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Merge pull request #1103 from xylar/document-release-workflow
Flesh out the developer's guide
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‎docs/.gitignore‎

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design_docs/template.rst
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design_docs/timekeeping_reorg.rst
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design_docs/variable_mapping_reorg.rst
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quick_start.rst
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/quick_start.rst

‎docs/developers_guide/docs.rst‎

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Building the Documentation
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==========================
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With the ``mpas_analysis_dev`` environment activated, you can run:
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.. code-block:: bash
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cd docs
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DOCS_VERSION=test make clean versioned-html
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to build the docs locally in the ``_build/html`` subdirectory.
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The docs should build cleanly. If they don't, please attempt to fix the
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errors and warnings even if they are not related to your changes. We want
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to keep the documentation in good shape.
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Previewing the Documentation
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----------------------------
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When generating documentation on HPC machines, you will want to copy the html
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output to the public web space to view it, or if the web portal is being
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cranky, scp it to your local machine.
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To preview the documentation locally, open the ``index.html`` file in the
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``_build/html/test`` directory with your browser or try:
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.. code-block:: bash
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cd _build/html
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python -m http.server 8000
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Then, open http://0.0.0.0:8000/test/ in your browser.

‎docs/developers_guide/quick_start.rst‎

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Quick Start for Developers
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==========================
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This guide provides a condensed overview for developers to get started with
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MPAS-Analysis development.
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1. Fork and Clone the Repository
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--------------------------------
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- Fork `MPAS-Analysis <https://github.com/MPAS-Dev/MPAS-Analysis>`_ on GitHub.
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- Clone the main repo and your fork locally:
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- Create a base directory (e.g., ``mpas-analysis``).
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- Clone the main repo:
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.. code-block:: bash
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git clone git@github.com:MPAS-Dev/MPAS-Analysis.git develop
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- Add your fork as a remote:
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.. code-block:: bash
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git remote add <username>/MPAS-Analysis git@github.com:<username>/MPAS-Analysis.git
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2. Configure Git
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----------------
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- Set up your ``~/.gitconfig`` with your name and email (must match your
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GitHub account).
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- Recommended: set editor, color, and useful aliases.
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3. Set Up SSH Keys
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------------------
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- Add SSH keys to GitHub for push access.
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- See: https://docs.github.com/en/authentication/connecting-to-github-with-ssh/adding-a-new-ssh-key-to-your-github-account
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4. Create a Development Worktree
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--------------------------------
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- Fetch latest changes:
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.. code-block:: bash
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git fetch --all -p
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- Create a worktree for your feature branch:
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.. code-block:: bash
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git worktree add ../<feature_branch>
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- Enter the worktree directory:
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.. code-block:: bash
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cd ../<feature_branch>
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5. Set Up Conda Environment
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---------------------------
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- Install Miniforge3 (recommended) or Miniconda.
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- For Miniconda, add ``conda-forge`` channel and set strict priority.
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- Create environment:
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.. code-block:: bash
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conda create -y -n mpas_analysis_dev --file dev-spec.txt
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- Activate:
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.. code-block:: bash
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conda activate mpas_analysis_dev
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- Install MPAS-Analysis in edit mode:
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.. code-block:: bash
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python -m pip install --no-deps --no-build-isolation -e .
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6. Activate Environment (each session)
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--------------------------------------
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- For bash:
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.. code-block:: bash
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source ~/miniforge3/etc/profile.d/conda.sh; conda activate mpas_analysis_dev
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- For csh:
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.. code-block:: csh
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source ~/miniforge3/etc/profile.d/conda.csh; conda activate mpas_analysis_dev
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7. Configure and Run MPAS-Analysis
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----------------------------------
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- Copy and edit a config file (e.g., ``example_e3sm.cfg``) for your run.
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- Set required options: ``mainRunName``, ``baseDirectory``, ``mpasMeshName``, output paths.
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- Set ``mapMpiTasks = 1`` and ``mapParallelExec = None`` for development environments.
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- Export HDF5 file locking variable if needed:
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- Bash:
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.. code-block:: bash
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export HDF5_USE_FILE_LOCKING=FALSE
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- Csh:
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.. code-block:: csh
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setenv HDF5_USE_FILE_LOCKING FALSE
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- Run analysis:
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.. code-block:: bash
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mpas_analysis -m <machine> <your_config>.cfg
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8. View Results
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---------------
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- Output is a set of web pages in your specified output directory.
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- On some systems, update permissions:
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.. code-block:: bash
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chmod -R ugo+rX <output_dir>
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- See the main web page for links to results and provenance info.
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Additional Recommendations
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--------------------------
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- Use VS Code for remote editing and linting (optional).
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For more details, see the full :doc:`../tutorials/dev_getting_started`.

‎docs/developers_guide/releasing.rst‎

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.. _dev_releasing:
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***********************
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Releasing a New Version
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***********************
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This document describes the steps for maintainers to tag and release a new
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version of ``MPAS-Analysis``, and to update the conda-forge feedstock.
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Version Bump and Dependency Updates
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===================================
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1. **Update the Version Number**
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- Open a pull request (PR) to update the version number in the following
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two files:
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- ``mpas_analysis/version.py``
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- ``ci/recipe/meta.yaml``
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- Make sure the version follows `semantic versioning <https://semver.org/>`_.
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2. **Check and Update Dependencies**
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- Ensure that dependencies and their constraints are up-to-date and
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consistent in:
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- ``ci/recipe/meta.yaml`` (dependencies for the conda-forge release)
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- ``pyproject.toml`` (dependencies for PyPI; used as a sanity check)
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- ``dev-spec.txt`` (development dependencies; should be a superset of
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those for the conda-forge release)
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- The dependencies in ``meta.yaml`` are the ones that will be used for the
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released package on conda-forge. The dependencies in ``pyproject.toml``
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are for PyPI and should be kept in sync as much as possible but are only
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there as a sanity check when we run ``pip check``. The ``dev-spec.txt``
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file should include all dependencies needed for development and testing.
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- Review and update dependency versions and constraints as needed.
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3. **Make a PR and merge it**
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Tagging and Publishing a Release
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================================
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4. **Tag the Release on GitHub**
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- Go to https://github.com/MPAS-Dev/MPAS-Analysis/releases and click on
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"Draft a new release".
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- Enter the appropriate tag for the release, following semantic versioning
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(e.g., ``1.13.0``; **do not** include a ``v`` in front).
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- Enter a release title (typically the release version **with** a ``v`` in
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front, e.g., ``v1.13.0``).
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- Write a description and/or use the "Generate release notes" button to
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auto-generate release notes.
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- If the release is ready, click "Publish release". Otherwise, save it as a
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draft.
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Updating the conda-forge Feedstock
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==================================
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5. **Update the conda-forge Feedstock**
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- After the release is published, update and merge a PR for the new release
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at the conda-forge feedstock:
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https://github.com/conda-forge/mpas-analysis-feedstock
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- The conda-forge bot should automatically create a pull request for the
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new version within a few hours to a day after the release.
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- Compare the dependencies in the new release to those in the previous
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release and update the recipe as needed. To do this:
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- Find the most recent release at
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https://github.com/MPAS-Dev/MPAS-Analysis/releases
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- Use the "Compare" feature to select the previous release.
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- Under "changed files", locate ``ci/recipe/meta.yaml`` to see
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any dependency changes.
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- Review and update the feedstock PR as needed, then merge it.
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- If you are not already a maintainer of the feedstock, you can request to
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be added by creating a new issue at
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https://github.com/conda-forge/mpas-analysis-feedstock/issues, choosing
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"Bot command", and putting
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``@conda-forge-admin, please add user @username`` as the subject.

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