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Michael Shamoon
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.. _contributing:
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Contributing to Paperless
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#########################
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.. warning::
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This section is not updated to paperless-ngx yet.
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Maybe you've been using Paperless for a while and want to add a feature or two,
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or maybe you've come across a bug that you have some ideas how to solve. The
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beauty of Free software is that you can see what's wrong and help to get it
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fixed for everyone!
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How to Get Your Changes Rolled Into Paperless
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=============================================
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If you've found a bug, but don't know how to fix it, you can always post an
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issue on `GitHub`_ in the hopes that someone will have the time to fix it for
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you. If however you're the one with the time, pull requests are always
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welcome, you just have to make sure that your code conforms to a few standards:
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Pep8
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----
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It's the standard for all Python development, so it's `very well documented`_.
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The short version is:
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* Lines should wrap at 79 characters
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* Use ``snake_case`` for variables, ``CamelCase`` for classes, and ``ALL_CAPS``
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for constants.
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* Space out your operators: ``stuff + 7`` instead of ``stuff+7``
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* Two empty lines between classes, and functions, but 1 empty line between
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class methods.
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There's more to it than that, but if you follow those, you'll probably be
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alright. When you submit your pull request, there's a pep8 checker that'll
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look at your code to see if anything is off. If it finds anything, it'll
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complain at you until you fix it.
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Additional Style Guides
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-----------------------
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Where pep8 is ambiguous, I've tried to be a little more specific. These rules
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aren't hard-and-fast, but if you can conform to them, I'll appreciate it and
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spend less time trying to conform your PR before merging:
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Function calls
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..............
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If you're calling a function and that necessitates more than one line of code,
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please format it like this:
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.. code:: python
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my_function(
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argument1,
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kwarg1="x",
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kwarg2="y"
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another_really_long_kwarg="some big value"
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a_kwarg_calling_another_long_function=another_function(
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another_arg,
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another_kwarg="kwarg!"
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)
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)
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This is all in the interest of code uniformity rather than anything else. If
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we stick to a style, everything is understandable in the same way.
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Quoting Strings
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...............
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pep8 is a little too open-minded on this for my liking. Python strings should
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be quoted with double quotes (``"``) except in cases where the resulting string
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would require too much escaping of a double quote, in which case, a single
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quoted, or triple-quoted string will do:
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.. code:: python
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my_string = "This is my string"
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problematic_string = 'This is a "string" with "quotes" in it'
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In HTML templates, please use double-quotes for tag attributes, and single
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quotes for arguments passed to Django template tags:
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.. code:: html
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<div class="stuff">
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<a href="{% url 'some-url-name' pk='w00t' %}">link this</a>
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</div>
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This is to keep linters happy they look at an HTML file and see an attribute
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closing the ``"`` before it should have been.
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--
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That's all there is in terms of guidelines, so I hope it's not too daunting.
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Indentation & Spacing
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.....................
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When it comes to indentation:
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* For Python, the rule is: follow pep8 and use 4 spaces.
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* For Javascript, CSS, and HTML, please use 1 tab.
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Additionally, Django templates making use of block elements like ``{% if %}``,
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``{% for %}``, and ``{% block %}`` etc. should be indented:
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Good:
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.. code:: html
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{% block stuff %}
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<h1>This is the stuff</h1>
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{% endblock %}
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Bad:
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.. code:: html
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{% block stuff %}
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<h1>This is the stuff</h1>
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{% endblock %}
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The Code of Conduct
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===================
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Paperless has a `code of conduct`_. It's a lot like the other ones you see out
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there, with a few small changes, but basically it boils down to:
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> Don't be an ass, or you might get banned.
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I'm proud to say that the CoC has never had to be enforced because everyone has
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been awesome, friendly, and professional.
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.. _GitHub: https://github.com/the-paperless-project/paperless/issues
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.. _very well documented: https://www.python.org/dev/peps/pep-0008/
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.. _code of conduct: https://github.com/the-paperless-project/paperless/blob/master/CODE_OF_CONDUCT.md
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@ -1,7 +1,7 @@
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.. _extending:
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Paperless development
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#####################
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Paperless-ngx Development
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#########################
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This section describes the steps you need to take to start development on paperless-ngx.
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@ -23,6 +23,31 @@ Apart from that, the folder structure is as follows:
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* ``scripts/`` - Various scripts that help with different parts of development.
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* ``docker/`` - Files required to build the docker image.
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Contributing to Paperless
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=========================
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Maybe you've been using Paperless for a while and want to add a feature or two,
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or maybe you've come across a bug that you have some ideas how to solve. The
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beauty of open source software is that you can see what's wrong and help to get
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it fixed for everyone!
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Before contributing please review our `code of conduct`_ and other important
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information in the `contributing guidelines`_.
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Code formatting with pre-commit Hooks
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=====================================
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To ensure a consistent style and formatting across the project source, the project
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utilizes a Git `pre-commit` hook to perform some formatting and linting before a
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commit is allowed. That way, everyone uses the same style and some common issues
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can be caught early on. See below for installation instructions.
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Once installed, hooks will run when you commit. If the formatting isn't quite right
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or a linter catches something, the commit will be rejected. You'll need to look at the
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output and fix the issue. Some hooks, such as the Python formatting tool `black`,
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will format failing files, so all you need to do is `git add` those files again and
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retry your commit.
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Initial setup and first start
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=============================
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@ -37,13 +62,19 @@ To do the setup you need to perform the steps from the following chapters in a c
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$ npm install -g @angular/cli
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4. Create ``consume`` and ``media`` folders in the cloned root folder.
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4. Install pre-commit
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.. code:: shell-session
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pre-commit install
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5. Create ``consume`` and ``media`` folders in the cloned root folder.
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.. code:: shell-session
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mkdir -p consume media
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5. You can now either ...
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6. You can now either ...
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* install redis or
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* use the included scripts/start-services.sh to use docker to fire up a redis instance (and some other services such as tika, gotenberg and a postgresql server) or
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@ -53,41 +84,41 @@ To do the setup you need to perform the steps from the following chapters in a c
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docker run -d -p 6379:6379 --restart unless-stopped redis:latest
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6. Install the python dependencies by performing in the src/ directory.
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7. Install the python dependencies by performing in the src/ directory.
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.. code:: shell-session
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pipenv install --dev
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* Make sure you're using python 3.9.x or lower. Otherwise you might get issues with building dependencies. You can use `pyenv <https://github.com/pyenv/pyenv>`_ to install a specific python version.
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7. Generate the static UI so you can perform a login to get session that is required for frontend development (this needs to be done one time only). From src-ui directory:
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8. Generate the static UI so you can perform a login to get session that is required for frontend development (this needs to be done one time only). From src-ui directory:
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.. code:: shell-session
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npm install .
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./node_modules/.bin/ng build --configuration production
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8. Apply migrations and create a superuser for your dev instance:
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9. Apply migrations and create a superuser for your dev instance:
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.. code:: shell-session
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python3 manage.py migrate
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python3 manage.py createsuperuser
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9. Now spin up the dev backend. Depending on which part of paperless you're developing for, you need to have some or all of them running.
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10. Now spin up the dev backend. Depending on which part of paperless you're developing for, you need to have some or all of them running.
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.. code:: shell-session
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python3 manage.py runserver & python3 manage.py document_consumer & python3 manage.py qcluster
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10. Login with the superuser credentials provided in step 8 at ``http://localhost:8000`` to create a session that enables you to use the backend.
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11. Login with the superuser credentials provided in step 8 at ``http://localhost:8000`` to create a session that enables you to use the backend.
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Backend development environment is now ready, to start Frontend development go to ``/src-ui`` and run ``ng serve``. From there you can use ``http://localhost:4200`` for a preview.
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Back end development
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====================
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The backend is a django application. I use PyCharm for development, but you can use whatever
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The backend is a django application. PyCharm works well for development, but you can use whatever
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you want.
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Configure the IDE to use the src/ folder as the base source folder. Configure the following
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@ -121,9 +152,8 @@ Testing and code style:
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Front end development
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=====================
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The front end is build using angular. I use the ``Code - OSS`` IDE for development.
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In order to get started, you need ``npm``. Install the Angular CLI interface with
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The front end is built using Angular. In order to get started, you need ``npm``.
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Install the Angular CLI interface with
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.. code:: shell-session
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@ -361,3 +391,6 @@ that returns information about your parser:
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download. We could guess that from the file extensions, but some mime types have many extensions
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associated with them and the python methods responsible for guessing the extension do not always
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return the same value.
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.. _code of conduct: https://github.com/paperless-ngx/paperless-ngx/blob/main/CODE_OF_CONDUCT.md
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.. _contributing guidelines: https://github.com/paperless-ngx/paperless-ngx/blob/main/CONTRIBUTING.md
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@ -70,7 +70,6 @@ Contents
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faq
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troubleshooting
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extending
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contributing
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scanners
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screenshots
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changelog
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@ -1 +1 @@
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__version__ = (1, 5, 0)
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__version__ = (1, 6, 0)
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