InvenTree/CONTRIBUTING.md

Hi there, thank you for your intrest in contributing!
Please read the contribution guidelines below, before submitting your first pull request to the InvenTree codebase.

## Quickstart

The following commands will get you quickly configure and run a development server, complete with a demo dataset to work with:

### Bare Metal

```bash
git clone https://github.com/inventree/InvenTree.git && cd InvenTree
python3 -m venv env && source env/bin/activate
pip install invoke && invoke
pip install invoke && invoke setup-dev --tests
```

### Docker

```bash
git clone https://github.com/inventree/InvenTree.git && cd InvenTree
docker compose run inventree-dev-server invoke install
docker compose run inventree-dev-server invoke setup-test
docker compose up -d
```

Read the [InvenTree setup documentation](https://docs.inventree.org/en/latest/start/intro/) for a complete installation reference guide.

### Setup Devtools

Run the following command to set up all toolsets for development.

```bash
invoke setup-dev
```

*We recommend you run this command before starting to contribute. This will install and set up `pre-commit` to run some checks before each commit and help reduce the style errors.*

## Branches and Versioning

InvenTree roughly follow the [GitLab flow](https://docs.gitlab.com/ee/topics/gitlab_flow.html) branching style, to allow simple management of multiple tagged releases, short-lived branches, and development on the main branch.

### Version Numbering

InvenTree version numbering follows the [semantic versioning](https://semver.org/) specification.

### Master Branch

The HEAD of the "main" or "master" branch of InvenTree represents the current "latest" state of code development.

- All feature branches are merged into master
- All bug fixes are merged into master

**No pushing to master:** New featues must be submitted as a pull request from a separate branch (one branch per feature).

### Feature Branches

Feature branches should be branched *from* the *master* branch.

- One major feature per branch / pull request
- Feature pull requests are merged back *into* the master branch
- Features *may* also be merged into a release candidate branch

### Stable Branch

The HEAD of the "stable" branch represents the latest stable release code.

- Versioned releases are merged into the "stable" branch
- Bug fix branches are made *from* the "stable" branch

#### Release Candidate Branches

- Release candidate branches are made from master, and merged into stable.
- RC branches are targetted at a major/minor version e.g. "0.5"
- When a release candidate branch is merged into *stable*, the release is tagged

#### Bugfix Branches

- If a bug is discovered in a tagged release version of InvenTree, a "bugfix" or "hotfix" branch should be made *from* that tagged release
- When approved, the branch is merged back *into* stable, with an incremented PATCH number (e.g. 0.4.1 -> 0.4.2)
- The bugfix *must* also be cherry picked into the *master* branch.

## Environment
### Target version
We are currently targeting:
| Name | Minimum version |
|---|---|
| Python | 3.9 |
| Django | 3.2 |

### Auto creating updates
The following tools can be used to auto-upgrade syntax that was depreciated in new versions:
```bash
pip install pyupgrade
pip install django-upgrade
```

To update the codebase run the following script.
```bash
pyupgrade `find . -name "*.py"`
django-upgrade --target-version 3.2 `find . -name "*.py"`
```

## Credits
If you add any new dependencies / libraries, they need to be added to [the docs](https://github.com/inventree/inventree/blob/master/docs/docs/credits.md). Please try to do that as timely as possible.


## Migration Files

Any required migration files **must** be included in the commit, or the pull-request will be rejected. If you change the underlying database schema, make sure you run `invoke migrate` and commit the migration files before submitting the PR.

*Note: A github action checks for unstaged migration files and will reject the PR if it finds any!*

## Unit Testing

Any new code should be covered by unit tests - a submitted PR may not be accepted if the code coverage for any new features is insufficient, or the overall code coverage is decreased.

The InvenTree code base makes use of [GitHub actions](https://github.com/features/actions) to run a suite of automated tests against the code base every time a new pull request is received. These actions include (but are not limited to):

- Checking Python and Javascript code against standard style guides
- Running unit test suite
- Automated building and pushing of docker images
- Generating translation files

The various github actions can be found in the `./github/workflows` directory

## Code Style

Sumbitted Python code is automatically checked against PEP style guidelines. Locally you can run `invoke style` to ensure the style checks will pass, before submitting the PR.
Please write docstrings for each function and class - we follow the [google doc-style](https://google.github.io/styleguide/pyguide.html#38-comments-and-docstrings) for python. Docstrings for general javascript code is encouraged! Docstyles are checked by `invoke style`.

### Django templates

Django are checked by [djlint](https://github.com/Riverside-Healthcare/djlint) through pre-commit.

The following rules out of the [default set](https://djlint.com/docs/linter/) are not applied:
```bash
D018: (Django) Internal links should use the {% url ... %} pattern
H006: Img tag should have height and width attributes
H008: Attributes should be double quoted
H021: Inline styles should be avoided
H023: Do not use entity references
H025: Tag seems to be an orphan
H030: Consider adding a meta description
H031: Consider adding meta keywords
T002: Double quotes should be used in tags
```


## Documentation

New features or updates to existing features should be accompanied by user documentation.

## Translations

Any user-facing strings *must* be passed through the translation engine.

- InvenTree code is written in English
- User translatable strings are provided in English as the primary language
- Secondary language translations are provided [via Crowdin](https://crowdin.com/project/inventree)

*Note: Translation files are updated via GitHub actions - you do not need to compile translations files before submitting a pull request!*

### Python Code

For strings exposed via Python code, use the following format:

```python
from django.utils.translation import gettext_lazy as _

user_facing_string = _('This string will be exposed to the translation engine!')
```

### Templated Strings

HTML and javascript files are passed through the django templating engine. Translatable strings are implemented as follows:

```html
{% load i18n %}

<span>{% trans "This string will be translated" %} - this string will not!</span>
```

## Github use
### Tags
The tags describe issues and PRs in multiple areas:
| Area | Name | Description |
|---|---|---|
| Triage Labels |  |  |
|  | triage:not-checked | Item was not checked by the core team  |
|  | triage:not-approved | Item is not green-light by maintainer |
| Type Labels |  |  |
|  | breaking | Indicates a major update or change which breaks compatibility |
|  | bug | Identifies a bug which needs to be addressed |
|  | dependency | Relates to a project dependency |
|  | duplicate | Duplicate of another issue or PR |
|  | enhancement | This is an suggested enhancement or new feature |
|  | help wanted | Assistance required |
|  | invalid | This issue or PR is considered invalid |
|  | inactive | Indicates lack of activity |
|  | question | This is a question |
|  | roadmap | This is a roadmap feature with no immediate plans for implementation |
|  | security | Relates to a security issue |
|  | starter | Good issue for a developer new to the project |
|  | wontfix | No work will be done against this issue or PR |
| Feature Labels |  |  |
|  | API | Relates to the API |
|  | barcode | Barcode scanning and integration |
|  | build | Build orders |
|  | importer | Data importing and processing |
|  | order | Purchase order and sales orders |
|  | part | Parts |
|  | plugin | Plugin ecosystem |
|  | pricing | Pricing functionality |
|  | report | Report generation |
|  | stock | Stock item management |
|  | user interface | User interface |
| Ecosystem Labels |  |  |
|  | demo | Relates to the InvenTree demo server or dataset |
|  | docker | Docker / docker-compose |
|  | CI | CI / unit testing ecosystem |
|  | setup | Relates to the InvenTree setup / installation process |