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CONTRIBUTING.md

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Development

Here you'll find a contributing guide to get started with development.

Environment

For local development, it is required to have Python 3.9 (or a later version) installed.

We use Poetry for project management. Install it and set up your IDE accordingly.

Dependencies

To install this package and its development dependencies, run:

make install-dev

Code checking

To execute all code checking tools together, run:

make check-code

Linting

We utilize ruff for linting, which analyzes code for potential issues and enforces consistent style. Refer to pyproject.toml for configuration details.

To run linting:

make lint

Formatting

Our automated code formatting also leverages ruff, ensuring uniform style and addressing fixable linting issues. Configuration specifics are outlined in pyproject.toml.

To run formatting:

make format

Type checking

Type checking is handled by mypy, verifying code against type annotations. Configuration settings can be found in pyproject.toml.

To run type checking:

make type-check

Documentation

We adhere to the Google docstring format for documenting our codebase. Every user-facing class or method is documented. Documentation standards are enforced using Ruff.

Release process

Publishing new versions to PyPI is automated through GitHub Actions.

  • Beta releases: On each commit to the master branch, a new beta release is automatically published. The version number is determined based on the latest release and conventional commits. The beta version suffix is incremented by 1 from the last beta release on PyPI.
  • Stable releases: A stable version release may be created by triggering the run_release GitHub Actions workflow. The version number is determined based on the latest release and conventional commits (auto release type), or it may be overriden using the custom release type.

Important notes:

  • Ensure the version number in pyproject.toml is updated before creating a new release. If a stable version with the same version number already exists on PyPI, the publish process will fail.
  • The release process also fails if the version is not documented in CHANGELOG.md. Make sure to describe the changes in the new version there.
  • After a stable release, ensure to increment the version number in both pyproject.toml.

Beta release checklist

Before merging a pull request or committing directly to master for automatic beta release:

  • Ensure pyproject.toml version reflects the latest non-published version.
  • Describe changes in CHANGELOG.md under the latest non-published version section.

Production release checklist

Before creating a GitHub Release for production:

  • Confirm successful deployment of the latest beta release with the latest commit.
  • Ensure changes are documented in CHANGELOG.md since the last production release.
  • When drafting a GitHub release:
    • Create a new tag like v1.2.3 targeting the master branch.
    • Use 1.2.3 as the release title.
    • Copy changes from CHANGELOG.md into the release description.
    • Check "Set as the latest release" option for visibility.

Manual releases

To release a new version manually, follow these steps. Note that manual releases should only be performed if you have a good reason, use the automated release process otherwise.

  1. Update the version number:
  • Modify the version field under tool.poetry in pyproject.toml.
  • Update the __version__ field in apify_haystack/__init__.py.
[tool.poetry]
name = "apify-haystack"
version = "x.z.y"
  1. Generate the distribution archives for the package:
poetry build
  1. Set up the PyPI API token for authentication:
poetry config pypi-token.pypi YOUR_API_TOKEN
  1. Upload the package to PyPI:
poetry publish