1. The numpydoc extensions should be turned on for matplotlib. There is an important question as to whether these should be included in the matplotlib source tree, or used as a dependency. Installing Numpy is not sufficient to get the numpydoc extensions -- it's a separate install procedure. In any case, to the extent that they require customization for our needs, we should endeavor to submit those changes upstream and not fork them.

  2. Manually go through all of the docstrings and update them to the new format and conventions. Updating the cross references (from `:func:`myfunc` to `func`) may be able to be semi-automated. This is a lot of busy work, and perhaps this labor should be divided on a per-module basis so no single developer is over-burdened by it.

  3. Reorganize the API docs using autosummary and sphinx-autogen. This should hopefully have minimal impact on the narrative documentation.

  4. Modify the example page generator (gen_rst.py) so that it extracts the module docstring from the example and includes it in a non-literal part of the example page.

  5. Use sphinx-quickstart to generate a new-style Sphinx Makefile. The following features in the current make.py will have to be addressed in some other way:

    • Copying of some static content
    • Specifying a "small" build (only low-resolution PNG files for examples)

Steps 1, 2, and 3 are interdependent. 4 and 5 may be done independently, though 5 has some dependency on 3.

Backward compatibility

As this mainly involves docstrings, there should be minimal impact on backward compatibility.

Alternatives

None yet discussed.

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