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CONTRIBUTING.rst

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Contributing

Contributions are welcome, and they are greatly appreciated! Every little bit helps, and credit will always be given.

You can contribute in many ways:

Types of Contributions

Report Bugs

Report bugs at https://github.com/msmart/hreports/issues.

If you are reporting a bug, please include:

  • Your operating system name and version.
  • Any details about your local setup that might be helpful in troubleshooting. * Detailed steps to reproduce the bug.

Fix Bugs

Look through the GitHub issues for bugs. Anything tagged with "bug" and "help wanted" is open to whoever wants to implement it.

Implement Features

Look through the GitHub issues for features. Anything tagged with "enhancement" and "help wanted" is open to whoever wants to implement it.

Improvements:

  • Add templates
  • Add version control to config files (e.g. --backup feature)
  • Add git commit id of ledger file dir to global variables
  • Test if requirements (hledger and pandoc) are met before running queries
  • Improve error handling (e.g. template error, hledger query error, etc.) * Template Error * Hledger Query Error * YAML config file error

Write Documentation

hreports could always use more documentation, whether as part of the official hreports docs, in docstrings, or even on the web in blog posts, articles, and such.

Submit Feedback

The best way to send feedback is to file an issue at https://github.com/msmart/hreports/issues.

If you are proposing a feature:

  • Explain in detail how it would work.
  • Keep the scope as narrow as possible, to make it easier to implement.
  • Remember that this is a volunteer-driven project, and that contributions are welcome :)

Get Started!

Ready to contribute? Here's how to set up hreports for local development.

  1. Fork the hreports repo on GitHub.

  2. Clone your fork locally:

    $ git clone git@github.com:your_name_here/hreports.git
  3. Install your local copy into a virtualenv. Assuming you have virtualenvwrapper installed, this is how you set up your fork for local development:

    $ mkvirtualenv hreports
    $ cd hreports/
    $ python setup.py develop
  4. Create a branch for local development:

    $ git checkout -b name-of-your-bugfix-or-feature

    Now you can make your changes locally.

  5. When you're done making changes, check that your changes pass flake8 and the tests, including testing other Python versions with tox:

    $ flake8 hreports tests
    $ python setup.py test or py.test
    $ tox

    To get flake8 and tox, just pip install them into your virtualenv.

  6. Commit your changes and push your branch to GitHub:

    $ git add .
    $ git commit -m "Your detailed description of your changes."
    $ git push origin name-of-your-bugfix-or-feature
  7. Submit a pull request through the GitHub website.

Pull Request Guidelines

Before you submit a pull request, check that it meets these guidelines:

  1. The pull request should include tests.
  2. If the pull request adds functionality, the docs should be updated. Put your new functionality into a function with a docstring, and add the feature to the list in README.rst.
  3. The pull request should work for Python 2.7, 3.4 and 3.5, and for PyPy. Check https://travis-ci.org/msmart/hreports/pull_requests and make sure that the tests pass for all supported Python versions.

Release Checklist

  • [ ] Update HISTORY.rst

  • [ ] Commit the changes:

    git add HISTORY.rst
    git commit -m "Changelog for upcoming release 0.1.1."
  • [ ] Update version number (can also be minor or major):

    bumpversion patch
  • [ ] Install the package again for local development, but with the new version number:

    python setup.py develop
  • [ ] Run the tests:

    tox
  • [ ] Release on PyPI by uploading both sdist and wheel:

    python setup.py sdist bdist_wheel
    twine upload dist/*
  • [ ] Test that it pip installs:

    mktmpenv
    pip install my_project
    <try out my_project>
    deactivate
  • [ ] Push: git push

  • [ ] Push tags: git push --tags

  • [ ] Check the PyPI listing page to make sure that the README, release notes, and roadmap display properly. If not, copy and paste the RestructuredText into http://rst.ninjs.org/ to find out what broke the formatting.

  • [ ] Edit the release on GitHub (e.g. https://github.com/msmart/hreports/releases). Paste the release notes into the release's release page, and come up with a title for the release.

Tips

To run a subset of tests:

$ python -m unittest tests.test_hreports