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Contributor Guide

Getting Started

Glad that you decided to make your contribution in Dash, to set up your development environment, run the following commands:

# in your working directory
$ git clone git@github.com:plotly/dash.git
$ cd dash
$ python3 -m venv .venv/dev
# activate the virtualenv
# on windows `.venv\dev\scripts\activate`
# on some linux / mac environments, use `.` instead of `source`
$ source .venv/dev/bin/activate
# install dash and dependencies
$ pip install -e .[ci,dev,testing,celery,diskcache]  # in some shells you need \ to escape []
$ npm ci
# this script will build the dash-core-components, dash-html-components, dash-table,
# and renderer bundles; this will build all bundles from source code in their
# respective directories. The only true source of npm version is defined
# in package.json for each package.
#
$ npm run build  # runs `renderer build` and `npm build` in dcc, html, table
# build and install components used in tests
#
# Alternatively one could run part of the build process e.g.
$ dash-update-components "dash-core-components"
# to only build dcc when developing dcc
# But when you first clone check out a new branch, you must run the full build as above.
#
$ npm run setup-tests.py # or npm run setup-tests.R
# you should see dash points to a local source repo
$ pip list | grep dash

Dash-Renderer Beginner Guide

Dash Renderer began as a separate repository. It was merged into the main Dash repository as part of the 1.0 release. It is the common frontend for all Dash backends (R and Python), and manages React Component layout and backend event handling.

If you want to contribute or simply dig deeper into Dash, we encourage you to play and taste it. This is the most efficient way to learn and understand everything under the hood.

For contributors with a primarily Python or R background, this section might help you understand more details about developing and debugging in JavaScript world.

As of Dash 1.2, the renderer bundle and its peer dependencies can be packed and generated from the source code. The dash-renderer\package.json file is the one version of the truth for dash renderer version and npm dependencies. A build tool renderer, which is a tiny Python script installed by Dash as a command-line tool, has a few commands which can be run from within the dash/dash-renderer directory:

  1. renderer clean deletes all the previously generated assets by this same tool.
  2. renderer npm installs all the npm modules using this package.json files. Note that the package-lock.json file is the computed reference product for the versions defined with tilde(~) or caret(^) syntax in npm.
  3. renderer bundles parses the locked version JSON, copies all the peer dependencies into dash_renderer folder, bundles the renderer assets, and generates an __init__.py to map all the resources. There are also a list of helpful scripts property defined in package.json you might need to do some handy tasks like linting, syntax format with prettier, etc.
  4. renderer digest computes the content hash of each asset in dash_renderer folder, prints out the result in logs, and dumps into a JSON file digest.json. Use this when you have a doubt about the current assets in dash_renderer, and compare it with previous result in one shot by this command.
  5. renderer build runs 1, 2, 3, 4 in sequence as a complete build process from scratch.
  6. renderer build local runs the same order as in 5 and also generates source maps for debugging purposes.

When a change in renderer code doesn't reflect in your browser as expected, this could be: confused bundle generation, caching issue in a browser, Python package not in editable mode, etc. The new tool reduces the risk of bundle assets by adding the digest to help compare asset changes.

Development of dash-core-components, dash-html-components, and dash_table

Specific details on making changes and contributing to dcc, html, and dash_table can be found within their respective sub-directories in the components directory. Once changes have been made in the specific directories, the dash-update-components command line tool can be used to update the build artifacts and dependencies of the respective packages within Dash. For example, if a change has been made to dash-core-components, use dash-update-components "dash-core-components" to move the build artifacts to Dash. By default, this is set to update all packages.

Git

Use the GitHub flow when proposing contributions to this repository (i.e. create a feature branch and submit a PR against the default branch).

Organize your commits

For pull request with notable file changes or a big feature development, we highly recommend to organize the commits in a logical manner, so it

  • makes a code review experience much more pleasant
  • facilitates a possible cherry picking with granular commits

an intuitive example is worth a thousand words.

Git Desktop

Git command veterans might argue that a simple terminal and a cherry switch keyboard is the most elegant solution. But in general, a desktop tool makes the task easier.

  1. https://www.gitkraken.com/git-client
  2. https://desktop.github.com/

Emoji

Plotlyers love to use emoji as an effective communication medium for:

Commit Messages

Emojis make the commit messages 🌸. If you have no idea about what to add ? Here is a nice cheatsheet and just be creative!

Code Review Comments

  • 💃 :dancer: - used to indicate you can merge! Equivalent to GitHub's :squirrel:
  • 🐄 :cow2: cow tip - minor coding style or code flow point
  • 🐅 :tiger2: testing tiger - something needs more tests, or tests need to be improved
  • 🐍 :snake: security snake - known or suspected security flaw
  • 🐐 :goat: grammar goat
  • 😸 :smile_cat: happy cat - for bits of code that you really like!
  • 🎎 :dolls: documentation dolls
  • 💊 :pill: performance enhancing pill
  • 🔪 :hocho: removal of large chunks of code (obsolete stuff, or feature removals)
  • 🐛 :bug: - a bug of some kind. 8 legged or 6. Sometimes poisonous.
  • 🐫 🌴 :camel: :palm_tree: - The Don't Repeat Yourself (DRY) camel or palm tree.
  • 👾 :space_invader: - Too much space or too little.
  • 🍝 :spaghetti: - copy-pasta, used to signal code that was copy-pasted without being updated

Coding Style

We use flake8, pylint, and black for linting. please refer to the relevant steps in .circleci/config.yml.

Tests

Our tests use Google Chrome via Selenium. You will need to install ChromeDriver matching the version of Chrome installed on your system. Here are some helpful tips for Mac and Windows.

We use pytest as our test automation framework, plus jest for a few renderer unit tests. You can npm run test to run them all, but this command simply runs pytest with no arguments, then cd dash-renderer && npm run test for the renderer unit tests.

Most of the time, however, you will want to just run a few relevant tests and let CI run the whole suite. pytest lets you specify a directory or file to run tests from (eg pytest tests/unit) or a part of the test case name using -k - for example pytest -k cbcx004 will run a single test, or pytest -k cbcx will run that whole file. See the testing tutorial to learn about the test case ID convention we use.

Unit Tests

For simple API changes, please add adequate unit tests under /tests/unit

Note: You might find out that we have more integration tests than unit tests in Dash. This doesn't mean unit tests are not important, the test pyramid is still valid. Dash project has its unique traits which needs more integration coverage than typical software project, another reason was that dash was a quick prototype crafted by chris in a lovely montreal summer.

Integration Tests

We introduced the dash.testing feature in Dash 1.0. It makes writing a Dash integration test much easier. Please read the tutorial and add relevant integration tests with any new features or bug fixes.

Financial Contributions

Dash, and many of Plotly's open source products, have been funded through direct sponsorship by companies. Get in touch about funding feature additions, consulting, or custom app development.