<commit_before>.. _contributing:

**********************
Contributing to pandas
**********************

.. contents:: Table of contents:
   :local:

Where to start?
===============

All contributions, bug reports, bug fixes, documentation improvements,
enhancements and ideas are welcome.

If you are simply looking to start working with the *pandas* codebase, navigate to the
`GitHub "issues" tab <https://github.com/pandas-dev/pandas/issues>`_ and start looking through
interesting issues.  There are a number of issues listed under `Docs
<https://github.com/pandas-dev/pandas/issues?labels=Docs&sort=updated&state=open>`_
and `Difficulty Novice
<https://github.com/pandas-dev/pandas/issues?q=is%3Aopen+is%3Aissue+label%3A%22Difficulty+Novice%22>`_
where you could start out.

Or maybe through using *pandas* you have an idea of your own or are looking for something
in the documentation and thinking 'this can be improved'...you can do something
about it!

Feel free to ask questions on the `mailing list
<https://groups.google.com/forum/?fromgroups#!forum/pydata>`_ or on `Gitter
<https://gitter.im/pydata/pandas>`_.

Bug reports and enhancement requests
====================================

Bug reports are an important part of making *pandas* more stable.  Having a complete bug report
will allow others to reproduce the bug and provide insight into fixing.  Because many versions of
*pandas* are supported, knowing version information will also identify improvements made since
previous versions. Trying the bug-producing code out on the *master* branch is often a worthwhile exercise
to confirm the bug still exists.  It is also worth searching existing bug reports and pull requests
to see if the issue has already been reported and/or fixed.

Bug reports must:

#. Include a short, self-contained Python snippet reproducing the problem.
   You can format the code nicely by using `GitHub Flavored Markdown
   <http://github.github.com/github-flavored-markdown/>`_::

      ```python
      >>> from pandas import DataFrame
      >>> df = DataFrame(...)
      ...
      ```

#. Include the full version string of *pandas* and its dependencies. You can use the built in function::

      >>> import pandas as pd
      >>> pd.show_versions()

#. Explain why the current behavior is wrong/not desired and what you expect instead.

The issue will then show up to the *pandas* community and be open to comments/ideas from others.

Working with the code
=====================

Now that you have an issue you want to fix, enhancement to add, or documentation to improve,
you need to learn how to work with GitHub and the *pandas* code base.

Version control, Git, and GitHub
--------------------------------

To the new user, working with Git is one of the more daunting aspects of contributing to *pandas*.
It can very quickly become overwhelming, but sticking to the guidelines below will help keep the process
straightforward and mostly trouble free.  As always, if you are having difficulties please
feel free to ask for help.

The code is hosted on `GitHub <https://www.github.com/pandas-dev/pandas>`_. To
contribute you will need to sign up for a `free GitHub account
<https://github.com/signup/free>`_. We use `Git <http://git-scm.com/>`_ for
version control to allow many people to work together on the project.

Some great resources for learning Git:

* the `GitHub help pages <http://help.github.com/>`_.
* the `NumPy's documentation <http://docs.scipy.org/doc/numpy/dev/index.html>`_.
* <NAME>'s `Pydagogue <http://matthew-brett.github.com/pydagogue/>`_.

Getting started with Git
------------------------

`GitHub has instructions <http://help.github.com/set-up-git-redirect>`__ for installing git,
setting up your SSH key, and configuring git.  All these steps need to be completed before
you can work seamlessly between your local repository and GitHub.

.. _contributing.forking:

Forking
-------

You will need your own fork to work on the code. Go to the `pandas project
page <https://github.com/pandas-dev/pandas>`_ and hit the ``Fork`` button. You will
want to clone your fork to your machine::

    git clone <EMAIL>:your-user-name/pandas.git pandas-yourname
    cd pandas-yourname
    git remote add upstream git://github.com/pandas-dev/pandas.git

This creates the directory `pandas-yourname` and connects your repository to
the upstream (main project) *pandas* repository.

Creating a branch
-----------------

You want your master branch to reflect only production-ready code, so create a
feature branch for making your changes. For example::

    git branch shiny-new-feature
    git checkout shiny-new-feature

The above can be simplified to::

    git checkout -b shiny-new-feature

This changes your working directory to the shiny-new-feature branch.  Keep any
changes in this branch specific to one bug or feature so it is clear
what the branch brings to *pandas*. You can have many shiny-new-features
and switch in between them using the git checkout command.

To update this branch, you need to retrieve the changes from the master branch::

    git fetch upstream
    git rebase upstream/master

This will replay your commits on top of the latest pandas git master.  If this
leads to merge conflicts, you must resolve these before submitting your pull
request.  If you have uncommitted changes, you will need to ``stash`` them prior
to updating.  This will effectively store your changes and they can be reapplied
after updating.

.. _contributing.dev_env:

Creating a development environment
----------------------------------

An easy way to create a *pandas* development environment is as follows.

- Install either :ref:`Anaconda <install.anaconda>` or :ref:`miniconda <install.miniconda>`
- Make sure that you have :ref:`cloned the repository <contributing.forking>`
- ``cd`` to the *pandas* source directory

Tell conda to create a new environment, named ``pandas_dev``, or any other name you would like
for this environment, by running::

      conda create -n pandas_dev --file ci/requirements_dev.txt


For a python 3 environment::

      conda create -n pandas_dev python=3 --file ci/requirements_dev.txt

.. warning::

   If you are on Windows, see :ref:`here for a fully compliant Windows environment <contributing.windows>`.

This will create the new environment, and not touch any of your existing environments,
nor any existing python installation. It will install all of the basic dependencies of
*pandas*, as well as the development and testing tools. If you would like to install
other dependencies, you can install them as follows::

      conda install -n pandas_dev -c pandas pytables scipy

To install *all* pandas dependencies you can do the following::

      conda install -n pandas_dev -c pandas --file ci/requirements_all.txt

To work in this environment, Windows users should ``activate`` it as follows::

      activate pandas_dev

Mac OSX / Linux users should use::

      source activate pandas_dev

You will then see a confirmation message to indicate you are in the new development environment.

To view your environments::

      conda info -e

To return to your home root environment in Windows::

      deactivate

To return to your home root environment in OSX / Linux::

      source deactivate

See the full conda docs `here <http://conda.pydata.org/docs>`__.

At this point you can easily do an *in-place* install, as detailed in the next section.

.. _contributing.windows:

Creating a Windows development environment
------------------------------------------

To build on Windows, you need to have compilers installed to build the extensions. You will need to install the appropriate Visual Studio compilers, VS 2008 for Python 2.7, VS 2010 for 3.4, and VS 2015 for Python 3.5 and 3.6.

For Python 2.7, you can install the ``mingw`` compiler which will work equivalently to VS 2008::

      conda install -n pandas_dev libpython

or use the `Microsoft Visual Studio VC++ compiler for Python <https://www.microsoft.com/en-us/download/details.aspx?id=44266>`__. Note that you have to check the ``x64`` box to install the ``x64`` extension building capability as this is not installed by default.

For Python 3.4, you can download and install the `Windows 7.1 SDK <https://www.microsoft.com/en-us/download/details.aspx?id=8279>`__. Read the references below as there may be various gotchas during the installation.

For Python 3.5 and 3.6, you can download and install the `Visual Studio 2015 Community Edition <https://www.visualstudio.com/en-us/downloads/visual-studio-2015-downloads-vs.aspx>`__.

Here are some references and blogs:

- https://blogs.msdn.microsoft.com/pythonengineering/2016/04/11/unable-to-find-vcvarsall-bat/
- https://github.com/conda/conda-recipes/wiki/Building-from-Source-on-Windows-32-bit-and-64-bit
- https://cowboyprogrammer.org/building-python-wheels-for-windows/
- https://blog.ionelmc.ro/2014/12/21/compiling-python-extensions-on-windows/
- https://support.enthought.com/hc/en-us/articles/204469260-Building-Python-extensions-with-Canopy

.. _contributing.getting_source:

Making changes
--------------

Before making your code changes, it is often necessary to build the code that was
just checked out.  There are two primary methods of doing this.

#. The best way to develop *pandas* is to build the C extensions in-place by
   running::

      python setup.py build_ext --inplace

   If you startup the Python interpreter in the *pandas* source directory you
   will call the built C extensions

#. Another very common option is to do a ``develop`` install of *pandas*::

      python setup.py develop

   This makes a symbolic link that tells the Python interpreter to import *pandas*
   from your development directory. Thus, you can always be using the development
   version on your system without being inside the clone directory.


.. _contributing.documentation:

Contributing to the documentation
=================================

If you're not the developer type, contributing to the documentation is still
of huge value. You don't even have to be an expert on
*pandas* to do so! Something as simple as rewriting small passages for clarity
as you reference the docs is a simple but effective way to contribute. The
next person to read that passage will be in your debt!

In fact, there are sections of the docs that are worse off after being written
by experts. If something in the docs doesn't make sense to you, updating the
relevant section after you figure it out is a simple way to ensure it will
help the next person.

.. contents:: Documentation:
   :local:


About the *pandas* documentation
--------------------------------

The documentation is written in **reStructuredText**, which is almost like writing
in plain English, and built using `Sphinx <http://sphinx.pocoo.org/>`__. The
Sphinx Documentation has an excellent `introduction to reST
<http://sphinx.pocoo.org/rest.html>`__. Review the Sphinx docs to perform more
complex changes to the documentation as well.

Some other important things to know about the docs:

- The *pandas* documentation consists of two parts: the docstrings in the code
  itself and the docs in this folder ``pandas/doc/``.

  The docstrings provide a clear explanation of the usage of the individual
  functions, while the documentation in this folder consists of tutorial-like
  overviews per topic together with some other information (what's new,
  installation, etc).

- The docstrings follow the **Numpy Docstring Standard**, which is used widely
  in the Scientific Python community. This standard specifies the format of
  the different sections of the docstring. See `this document
  <https://github.com/numpy/numpy/blob/master/doc/HOWTO_DOCUMENT.rst.txt>`_
  for a detailed explanation, or look at some of the existing functions to
  extend it in a similar manner.

- The tutorials make heavy use of the `ipython directive
  <http://matplotlib.org/sampledoc/ipython_directive.html>`_ sphinx extension.
  This directive lets you put code in the documentation which will be run
  during the doc build. For example::

      .. ipython:: python

          x = 2
          x**3

  will be rendered as::

      In [1]: x = 2

      In [2]: x**3
      Out[2]: 8

  Almost all code examples in the docs are run (and the output saved) during the
  doc build. This approach means that code examples will always be up to date,
  but it does make the doc building a bit more complex.

.. note::

    The ``.rst`` files are used to automatically generate Markdown and HTML versions
    of the docs. For this reason, please do not edit ``CONTRIBUTING.md`` directly,
    but instead make any changes to ``doc/source/contributing.rst``. Then, to
    generate ``CONTRIBUTING.md``, use `pandoc <http://johnmacfarlane.net/pandoc/>`_
    with the following command::

      pandoc doc/source/contributing.rst -t markdown_github > CONTRIBUTING.md

The utility script ``scripts/api_rst_coverage.py`` can be used to compare
the list of methods documented in ``doc/source/api.rst`` (which is used to generate
the `API Reference <http://pandas.pydata.org/pandas-docs/stable/api.html>`_ page)
and the actual public methods.
This will identify methods documented in in ``doc/source/api.rst`` that are not actually
class methods, and existing methods that are not documented in ``doc/source/api.rst``.


How to build the *pandas* documentation
---------------------------------------

Requirements
~~~~~~~~~~~~

First, you need to have a development environment to be able to build pandas
(see the docs on :ref:`creating a development environment above <contributing.dev_env>`).
Further, to build the docs, there are some extra requirements: you will need to
have ``sphinx`` and ``ipython`` installed. `numpydoc
<https://github.com/numpy/numpydoc>`_ is used to parse the docstrings that
follow the Numpy Docstring Standard (see above), but you don't need to install
this because a local copy of numpydoc is included in the *pandas* source
code. `nbsphinx <https://nbsphinx.readthedocs.io/>`_ is required to build
the Jupyter notebooks included in the documentation.

If you have a conda environment named ``pandas_dev``, you can install the extra
requirements with::

      conda install -n pandas_dev sphinx ipython nbconvert nbformat
      conda install -n pandas_dev -c conda-forge nbsphinx

Furthermore, it is recommended to have all :ref:`optional dependencies <install.optional_dependencies>`.
installed. This is not strictly necessary, but be aware that you will see some error
messages when building the docs. This happens because all the code in the documentation
is executed during the doc build, and so code examples using optional dependencies
will generate errors. Run ``pd.show_versions()`` to get an overview of the installed
version of all dependencies.

.. warning::

   You need to have ``sphinx`` version >= 1.3.2.

Building the documentation
~~~~~~~~~~~~~~~~~~~~~~~~~~

So how do you build the docs? Navigate to your local
``pandas/doc/`` directory in the console and run::

    python make.py html

Then you can find the HTML output in the folder ``pandas/doc/build/html/``.

The first time you build the docs, it will take quite a while because it has to run
all the code examples and build all the generated docstring pages. In subsequent
evocations, sphinx will try to only build the pages that have been modified.

If you want to do a full clean build, do::

    python make.py clean
    python make.py html

Starting with *pandas* 0.13.1 you can tell ``make.py`` to compile only a single section
of the docs, greatly reducing the turn-around time for checking your changes.
You will be prompted to delete ``.rst`` files that aren't required. This is okay because
the prior versions of these files can be checked out from git. However, you must make sure
not to commit the file deletions to your Git repository!

::

    #omit autosummary and API section
    python make.py clean
    python make.py --no-api

    # compile the docs with only a single
    # section, that which is in indexing.rst
    python make.py clean
    python make.py --single indexing

For comparison, a full documentation build may take 10 minutes, a ``-no-api`` build
may take 3 minutes and a single section may take 15 seconds.  Subsequent builds, which
only process portions you have changed, will be faster. Open the following file in a web
browser to see the full documentation you just built::

    pandas/docs/build/html/index.html

And you'll have the satisfaction of seeing your new and improved documentation!

.. _contributing.dev_docs:

Building master branch documentation
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

When pull requests are merged into the *pandas* ``master`` branch, the main parts of
the documentation are also built by Travis-CI. These docs are then hosted `here
<http://pandas-docs.github.io/pandas-docs-travis>`__, see also
the :ref:`Continuous Integration <contributing.ci>` section.

Contributing to the code base
=============================

.. contents:: Code Base:
   :local:

Code standards
--------------

Writing good code is not just about what you write. It is also about *how* you
write it. During :ref:`Continuous Integration <contributing.ci>` testing, several
tools will be run to check your code for stylistic errors.
Generating any warnings will cause the test to fail.
Thus, good style is a requirement for submitting code to *pandas*.

In addition, because a lot of people use our library, it is important that we
do not make sudden changes to the code that could have the potential to break
a lot of user code as a result, that is, we need it to be as *backwards compatible*
as possible to avoid mass breakages.

Additional standards are outlined on the `code style wiki
page <https://github.com/pandas-dev/pandas/wiki/Code-Style-and-Conventions>`_.

C (cpplint)
~~~~~~~~~~~

*pandas* uses the `Google <https://google.github.io/styleguide/cppguide.html>`_
standard. Google provides an open source style checker called ``cpplint``, but we
use a fork of it that can be found `here <https://github.com/cpplint/cpplint>`__.
Here are *some* of the more common ``cpplint`` issues:

  - we restrict line-length to 80 characters to promote readability
  - every header file must include a header guard to avoid name collisions if re-included

:ref:`Continuous Integration <contributing.ci>`. will run the
`cpplint <https://pypi.python.org/pypi/cpplint>`_ tool
and report any stylistic errors in your code. Therefore, it is helpful before
submitting code to run the check yourself::

   cpplint --extensions=c,h --headers=h --filter=-readability/casting,-runtime/int,-build/include_subdir modified-c-file

You can also run this command on an entire directory if necessary::

   cpplint --extensions=c,h --headers=h --filter=-readability/casting,-runtime/int,-build/include_subdir --recursive modified-c-directory

To make your commits compliant with this standard, you can install the
`ClangFormat <http://clang.llvm.org/docs/ClangFormat.html>`_ tool, which can be
downloaded `here <http://llvm.org/builds/>`__. To configure, in your home directory,
run the following command::

    clang-format style=google -dump-config  > .clang-format

Then modify the file to ensure that any indentation width parameters are at least four.
Once configured, you can run the tool as follows::

    clang-format modified-c-file

This will output what your file will look like if the changes are made, and to apply
them, just run the following command::

    clang-format -i modified-c-file

To run the tool on an entire directory, you can run the following analogous commands::

    clang-format modified-c-directory/*.c modified-c-directory/*.h
    clang-format -i modified-c-directory/*.c modified-c-directory/*.h

Do note that this tool is best-effort, meaning that it will try to correct as
many errors as possible, but it may not correct *all* of them. Thus, it is
recommended that you run ``cpplint`` to double check and make any other style
fixes manually.

Python (PEP8)
~~~~~~~~~~~~~

*pandas* uses the `PEP8 <http://www.python.org/dev/peps/pep-0008/>`_ standard.
There are several tools to ensure you abide by this standard. Here are *some* of
the more common ``PEP8`` issues:

  - we restrict line-length to 79 characters to promote readability
  - passing arguments should have spaces after commas, e.g. ``foo(arg1, arg2, kw1='bar')``

:ref:`Continuous Integration <contributing.ci>` will run
the `flake8 <http://pypi.python.org/pypi/flake8>`_ tool
and report any stylistic errors in your code. Therefore, it is helpful before
submitting code to run the check yourself on the diff::

   git diff master -u -- "*.py" | flake8 --diff

This command will catch any stylistic errors in your changes specifically, but
be beware it may not catch all of them. For example, if you delete the only
usage of an imported function, it is stylistically incorrect to import an
unused function. However, style-checking the diff will not catch this because
the actual import is not part of the diff. Thus, for completeness, you should
run this command, though it will take longer::

   git diff master --name-only -- "*.py" | grep "pandas/" | xargs -r flake8

Note that on OSX, the ``-r`` flag is not available, so you have to omit it and
run this slightly modified command::

   git diff master --name-only -- "*.py" | grep "pandas/" | xargs flake8

Note that on Windows, these commands are unfortunately not possible because
commands like ``grep`` and ``xargs`` are not available natively. To imitate the
behavior with the commands above, you should run::

    git diff master --name-only -- "*.py"

This will list all of the Python files that have been modified. The only ones
that matter during linting are any whose directory filepath begins with "pandas."
For each filepath, copy and paste it after the ``flake8`` command as shown below:

    flake8 <python-filepath>

Alternatively, you can install the ``grep`` and ``xargs`` commands via the
`MinGW <http://www.mingw.org/>`__ toolchain, and it will allow you to run the
commands above.

Backwards Compatibility
~~~~~~~~~~~~~~~~~~~~~~~

Please try to maintain backward compatibility. *pandas* has lots of users with lots of
existing code, so don't break it if at all possible.  If you think breakage is required,
clearly state why as part of the pull request.  Also, be careful when changing method
signatures and add deprecation warnings where needed.

.. _contributing.ci:

Testing With Continuous Integration
-----------------------------------

The *pandas* test suite will run automatically on `Travis-CI <https://travis-ci.org/>`__,
`Appveyor <https://www.appveyor.com/>`__, and `Circle CI <https://circleci.com/>`__ continuous integration
services, once your pull request is submitted.
However, if you wish to run the test suite on a branch prior to submitting the pull request,
then the continuous integration services need to be hooked to your GitHub repository. Instructions are here
for `Travis-CI <http://about.travis-ci.org/docs/user/getting-started/>`__,
`Appveyor <https://www.appveyor.com/docs/>`__ , and `CircleCI <https://circleci.com/>`__.

A pull-request will be considered for merging when you have an all 'green' build. If any tests are failing,
then you will get a red 'X', where you can click through to see the individual failed tests.
This is an example of a green build.

.. image:: _static/ci.png

.. note::

   Each time you push to *your* fork, a *new* run of the tests will be triggered on the CI. Appveyor will auto-cancel
   any non-currently-running tests for that same pull-request. You can enable the auto-cancel feature for
   `Travis-CI here <https://docs.travis-ci.com/user/customizing-the-build/#Building-only-the-latest-commit>`__ and
   for `CircleCI here <https://circleci.com/changelog-legacy/#option-to-auto-cancel-redundant-builds>`__.

.. _contributing.tdd:


Test-driven development/code writing
------------------------------------

*pandas* is serious about testing and strongly encourages contributors to embrace
`test-driven development (TDD) <http://en.wikipedia.org/wiki/Test-driven_development>`_.
This development process "relies on the repetition of a very short development cycle:
first the developer writes an (initially failing) automated test case that defines a desired
improvement or new function, then produces the minimum amount of code to pass that test."
So, before actually writing any code, you should write your tests.  Often the test can be
taken from the original GitHub issue.  However, it is always worth considering additional
use cases and writing corresponding tests.

Adding tests is one of the most common requests after code is pushed to *pandas*.  Therefore,
it is worth getting in the habit of writing tests ahead of time so this is never an issue.

Like many packages, *pandas* uses `pytest
<http://doc.pytest.org/en/latest/>`_ and the convenient
extensions in `numpy.testing
<http://docs.scipy.org/doc/numpy/reference/routines.testing.html>`_.

Writing tests
~~~~~~~~~~~~~

All tests should go into the ``tests`` subdirectory of the specific package.
This folder contains many current examples of tests, and we suggest looking to these for
inspiration.  If your test requires working with files or
network connectivity, there is more information on the `testing page
<https://github.com/pandas-dev/pandas/wiki/Testing>`_ of the wiki.

The ``pandas.util.testing`` module has many special ``assert`` functions that
make it easier to make statements about whether Series or DataFrame objects are
equivalent. The easiest way to verify that your code is correct is to
explicitly construct the result you expect, then compare the actual result to
the expected correct result::

    def test_pivot(self):
        data = {
            'index' : ['A', 'B', 'C', 'C', 'B', 'A'],
            'columns' : ['One', 'One', 'One', 'Two', 'Two', 'Two'],
            'values' : [1., 2., 3., 3., 2., 1.]
        }

        frame = DataFrame(data)
        pivoted = frame.pivot(index='index', columns='columns', values='values')

        expected = DataFrame({
            'One' : {'A' : 1., 'B' : 2., 'C' : 3.},
            'Two' : {'A' : 1., 'B' : 2., 'C' : 3.}
        })

        assert_frame_equal(pivoted, expected)

Transitioning to ``pytest``
~~~~~~~~~~~~~~~~~~~~~~~~~~~

*pandas* existing test structure is *mostly* classed based, meaning that you will typically find tests wrapped in a class.

.. code-block:: python

    class TestReallyCoolFeature(object):
        ....

Going forward, we are moving to a more *functional* style using the `pytest <http://doc.pytest.org/en/latest/>`__ framework, which offers a richer testing
framework that will facilitate testing and developing. Thus, instead of writing test classes, we will write test functions like this:

.. code-block:: python

    def test_really_cool_feature():
        ....

Using ``pytest``
~~~~~~~~~~~~~~~~

Here is an example of a self-contained set of tests that illustrate multiple features that we like to use.

- functional style: tests are like ``test_*`` and *only* take arguments that are either fixtures or parameters
- using ``parametrize``: allow testing of multiple cases
- ``fixture``, code for object construction, on a per-test basis
- using bare ``assert`` for scalars and truth-testing
- ``tm.assert_series_equal`` (and its counter part ``tm.assert_frame_equal``), for pandas object comparisons.
- the typical pattern of constructing an ``expected`` and comparing versus the ``result``

We would name this file ``test_cool_feature.py`` and put in an appropriate place in the ``pandas/tests/`` structure.

.. code-block:: python

   import pytest
   import numpy as np
   import pandas as pd
   from pandas.util import testing as tm

   @pytest.mark.parametrize('dtype', ['int8', 'int16', 'int32', 'int64'])
   def test_dtypes(dtype):
       assert str(np.dtype(dtype)) == dtype

   @pytest.fixture
   def series():
       return pd.Series([1, 2, 3])

   @pytest.fixture(params=['int8', 'int16', 'int32', 'int64'])
   def dtype(request):
       return request.param

   def test_series(series, dtype):
       result = series.astype(dtype)
       assert result.dtype == dtype

       expected = pd.Series([1, 2, 3], dtype=dtype)
       tm.assert_series_equal(result, expected)


A test run of this yields

.. code-block:: shell

   ((pandas) bash-3.2$ pytest  test_cool_feature.py  -v
   =========================== test session starts ===========================
   platform darwin -- Python 3.5.2, pytest-3.0.5, py-1.4.31, pluggy-0.4.0
   collected 8 items

   tester.py::test_dtypes[int8] PASSED
   tester.py::test_dtypes[int16] PASSED
   tester.py::test_dtypes[int32] PASSED
   tester.py::test_dtypes[int64] PASSED
   tester.py::test_series[int8] PASSED
   tester.py::test_series[int16] PASSED
   tester.py::test_series[int32] PASSED
   tester.py::test_series[int64] PASSED

Tests that we have ``parametrized`` are now accessible via the test name, for example we could run these with ``-k int8`` to sub-select *only* those tests which match ``int8``.


.. code-block:: shell

   ((pandas) bash-3.2$ pytest  test_cool_feature.py  -v -k int8
   =========================== test session starts ===========================
   platform darwin -- Python 3.5.2, pytest-3.0.5, py-1.4.31, pluggy-0.4.0
   collected 8 items

   test_cool_feature.py::test_dtypes[int8] PASSED
   test_cool_feature.py::test_series[int8] PASSED


Running the test suite
----------------------

The tests can then be run directly inside your Git clone (without having to
install *pandas*) by typing::

    pytest pandas

The tests suite is exhaustive and takes around 20 minutes to run.  Often it is
worth running only a subset of tests first around your changes before running the
entire suite.

The easiest way to do this is with::

    pytest pandas/path/to/test.py -k regex_matching_test_name

Or with one of the following constructs::

    pytest pandas/tests/[test-module].py
    pytest pandas/tests/[test-module].py::[TestClass]
    pytest pandas/tests/[test-module].py::[TestClass]::[test_method]

Using `pytest-xdist <https://pypi.python.org/pypi/pytest-xdist>`_, one can
speed up local testing on multicore machines. To use this feature, you will
need to install `pytest-xdist` via::

    pip install pytest-xdist

Two scripts are provided to assist with this.  These scripts distribute
testing across 4 threads.

On Unix variants, one can type::

    test_fast.sh

On Windows, one can type::

    test_fast.bat

This can significantly reduce the time it takes to locally run tests before
submitting a pull request.

For more, see the `pytest <http://doc.pytest.org/en/latest/>`_ documentation.

    .. versionadded:: 0.20.0

Furthermore one can run

.. code-block:: python

   pd.test()

with an imported pandas to run tests similarly.

Running the performance test suite
----------------------------------

Performance matters and it is worth considering whether your code has introduced
performance regressions.  *pandas* is in the process of migrating to
`asv benchmarks <https://github.com/spacetelescope/asv>`__
to enable easy monitoring of the performance of critical *pandas* operations.
These benchmarks are all found in the ``pandas/asv_bench`` directory.  asv
supports both python2 and python3.

To use all features of asv, you will need either ``conda`` or
``virtualenv``. For more details please check the `asv installation
webpage <https://asv.readthedocs.io/en/latest/installing.html>`_.

To install asv::

    pip install git+https://github.com/spacetelescope/asv

If you need to run a benchmark, change your directory to ``asv_bench/`` and run::

    asv continuous -f 1.1 upstream/master HEAD

You can replace ``HEAD`` with the name of the branch you are working on,
and report benchmarks that changed by more than 10%.
The command uses ``conda`` by default for creating the benchmark
environments. If you want to use virtualenv instead, write::

    asv continuous -f 1.1 -E virtualenv upstream/master HEAD

The ``-E virtualenv`` option should be added to all ``asv`` commands
that run benchmarks. The default value is defined in ``asv.conf.json``.

Running the full test suite can take up to one hour and use up to 3GB of RAM.
Usually it is sufficient to paste only a subset of the results into the pull
request to show that the committed changes do not cause unexpected performance
regressions.  You can run specific benchmarks using the ``-b`` flag, which
takes a regular expression.  For example, this will only run tests from a
``pandas/asv_bench/benchmarks/groupby.py`` file::

    asv continuous -f 1.1 upstream/master HEAD -b ^groupby

If you want to only run a specific group of tests from a file, you can do it
using ``.`` as a separator. For example::

    asv continuous -f 1.1 upstream/master HEAD -b groupby.groupby_agg_builtins

will only run the ``groupby_agg_builtins`` benchmark defined in ``groupby.py``.

You can also run the benchmark suite using the version of ``pandas``
already installed in your current Python environment. This can be
useful if you do not have virtualenv or conda, or are using the
``setup.py develop`` approach discussed above; for the in-place build
you need to set ``PYTHONPATH``, e.g.
``PYTHONPATH="$PWD/.." asv [remaining arguments]``.
You can run benchmarks using an existing Python
environment by::

    asv run -e -E existing

or, to use a specific Python interpreter,::

    asv run -e -E existing:python3.5

This will display stderr from the benchmarks, and use your local
``python`` that comes from your ``$PATH``.

Information on how to write a benchmark and how to use asv can be found in the
`asv documentation <https://asv.readthedocs.io/en/latest/writing_benchmarks.html>`_.

Documenting your code
---------------------

Changes should be reflected in the release notes located in ``doc/source/whatsnew/vx.y.z.txt``.
This file contains an ongoing change log for each release.  Add an entry to this file to
document your fix, enhancement or (unavoidable) breaking change.  Make sure to include the
GitHub issue number when adding your entry (using `` :issue:`1234` `` where `1234` is the
issue/pull request number).

If your code is an enhancement, it is most likely necessary to add usage
examples to the existing documentation.  This can be done following the section
regarding documentation :ref:`above <contributing.documentation>`.
Further, to let users know when this feature was added, the ``versionadded``
directive is used. The sphinx syntax for that is:

.. code-block:: rst

  .. versionadded:: 0.17.0

This will put the text *New in version 0.17.0* wherever you put the sphinx
directive. This should also be put in the docstring when adding a new function
or method (`example <https://github.com/pandas-dev/pandas/blob/v0.16.2/pandas/core/generic.py#L1959>`__)
or a new keyword argument (`example <https://github.com/pandas-dev/pandas/blob/v0.16.2/pandas/core/frame.py#L1171>`__).

Contributing your changes to *pandas*
=====================================

Committing your code
--------------------

Keep style fixes to a separate commit to make your pull request more readable.

Once you've made changes, you can see them by typing::

    git status

If you have created a new file, it is not being tracked by git. Add it by typing::

    git add path/to/file-to-be-added.py

Doing 'git status' again should give something like::

    # On branch shiny-new-feature
    #
    #       modified:   /relative/path/to/file-you-added.py
    #

Finally, commit your changes to your local repository with an explanatory message.  *Pandas*
uses a convention for commit message prefixes and layout.  Here are
some common prefixes along with general guidelines for when to use them:

    * ENH: Enhancement, new functionality
    * BUG: Bug fix
    * DOC: Additions/updates to documentation
    * TST: Additions/updates to tests
    * BLD: Updates to the build process/scripts
    * PERF: Performance improvement
    * CLN: Code cleanup

The following defines how a commit message should be structured.  Please reference the
relevant GitHub issues in your commit message using GH1234 or #1234.  Either style
is fine, but the former is generally preferred:

    * a subject line with `< 80` chars.
    * One blank line.
    * Optionally, a commit message body.

Now you can commit your changes in your local repository::

    git commit -m

Combining commits
-----------------

If you have multiple commits, you may want to combine them into one commit, often
referred to as "squashing" or "rebasing".  This is a common request by package maintainers
when submitting a pull request as it maintains a more compact commit history.  To rebase
your commits::

    git rebase -i HEAD~#

Where # is the number of commits you want to combine.  Then you can pick the relevant
commit message and discard others.

To squash to the master branch do::

    git rebase -i master

Use the ``s`` option on a commit to ``squash``, meaning to keep the commit messages,
or ``f`` to ``fixup``, meaning to merge the commit messages.

Then you will need to push the branch (see below) forcefully to replace the current
commits with the new ones::

    git push origin shiny-new-feature -f


Pushing your changes
--------------------

When you want your changes to appear publicly on your GitHub page, push your
forked feature branch's commits::

    git push origin shiny-new-feature

Here ``origin`` is the default name given to your remote repository on GitHub.
You can see the remote repositories::

    git remote -v

If you added the upstream repository as described above you will see something
like::

    origin  <EMAIL>:yourname/pandas.git (fetch)
    origin  git<EMAIL>:yourname/pandas.git (push)
    upstream        git://github.com/pandas-dev/pandas.git (fetch)
    upstream        git://github.com/pandas-dev/pandas.git (push)

Now your code is on GitHub, but it is not yet a part of the *pandas* project.  For that to
happen, a pull request needs to be submitted on GitHub.

Review your code
----------------

When you're ready to ask for a code review, file a pull request. Before you do, once
again make sure that you have followed all the guidelines outlined in this document
regarding code style, tests, performance tests, and documentation. You should also
double check your branch changes against the branch it was based on:

#. Navigate to your repository on GitHub -- https://github.com/your-user-name/pandas
#. Click on ``Branches``
#. Click on the ``Compare`` button for your feature branch
#. Select the ``base`` and ``compare`` branches, if necessary. This will be ``master`` and
   ``shiny-new-feature``, respectively.

Finally, make the pull request
------------------------------

If everything looks good, you are ready to make a pull request.  A pull request is how
code from a local repository becomes available to the GitHub community and can be looked
at and eventually merged into the master version.  This pull request and its associated
changes will eventually be committed to the master branch and available in the next
release.  To submit a pull request:

#. Navigate to your repository on GitHub
#. Click on the ``Pull Request`` button
#. You can then click on ``Commits`` and ``Files Changed`` to make sure everything looks
   okay one last time
#. Write a description of your changes in the ``Preview Discussion`` tab
#. Click ``Send Pull Request``.

This request then goes to the repository maintainers, and they will review
the code. If you need to make more changes, you can make them in
your branch, push them to GitHub, and the pull request will be automatically
updated.  Pushing them to GitHub again is done by::

    git push -f origin shiny-new-feature

This will automatically update your pull request with the latest code and restart the
:ref:`Continuous Integration <contributing.ci>` tests.


Delete your merged branch (optional)
------------------------------------

Once your feature branch is accepted into upstream, you'll probably want to get rid of
the branch. First, merge upstream master into your branch so git knows it is safe to
delete your branch::

    git fetch upstream
    git checkout master
    git merge upstream/master

Then you can just do::

    git branch -d shiny-new-feature

Make sure you use a lower-case ``-d``, or else git won't warn you if your feature
branch has not actually been merged.

The branch will still exist on GitHub, so to delete it there do::

    git push origin --delete shiny-new-feature
<commit_msg>channel from pandas to conda-forge (#16966)<commit_after>.. _contributing:

**********************
Contributing to pandas
**********************

.. contents:: Table of contents:
   :local:

Where to start?
===============

All contributions, bug reports, bug fixes, documentation improvements,
enhancements and ideas are welcome.

If you are simply looking to start working with the *pandas* codebase, navigate to the
`GitHub "issues" tab <https://github.com/pandas-dev/pandas/issues>`_ and start looking through
interesting issues.  There are a number of issues listed under `Docs
<https://github.com/pandas-dev/pandas/issues?labels=Docs&sort=updated&state=open>`_
and `Difficulty Novice
<https://github.com/pandas-dev/pandas/issues?q=is%3Aopen+is%3Aissue+label%3A%22Difficulty+Novice%22>`_
where you could start out.

Or maybe through using *pandas* you have an idea of your own or are looking for something
in the documentation and thinking 'this can be improved'...you can do something
about it!

Feel free to ask questions on the `mailing list
<https://groups.google.com/forum/?fromgroups#!forum/pydata>`_ or on `Gitter
<https://gitter.im/pydata/pandas>`_.

Bug reports and enhancement requests
====================================

Bug reports are an important part of making *pandas* more stable.  Having a complete bug report
will allow others to reproduce the bug and provide insight into fixing.  Because many versions of
*pandas* are supported, knowing version information will also identify improvements made since
previous versions. Trying the bug-producing code out on the *master* branch is often a worthwhile exercise
to confirm the bug still exists.  It is also worth searching existing bug reports and pull requests
to see if the issue has already been reported and/or fixed.

Bug reports must:

#. Include a short, self-contained Python snippet reproducing the problem.
   You can format the code nicely by using `GitHub Flavored Markdown
   <http://github.github.com/github-flavored-markdown/>`_::

      ```python
      >>> from pandas import DataFrame
      >>> df = DataFrame(...)
      ...
      ```

#. Include the full version string of *pandas* and its dependencies. You can use the built in function::

      >>> import pandas as pd
      >>> pd.show_versions()

#. Explain why the current behavior is wrong/not desired and what you expect instead.

The issue will then show up to the *pandas* community and be open to comments/ideas from others.

Working with the code
=====================

Now that you have an issue you want to fix, enhancement to add, or documentation to improve,
you need to learn how to work with GitHub and the *pandas* code base.

Version control, Git, and GitHub
--------------------------------

To the new user, working with Git is one of the more daunting aspects of contributing to *pandas*.
It can very quickly become overwhelming, but sticking to the guidelines below will help keep the process
straightforward and mostly trouble free.  As always, if you are having difficulties please
feel free to ask for help.

The code is hosted on `GitHub <https://www.github.com/pandas-dev/pandas>`_. To
contribute you will need to sign up for a `free GitHub account
<https://github.com/signup/free>`_. We use `Git <http://git-scm.com/>`_ for
version control to allow many people to work together on the project.

Some great resources for learning Git:

* the `GitHub help pages <http://help.github.com/>`_.
* the `NumPy's documentation <http://docs.scipy.org/doc/numpy/dev/index.html>`_.
* <NAME>'s `Pydagogue <http://matthew-brett.github.com/pydagogue/>`_.

Getting started with Git
------------------------

`GitHub has instructions <http://help.github.com/set-up-git-redirect>`__ for installing git,
setting up your SSH key, and configuring git.  All these steps need to be completed before
you can work seamlessly between your local repository and GitHub.

.. _contributing.forking:

Forking
-------

You will need your own fork to work on the code. Go to the `pandas project
page <https://github.com/pandas-dev/pandas>`_ and hit the ``Fork`` button. You will
want to clone your fork to your machine::

    git clone git@github.com:your-user-name/pandas.git pandas-yourname
    cd pandas-yourname
    git remote add upstream git://github.com/pandas-dev/pandas.git

This creates the directory `pandas-yourname` and connects your repository to
the upstream (main project) *pandas* repository.

Creating a branch
-----------------

You want your master branch to reflect only production-ready code, so create a
feature branch for making your changes. For example::

    git branch shiny-new-feature
    git checkout shiny-new-feature

The above can be simplified to::

    git checkout -b shiny-new-feature

This changes your working directory to the shiny-new-feature branch.  Keep any
changes in this branch specific to one bug or feature so it is clear
what the branch brings to *pandas*. You can have many shiny-new-features
and switch in between them using the git checkout command.

To update this branch, you need to retrieve the changes from the master branch::

    git fetch upstream
    git rebase upstream/master

This will replay your commits on top of the latest pandas git master.  If this
leads to merge conflicts, you must resolve these before submitting your pull
request.  If you have uncommitted changes, you will need to ``stash`` them prior
to updating.  This will effectively store your changes and they can be reapplied
after updating.

.. _contributing.dev_env:

Creating a development environment
----------------------------------

An easy way to create a *pandas* development environment is as follows.

- Install either :ref:`Anaconda <install.anaconda>` or :ref:`miniconda <install.miniconda>`
- Make sure that you have :ref:`cloned the repository <contributing.forking>`
- ``cd`` to the *pandas* source directory

Tell conda to create a new environment, named ``pandas_dev``, or any other name you would like
for this environment, by running::

      conda create -n pandas_dev --file ci/requirements_dev.txt


For a python 3 environment::

      conda create -n pandas_dev python=3 --file ci/requirements_dev.txt

.. warning::

   If you are on Windows, see :ref:`here for a fully compliant Windows environment <contributing.windows>`.

This will create the new environment, and not touch any of your existing environments,
nor any existing python installation. It will install all of the basic dependencies of
*pandas*, as well as the development and testing tools. If you would like to install
other dependencies, you can install them as follows::

      conda install -n pandas_dev -c pandas pytables scipy

To install *all* pandas dependencies you can do the following::

      conda install -n pandas_dev -c conda-forge --file ci/requirements_all.txt

To work in this environment, Windows users should ``activate`` it as follows::

      activate pandas_dev

Mac OSX / Linux users should use::

      source activate pandas_dev

You will then see a confirmation message to indicate you are in the new development environment.

To view your environments::

      conda info -e

To return to your home root environment in Windows::

      deactivate

To return to your home root environment in OSX / Linux::

      source deactivate

See the full conda docs `here <http://conda.pydata.org/docs>`__.

At this point you can easily do an *in-place* install, as detailed in the next section.

.. _contributing.windows:

Creating a Windows development environment
------------------------------------------

To build on Windows, you need to have compilers installed to build the extensions. You will need to install the appropriate Visual Studio compilers, VS 2008 for Python 2.7, VS 2010 for 3.4, and VS 2015 for Python 3.5 and 3.6.

For Python 2.7, you can install the ``mingw`` compiler which will work equivalently to VS 2008::

      conda install -n pandas_dev libpython

or use the `Microsoft Visual Studio VC++ compiler for Python <https://www.microsoft.com/en-us/download/details.aspx?id=44266>`__. Note that you have to check the ``x64`` box to install the ``x64`` extension building capability as this is not installed by default.

For Python 3.4, you can download and install the `Windows 7.1 SDK <https://www.microsoft.com/en-us/download/details.aspx?id=8279>`__. Read the references below as there may be various gotchas during the installation.

For Python 3.5 and 3.6, you can download and install the `Visual Studio 2015 Community Edition <https://www.visualstudio.com/en-us/downloads/visual-studio-2015-downloads-vs.aspx>`__.

Here are some references and blogs:

- https://blogs.msdn.microsoft.com/pythonengineering/2016/04/11/unable-to-find-vcvarsall-bat/
- https://github.com/conda/conda-recipes/wiki/Building-from-Source-on-Windows-32-bit-and-64-bit
- https://cowboyprogrammer.org/building-python-wheels-for-windows/
- https://blog.ionelmc.ro/2014/12/21/compiling-python-extensions-on-windows/
- https://support.enthought.com/hc/en-us/articles/204469260-Building-Python-extensions-with-Canopy

.. _contributing.getting_source:

Making changes
--------------

Before making your code changes, it is often necessary to build the code that was
just checked out.  There are two primary methods of doing this.

#. The best way to develop *pandas* is to build the C extensions in-place by
   running::

      python setup.py build_ext --inplace

   If you startup the Python interpreter in the *pandas* source directory you
   will call the built C extensions

#. Another very common option is to do a ``develop`` install of *pandas*::

      python setup.py develop

   This makes a symbolic link that tells the Python interpreter to import *pandas*
   from your development directory. Thus, you can always be using the development
   version on your system without being inside the clone directory.


.. _contributing.documentation:

Contributing to the documentation
=================================

If you're not the developer type, contributing to the documentation is still
of huge value. You don't even have to be an expert on
*pandas* to do so! Something as simple as rewriting small passages for clarity
as you reference the docs is a simple but effective way to contribute. The
next person to read that passage will be in your debt!

In fact, there are sections of the docs that are worse off after being written
by experts. If something in the docs doesn't make sense to you, updating the
relevant section after you figure it out is a simple way to ensure it will
help the next person.

.. contents:: Documentation:
   :local:


About the *pandas* documentation
--------------------------------

The documentation is written in **reStructuredText**, which is almost like writing
in plain English, and built using `Sphinx <http://sphinx.pocoo.org/>`__. The
Sphinx Documentation has an excellent `introduction to reST
<http://sphinx.pocoo.org/rest.html>`__. Review the Sphinx docs to perform more
complex changes to the documentation as well.

Some other important things to know about the docs:

- The *pandas* documentation consists of two parts: the docstrings in the code
  itself and the docs in this folder ``pandas/doc/``.

  The docstrings provide a clear explanation of the usage of the individual
  functions, while the documentation in this folder consists of tutorial-like
  overviews per topic together with some other information (what's new,
  installation, etc).

- The docstrings follow the **Numpy Docstring Standard**, which is used widely
  in the Scientific Python community. This standard specifies the format of
  the different sections of the docstring. See `this document
  <https://github.com/numpy/numpy/blob/master/doc/HOWTO_DOCUMENT.rst.txt>`_
  for a detailed explanation, or look at some of the existing functions to
  extend it in a similar manner.

- The tutorials make heavy use of the `ipython directive
  <http://matplotlib.org/sampledoc/ipython_directive.html>`_ sphinx extension.
  This directive lets you put code in the documentation which will be run
  during the doc build. For example::

      .. ipython:: python

          x = 2
          x**3

  will be rendered as::

      In [1]: x = 2

      In [2]: x**3
      Out[2]: 8

  Almost all code examples in the docs are run (and the output saved) during the
  doc build. This approach means that code examples will always be up to date,
  but it does make the doc building a bit more complex.

.. note::

    The ``.rst`` files are used to automatically generate Markdown and HTML versions
    of the docs. For this reason, please do not edit ``CONTRIBUTING.md`` directly,
    but instead make any changes to ``doc/source/contributing.rst``. Then, to
    generate ``CONTRIBUTING.md``, use `pandoc <http://johnmacfarlane.net/pandoc/>`_
    with the following command::

      pandoc doc/source/contributing.rst -t markdown_github > CONTRIBUTING.md

The utility script ``scripts/api_rst_coverage.py`` can be used to compare
the list of methods documented in ``doc/source/api.rst`` (which is used to generate
the `API Reference <http://pandas.pydata.org/pandas-docs/stable/api.html>`_ page)
and the actual public methods.
This will identify methods documented in in ``doc/source/api.rst`` that are not actually
class methods, and existing methods that are not documented in ``doc/source/api.rst``.


How to build the *pandas* documentation
---------------------------------------

Requirements
~~~~~~~~~~~~

First, you need to have a development environment to be able to build pandas
(see the docs on :ref:`creating a development environment above <contributing.dev_env>`).
Further, to build the docs, there are some extra requirements: you will need to
have ``sphinx`` and ``ipython`` installed. `numpydoc
<https://github.com/numpy/numpydoc>`_ is used to parse the docstrings that
follow the Numpy Docstring Standard (see above), but you don't need to install
this because a local copy of numpydoc is included in the *pandas* source
code. `nbsphinx <https://nbsphinx.readthedocs.io/>`_ is required to build
the Jupyter notebooks included in the documentation.

If you have a conda environment named ``pandas_dev``, you can install the extra
requirements with::

      conda install -n pandas_dev sphinx ipython nbconvert nbformat
      conda install -n pandas_dev -c conda-forge nbsphinx

Furthermore, it is recommended to have all :ref:`optional dependencies <install.optional_dependencies>`.
installed. This is not strictly necessary, but be aware that you will see some error
messages when building the docs. This happens because all the code in the documentation
is executed during the doc build, and so code examples using optional dependencies
will generate errors. Run ``pd.show_versions()`` to get an overview of the installed
version of all dependencies.

.. warning::

   You need to have ``sphinx`` version >= 1.3.2.

Building the documentation
~~~~~~~~~~~~~~~~~~~~~~~~~~

So how do you build the docs? Navigate to your local
``pandas/doc/`` directory in the console and run::

    python make.py html

Then you can find the HTML output in the folder ``pandas/doc/build/html/``.

The first time you build the docs, it will take quite a while because it has to run
all the code examples and build all the generated docstring pages. In subsequent
evocations, sphinx will try to only build the pages that have been modified.

If you want to do a full clean build, do::

    python make.py clean
    python make.py html

Starting with *pandas* 0.13.1 you can tell ``make.py`` to compile only a single section
of the docs, greatly reducing the turn-around time for checking your changes.
You will be prompted to delete ``.rst`` files that aren't required. This is okay because
the prior versions of these files can be checked out from git. However, you must make sure
not to commit the file deletions to your Git repository!

::

    #omit autosummary and API section
    python make.py clean
    python make.py --no-api

    # compile the docs with only a single
    # section, that which is in indexing.rst
    python make.py clean
    python make.py --single indexing

For comparison, a full documentation build may take 10 minutes, a ``-no-api`` build
may take 3 minutes and a single section may take 15 seconds.  Subsequent builds, which
only process portions you have changed, will be faster. Open the following file in a web
browser to see the full documentation you just built::

    pandas/docs/build/html/index.html

And you'll have the satisfaction of seeing your new and improved documentation!

.. _contributing.dev_docs:

Building master branch documentation
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

When pull requests are merged into the *pandas* ``master`` branch, the main parts of
the documentation are also built by Travis-CI. These docs are then hosted `here
<http://pandas-docs.github.io/pandas-docs-travis>`__, see also
the :ref:`Continuous Integration <contributing.ci>` section.

Contributing to the code base
=============================

.. contents:: Code Base:
   :local:

Code standards
--------------

Writing good code is not just about what you write. It is also about *how* you
write it. During :ref:`Continuous Integration <contributing.ci>` testing, several
tools will be run to check your code for stylistic errors.
Generating any warnings will cause the test to fail.
Thus, good style is a requirement for submitting code to *pandas*.

In addition, because a lot of people use our library, it is important that we
do not make sudden changes to the code that could have the potential to break
a lot of user code as a result, that is, we need it to be as *backwards compatible*
as possible to avoid mass breakages.

Additional standards are outlined on the `code style wiki
page <https://github.com/pandas-dev/pandas/wiki/Code-Style-and-Conventions>`_.

C (cpplint)
~~~~~~~~~~~

*pandas* uses the `Google <https://google.github.io/styleguide/cppguide.html>`_
standard. Google provides an open source style checker called ``cpplint``, but we
use a fork of it that can be found `here <https://github.com/cpplint/cpplint>`__.
Here are *some* of the more common ``cpplint`` issues:

  - we restrict line-length to 80 characters to promote readability
  - every header file must include a header guard to avoid name collisions if re-included

:ref:`Continuous Integration <contributing.ci>`. will run the
`cpplint <https://pypi.python.org/pypi/cpplint>`_ tool
and report any stylistic errors in your code. Therefore, it is helpful before
submitting code to run the check yourself::

   cpplint --extensions=c,h --headers=h --filter=-readability/casting,-runtime/int,-build/include_subdir modified-c-file

You can also run this command on an entire directory if necessary::

   cpplint --extensions=c,h --headers=h --filter=-readability/casting,-runtime/int,-build/include_subdir --recursive modified-c-directory

To make your commits compliant with this standard, you can install the
`ClangFormat <http://clang.llvm.org/docs/ClangFormat.html>`_ tool, which can be
downloaded `here <http://llvm.org/builds/>`__. To configure, in your home directory,
run the following command::

    clang-format style=google -dump-config  > .clang-format

Then modify the file to ensure that any indentation width parameters are at least four.
Once configured, you can run the tool as follows::

    clang-format modified-c-file

This will output what your file will look like if the changes are made, and to apply
them, just run the following command::

    clang-format -i modified-c-file

To run the tool on an entire directory, you can run the following analogous commands::

    clang-format modified-c-directory/*.c modified-c-directory/*.h
    clang-format -i modified-c-directory/*.c modified-c-directory/*.h

Do note that this tool is best-effort, meaning that it will try to correct as
many errors as possible, but it may not correct *all* of them. Thus, it is
recommended that you run ``cpplint`` to double check and make any other style
fixes manually.

Python (PEP8)
~~~~~~~~~~~~~

*pandas* uses the `PEP8 <http://www.python.org/dev/peps/pep-0008/>`_ standard.
There are several tools to ensure you abide by this standard. Here are *some* of
the more common ``PEP8`` issues:

  - we restrict line-length to 79 characters to promote readability
  - passing arguments should have spaces after commas, e.g. ``foo(arg1, arg2, kw1='bar')``

:ref:`Continuous Integration <contributing.ci>` will run
the `flake8 <http://pypi.python.org/pypi/flake8>`_ tool
and report any stylistic errors in your code. Therefore, it is helpful before
submitting code to run the check yourself on the diff::

   git diff master -u -- "*.py" | flake8 --diff

This command will catch any stylistic errors in your changes specifically, but
be beware it may not catch all of them. For example, if you delete the only
usage of an imported function, it is stylistically incorrect to import an
unused function. However, style-checking the diff will not catch this because
the actual import is not part of the diff. Thus, for completeness, you should
run this command, though it will take longer::

   git diff master --name-only -- "*.py" | grep "pandas/" | xargs -r flake8

Note that on OSX, the ``-r`` flag is not available, so you have to omit it and
run this slightly modified command::

   git diff master --name-only -- "*.py" | grep "pandas/" | xargs flake8

Note that on Windows, these commands are unfortunately not possible because
commands like ``grep`` and ``xargs`` are not available natively. To imitate the
behavior with the commands above, you should run::

    git diff master --name-only -- "*.py"

This will list all of the Python files that have been modified. The only ones
that matter during linting are any whose directory filepath begins with "pandas."
For each filepath, copy and paste it after the ``flake8`` command as shown below:

    flake8 <python-filepath>

Alternatively, you can install the ``grep`` and ``xargs`` commands via the
`MinGW <http://www.mingw.org/>`__ toolchain, and it will allow you to run the
commands above.

Backwards Compatibility
~~~~~~~~~~~~~~~~~~~~~~~

Please try to maintain backward compatibility. *pandas* has lots of users with lots of
existing code, so don't break it if at all possible.  If you think breakage is required,
clearly state why as part of the pull request.  Also, be careful when changing method
signatures and add deprecation warnings where needed.

.. _contributing.ci:

Testing With Continuous Integration
-----------------------------------

The *pandas* test suite will run automatically on `Travis-CI <https://travis-ci.org/>`__,
`Appveyor <https://www.appveyor.com/>`__, and `Circle CI <https://circleci.com/>`__ continuous integration
services, once your pull request is submitted.
However, if you wish to run the test suite on a branch prior to submitting the pull request,
then the continuous integration services need to be hooked to your GitHub repository. Instructions are here
for `Travis-CI <http://about.travis-ci.org/docs/user/getting-started/>`__,
`Appveyor <https://www.appveyor.com/docs/>`__ , and `CircleCI <https://circleci.com/>`__.

A pull-request will be considered for merging when you have an all 'green' build. If any tests are failing,
then you will get a red 'X', where you can click through to see the individual failed tests.
This is an example of a green build.

.. image:: _static/ci.png

.. note::

   Each time you push to *your* fork, a *new* run of the tests will be triggered on the CI. Appveyor will auto-cancel
   any non-currently-running tests for that same pull-request. You can enable the auto-cancel feature for
   `Travis-CI here <https://docs.travis-ci.com/user/customizing-the-build/#Building-only-the-latest-commit>`__ and
   for `CircleCI here <https://circleci.com/changelog-legacy/#option-to-auto-cancel-redundant-builds>`__.

.. _contributing.tdd:


Test-driven development/code writing
------------------------------------

*pandas* is serious about testing and strongly encourages contributors to embrace
`test-driven development (TDD) <http://en.wikipedia.org/wiki/Test-driven_development>`_.
This development process "relies on the repetition of a very short development cycle:
first the developer writes an (initially failing) automated test case that defines a desired
improvement or new function, then produces the minimum amount of code to pass that test."
So, before actually writing any code, you should write your tests.  Often the test can be
taken from the original GitHub issue.  However, it is always worth considering additional
use cases and writing corresponding tests.

Adding tests is one of the most common requests after code is pushed to *pandas*.  Therefore,
it is worth getting in the habit of writing tests ahead of time so this is never an issue.

Like many packages, *pandas* uses `pytest
<http://doc.pytest.org/en/latest/>`_ and the convenient
extensions in `numpy.testing
<http://docs.scipy.org/doc/numpy/reference/routines.testing.html>`_.

Writing tests
~~~~~~~~~~~~~

All tests should go into the ``tests`` subdirectory of the specific package.
This folder contains many current examples of tests, and we suggest looking to these for
inspiration.  If your test requires working with files or
network connectivity, there is more information on the `testing page
<https://github.com/pandas-dev/pandas/wiki/Testing>`_ of the wiki.

The ``pandas.util.testing`` module has many special ``assert`` functions that
make it easier to make statements about whether Series or DataFrame objects are
equivalent. The easiest way to verify that your code is correct is to
explicitly construct the result you expect, then compare the actual result to
the expected correct result::

    def test_pivot(self):
        data = {
            'index' : ['A', 'B', 'C', 'C', 'B', 'A'],
            'columns' : ['One', 'One', 'One', 'Two', 'Two', 'Two'],
            'values' : [1., 2., 3., 3., 2., 1.]
        }

        frame = DataFrame(data)
        pivoted = frame.pivot(index='index', columns='columns', values='values')

        expected = DataFrame({
            'One' : {'A' : 1., 'B' : 2., 'C' : 3.},
            'Two' : {'A' : 1., 'B' : 2., 'C' : 3.}
        })

        assert_frame_equal(pivoted, expected)

Transitioning to ``pytest``
~~~~~~~~~~~~~~~~~~~~~~~~~~~

*pandas* existing test structure is *mostly* classed based, meaning that you will typically find tests wrapped in a class.

.. code-block:: python

    class TestReallyCoolFeature(object):
        ....

Going forward, we are moving to a more *functional* style using the `pytest <http://doc.pytest.org/en/latest/>`__ framework, which offers a richer testing
framework that will facilitate testing and developing. Thus, instead of writing test classes, we will write test functions like this:

.. code-block:: python

    def test_really_cool_feature():
        ....

Using ``pytest``
~~~~~~~~~~~~~~~~

Here is an example of a self-contained set of tests that illustrate multiple features that we like to use.

- functional style: tests are like ``test_*`` and *only* take arguments that are either fixtures or parameters
- using ``parametrize``: allow testing of multiple cases
- ``fixture``, code for object construction, on a per-test basis
- using bare ``assert`` for scalars and truth-testing
- ``tm.assert_series_equal`` (and its counter part ``tm.assert_frame_equal``), for pandas object comparisons.
- the typical pattern of constructing an ``expected`` and comparing versus the ``result``

We would name this file ``test_cool_feature.py`` and put in an appropriate place in the ``pandas/tests/`` structure.

.. code-block:: python

   import pytest
   import numpy as np
   import pandas as pd
   from pandas.util import testing as tm

   @pytest.mark.parametrize('dtype', ['int8', 'int16', 'int32', 'int64'])
   def test_dtypes(dtype):
       assert str(np.dtype(dtype)) == dtype

   @pytest.fixture
   def series():
       return pd.Series([1, 2, 3])

   @pytest.fixture(params=['int8', 'int16', 'int32', 'int64'])
   def dtype(request):
       return request.param

   def test_series(series, dtype):
       result = series.astype(dtype)
       assert result.dtype == dtype

       expected = pd.Series([1, 2, 3], dtype=dtype)
       tm.assert_series_equal(result, expected)


A test run of this yields

.. code-block:: shell

   ((pandas) bash-3.2$ pytest  test_cool_feature.py  -v
   =========================== test session starts ===========================
   platform darwin -- Python 3.5.2, pytest-3.0.5, py-1.4.31, pluggy-0.4.0
   collected 8 items

   tester.py::test_dtypes[int8] PASSED
   tester.py::test_dtypes[int16] PASSED
   tester.py::test_dtypes[int32] PASSED
   tester.py::test_dtypes[int64] PASSED
   tester.py::test_series[int8] PASSED
   tester.py::test_series[int16] PASSED
   tester.py::test_series[int32] PASSED
   tester.py::test_series[int64] PASSED

Tests that we have ``parametrized`` are now accessible via the test name, for example we could run these with ``-k int8`` to sub-select *only* those tests which match ``int8``.


.. code-block:: shell

   ((pandas) bash-3.2$ pytest  test_cool_feature.py  -v -k int8
   =========================== test session starts ===========================
   platform darwin -- Python 3.5.2, pytest-3.0.5, py-1.4.31, pluggy-0.4.0
   collected 8 items

   test_cool_feature.py::test_dtypes[int8] PASSED
   test_cool_feature.py::test_series[int8] PASSED


Running the test suite
----------------------

The tests can then be run directly inside your Git clone (without having to
install *pandas*) by typing::

    pytest pandas

The tests suite is exhaustive and takes around 20 minutes to run.  Often it is
worth running only a subset of tests first around your changes before running the
entire suite.

The easiest way to do this is with::

    pytest pandas/path/to/test.py -k regex_matching_test_name

Or with one of the following constructs::

    pytest pandas/tests/[test-module].py
    pytest pandas/tests/[test-module].py::[TestClass]
    pytest pandas/tests/[test-module].py::[TestClass]::[test_method]

Using `pytest-xdist <https://pypi.python.org/pypi/pytest-xdist>`_, one can
speed up local testing on multicore machines. To use this feature, you will
need to install `pytest-xdist` via::

    pip install pytest-xdist

Two scripts are provided to assist with this.  These scripts distribute
testing across 4 threads.

On Unix variants, one can type::

    test_fast.sh

On Windows, one can type::

    test_fast.bat

This can significantly reduce the time it takes to locally run tests before
submitting a pull request.

For more, see the `pytest <http://doc.pytest.org/en/latest/>`_ documentation.

    .. versionadded:: 0.20.0

Furthermore one can run

.. code-block:: python

   pd.test()

with an imported pandas to run tests similarly.

Running the performance test suite
----------------------------------

Performance matters and it is worth considering whether your code has introduced
performance regressions.  *pandas* is in the process of migrating to
`asv benchmarks <https://github.com/spacetelescope/asv>`__
to enable easy monitoring of the performance of critical *pandas* operations.
These benchmarks are all found in the ``pandas/asv_bench`` directory.  asv
supports both python2 and python3.

To use all features of asv, you will need either ``conda`` or
``virtualenv``. For more details please check the `asv installation
webpage <https://asv.readthedocs.io/en/latest/installing.html>`_.

To install asv::

    pip install git+https://github.com/spacetelescope/asv

If you need to run a benchmark, change your directory to ``asv_bench/`` and run::

    asv continuous -f 1.1 upstream/master HEAD

You can replace ``HEAD`` with the name of the branch you are working on,
and report benchmarks that changed by more than 10%.
The command uses ``conda`` by default for creating the benchmark
environments. If you want to use virtualenv instead, write::

    asv continuous -f 1.1 -E virtualenv upstream/master HEAD

The ``-E virtualenv`` option should be added to all ``asv`` commands
that run benchmarks. The default value is defined in ``asv.conf.json``.

Running the full test suite can take up to one hour and use up to 3GB of RAM.
Usually it is sufficient to paste only a subset of the results into the pull
request to show that the committed changes do not cause unexpected performance
regressions.  You can run specific benchmarks using the ``-b`` flag, which
takes a regular expression.  For example, this will only run tests from a
``pandas/asv_bench/benchmarks/groupby.py`` file::

    asv continuous -f 1.1 upstream/master HEAD -b ^groupby

If you want to only run a specific group of tests from a file, you can do it
using ``.`` as a separator. For example::

    asv continuous -f 1.1 upstream/master HEAD -b groupby.groupby_agg_builtins

will only run the ``groupby_agg_builtins`` benchmark defined in ``groupby.py``.

You can also run the benchmark suite using the version of ``pandas``
already installed in your current Python environment. This can be
useful if you do not have virtualenv or conda, or are using the
``setup.py develop`` approach discussed above; for the in-place build
you need to set ``PYTHONPATH``, e.g.
``PYTHONPATH="$PWD/.." asv [remaining arguments]``.
You can run benchmarks using an existing Python
environment by::

    asv run -e -E existing

or, to use a specific Python interpreter,::

    asv run -e -E existing:python3.5

This will display stderr from the benchmarks, and use your local
``python`` that comes from your ``$PATH``.

Information on how to write a benchmark and how to use asv can be found in the
`asv documentation <https://asv.readthedocs.io/en/latest/writing_benchmarks.html>`_.

Documenting your code
---------------------

Changes should be reflected in the release notes located in ``doc/source/whatsnew/vx.y.z.txt``.
This file contains an ongoing change log for each release.  Add an entry to this file to
document your fix, enhancement or (unavoidable) breaking change.  Make sure to include the
GitHub issue number when adding your entry (using `` :issue:`1234` `` where `1234` is the
issue/pull request number).

If your code is an enhancement, it is most likely necessary to add usage
examples to the existing documentation.  This can be done following the section
regarding documentation :ref:`above <contributing.documentation>`.
Further, to let users know when this feature was added, the ``versionadded``
directive is used. The sphinx syntax for that is:

.. code-block:: rst

  .. versionadded:: 0.17.0

This will put the text *New in version 0.17.0* wherever you put the sphinx
directive. This should also be put in the docstring when adding a new function
or method (`example <https://github.com/pandas-dev/pandas/blob/v0.16.2/pandas/core/generic.py#L1959>`__)
or a new keyword argument (`example <https://github.com/pandas-dev/pandas/blob/v0.16.2/pandas/core/frame.py#L1171>`__).

Contributing your changes to *pandas*
=====================================

Committing your code
--------------------

Keep style fixes to a separate commit to make your pull request more readable.

Once you've made changes, you can see them by typing::

    git status

If you have created a new file, it is not being tracked by git. Add it by typing::

    git add path/to/file-to-be-added.py

Doing 'git status' again should give something like::

    # On branch shiny-new-feature
    #
    #       modified:   /relative/path/to/file-you-added.py
    #

Finally, commit your changes to your local repository with an explanatory message.  *Pandas*
uses a convention for commit message prefixes and layout.  Here are
some common prefixes along with general guidelines for when to use them:

    * ENH: Enhancement, new functionality
    * BUG: Bug fix
    * DOC: Additions/updates to documentation
    * TST: Additions/updates to tests
    * BLD: Updates to the build process/scripts
    * PERF: Performance improvement
    * CLN: Code cleanup

The following defines how a commit message should be structured.  Please reference the
relevant GitHub issues in your commit message using GH1234 or #1234.  Either style
is fine, but the former is generally preferred:

    * a subject line with `< 80` chars.
    * One blank line.
    * Optionally, a commit message body.

Now you can commit your changes in your local repository::

    git commit -m

Combining commits
-----------------

If you have multiple commits, you may want to combine them into one commit, often
referred to as "squashing" or "rebasing".  This is a common request by package maintainers
when submitting a pull request as it maintains a more compact commit history.  To rebase
your commits::

    git rebase -i HEAD~#

Where # is the number of commits you want to combine.  Then you can pick the relevant
commit message and discard others.

To squash to the master branch do::

    git rebase -i master

Use the ``s`` option on a commit to ``squash``, meaning to keep the commit messages,
or ``f`` to ``fixup``, meaning to merge the commit messages.

Then you will need to push the branch (see below) forcefully to replace the current
commits with the new ones::

    git push origin shiny-new-feature -f


Pushing your changes
--------------------

When you want your changes to appear publicly on your GitHub page, push your
forked feature branch's commits::

    git push origin shiny-new-feature

Here ``origin`` is the default name given to your remote repository on GitHub.
You can see the remote repositories::

    git remote -v

If you added the upstream repository as described above you will see something
like::

    origin  <EMAIL>:yourname/pandas.git (fetch)
    origin  <EMAIL>:yourname/pandas.git (push)
    upstream        git://github.com/pandas-dev/pandas.git (fetch)
    upstream        git://github.com/pandas-dev/pandas.git (push)

Now your code is on GitHub, but it is not yet a part of the *pandas* project.  For that to
happen, a pull request needs to be submitted on GitHub.

Review your code
----------------

When you're ready to ask for a code review, file a pull request. Before you do, once
again make sure that you have followed all the guidelines outlined in this document
regarding code style, tests, performance tests, and documentation. You should also
double check your branch changes against the branch it was based on:

#. Navigate to your repository on GitHub -- https://github.com/your-user-name/pandas
#. Click on ``Branches``
#. Click on the ``Compare`` button for your feature branch
#. Select the ``base`` and ``compare`` branches, if necessary. This will be ``master`` and
   ``shiny-new-feature``, respectively.

Finally, make the pull request
------------------------------

If everything looks good, you are ready to make a pull request.  A pull request is how
code from a local repository becomes available to the GitHub community and can be looked
at and eventually merged into the master version.  This pull request and its associated
changes will eventually be committed to the master branch and available in the next
release.  To submit a pull request:

#. Navigate to your repository on GitHub
#. Click on the ``Pull Request`` button
#. You can then click on ``Commits`` and ``Files Changed`` to make sure everything looks
   okay one last time
#. Write a description of your changes in the ``Preview Discussion`` tab
#. Click ``Send Pull Request``.

This request then goes to the repository maintainers, and they will review
the code. If you need to make more changes, you can make them in
your branch, push them to GitHub, and the pull request will be automatically
updated.  Pushing them to GitHub again is done by::

    git push -f origin shiny-new-feature

This will automatically update your pull request with the latest code and restart the
:ref:`Continuous Integration <contributing.ci>` tests.


Delete your merged branch (optional)
------------------------------------

Once your feature branch is accepted into upstream, you'll probably want to get rid of
the branch. First, merge upstream master into your branch so git knows it is safe to
delete your branch::

    git fetch upstream
    git checkout master
    git merge upstream/master

Then you can just do::

    git branch -d shiny-new-feature

Make sure you use a lower-case ``-d``, or else git won't warn you if your feature
branch has not actually been merged.

The branch will still exist on GitHub, so to delete it there do::

    git push origin --delete shiny-new-feature

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