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contributing.md

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Contributing to ESA.jl

We welcome contributions to ESA.jl! If you find a bug, please file an issue on Github.

The primary purpose of this document is to describe what's required to make a contribution to the source code.

Fork and Pull Request

The simplest method to contribute is to first fork the repository, make changes, and then submit a pull request.

Starting Out

While this document attempts to be comprehensive, the best way to get a feel for the project is to peruse the source code. Specifically, take a look at esa/saw.py and tests/test_saw.py.

Conventions and Style

The following sections describe expected conventions and style for contributing to ESA.

PEP-8

In general, ESA follows PEP-8. Please read the PEP in full if you have not already. The good news is you don't need to memorize everything - modern IDEs like PyCharm make following PEP-8 very easy.

The only time one should deviate from the PEP-8 is with regard to function naming and function input variable naming. Functions and their inputs should be named to match PowerWorld's documentation.

Example:

def ChangeParametersMultipleElement(self, ObjectType: str, ParamList: list,
                                    ValueList: list):
...

Notice the function and input variables exactly match PowerWorld. However, internal variables should conform to PEP-8. E.g., following the previous example above you may do the following:

# Cast ObjectType to lower case so it matches dictionary keys. 
object_type = ObjectType.lower()

ESA follows the convention that attributes/methods/etc. which start with an underscore are private.

Docstrings and Type Hinting

Every function should include a detailed docstring that describes what the function does, and also describes all parameters and return values in detail. Additionally, the docstring should provide a direct link to applicable PowerWorld documentation. It's also generally useful to document what exceptions the function/method may raise.

Docstrings should use reStructuredText (rst) format, as described in PEP-287. A useful cheat sheet can be found here.

Additionally, functions should utilize type hinting to help users and developers know explicitly what types of objects they'll be dealing with.

Here's an example of both type hinting and a good docstring:

def OpenCase(self, FileName: Union[str, None] = None) -> None:
    """Load PowerWorld case into the automation server.

    :param FileName: Full path to the case file to be loaded. If
        None, this method will attempt to use the last FileName
        used to open a case.

    :raises TypeError: if FileName is None, and OpenCase has never
        been called before.

    `PowerWorld documentation
    <https://www.powerworld.com/WebHelp/Content/MainDocumentation_HTML/OpenCase_Function.htm>`_
    """

Inputs and Outputs

Where applicable, the preferred return types are pandas.DataFrame and pandas.Series. A return of None should be used to indicate that a function operated but has nothing to return.

Unit Testing

Any and all functions, methods, classes, etc. should be tested. ESA uses the built-in unittest module, as well as unittest.mock.

The objective is to have 100% testing coverage. Tools such as Coverage.py can be used to assess test coverage.

Please read the docstring in test_saw.py - it has very important information related to avoiding state conflicts that may arise between tests (in an ideal world, this wouldn't be a problem, but we just don't live in an ideal world :)).

Note that due to the nature of this project, many tests aren't truly "unit" tests in that they actually call SimAuto.

Using the Helper Methods

The SAW class has a variety of private helper methods, prefixed with and underscore. A developer should use these liberally, as they're designed to make development easy.

Details for the SAW class

Never call SimAuto directly - always use the _call_simauto helper.

Any and all DataFrames/Series that are created via output from PowerWorld should be passed through the clean_df_or_series method.