Documentation of plotly.py

Introduction: structure and required packages

The doc directory contains the source files of the documentation of plotly.py. It is composed of two parts:

inside the python/ directory, tutorials corresponding to https://plot.ly/python/
inside the apidoc/ directory, configuration files for generating the API reference documentation (hosted on https://plot.ly/python-api-reference/)

Python packages required to build the doc are listed in requirements.txt in the doc directory.

Tutorials (`python` directory)

Each tutorial is a markdown (.md) file, which can be opened in the Jupyter notebook or in Jupyterlab by installing jupytext.

For small edits (e.g., correcting typos) to an existing tutorial, you can simply click on the "edit this page on Github" link at the top right of the page (e.g. clicking on this link on https://plot.ly/python/bar-charts/ will take you to https://github.com/plotly/plotly.py/edit/doc-prod/doc/python/bar-charts.md, where you can edit the page on Github).

For more important edits where you need to run the notebook to check the output, clone the repository and setup an environment as described in the main contributing notes. If you're writing documentation at the same time as you are developing a feature, make sure to install with editable install (pip install -e, as described in main contributing notes), so that you only need to restart the Jupyter kernel when you have changed the source code of the feature.

Branches

Two different cases exist, whether you are documenting a feature already released, or which has just been included but not yet released.

Case of an already released feature: your changes can be deployed to the documentation website as soon as they have been merged, and you should start your branch off the doc-prod branch and open your pull request against this doc-prod branch.
Case of a new (not released yet) feature: start your branch / pull request against the main branch. main and doc-prod will be synchronized at release time, so that the documentation of the feature is only deployed when it is available in a released version of plotly.py.

Guidelines

We try to write short, standalone and (almost) self-explaining examples. Most examples should focus on a single feature.

Checklist

Each example should have a clear title (titles are used for the navigation bar and indexed by search engines)
Package imports should be called in the same cell as the example, so that it is possible to copy-paste a single cell to reproduce the example.
Variable names should be consistent with other examples, for example use fig for a Figure object, df for a pandas dataframe, etc.
Examples should not be too long to execute (typically < 10s), since the doc is built as part of the continuous integration (CI) process. Examples taking longer to execute should be discussed in a new issue to decide whether they can be accepted.

Build process

This build process requries a free personal public mapbox token to work.

First, create an account at https://account.mapbox.com/auth/signup Once that is done, navigate to https://account.mapbox.com/ and copy your "Default public token" to the file doc/python/.mapbox_token

Next, run make to build html pages for the tutorials. This uses jupytext to execute the notebooks and nbconvert to convert notebook files to static html pages. Note that the CI will build the doc, so you don't have to build it yourself, it is enough to check that the markdown file runs correctly in Jupyter.

The output of the Makefile is stored by CI in the built branch of the plotly.py-docs repo which is then used by the documentation repo to generate https://plot.ly/python.

API reference documentation (`apidoc` directory)

We use sphinx and its autodoc extension in order to generate the documentation of the API. Sphinx uses the reST markup language.

Run make html inside apidoc to build the API doc in the _build/html directory.

Lists of objects to be documented are found in files corresponding to submodules, such as plotly.express.rst. When a new object is added to the exposed API, it needs to be added to the corresponding file to appear in the API doc.

Other files

css files are found in _static
Template files are found in _templates. .rst templates describe how the autodoc of the different objects should look like.

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